The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Charles Schwab Corp's Score
Industry at a Glance
Industry Ranking
37 / 116
Overall Ranking
160 / 4618
Industry
Investment Banking & Investment Services
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
23
analysts
Buy
Current Rating
110.000
Target Price
+16.51%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Charles Schwab Corp Highlights
StrengthsRisks
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services, and retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds, advice solutions, alternative investments, banking and trust.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 16.55% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 33.55%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 33.55%.
Overvalued
The company’s latest PB is 4.02, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 1.54B shares, decreasing 2.39% quarter-over-quarter.
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services, and retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds, advice solutions, alternative investments, banking and trust.