Charles Stock Financials


USD 71.63  0.74  1.04%   

Financial data analysis helps to double-check if markets are presently mispricing Charles Schwab. We have analyze and collected data for thirty-seven available fundamental indicators for The Charles Schwab, which can be compared to its rivals. To ensure the equity is not overpriced, please confirm all Charles Schwab financials, including its price to earning, book value per share, current liabilities, as well as the relationship between the net income and beta . Given that Charles Schwab has a price to earning of 30.58 X, we suggest you to validate The Charles Schwab prevailing market performance to make sure the company can sustain itself down the road. Use Charles Schwab to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The stock experiences a large bullish trend. Check odds of Charles Schwab to be traded at $78.79 in 90 days.
With this module, you can analyze Charles financials for your investing period. You should be able to track the changes in Charles Schwab individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Charles Schwab Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Charles Schwab's financial statements are interrelated, with each one affecting the others. For example, an increase in Charles Schwab's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 43
The Charles Schwab has less than 43 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Charles Schwab stock is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Charles Schwab's official financial statements usually reflect Charles Schwab's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Charles Schwab. For example, before you start analyzing numbers published by Charles accountants, it's critical to develop an understanding of what Charles Schwab's liquidity, profitability, and earnings quality are in the context of the Financial Services space in which it operates.
Please note, the presentation of Charles Schwab's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Charles Schwab's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Charles Schwab's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of The Charles Schwab. Please utilize our Beneish M Score to check the likelihood of Charles Schwab's management to manipulate its earnings.

Charles Schwab Company Summary

Charles Schwab competes with Clearwater Paper. The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas. Charles Schwab operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 35200 people.
Foreign Associate  Austria
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
Business Address3000 Schwab Way
SectorFinancial Services
IndustryCapital Markets
Phone817 859 5000
CurrencyUSD - US Dollar
You should never invest in Charles Schwab without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Charles Stock, because this is throwing your money away. Analyzing the key information contained in Charles Schwab's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Charles Schwab Key Financial Ratios

Generally speaking, Charles Schwab's financial ratios allow both analysts and investors to convert raw data from Charles Schwab's financial statements into concise, actionable information that can be used to evaluate the performance of Charles Schwab over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Charles Schwab reports annually and quarterly.

Charles Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Charles Schwab's current stock value. Our valuation model uses many indicators to compare Charles Schwab value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Charles Schwab competition to find correlations between indicators driving Charles Schwab's intrinsic value. More Info.
The Charles Schwab is currently regarded as top stock in shares owned by insiders category among related companies. It is currently regarded as top stock in return on equity category among related companies reporting about  1.84  of Return On Equity per Shares Owned by Insiders. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Charles Schwab by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Charles Schwab's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Charles Schwab's earnings, one of the primary drivers of an investment's value.

Charles Schwab Systematic Risk

Charles Schwab's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Charles Schwab volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Beta measures systematic risk based on how returns on Charles Schwab correlated with the market. If Beta is less than 0 Charles Schwab generally moves in the opposite direction as compared to the market. If Charles Schwab Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Charles Schwab is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Charles Schwab is generally in the same direction as the market. If Beta > 1 Charles Schwab moves generally in the same direction as, but more than the movement of the benchmark.

About Charles Schwab Financials

What exactly are Charles Schwab Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Charles Schwab's income statement, its balance sheet, and the statement of cash flows. Potential Charles Schwab investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Charles Schwab investors may use each financial statement separately, they are all related. The changes in Charles Schwab's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Charles Schwab's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Charles Schwab is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Charles has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.

Charles Schwab Thematic Clasifications

The Charles Schwab is part of Top FinTech investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. A collection of large financial service, investment, and banking companies. High long term potential financial entities that are ranging from payment processing, investment management to commercial and investment banking
Top FinTech Idea
Top FinTechView
This theme covers A collection of large financial service, investment, and banking companies. High long term potential financial entities that are ranging from payment processing, investment management to commercial and investment banking. Get More Thematic Ideas

Charles Schwab September 27, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Charles Schwab help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of The Charles Schwab. We use our internally-developed statistical techniques to arrive at the intrinsic value of The Charles Schwab based on widely used predictive technical indicators. In general, we focus on analyzing Charles Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Charles Schwab's daily price indicators and compare them against related drivers.
Downside Deviation1.67
Information Ratio0.1468
Maximum Drawdown11.15
Value At Risk(2.50)
Potential Upside3.35
Additionally, take a look at World Market Map. Note that the Charles Schwab information on this page should be used as a complementary analysis to other Charles Schwab's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for Charles Stock analysis

When running Charles Schwab 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 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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Is Charles Schwab's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Charles Schwab. If investors know Charles will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Charles Schwab listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Charles Schwab is measured differently than its book value, which is the value of Charles that is recorded on the company's balance sheet. Investors also form their own opinion of Charles Schwab's value that differs from its market value or its book value, called intrinsic value, which is Charles Schwab's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Charles Schwab's market value can be influenced by many factors that don't directly affect Charles Schwab's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Charles Schwab's value and its price as these two are different measures arrived at by different means. Investors typically determine Charles Schwab value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charles Schwab's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.