Charles Competitors

SCHW-PD Preferred Stock

USD 25.11 0.01 0.04%

Charles Schwab competes with Goldman Sachs, Morgan Stanley, Goldman Sachs, Morgan Stanley, and Morgan Stanley; as well as few others. The company operates under Financial Services sector and is part of Capital Markets industry. Analyzing Charles Schwab competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Charles Schwab to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Charles Schwab Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Charles Schwab competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
24.81	25.11	25.41

Details

Intrinsic

Valuation

Low	Real	High
24.76	25.06	25.36

Details

Naive

Forecast

Low	Next	High
24.74	25.04	25.34

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
24.81	25.09	25.36

Details

Charles Schwab Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Charles Schwab and its competitors represents the degree of relationship between the price movements of corresponding preferred stocks. A correlation of about +1.0 implies that the price of Charles and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Charles Schwab does not affect the price movement of the other competitor.

	GS-PA	MS-PO	GS-PD	MS-PF	MS-PE	MS-PP	MS-PK	MS-PI
GS-PA		-0.24	0.87	0.62	0.61	0.38	0.36	0.62	GS-PA
MS-PO	-0.24		-0.28	0.26	0.31	0.65	0.62	0.31	MS-PO
GS-PD	0.87	-0.28		0.48	0.44	0.2	0.17	0.5	GS-PD
MS-PF	0.62	0.26	0.48		0.95	0.79	0.69	0.95	MS-PF
MS-PE	0.61	0.31	0.44	0.95		0.84	0.75	0.95	MS-PE
MS-PP	0.38	0.65	0.2	0.79	0.84		0.85	0.84	MS-PP
MS-PK	0.36	0.62	0.17	0.69	0.75	0.85		0.73	MS-PK
MS-PI	0.62	0.31	0.5	0.95	0.95	0.84	0.73		MS-PI
	GS-PA	MS-PO	GS-PD	MS-PF	MS-PE	MS-PP	MS-PK	MS-PI

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High positive correlations

MS-PE	+ 0.95	MS-PF
MS-PI	+ 0.95	MS-PF
MS-PI	+ 0.95	MS-PE
GS-PD	+ 0.87	GS-PA
MS-PK	+ 0.85	MS-PP
MS-PP	+ 0.84	MS-PE

High negative correlations

GS-PD	- 0.28	MS-PO
MS-PO	- 0.24	GS-PA

Risk-Adjusted Indicators

There is a big difference between Charles Preferred Stock performing well and Charles Schwab Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Charles Schwab's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
GS-PA	0.53	0.04	(0.08)	2.30	0.66	(0.52)	1.25	(1.09)	3.06
MS-PO	0.70	(0.01)	(0.09)	2.59	1.11	(0.68)	1.75	(1.52)	5.79
GS-PD	0.46	0.00	(0.15)	0.09	0.64	(0.46)	0.79	(1.13)	3.14
MS-PF	0.15	0.02	(0.40)	(4.86)	0.00	(0.19)	0.32	(0.28)	0.99
MS-PE	0.12	0.02	(0.43)	0.86	0.00	(0.14)	0.28	(0.24)	0.95
MS-PP	0.35	0.04	(0.13)	1.47	0.33	(0.41)	0.91	(0.75)	2.46
MS-PK	0.38	0.03	(0.17)	0.48	0.27	(0.46)	0.80	(0.55)	1.78
MS-PI	0.20	0.04	(0.22)	(3.12)	0.07	(0.22)	0.43	(0.43)	1.38

Unable to evaluate fundamental data of [GS-PA, MS-PO, GS-PD, MS-PF, MS-PE, MS-PP, MS-PK, MS-PI] at this time. Please try again later

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Charles Schwab Competitive Analysis

The better you understand Charles Schwab competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Charles Schwab's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Charles Schwab's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	SCHW-PD	GS-PA	MS-PO	GS-PD	MS-PF	MS-PE	MS-PP	MS-PK	MS-PI
	0.04 25.11 Charles	1.45 23.84 Goldman	1.27 19.16 Morgan	0.92 22.97 Goldman	0.12 25.33 Morgan	0.08 25.34 Morgan	0.50 26.33 Morgan	0.96 25.17 Morgan	0.47 25.50 Morgan
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Modest	Modest	Very Weak	Weak	Good	Good	OK	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Sell	Sell	Sell	Strong Sell	Strong Sell	Hold	Cautious Hold	Cautious Hold
Current Ratio	0.32	2.62	2.01	2.62	N/A	N/A	N/A	1.75	N/A
Net Asset	667.27 B	1.44 T	1.18 T	1.44 T	792.13 B	792.13 B	1.19 T	792.13 B	792.13 B
Profit Margin	0.35	0.25	0.19	0.25	0.21	0.21	0.21	0.21	0.21
EBITDA	9.35 B	34.71 B	30.2 B	34.71 B	25.16 B	25.16 B	N/A	25.16 B	25.16 B
Operating Margin	0.47	0.31	0.31	0.31	0.33	0.33	0.33	0.33	0.33
Current Valuation	(5.54 B)	(65.53 B)	(151.66 B)	(65.45 B)	(161.93 B)	N/A	N/A	(159.1 B)	N/A
Five Year Return	N/A	4.55	N/A	4.8	N/A	N/A	N/A	N/A	N/A
Retained Earnings	N/A	N/A	94.86 B	N/A	N/A	N/A	N/A	N/A	N/A
Beta	0.93	1.41	1.32	1.41	1.34	1.34	1.32	1.34	1.34
Number Of Employees	35.3 K	48.5 K	82 K	48.5 K	82.43 K	82.43 K	82.43 K	82.43 K	82.43 K
Shares Outstanding	1.35 B	382.9 M	N/A	382.9 M	1.72 B	1.72 B	N/A	1.72 B	1.72 B
Cash Flow From Operations	2.12 B	921 M	(6.4 B)	921 M	33.97 B	33.97 B	33.97 B	33.97 B	33.97 B
Annual Yield	0.059	0.0642	0.0586	0.0626	0.0678	0.0697	0.0621	0.0579	0.0629
Total Debt	18.91 B	247 B	246.22 B	247 B	233.13 B	233.13 B	232.83 B	233.13 B	233.13 B
Return On Equity	0.15	0.0989	0.0998	0.0989	0.11	0.11	0.11	0.11	0.11
Z Score	1.2	N/A	0.24	N/A	N/A	N/A	N/A	N/A	N/A
Return On Asset	0.0115	0.0078	0.0087	0.0078	0.0108	0.0108	0.0108	0.0108	0.0108
Number Of Shares Shorted	68.45 K	5.94 K	436.32 K	11.63 K	80.43 K	16.44 K	N/A	94.83 K	16.31 K
Book Value Per Share	14.26	304.14	55.25	304.14	54.46	54.46	54.46	54.46	54.46
Total Asset	667.27 B	1.44 T	1.18 T	1.44 T	792.13 B	792.13 B	1.19 T	792.13 B	792.13 B
Debt To Equity	34.7	410.9	3.44	410.9	N/A	N/A	N/A	385.1	N/A
Short Ratio	1.22	0.1	5.68	0.12	0.29	0.15	N/A	1.13	0.17
Last Dividend Paid	0.84	9.0	3.18	9.0	3.03	3.03	3.03	3.03	3.03
Shares Owned By Institutions	24.07	2.15	N/A	4.76	34.77	27.92	39.08	40.84	31.6
Market Capitalization	50.82 B	78.43 B	N/A	76.26 B	65.58 B	64.83 B	N/A	68.64 B	67.6 B
Price To Earning	10.15	0.85	2.29	0.9	N/A	N/A	N/A	5.97	N/A
Price To Sales	2.53	1.48	N/A	1.42	1.18	1.17	N/A	1.17	1.21
Net Income	7.18 B	11.26 B	11.18 B	11.26 B	11.03 B	11.03 B	11.03 B	11.03 B	11.03 B
Earnings Per Share	2.77	51.53	7.86	51.53	7.86	7.86	N/A	7.86	7.86
Revenue	20.76 B	47.37 B	50.21 B	47.37 B	50.21 B	50.21 B	50.21 B	50.21 B	50.21 B
Cash And Equivalents	38.3 B	462 B	572.97 B	462 B	N/A	N/A	N/A	544.71 B	N/A
Cash Per Share	28.84	N/A	338.23	N/A	N/A	N/A	N/A	329.57	N/A
Gross Profit	20.17 B	37.53 B	46.44 B	37.53 B	46.44 B	46.44 B	46.44 B	46.44 B	46.44 B
Day Typical Price	25.13	23.7	19.09	22.94	25.32	25.33	26.29	25.1	25.46
Accumulation Distribution	0.0075	0.0172	0.0115	0.0143	0.0024	0.002	0.0053	0.0103	0.0086
Market Facilitation Index	0.19	0.41	0.22	0.33	0.06	0.05	0.14	0.26	0.22
Daily Balance Of Power	0.0526	0.8293	1.090909	0.6364	0.5	0.4	0.9286	0.9231	0.5455
Period Momentum Indicator	0.01	0.34	0.24	0.21	0.03	0.02	0.13	0.24	0.12
Rate Of Daily Change	1.0	1.01	1.01	1.01	1.0	1.0	1.0	1.01	1.0
