Charles Schwab Valuation
Is SCHW * undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
0/6Valuation Score 0/6
Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of SCHW * when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: SCHW * (MX$1229.82) is trading above our estimate of fair value (MX$717.59)
Significantly Below Fair Value: SCHW * is trading above our estimate of fair value.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for SCHW *?
Other financial metrics that can be useful for relative valuation.
What is SCHW *'s n/a Ratio? | |
---|---|
n/a | 0x |
n/a | n/a |
Market Cap | US$133.97b |
Key Statistics | |
---|---|
Enterprise Value/Revenue | n/a |
Enterprise Value/EBITDA | n/a |
PEG Ratio | 1.8x |
Price to Earnings Ratio vs Peers
How does SCHW *'s PE Ratio compare to its peers?
Company | Forward PE | Estimated Growth | Market Cap |
---|---|---|---|
Peer Average | 25x | ||
VALUEGF O Value Grupo Financiero. de | 56.3x | n/a | Mex$14.4b |
ACTINVR B Corporación Actinver S. A. B. de C. V | 8.2x | 12.7% | Mex$8.5b |
MS Morgan Stanley | 17.7x | 10.5% | US$159.0b |
GS Goldman Sachs Group | 17.8x | 13.8% | US$155.1b |
SCHW * Charles Schwab | 30.7x | 17.3% | Mex$134.0b |
Price-To-Earnings vs Peers: SCHW * is expensive based on its Price-To-Earnings Ratio (30.7x) compared to the peer average (25x).
Price to Earnings Ratio vs Industry
How does SCHW *'s PE Ratio compare vs other companies in the South American Capital Markets Industry?
Price-To-Earnings vs Industry: SCHW * is expensive based on its Price-To-Earnings Ratio (30.7x) compared to the South American Capital Markets industry average (8.8x).
Price to Earnings Ratio vs Fair Ratio
What is SCHW *'s PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
Fair Ratio | |
---|---|
Current PE Ratio | 30.7x |
Fair PE Ratio | 17.4x |
Price-To-Earnings vs Fair Ratio: SCHW * is expensive based on its Price-To-Earnings Ratio (30.7x) compared to the estimated Fair Price-To-Earnings Ratio (17.4x).
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
---|---|---|---|---|---|---|---|
Current | Mex$1,229.82 | Mex$1,334.38 +8.5% | 8.5% | Mex$1,543.88 | Mex$1,085.80 | n/a | 20 |
May ’25 | Mex$1,269.99 | Mex$1,349.54 +6.3% | 9.4% | Mex$1,565.64 | Mex$1,089.14 | n/a | 20 |
Apr ’25 | Mex$1,200.00 | Mex$1,226.60 +2.2% | 10.3% | Mex$1,446.94 | Mex$964.63 | n/a | 20 |
Mar ’25 | Mex$1,126.50 | Mex$1,224.88 +8.7% | 9.8% | Mex$1,450.28 | Mex$989.60 | n/a | 19 |
Feb ’25 | Mex$1,117.19 | Mex$1,237.84 +10.8% | 10.4% | Mex$1,472.10 | Mex$969.85 | n/a | 19 |
Jan ’25 | n/a | Mex$1,238.95 0% | 12.7% | Mex$1,459.27 | Mex$892.73 | n/a | 18 |
Dec ’24 | Mex$1,060.00 | Mex$1,190.41 +12.3% | 12.4% | Mex$1,461.75 | Mex$894.24 | n/a | 18 |
Nov ’24 | Mex$940.00 | Mex$1,274.44 +35.6% | 12.0% | Mex$1,550.00 | Mex$984.71 | n/a | 18 |
Oct ’24 | Mex$982.00 | Mex$1,305.14 +32.9% | 12.6% | Mex$1,665.51 | Mex$999.31 | n/a | 18 |
Sep ’24 | Mex$1,033.00 | Mex$1,264.08 +22.4% | 12.1% | Mex$1,597.62 | Mex$941.75 | n/a | 18 |
Aug ’24 | Mex$1,110.00 | Mex$1,245.84 +12.2% | 11.7% | Mex$1,584.73 | Mex$950.84 | n/a | 19 |
Jul ’24 | Mex$972.30 | Mex$1,146.02 +17.9% | 13.2% | Mex$1,451.50 | Mex$887.98 | n/a | 18 |
Jun ’24 | Mex$925.00 | Mex$1,187.09 +28.3% | 13.7% | Mex$1,498.12 | Mex$810.75 | Mex$1,229.82 | 17 |
May ’24 | Mex$940.00 | Mex$1,207.74 +28.5% | 15.2% | Mex$1,542.37 | Mex$834.69 | Mex$1,269.99 | 17 |
Apr ’24 | Mex$929.00 | Mex$1,440.67 +55.1% | 18.1% | Mex$1,982.46 | Mex$1,045.30 | Mex$1,200.00 | 16 |
Mar ’24 | Mex$1,467.02 | Mex$1,707.67 +16.4% | 11.1% | Mex$2,019.15 | Mex$1,358.34 | Mex$1,126.50 | 16 |
Feb ’24 | Mex$1,457.75 | Mex$1,735.56 +19.1% | 10.4% | Mex$2,008.30 | Mex$1,388.92 | Mex$1,117.19 | 16 |
Jan ’24 | Mex$1,598.00 | Mex$1,794.26 +12.3% | 11.4% | Mex$2,362.23 | Mex$1,607.09 | n/a | 15 |
Dec ’23 | Mex$1,586.17 | Mex$1,764.42 +11.2% | 8.7% | Mex$2,019.44 | Mex$1,572.83 | Mex$1,060.00 | 15 |
Nov ’23 | Mex$1,577.20 | Mex$1,781.36 +12.9% | 9.3% | Mex$2,050.87 | Mex$1,498.71 | Mex$940.00 | 15 |
Oct ’23 | Mex$1,462.13 | Mex$1,779.93 +21.7% | 8.0% | Mex$2,013.85 | Mex$1,570.80 | Mex$982.00 | 13 |
Sep ’23 | Mex$1,418.75 | Mex$1,749.16 +23.3% | 9.1% | Mex$2,014.09 | Mex$1,470.29 | Mex$1,033.00 | 13 |
Aug ’23 | Mex$1,264.03 | Mex$1,752.16 +38.6% | 9.1% | Mex$2,037.39 | Mex$1,487.29 | Mex$1,110.00 | 12 |
Jul ’23 | Mex$1,265.75 | Mex$1,824.00 +44.1% | 14.4% | Mex$2,475.87 | Mex$1,489.55 | Mex$972.30 | 13 |
Jun ’23 | Mex$1,387.03 | Mex$1,824.31 +31.5% | 14.3% | Mex$2,432.92 | Mex$1,345.03 | Mex$925.00 | 13 |
Analyst Forecast: Target price is less than 20% higher than the current share price.