While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
We grade stocks based on past performance, their future growth potential, intrinsic value, dividend history, and overall financial health.
The chart below shows how we grade Charles Schwab (SCHW) across the board compared to its closest peers.
Benzinga Edge stock rankings give you four critical scores to help you identify the strongest and weakest stocks to buy and sell.
65.12
Growth measures a stock's combined historical expansion in earnings and revenue across multiple time periods, with emphasis on both long-term trends and recent performance.
73.65
Momentum measures a stock's relative strength based on its price movement patterns and volatility over multiple timeframes, ranked as a percentile against other stocks.
46.1
Quality is a composite ranking that evaluates a company's operational efficiency and financial health by analyzing historical profitability metrics and fundamental strength indicators on a percentile basis relative to peers.
See how Charles Schwab compares to its peers in these key performance metrics from Benzinga Rankings.
Below, you can see that analysts are estimating a 12-month price target range of $86.00 - $139.00 with an average of $116.46
Recent Ratings for Charles Schwab (SCHW)
Earnings History (3 years)
It is important to look at a companies earnings history to see not only if they are profitable, but if their earnings are growing.Ideally, we would like to see a company have a long history of consistently high dividend payouts that have grown at a consistent rate. From here we want to be confident that this sort of dividend growth and consistency will persist into the future.
The chart below shows the historical trend in Charles Schwab (SCHW) dividend yield on an annual basis.
The two main factors that we consider when analyzing past performance is overall return and volatility
Using these two metrics, we can determine if this stock gave its investors enough return for the risk that they took on by owning it. This is measured by the sharpe ratio, which has been used as a primary measure of risk/reward trade-off for almost 60 years.
This ratio can be interpreted as the amount of return an investor has received for the amount of risk that they took on by owning the stock over that timeframe.
Charles Schwab (SCHW) sharpe ratio over the past 5 years is 1.1625 which is considered to be below average compared to the peer average of 1.4538
Based on our data, SCHW's options trades have recently carried more negative sentiment than positive.
The main purpose of an income statement is to convey details of profitability and business activities. Below, is SCHW's income statement for the previous four years along with its trailing-twelve- month profit & loss.
It breaks down what company owns (assets) and what a company owes (liabilities), in order to give investors an overview of its capital structure.
