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Charles Schwab Corp SCHW Stock Quote

| Rating as of

NYSE: SCHW

Last close prices updated as of Feb 07, 2023, 7:00 PM EST | USD | BATS BZX Real-Time Price
  • Last Close 81.19
  • Sector Financial Services
  • Industry Capital Markets
  • Investment Style Large Blend
  • Day Range 79.00  –  81.55
  • Year Range 59.35  –  96.24
  • Market Cap 151.5606 Bil
  • Volume / Avg 6.0 Mil /  7.3 Mil
  • Price / Sales 7.41
  • Price / Book 5.67
  • Forward Div Yield 1.23%
  • Trailing Div Yield 1.34%

Morningstar‘s Stock Analysis SCHW

Valuation
Currency in
Is it the right time to buy or sell?
Is it the right time to buy or sell?

1-Star Price

INVESTOR

5-Star Price

INVESTOR

Economic Moat

INVESTOR

Capital Allocation

INVESTOR

Schwab’s Revenue Growth Stalled in Q4; We Still Assess Long-Term Uptrend Will Endure

Michael Wong Sector Director

Analyst Note

| Michael Wong |

Charles Schwab’s net revenue was sequentially flat in the fourth quarter, but we believe the company’s revenue and earnings will still experience a substantial uptrend over the near and long term. The company reported net income to common shareholders of $1.8 billion, or $0.97 per diluted share, on $5.5 billion of net revenue for the fourth quarter of 2022. Net revenue grew $789 million, or 17% from a year ago, but decreased $3 million from the previous quarter, while net income grew $372 million, or 26%, from the previous year, but decreased $63 million, or 3%, sequentially. The roughly flat sequential revenue and slight decrease in earnings was a bit disappointing given that net revenue grew at a high-single-digit percentage and net income grew a double-digit percentage in each of the previous two quarters. We continue to believe that wide-moat Charles Schwab will have stronger earnings growth in both the near and long term, so we are maintaining our $87 fair value estimate and assess shares are fairly valued to slightly undervalued.

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Key Statistics SCHW

Company Profile SCHW

Business Description

Charles Schwab operates in brokerage, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $6.5 trillion of client assets at the end of September 2022. Nearly all of its revenue is from the United States.

Contact
3000 Schwab Way
Westlake, TX, 76262
Industry Capital Markets
Employees 35,200

Related Articles SCHW

FAQs for Charles Schwab Corp Stock

Yes. SCHW has a forward dividend yield of 1.25%. See SCHW’s full dividends and stock split history on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks, to compare the relationship between a stock’s price and how it rewards stockholders through dividends. The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.

Learn more about dividend yield.

SCHW’s market cap is 151.56 Bil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares. It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.

Learn more about market capitalization.

SCHW’s stock style is Large Core.
Style is an investment factor that has a meaningful impact on investment risk and returns. Style is calculated by combining value and growth scores, which are first individually calculated.

High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.

Learn more about style.

SCHW’s price/sales is 7.29.
Price/sales represents the amount an investor is willing to pay for a dollar generated from a particular company’s sales or revenues.

SCHW’s price/forward earnings is 17.27.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates. The lower the Forward P/E, the cheaper the stock.

SCHW’s price/book is 5.67.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets, based on historical, rather than current, valuations. Historical valuations generally do not reflect a company’s current market value. Value investors frequently look for companies that have low price/book ratios.

See SCHW’s valuation ratios compared to the Market Index.

SCHW’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.

Compare SCHW’s historical performance against its industry peers and the overall market.