Charles Schwab Corp Stock Buy Hold or Sell Recommendation
| SCHW Stock | USD 81.26 0.46 0.57% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Charles Schwab Corp is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Charles Schwab Corp given historical horizon and risk tolerance towards Charles Schwab. When Macroaxis issues a 'buy' or 'sell' recommendation for Charles Schwab Corp, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Charles Schwab Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Charles and provide practical buy, sell, or hold advice based on investors' constraints. Charles Schwab Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
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Execute Charles Schwab Buy or Sell Advice
The Charles recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Charles Schwab Corp. Macroaxis does not own or have any residual interests in Charles Schwab Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Charles Schwab's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Charles Schwab Trading Alerts and Improvement Suggestions
| Charles Schwab Corp currently holds 59.97 B in liabilities with Debt to Equity (D/E) ratio of 0.71, which is about average as compared to similar companies. Charles Schwab Corp has a current ratio of 0.39, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Charles Schwab's use of debt, we should always consider it together with its cash and equity. | |
| Over 85.0% of Charles Schwab shares are owned by institutional investors | |
| On 22nd of November 2024 Charles Schwab paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from aol.com: Discretionary transaction by Woolway Paul V of tradable shares of Charles Schwab subject to Rule 16b-3 |
Charles Schwab Returns Distribution Density
The distribution of Charles Schwab's historical returns is an attempt to chart the uncertainty of Charles Schwab's future price movements. The chart of the probability distribution of Charles Schwab daily returns describes the distribution of returns around its average expected value. We use Charles Schwab Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Charles Schwab returns is essential to provide solid investment advice for Charles Schwab.
| Mean Return | 0.37 | Value At Risk | -1.39 | Potential Upside | 2.77 | Standard Deviation | 1.63 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Charles Schwab historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Charles Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Charles Schwab, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Charles Schwab Corp back and forth among themselves.
| Shares | Harris Associates L.p. | 2024-06-30 | 22.9 M | Fisher Asset Management, Llc | 2024-09-30 | 20.2 M | Artisan Partners Limited Partnership | 2024-09-30 | 18.1 M | Bank Of America Corp | 2024-06-30 | 18.1 M | Alliancebernstein L.p. | 2024-06-30 | 14.9 M | Norges Bank | 2024-06-30 | 14.8 M | Northern Trust Corp | 2024-09-30 | 13.9 M | Nuveen Asset Management, Llc | 2024-06-30 | 12.9 M | Amvescap Plc. | 2024-06-30 | 12.7 M | The Toronto-dominion Bank | 2024-06-30 | 226 M | Vanguard Group Inc | 2024-09-30 | 127.4 M |
Charles Schwab Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 7.4B | 25.0B | 22.8B | (34.6B) | 3.1B | 1.6B | |
| Free Cash Flow | 8.6B | 6.2B | 1.2B | 1.1B | (4.9B) | (4.6B) | |
| Depreciation | 349M | 604M | 1.2B | 1.2B | 1.3B | 1.4B | |
| Other Non Cash Items | 645M | 1.9B | 2.7B | 1.9B | 25.3B | 26.6B | |
| Capital Expenditures | 708M | 631M | 916M | 971M | 700M | 735M | |
| Net Income | 3.7B | 3.3B | 5.9B | 7.2B | 5.1B | 5.3B | |
| End Period Cash Flow | 45.6B | 70.6B | 93.3B | 58.7B | 43.3B | 45.5B | |
| Dividends Paid | 1.1B | 1.3B | 1.8B | 2.1B | 2.3B | 2.4B | |
| Change To Inventory | 605M | (950M) | 2.9B | 170M | 195.5M | 185.7M | |
| Investments | 12.7B | (140.0B) | (74.6B) | 33.2B | 59.3B | 62.2B | |
| Net Borrowings | 593M | 2.4B | 10.1B | 18.7B | 21.5B | 22.6B | |
| Change To Netincome | 384M | 415M | 679M | 838M | 963.7M | 1.0B |
Charles Schwab Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Charles Schwab or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Charles Schwab's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Charles stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.26 | |
β | Beta against Dow Jones | 0.89 | |
σ | Overall volatility | 1.64 | |
Ir | Information ratio | 0.15 |
Charles Schwab Volatility Alert
Charles Schwab Corp has relatively low volatility with skewness of 1.59 and kurtosis of 4.7. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Charles Schwab's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Charles Schwab's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Charles Schwab Fundamentals Vs Peers
Comparing Charles Schwab's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Charles Schwab's direct or indirect competition across all of the common fundamentals between Charles Schwab and the related equities. This way, we can detect undervalued stocks with similar characteristics as Charles Schwab or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Charles Schwab's fundamental indicators could also be used in its relative valuation, which is a method of valuing Charles Schwab by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Charles Schwab to competition |
| Fundamentals | Charles Schwab | Peer Average |
| Return On Equity | 0.12 | -0.31 |
| Return On Asset | 0.0109 | -0.14 |
| Profit Margin | 0.27 % | (1.27) % |
| Operating Margin | 0.38 % | (5.51) % |
| Current Valuation | 153.77 B | 16.62 B |
| Shares Outstanding | 1.78 B | 571.82 M |
| Shares Owned By Insiders | 6.26 % | 10.09 % |
| Shares Owned By Institutions | 84.99 % | 39.21 % |
| Number Of Shares Shorted | 16.97 M | 4.71 M |
| Price To Earning | 24.36 X | 28.72 X |
| Price To Book | 3.91 X | 9.51 X |
| Price To Sales | 7.94 X | 11.42 X |
| Revenue | 18.84 B | 9.43 B |
| Gross Profit | 20.17 B | 27.38 B |
| EBITDA | 10.62 B | 3.9 B |
| Net Income | 5.07 B | 570.98 M |
| Cash And Equivalents | 40.2 B | 2.7 B |
| Cash Per Share | 48.82 X | 5.01 X |
| Total Debt | 59.97 B | 5.32 B |
| Debt To Equity | 0.71 % | 48.70 % |
| Current Ratio | 0.40 X | 2.16 X |
| Book Value Per Share | 20.78 X | 1.93 K |
| Cash Flow From Operations | 19.59 B | 971.22 M |
| Short Ratio | 2.18 X | 4.00 X |
| Earnings Per Share | 2.56 X | 3.12 X |
| Price To Earnings To Growth | 1.31 X | 4.89 X |
| Target Price | 78.7 | |
| Number Of Employees | 32.1 K | 18.84 K |
| Beta | 0.95 | -0.15 |
| Market Capitalization | 148.75 B | 19.03 B |
| Total Asset | 493.18 B | 29.47 B |
| Retained Earnings | 33.9 B | 9.33 B |
| Working Capital | (115.27 B) | 1.48 B |
Note: Disposition of 780 shares by Beatty Jonathan S of Charles Schwab at 44.24 subject to Rule 16b-3 [view details]
Charles Schwab Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Charles . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Charles Schwab Buy or Sell Advice
When is the right time to buy or sell Charles Schwab Corp? Buying financial instruments such as Charles Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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.Did You Try This Idea?
Run Market Neutral Funds Thematic Idea Now
Market Neutral Funds
Funds or Etfs that invest in both long and short positions of different entities to enhance returns from broad market movements over time. The Market Neutral Funds theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Market Neutral Funds Theme or any other thematic opportunities.
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Additional Tools for Charles Stock Analysis
When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.