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The Charles Schwab Corporation (SCHW)

(Delayed Data from NYSE)

$73.25 USD

73.25
8,733,424

+2.82 (4.00%)

Updated May 14, 2021 04:00 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy25.41%
2Buy19.02%
3Hold10.72%
4Sell6.46%
5Strong Sell3.06%
S&P50011.04%

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2-Buy of 5   2      

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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C Value C Growth F Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 18% (44 out of 251)

Industry: Financial - Investment Bank

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Company Summary

Headquartered in San Francisco, CA, The Charles Schwab Corporation is a savings and loan holding company, providing wealth management, securities brokerage, banking, asset management, custody and financial advisory services.

The company's main subsidiaries include Charles Schwab & Co. (securities broker-dealer), Charles Schwab Investment Management (an investment advisor  for Schwab's proprietary mutual funds and Schwab’s exchange-traded funds) and Charles Schwab Bank (a federal savings bank).

Schwab provides financial services to individuals and institutions through two reportable segments – Investor Services and Advisor Services.

General Information

The Charles Schwab Corporation

3000 SCHWAB WAY

WESTLAKE, TX 76262

Phone: 817-859-5000

Fax: 415-627-8538

Web: http://www.aboutschwab.com

Email: investor.relations@schwab.com

Industry Financial - Investment Bank
Sector Finance
Fiscal Year End December
Last Reported Quarter 3/31/2021
Next EPS Date 7/15/2021

EPS Information

Current Quarter EPS Consensus Estimate 0.76
Current Year EPS Consensus Estimate 3.16
Estimated Long-Term EPS Growth Rate 14.10
Next EPS Report Date 7/15/2021

Price and Volume Information

Zacks Rank Premium
Yesterday's Close 70.43
52 Week High 73.37
52 Week Low 31.63
Beta 1.09
20 Day Moving Average 7,332,123.00
Target Price Consensus 77.00

SCHW

% Price Change
4 Week 11.83
12 Week 18.28
YTD 38.10
% Price Change Relative to S&P 500
4 Week 11.74
12 Week 10.91
YTD 24.28
Share Information
Shares Outstanding (millions) 1,807.05
Market Capitalization (millions) 132,366.63
Short Ratio NA
Last Split Date 5/31/2000
Dividend Information
Dividend Yield 0.98%
Annual Dividend $0.72
Payout Ratio 0.27
Change in Payout Ratio 0.03
Last Dividend Payout / Amount 2/11/2021 / $0.18

Fundamental Ratios

P/E
P/E (F1) 23.18
Trailing 12 Months 27.85
PEG Ratio 1.65
EPS Growth
vs. Previous Year 40.00%
vs. Previous Quarter 13.51%
   
Sales Growth
vs. Previous Year 80.17%
vs. Previous Quarter 12.91%
   
Price Ratios
Price/Book 2.94
Price/Cash Flow 22.13
Price / Sales 9.60
ROE
3/31/21 12.80
12/31/20 12.23
9/30/20 13.52
ROA
3/31/21 0.96
12/31/20 0.87
9/30/20 0.86
Current Ratio
3/31/21 0.39
12/31/20 0.37
9/30/20 0.28
Quick Ratio
3/31/21 NA
12/31/20 0.37
9/30/20 0.28
Operating Margin
3/31/21 33.65
12/31/20 32.26
9/30/20 31.40
Net Margin
3/31/21 28.92
12/31/20 28.22
9/30/20 29.80
Pre-Tax Margin
3/31/21 37.81
12/31/20 36.78
9/30/20 38.89
Book Value
3/31/21 24.93
12/31/20 26.80
9/30/20 20.22
Inventory Turnover
3/31/21 0.00
12/31/20 NA
9/30/20 NA
Debt-to-Equity
3/31/21 0.39
12/31/20 0.28
9/30/20 0.30
Debt to Capital
3/31/21 24.15
12/31/20 19.56
9/30/20 20.01