Day Median Price	25.15	23.64	19.05	22.93	25.31	25.33	26.27	25.06	25.44
Price Action Indicator	(0.03)	0.38	0.23	0.15	0.035	0.025	0.12	0.23	0.12
Coefficient Of Variation	1271.29	1401.72	84643.14	4890.72	599.61	554.96	974.15	958.02	543.63
Mean Deviation	0.2311	0.526	0.7018	0.4612	0.1527	0.1183	0.3471	0.3773	0.2025
Jensen Alpha	0.0108	0.0385	(0.01)	(0.0003)	0.0233	0.0169	0.0358	0.0292	0.0399
Total Risk Alpha	(0.03)	(0.05)	(0.14)	(0.08)	(0)	(0)	(0.02)	(0.02)	0.0042
Sortino Ratio	(0.31)	(0.08)	(0.09)	(0.15)	(0.40)	(0.43)	(0.13)	(0.17)	(0.22)
Downside Variance	0.0752	0.5921	1.35	0.4348	0.0374	0.0348	0.2086	0.137	0.0754
Standard Deviation	0.2994	0.7041	1.02	0.6068	0.1969	0.1615	0.472	0.4487	0.2645
Kurtosis	0.0944	0.3736	2.18	1.21	0.3589	3.48	1.27	(0.66)	0.7098
Potential Upside	0.5192	1.25	1.75	0.7888	0.3178	0.2802	0.9119	0.7968	0.4334
Treynor Ratio	0.4927	2.3	2.59	0.0879	(4.86)	0.8569	1.47	0.4828	(3.12)
Maximum Drawdown	1.44	3.06	5.79	3.14	0.9902	0.9506	2.46	1.78	1.38
Variance	0.0896	0.4957	1.04	0.3683	0.0388	0.0261	0.2228	0.2013	0.07
Market Risk Adjusted Performance	0.5027	2.31	2.6	0.0979	(4.85)	0.8669	1.48	0.4928	(3.11)
Risk Adjusted Performance	0.0445	0.0536	0.0034	0.013	0.0985	0.1002	0.0721	0.0726	0.1215
Skewness	0.3066	(0.20)	(0.61)	(0.46)	0.2456	(1.05)	0.267	0.3904	0.054
Semi Deviation	0.2005	0.6554	1.11	0.6388	0.0	0.0	0.3334	0.2665	0.0656
Information Ratio	(0.29)	(0.08)	(0.11)	(0.16)	(0.39)	(0.50)	(0.13)	(0.14)	(0.23)
Value At Risk	(0.44)	(1.09)	(1.52)	(1.13)	(0.28)	(0.24)	(0.75)	(0.55)	(0.43)
Expected Short fall	(0.28)	(0.52)	(0.68)	(0.46)	(0.19)	(0.14)	(0.41)	(0.46)	(0.22)
Downside Deviation	0.2742	0.7695	1.16	0.6594	0.1933	0.1865	0.4567	0.3701	0.2745
Semi Variance	0.0402	0.4295	1.22	0.408	(0.01)	(0)	0.1112	0.071	0.0043

Charles Schwab Competition Performance Charts

Five steps to successful analysis of Charles Schwab Competition

Charles Schwab's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Charles Schwab in relation to its competition. Charles Schwab's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Charles Schwab in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Charles Schwab's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Charles Schwab, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Charles Schwab position

In addition to having Charles Schwab in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Dynamically calculated list of top equities currently trending upward via a buy-out by investors. The Most Shorted Equities theme has 245 constituents at this time.

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Other Information on Investing in Charles Preferred Stock

Charles Schwab financial ratios help investors to determine whether Charles Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Charles with respect to the benefits of owning Charles Schwab security.

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Charles Competitors

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Charles Schwab Competition Correlation Matrix

Risk-Adjusted Indicators

Charles Schwab Competitive Analysis

Charles Schwab Competition Performance Charts

Five steps to successful analysis of Charles Schwab Competition

Complement your Charles Schwab position

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Run Most Shorted Equities Thematic Idea Now

Most Shorted Equities

Other Information on Investing in Charles Preferred Stock

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