Charles Schwab Corp Stock Alpha and Beta Analysis
| SCHW Stock | USD 81.26 0.46 0.57% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Charles Schwab Corp. It also helps investors analyze the systematic and unsystematic risks associated with investing in Charles Schwab over a specified time horizon. Remember, high Charles Schwab's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Charles Schwab's market risk premium analysis include:
Beta 0.89 | Alpha 0.26 | Risk 1.65 | Sharpe Ratio 0.24 | Expected Return 0.39 |
Charles Schwab Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Charles |
Charles Schwab Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Charles Schwab market risk premium is the additional return an investor will receive from holding Charles Schwab long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Charles Schwab. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Charles Schwab's performance over market.| α | 0.26 | β | 0.89 |
Charles Schwab expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Charles Schwab's Buy-and-hold return. Our buy-and-hold chart shows how Charles Schwab performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Charles Schwab Market Price Analysis
Market price analysis indicators help investors to evaluate how Charles Schwab stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Charles Schwab shares will generate the highest return on investment. By understating and applying Charles Schwab stock market price indicators, traders can identify Charles Schwab position entry and exit signals to maximize returns.
Charles Schwab Return and Market Media
The median price of Charles Schwab for the period between Tue, Aug 27, 2024 and Mon, Nov 25, 2024 is 66.42 with a coefficient of variation of 8.67. The daily time series for the period is distributed with a sample standard deviation of 5.96, arithmetic mean of 68.71, and mean deviation of 5.13. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Schwab Intermediate-Term US Treasury ETF declares monthly distribution of 0.085 | 11/05/2024 |
2 | The Charles Schwab Co. Stock Holdings Trimmed by LS Investment Advisors LLC | 11/08/2024 |
3 | Charles Schwab Donates Nearly One Million Meals to Those in Need During Its Annual Season of Giving | 11/12/2024 |
4 | Should Schwab 1000 Index ETF Be on Your Investing Radar | 11/15/2024 |
5 | Charles Schwab Investment Management, Inc. UK Regulatory Announcement Form 8.3 - International Paper Co. | 11/18/2024 |
6 | The Schwab Mortgage-Backed Securities ETF Starts Trading | 11/19/2024 |
7 | Robinhood Takes Aim At Charles Schwab Amid Huge Wealth Transfer | 11/20/2024 |
| Charles Schwab dividend paid on 22nd of November 2024 | 11/22/2024 |
About Charles Schwab Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Charles or other stocks. Alpha measures the amount that position in Charles Schwab Corp has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 (projected) | Dividend Yield | 0.0115 | 0.0134 | 0.0181 | Price To Sales Ratio | 8.57 | 7.56 | 6.66 |
Charles Schwab Upcoming Company Events
As portrayed in its financial statements, the presentation of Charles Schwab's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Charles Schwab's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Charles Schwab's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Charles Schwab. Please utilize our Beneish M Score to check the likelihood of Charles Schwab's management manipulating its earnings.
| 15th of April 2024 Upcoming Quarterly Report | View | |
| 16th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 15th of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
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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.