Charles Schwab Corp Stock Current Valuation

SCHW Stock

USD 81.26 0.46 0.57%

Valuation analysis of Charles Schwab Corp helps investors to measure Charles Schwab's intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns. Enterprise Value is likely to climb to about 13.2 B in 2024, whereas Enterprise Value Over EBITDA is likely to drop 6.93 in 2024. Fundamental drivers impacting Charles Schwab's valuation include:

Price Book

3.912

Enterprise Value

153.8 B

Price Sales

7.9393

Forward PE

22.1239

Trailing PE

31.7422

Fairly Valued

Today

81.26

Please note that Charles Schwab's price fluctuation is very steady at this time. Calculation of the real value of Charles Schwab Corp is based on 3 months time horizon. Increasing Charles Schwab's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.

Buy or Sell Advice Valuation Matrix

The fair value of the Charles stock is determined by what a typical buyer is willing to pay for full or partial control of Charles Schwab Corp. Since Charles Schwab is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Charles Stock. However, Charles Schwab's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.

Historical

Market 81.26

Real 80.14

Target 70.13

Hype 81.41

Naive 83.35

The intrinsic value of Charles Schwab's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Charles Schwab's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.

78.49

Downside

80.14

Real Value

Target Odds

Above Odds

Below Odds

81.79

Upside

Estimating the potential upside or downside of Charles Schwab Corp helps investors to forecast how Charles stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Charles Schwab more accurately as focusing exclusively on Charles Schwab's fundamentals will not take into account other important factors:

Earnings

Estimates (0)

Low	Projected	High
0.76	0.88	0.80

Details

Hype

Prediction

Low	Estimated	High
79.76	81.41	83.06

Details

Potential

Annual Dividend

Low	Forecasted	High
0.73	0.74	0.75

Details

22 Analysts

Consensus

Low	Target Price	High
63.82	70.13	77.84

Details

Charles Schwab Corp Company Current Valuation Analysis

Charles Schwab's Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

Enterprise Value

Market Cap + Debt

-

Cash

More About Current Valuation | All Equity Analysis

Current Charles Schwab Current Valuation

153.77 B

Most of Charles Schwab's fundamental indicators, such as Current Valuation, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Charles Schwab Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Charles Current Valuation Driver Correlations

Understanding the fundamental principles of building solid financial models for Charles Schwab is extremely important. It helps to project a fair market value of Charles Stock properly, considering its historical fundamentals such as Current Valuation. Since Charles Schwab's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Charles Schwab's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Charles Schwab's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Cash And Equivalents	Short Term Debt	Intangible Assets	Common Stock	Accounts Payable	Long Term Debt	Good Will	Short Term Investments	Property Plant Equipment	Treasury Stock	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Current Deferred Revenue	Net Invested Capital	Capital Stock
Total Assets		0.98	-0.16	0.91	0.97	1.0	0.81	0.97	-0.09	0.92	0.86	0.88	0.89	0.91	0.8	0.88	-0.8	0.6	0.9	0.9	0.93	0.46	-0.4	0.78	0.92
Total Stockholder Equity	0.98		-0.21	0.85	0.96	0.97	0.85	0.94	-0.11	0.93	0.84	0.89	0.84	0.9	0.85	0.83	-0.72	0.69	0.86	0.9	0.91	0.4	-0.26	0.78	0.89
Net Debt	-0.16	-0.21		0.18	-0.05	-0.16	-0.61	-0.17	0.07	0.0	-0.05	-0.34	0.25	0.14	-0.59	0.24	-0.16	-0.66	0.21	0.15	-0.33	0.77	-0.38	0.21	0.02
Retained Earnings	0.91	0.85	0.18		0.9	0.91	0.5	0.91	-0.06	0.83	0.82	0.67	0.96	0.89	0.48	0.95	-0.92	0.34	0.96	0.9	0.79	0.72	-0.53	0.76	0.85
Net Receivables	0.97	0.96	-0.05	0.9		0.97	0.77	0.96	-0.08	0.96	0.85	0.89	0.93	0.96	0.77	0.92	-0.79	0.5	0.94	0.96	0.85	0.56	-0.51	0.87	0.97
Total Liab	1.0	0.97	-0.16	0.91	0.97		0.8	0.97	-0.09	0.91	0.86	0.88	0.89	0.9	0.79	0.88	-0.81	0.59	0.9	0.9	0.94	0.46	-0.41	0.78	0.92
Total Current Assets	0.81	0.85	-0.61	0.5	0.77	0.8		0.76	-0.1	0.75	0.69	0.93	0.5	0.65	0.99	0.51	-0.43	0.75	0.54	0.63	0.84	-0.06	-0.09	0.59	0.74
Cash And Equivalents	0.97	0.94	-0.17	0.91	0.96	0.97	0.76		-0.13	0.88	0.8	0.83	0.9	0.89	0.74	0.9	-0.78	0.59	0.91	0.89	0.88	0.48	-0.46	0.77	0.89
Short Term Debt	-0.09	-0.11	0.07	-0.06	-0.08	-0.09	-0.1	-0.13		-0.11	-0.02	-0.11	-0.09	-0.1	-0.08	-0.09	0.06	-0.11	-0.1	-0.1	-0.06	0.05	-0.03	-0.06	-0.1
Intangible Assets	0.92	0.93	0.0	0.83	0.96	0.91	0.75	0.88	-0.11		0.81	0.89	0.9	0.98	0.75	0.89	-0.76	0.42	0.91	0.98	0.78	0.54	-0.4	0.9	0.97
Common Stock	0.86	0.84	-0.05	0.82	0.85	0.86	0.69	0.8	-0.02	0.81		0.84	0.77	0.81	0.66	0.74	-0.83	0.34	0.77	0.81	0.78	0.46	-0.36	0.85	0.84
Accounts Payable	0.88	0.89	-0.34	0.67	0.89	0.88	0.93	0.83	-0.11	0.89	0.84		0.7	0.82	0.91	0.7	-0.64	0.52	0.73	0.81	0.84	0.22	-0.32	0.82	0.91
Long Term Debt	0.89	0.84	0.25	0.96	0.93	0.89	0.5	0.9	-0.09	0.9	0.77	0.7		0.96	0.49	0.99	-0.86	0.27	1.0	0.96	0.72	0.78	-0.6	0.86	0.91
Good Will	0.91	0.9	0.14	0.89	0.96	0.9	0.65	0.89	-0.1	0.98	0.81	0.82	0.96		0.65	0.94	-0.81	0.34	0.96	1.0	0.74	0.67	-0.49	0.92	0.97
Short Term Investments	0.8	0.85	-0.59	0.48	0.77	0.79	0.99	0.74	-0.08	0.75	0.66	0.91	0.49	0.65		0.5	-0.38	0.79	0.53	0.64	0.82	-0.05	-0.05	0.59	0.72
Property Plant Equipment	0.88	0.83	0.24	0.95	0.92	0.88	0.51	0.9	-0.09	0.89	0.74	0.7	0.99	0.94	0.5		-0.83	0.27	1.0	0.95	0.74	0.77	-0.63	0.85	0.92
Treasury Stock	-0.8	-0.72	-0.16	-0.92	-0.79	-0.81	-0.43	-0.78	0.06	-0.76	-0.83	-0.64	-0.86	-0.81	-0.38	-0.83		-0.15	-0.85	-0.81	-0.65	-0.62	0.46	-0.71	-0.78
Net Tangible Assets	0.6	0.69	-0.66	0.34	0.5	0.59	0.75	0.59	-0.11	0.42	0.34	0.52	0.27	0.34	0.79	0.27	-0.15		0.29	0.33	0.69	-0.22	0.28	0.16	0.33
Long Term Debt Total	0.9	0.86	0.21	0.96	0.94	0.9	0.54	0.91	-0.1	0.91	0.77	0.73	1.0	0.96	0.53	1.0	-0.85	0.29		0.97	0.75	0.75	-0.6	0.86	0.93
Capital Surpluse	0.9	0.9	0.15	0.9	0.96	0.9	0.63	0.89	-0.1	0.98	0.81	0.81	0.96	1.0	0.64	0.95	-0.81	0.33	0.97		0.74	0.69	-0.49	0.92	0.96
Long Term Investments	0.93	0.91	-0.33	0.79	0.85	0.94	0.84	0.88	-0.06	0.78	0.78	0.84	0.72	0.74	0.82	0.74	-0.65	0.69	0.75	0.74		0.24	-0.25	0.64	0.79
Short Long Term Debt	0.46	0.4	0.77	0.72	0.56	0.46	-0.06	0.48	0.05	0.54	0.46	0.22	0.78	0.67	-0.05	0.77	-0.62	-0.22	0.75	0.69	0.24		-0.67	0.67	0.57
Current Deferred Revenue	-0.4	-0.26	-0.38	-0.53	-0.51	-0.41	-0.09	-0.46	-0.03	-0.4	-0.36	-0.32	-0.6	-0.49	-0.05	-0.63	0.46	0.28	-0.6	-0.49	-0.25	-0.67		-0.54	-0.55
Net Invested Capital	0.78	0.78	0.21	0.76	0.87	0.78	0.59	0.77	-0.06	0.9	0.85	0.82	0.86	0.92	0.59	0.85	-0.71	0.16	0.86	0.92	0.64	0.67	-0.54		0.93
Capital Stock	0.92	0.89	0.02	0.85	0.97	0.92	0.74	0.89	-0.1	0.97	0.84	0.91	0.91	0.97	0.72	0.92	-0.78	0.33	0.93	0.96	0.79	0.57	-0.55	0.93

Click cells to compare fundamentals

Charles Current Valuation Historical Pattern

Today, most investors in Charles Schwab Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Charles Schwab's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's current valuation growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Charles Schwab current valuation as a starting point in their analysis.

Charles Schwab Current Valuation

Timeline

Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.

Competition

Predict Charles Schwab

Enterprise Value Over Time

In accordance with the recently published financial statements, Charles Schwab Corp has a Current Valuation of 153.77 B. This is 368.56% higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The current valuation for all United States stocks is significantly lower than that of the firm.

Charles Current Valuation Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Charles Schwab's direct or indirect competition against its Current Valuation to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Charles Schwab could also be used in its relative valuation, which is a method of valuing Charles Schwab by comparing valuation metrics of similar companies.

Charles Schwab is currently under evaluation in current valuation category among its peers.

Charles Schwab ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Charles Schwab's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Charles Schwab's managers, analysts, and investors.

Environmental

Governance

Social

Charles Fundamentals

	Return On Equity	0.12
	Return On Asset	0.0109
	Profit Margin	0.27 %
	Operating Margin	0.38 %
	Current Valuation	153.77 B
	Shares Outstanding	1.78 B
	Shares Owned By Insiders	6.26 %
	Shares Owned By Institutions	84.99 %
	Number Of Shares Shorted	16.97 M
	Price To Earning	24.36 X
	Price To Book	3.91 X
	Price To Sales	7.94 X
	Revenue	18.84 B
	Gross Profit	20.17 B
	EBITDA	10.62 B
	Net Income	5.07 B
	Cash And Equivalents	40.2 B
	Cash Per Share	48.82 X
	Total Debt	59.97 B
	Debt To Equity	0.71 %
	Current Ratio	0.40 X
	Book Value Per Share	20.78 X
	Cash Flow From Operations	19.59 B
	Short Ratio	2.18 X
	Earnings Per Share	2.56 X
	Price To Earnings To Growth	1.31 X
	Target Price	78.7
	Number Of Employees	32.1 K
	Beta	0.95
	Market Capitalization	148.75 B
	Total Asset	493.18 B
	Retained Earnings	33.9 B
	Working Capital	(115.27 B)
	Current Asset	50 B
	Current Liabilities	165.28 B
	Annual Yield	0.01 %
	Five Year Return	1.19 %
	Net Asset	493.18 B
	Last Dividend Paid	1.0

About Charles Schwab Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Charles Schwab Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Charles Schwab using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Charles Schwab Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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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.

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Charles Schwab Corp Stock Current Valuation

Charles Schwab Corp Company Current Valuation Analysis

Enterprise Value

Market Cap + Debt

-

Cash

Current Charles Schwab Current Valuation

Charles Current Valuation Driver Correlations

Charles Current Valuation Historical Pattern

Charles Current Valuation Peer Comparison

Charles Schwab ESG Sustainability

Charles Fundamentals

About Charles Schwab Fundamental Analysis

Also Currently Popular

Additional Tools for Charles Stock Analysis

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