Charles Schwab (SCHW) Panoramica del titolo
Charles Schwab Corporation, insieme alle sue consociate, opera come una holding di risparmio e prestito che fornisce servizi di gestione patrimoniale, intermediazione di titoli, attività bancaria, gestione patrimoniale, custodia e consulenza finanziaria negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
SCHW Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$122.76
FV
17.3% sottovalutato sconto intrinseco10.76%
Revenue growth p.a.
121
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Concorrenti di The Charles Schwab Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$101.56 |
| Massimo di 52 settimane | US$107.50 |
| Minimo di 52 settimane | US$83.96 |
| Beta | 0.76 |
| Variazione di 1 mese | 10.75% |
| Variazione a 3 mesi | 9.03% |
| Variazione di 1 anno | 6.01% |
| Variazione a 3 anni | 52.77% |
| Variazione a 5 anni | 49.55% |
| Variazione dall'IPO | 27,944.40% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Jul 08
SCHW: Record Asset Gathering And AI Tools Will Shape Balanced Outlook
The updated analyst price target for Charles Schwab increases from about $88 to roughly $94, with analysts pointing to clearer revenue and margin guidance, refreshed models following investor day, and greater confidence in client engagement and key growth initiatives. Analyst Commentary Recent research on Charles Schwab highlights a mix of optimism around the updated financial outlook and ongoing debate about risk, particularly around valuation, client behavior, and execution on new initiatives.
Aggiornamento narrativa • Jun 24
SCHW: AI Adoption And Platform Expansion Are Expected To Drive Future Upside
The analyst price target for Charles Schwab has been nudged higher by about $0.31 to $116.16, as analysts point to the company’s recent investor day guidance, updated financial outlook, and views on AI and client growth as support for modestly refining valuation assumptions. Analyst Commentary Recent research on Charles Schwab clusters around the company’s investor day, with several bullish and bearish analysts adjusting their valuation work based on updated revenue, expense, and earnings frameworks.Recent updates
Aggiornamento narrativa • Jul 08
SCHW: Record Asset Gathering And AI Tools Will Shape Balanced Outlook
The updated analyst price target for Charles Schwab increases from about $88 to roughly $94, with analysts pointing to clearer revenue and margin guidance, refreshed models following investor day, and greater confidence in client engagement and key growth initiatives. Analyst Commentary Recent research on Charles Schwab highlights a mix of optimism around the updated financial outlook and ongoing debate about risk, particularly around valuation, client behavior, and execution on new initiatives.Aggiornamento narrativa • Jun 24
SCHW: AI Adoption And Platform Expansion Are Expected To Drive Future Upside
The analyst price target for Charles Schwab has been nudged higher by about $0.31 to $116.16, as analysts point to the company’s recent investor day guidance, updated financial outlook, and views on AI and client growth as support for modestly refining valuation assumptions. Analyst Commentary Recent research on Charles Schwab clusters around the company’s investor day, with several bullish and bearish analysts adjusting their valuation work based on updated revenue, expense, and earnings frameworks.Seeking Alpha • Jun 16
Charles Schwab's Most Important Growth Metric Just Set An All-Time Record
Summary Charles Schwab (SCHW) defies perceptions of stagnation, posting record-breaking Q1 2026 results. SCHW's recent performance signals ongoing growth momentum, challenging the narrative of a mature, slow-growth firm. Q1 2026 numbers stand among the strongest in SCHW's history, highlighting robust operational execution. Reevaluating SCHW's growth trajectory is warranted given its exceptional recent financial results. Read the full article on Seeking AlphaArticolo di analisi • Jun 16
Charles Schwab (SCHW) Stock Could Be 26% Undervalued After Strong May Client Growth
Charles Schwab (SCHW) is back in focus after its May activity report showed record net new assets, total client assets above $13.1b, and a sharp pickup in new brokerage accounts. See our latest analysis for Charles Schwab. After the strong May activity update and new trading features such as 24/7 cryptocurrency futures and expanded fractional trading, Charles Schwab’s share price has cooled this year, with the year to date share price return down 10.46%, even as the 3 year total shareholder...Aggiornamento narrativa • Jun 03
SCHW: AI And Crypto Expansion Are Expected To Support Future Upside
Analyst price targets for Charles Schwab have edged higher, with the fair value estimate moving from $115.20 to $115.85 as analysts factor in the updated financial outlook, increased revenue visibility from recent investor day commentary, and their view that AI related concerns look less justified given management’s guidance. Analyst Commentary Recent research points to a generally constructive stance on Charles Schwab, with a cluster of higher fair value estimates following the investor day and updated outlook.Aggiornamento narrativa • May 12
SCHW: Recent Product Expansions And AI Tools Are Expected To Support Upside
Analysts modestly raised the Charles Schwab price target by $0.20 to $115.20 as they adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E, while also balancing a mix of recent target cuts and increases across the Street. Analyst Commentary Recent research shows a split view on Charles Schwab, with several firms trimming price targets and a few high profile institutions lifting theirs.Aggiornamento narrativa • Apr 24
SCHW: Higher Cash Returns And Crypto Expansion Are Expected To Support Upside
Analysts have trimmed the Charles Schwab fair value estimate by $3 to $115, citing updated views on revenue growth, profit margins, discount rates, and future P/E assumptions following a mixed series of recent price target changes across the Street. Analyst Commentary Recent Street research on Charles Schwab reflects a split view, with several target cuts offset by a handful of increases and a fresh positive rating.Aggiornamento narrativa • Apr 09
SCHW: Higher Cash Returns And Teen Investor Initiatives Are Expected To Support Upside
Narrative Update on Charles Schwab Analysts have trimmed the Charles Schwab price target by about $2 to $118. This reflects slightly higher expected revenue growth and profitability, offset by a modestly lower future P/E and recent mixed target moves across firms such as UBS, Jefferies, Truist, Barclays, TD Cowen, Deutsche Bank, BofA, Piper Sandler and Citizens.Aggiornamento narrativa • Mar 25
SCHW: Strong Retail Trading And Higher Reinvestment Yields Are Expected To Support Upside
Narrative Update The updated analyst price target for Charles Schwab edges slightly lower, with the fair value estimate moving from about $120.68 to $120.32 as analysts modestly adjust assumptions for growth, profitability, discount rate, and future P/E, while still citing broad Street support from recent target increases across multiple firms. Analyst Commentary Street research around Charles Schwab has recently leaned constructive, with a series of price target increases and supportive comments on the business model, earnings power, and capital return potential.Aggiornamento narrativa • Mar 11
SCHW: Retail Trading Strength And Higher Reinvestment Yields Are Expected To Support Upside
Our updated analyst price target for Charles Schwab edges slightly lower to about $120.68 from $121.00, as analysts factor in a modestly higher discount rate and slightly lower future P/E assumptions, while still citing supportive flows, solid trading activity, and broad buy side interest in the name. Analyst Commentary Recent Street research on Charles Schwab reflects a broadly constructive stance, with a series of higher price targets and positive references in broader financials surveys.Aggiornamento narrativa • Feb 24
SCHW: Higher Reinvestment Yields And Retail Trading Are Expected To Support Upside
Analysts have inched their average price target on Charles Schwab to about $121, reflecting updated views on revenue growth potential, slightly lower profit margin assumptions, and recent broad-based target increases across major firms. Analyst Commentary Recent research points to a broadly constructive stance on Charles Schwab, with several firms lifting their price targets and keeping positive ratings on the stock.Aggiornamento narrativa • Feb 08
SCHW: Higher Reinvestment Yields And Trading Activity Will Support Future Upside
Our updated view keeps Charles Schwab's fair value estimate effectively unchanged at about $120.90 per share. Analysts point to slightly lower assumed revenue growth, a modestly higher profit margin, a lower discount rate, and a reduced future P/E multiple informed by recent price target increases across the Street.Articolo di analisi • Feb 02
Charles Schwab's (NYSE:SCHW) Shareholders Will Receive A Bigger Dividend Than Last Year
The Charles Schwab Corporation's ( NYSE:SCHW ) dividend will be increasing from last year's payment of the same period...Aggiornamento narrativa • Jan 24
