SWG Stock Overview
Operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
My Notes
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The Charles Schwab Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$70.67 |
| 52 Week High | US$79.51 |
| 52 Week Low | US$55.43 |
| Beta | 0.97 |
| 1 Month Change | -8.28% |
| 3 Month Change | 21.11% |
| 1 Year Change | 14.91% |
| 3 Year Change | -6.47% |
| 5 Year Change | 63.29% |
| Change since IPO | 3,701.36% |
Recent News & Updates
Recent updates
Shareholder Returns
| SWG | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | -11.1% | -2.0% | -2.6% |
| 1Y | 14.9% | 21.1% | 6.9% |
Return vs Industry: SWG underperformed the German Capital Markets industry which returned 21% over the past year.
Return vs Market: SWG exceeded the German Market which returned 6.9% over the past year.
Price Volatility
| SWG volatility | |
|---|---|
| SWG Average Weekly Movement | 5.3% |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 11.2% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: SWG has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: SWG's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1971 | 32,100 | Walt Bettinger | www.schwab.com |
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services.
The Charles Schwab Corporation Fundamentals Summary
| SWG fundamental statistics | |
|---|---|
| Market cap | €130.37b |
| Earnings (TTM) | €4.49b |
| Revenue (TTM) | €17.96b |
29.0x
P/E Ratio7.3x
P/S RatioIs SWG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SWG income statement (TTM) | |
|---|---|
| Revenue | US$18.74b |
| Cost of Revenue | US$604.00m |
| Gross Profit | US$18.13b |
| Other Expenses | US$13.45b |
| Earnings | US$4.69b |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.56 |
| Gross Margin | 96.78% |
| Net Profit Margin | 25.02% |
| Debt/Equity Ratio | 144.1% |
How did SWG perform over the long term?
See historical performance and comparisonDividends
1.3%
Current Dividend Yield39%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 14:06 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
The Charles Schwab Corporation is covered by 46 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |