SWG0 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 | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
The Charles Schwab Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$18.70 |
| 52 Week High | US$20.40 |
| 52 Week Low | US$16.80 |
| Beta | 0.95 |
| 11 Month Change | -6.50% |
| 3 Month Change | 9.36% |
| 1 Year Change | 10.65% |
| 33 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 3.66% |
Recent News & Updates
Recent updates
Shareholder Returns
| SWG0 | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | -5.1% | 0.5% | -1.3% |
| 1Y | 10.7% | 26.7% | 7.4% |
Return vs Industry: SWG0 underperformed the German Capital Markets industry which returned 26.6% over the past year.
Return vs Market: SWG0 exceeded the German Market which returned 7.1% over the past year.
Price Volatility
| SWG0 volatility | |
|---|---|
| SWG0 Average Weekly Movement | 8.4% |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 10.8% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: SWG0's share price has been volatile over the past 3 months compared to the German market.
Volatility Over Time: SWG0's weekly volatility (8%) has been stable over the past year, but is still higher than 75% of German stocks.
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
| SWG0 fundamental statistics | |
|---|---|
| Market cap | €140.51b |
| Earnings (TTM) | €4.47b |
| Revenue (TTM) | €17.87b |
31.6x
P/E Ratio7.9x
P/S RatioIs SWG0 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SWG0 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 SWG0 perform over the long term?
See historical performance and comparisonDividends
1.2%
Current Dividend Yield39%
Payout RatioDoes SWG0 pay a reliable dividends?
See SWG0 dividend history and benchmarks| Charles Schwab dividend dates | |
|---|---|
| Ex Dividend Date | Nov 15 2024 |
| Dividend Pay Date | Dec 02 2024 |
| Days until Ex dividend | 7 days |
| Days until Dividend pay date | 10 days |
Does SWG0 pay a reliable dividends?
See SWG0 dividend history and benchmarks