SCHW: Forge Global Deal Will Support Future Bullish Upside
Analysts have nudged their implied price target for Charles Schwab higher to about US$121 from roughly US$116, pointing to Street research that highlights firmer margin expectations, a slightly lower discount rate, and steady forward P/E assumptions supported by recent target increases from multiple brokerage firms. Analyst Commentary Recent target changes cluster on the positive side, with several bullish analysts lifting their price targets by US$2 to US$5 and a few moving into the US$120 to US$123 range.Aggiornamento narrativa • Jan 10
SCHW: Forge Global Deal And Capital Returns Will Drive Bullish Upside
Analysts have modestly raised their fair value estimate for Charles Schwab to $115.95 from $112.79, pointing to refreshed price targets across the Street, slightly higher modeled revenue growth, profit margin and future P/E, along with resilient client engagement and trading activity. Analyst Commentary Street research on Charles Schwab has tilted more positive, with several firms lifting their price targets and pointing to what they see as solid execution, healthy client activity, and scope for better capital returns.Aggiornamento narrativa • Dec 25
SCHW: Forge Global Deal And Capital Returns Will Shape Balanced Forward Outlook
Analysts have nudged their average price target for Charles Schwab modestly higher, lifting fair value by about $1 to roughly $113. They cite a string of Q3-driven target increases that highlight stronger than expected earnings momentum, improving net interest dynamics, and a growing outlook for capital returns.Aggiornamento narrativa • Dec 11
SCHW: Forge Global Deal Will Expand Private Market Access And Capital Return Capacity
Analysts nudged their average price target for Charles Schwab slightly higher to approximately $112 from about $111, citing solid Q3 earnings beats, improving balance sheet flexibility, and a clearer path to capital returns and earnings growth into 2025 and 2026. Analyst Commentary Street research following the Q3 report reflects a broadly constructive stance on Charles Schwab, with multiple price target increases and a focus on the firm’s capital return capacity, earnings trajectory, and competitive positioning.Aggiornamento narrativa • Nov 27
SCHW: Forge Global Acquisition Will Broaden Private Market Access and Fuel Momentum
Charles Schwab's analyst price target has been modestly reduced to $111.61. This change reflects updated expectations for slower profit margin expansion, despite generally positive Street commentary on the company's recent earnings momentum and growth outlook.Aggiornamento narrativa • Nov 12
SCHW: Acquisition of Forge Global Will Expand Access to Private Markets
Charles Schwab's analyst price target has been raised modestly from $111.50 to $111.95, as analysts cite solid Q3 results, improved revenue growth prospects, and ongoing capital return capacity. These factors support a slightly stronger outlook for the shares.Aggiornamento narrativa • Oct 29
Ongoing Capital Returns And Client Engagement Will Drive Market Outperformance Ahead
Charles Schwab's analyst price target has increased by $1.90 to $111.50. This reflects analysts' optimism following robust Q3 results, improved capital return expectations, and ongoing client engagement momentum.Articolo di analisi • Oct 18
The Charles Schwab Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Investors in The Charles Schwab Corporation ( NYSE:SCHW ) had a good week, as its shares rose 2.4% to close at US$94.14...Aggiornamento narrativa • Oct 14
Digital Transformation And Generational Wealth Will Drive Long-Term Success
Charles Schwab's analyst price target has increased modestly to $109.60, up from $108.37. Analysts cite improving profit margins, the potential benefits of recent strategic shifts, and resilient asset growth despite mixed industry trends.Aggiornamento narrativa • Sep 18
Digital Transformation And Generational Wealth Will Drive Long-Term Success
The consensus analyst price target for Charles Schwab saw a slight increase to $108.37, as bullish analysts cited strong net new asset growth and sustained trading volumes supported by a favorable rate environment, while bearish sentiment persists on concerns about future Fed rate cuts impacting earnings. Analyst Commentary Bullish analysts cite a significant acceleration in net new asset growth, with seasonally adjusted growth nearly 6%—the strongest in over two years.Seeking Alpha • Apr 21
Charles Schwab Q1: 3 Reasons To Buy This Brokerage Powerhouse
Summary Charles Schwab reported over $2.0B in quarterly profits in Q1'25, with a net profit margin exceeding 40%, driven by strong market activity. The firm attracted $137.7B in core net new assets in Q1, showing a 20% increase quarter-over-quarter, bolstering future earnings growth. Charles Schwab is growing its business and demonstrating a strong ability to consistently grow its asset base. Charles Schwab's valuation is attractive, trading at a P/E ratio of 15.1x, below its 3-year average, with an expected EPS growth of 24%. The brokerage's robust profitability and stock buyback potential, alongside low earnings risks, make it a strong buy despite market volatility. Read the full article on Seeking AlphaSeeking Alpha • Apr 08
Charles Schwab: Getting Cheaper, But Not Cheap Enough
Summary The Charles Schwab Corporation has shown resilience, with shares pulling back only 3.4% compared to the S&P 500's 12.6% drop, but remains a 'hold' due to mixed growth. Total client assets slightly declined to $10.28 trillion despite $137.3 billion in net new assets, highlighting market losses and inflows. Active brokerage accounts rose significantly, but interest-earning assets and bank deposits faced challenges due to high interest rates and market conditions. SCHW stock valuation has improved with a P/E multiple dropping to 23.4 and a P/B multiple to 3.24, yet not low enough for a bullish stance. Read the full article on Seeking AlphaRendimenti per gli azionisti
| SCHW | US Capital Markets | US Mercato | |
|---|---|---|---|
| 7D | -1.5% | 0.4% | -2.0% |
| 1Y | 6.0% | 1.3% | 17.4% |
Ritorno vs Industria: SCHW ha superato il US Capital Markets che ha restituito 1.3 % nell'ultimo anno.
Rendimento vs Mercato: SCHW ha avuto una performance inferiore al mercato US che ha registrato un rendimento 17.4 % nell'ultimo anno.
Volatilità dei prezzi
| SCHW volatility | |
|---|---|
| SCHW Average Weekly Movement | 3.7% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: SCHW non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di SCHW è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1971 | 33,500 | Rick Wurster | www.aboutschwab.com |
Charles Schwab Corporation, insieme alle sue consociate, opera come una holding di risparmio e prestito che fornisce servizi di gestione patrimoniale, intermediazione di titoli, servizi bancari, gestione patrimoniale, custodia e consulenza finanziaria negli Stati Uniti e a livello internazionale. La società opera in due segmenti, Servizi agli investitori e Servizi ai consulenti. Offre conti di intermediazione con negoziazione di titoli azionari e a reddito fisso, prestito di margini, negoziazione di opzioni, futures e forex, e capacità di gestione della liquidità, compresi i fondi del mercato monetario e i certificati di deposito; fondi comuni di investimento di terzi attraverso il servizio Mutual Fund Marketplace e Mutual Fund OneSource, nonché servizi di negoziazione e compensazione di fondi comuni di investimento per i broker-dealer; fondi negoziati in borsa; soluzioni di consulenza per portafogli gestiti, conti gestiti separatamente, consulenza personale personalizzata per portafogli su misura, pianificazione specializzata e gestione di portafogli a tempo pieno; prodotti bancari che comprendono conti correnti e di risparmio, mutui ipotecari residenziali di primo grado, linee di credito per l'acquisto di abitazioni e linee di attività in pegno; servizi di custodia fiduciaria, servizi di rendicontazione fiduciaria personale e servizi di amministrazione fiduciaria.
The Charles Schwab Corporation Riepilogo dei fondamenti
| SCHW statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$176.63b |
| Utili (TTM) | US$9.02b |
| Ricavi(TTM) | US$24.80b |
19.6x
Rapporto P/E7.1x
Rapporto P/SSCHW è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SCHW Conto economico (TTM) | |
|---|---|
| Ricavi | US$24.80b |
| Costo del fatturato | US$630.00m |
| Profitto lordo | US$24.17b |
| Altre spese | US$15.16b |
| Utili | US$9.02b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 21, 2026
| Utile per azione (EPS) | 5.19 |
| Margine lordo | 97.46% |
| Margine di profitto netto | 36.36% |
| Rapporto debito/patrimonio netto | 120.7% |
Come si è comportato SCHW nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.3%
Rendimento attuale del dividendo22%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/19 01:57 |
| Prezzo dell'azione a fine giornata | 2026/07/17 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
The Charles Schwab Corporation è coperta da 39 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |