Ratings Charles Schwab

Equities

SCHW

US8085131055

Real-time Estimate Cboe BZX Other stock markets 12:46:58 2024-04-25 pm EDT			5-day change	1st Jan Change
74.54 ^USD	-0.87%		+2.30%	+8.44%

04:07pm	Schwab Charles Insider Sold Shares Worth $6,661,308, According to a Recent SEC Filing	MT
Apr. 24	Charles Schwab Maintains Quarterly Cash Dividend at $0.25 a Share, Payable May 24 to Shareholders of Record May 10	MT

Strengths

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.
Margins returned by the company are among the highest on the stock exchange list. Its core activity clears big profits.
The average price target of analysts who are interested in the stock has been strongly revised upwards over the last four months.

Weaknesses

With a 2024 P/E ratio at 23.8 times the estimated earnings, the company operates at rather significant levels of earnings multiples.
The company's "enterprise value to sales" ratio is among the highest in the world.
In relation to the value of its tangible assets, the company's valuation appears relatively high.
The company is not the most generous with respect to shareholders' compensation.
For the last twelve months, sales expectations have been significantly downgraded, which means that less important sales volumes are expected for the current fiscal year over the previous period.
For the past year, analysts have significantly revised downwards their profit estimates.
For the last four months, EPS estimates made by Standard & Poor's analysts have been revised downwards.
The average consensus view of analysts covering the stock has deteriorated over the past four months.
Over the past twelve months, analysts' consensus has been significantly revised downwards.
Financial statements have repeatedly disappointed market stakeholders. Most often, they were below expectations.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Banking & Brokerage Services

	1st Jan change	Capi.	ESG Refinitiv
CHARLES SCHWAB	+8.44%	137B	B-
THE GOLDMAN SACHS GROUP, INC.	+8.41%	145B	C+
CITIGROUP INC.	+20.06%	119B	C+
CITIC SECURITIES COMPANY LIMITED	-10.75%	34.64B	B+
RAYMOND JAMES FINANCIAL, INC.	+6.35%	26.66B	B
CSC FINANCIAL CO., LTD.	-15.51%	20.12B	B+
LPL FINANCIAL HOLDINGS INC.	+16.46%	19.76B	B+
NOMURA HOLDINGS, INC.	+41.16%	17.65B	B
CHINA MERCHANTS SECURITIES CO., LTD.	+5.72%	15.64B	C-
HUATAI SECURITIES CO., LTD.	-4.59%	15.19B	A-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes