Charles Schwab Corp's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 30 out of 118 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 118.71.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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
30 / 118
Overall Ranking
140 / 4540
Industry
Investment Banking & Investment Services
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
46°C
Very Low
Very High
Negative
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 and business 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 to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 27.68B.
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 4.34, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 1.51B shares, decreasing 3.98% 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 and business 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 to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.