Charles Stock Buy Hold or Sell Recommendation

SCHW
 Stock
  

USD 70.89  1.17  1.62%   

Given the investment horizon of 90 days and complete risk avoidance on your part, our recommendation regarding The Charles Schwab is 'Strong Sell'. Macroaxis provides Charles Schwab buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCHW positions. The advice algorithm takes into account all of Charles Schwab's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Charles Schwab's buy-and-hold perspective. Additionally, take a look at 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. We conduct extensive research on individual companies such as Charles and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards The Charles Schwab.

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 The Charles Schwab. Macroaxis does not own or have any residual interests in The Charles Schwab 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

Execute Advice
Sell Charles SchwabBuy Charles Schwab
Strong Sell

Volatility

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Hype Condition

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Current Valuation

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Odds of Distress

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Economic Sensitivity

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Analyst Consensus

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Reporting Quality (M-Score)

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For the selected time horizon The Charles Schwab has a Mean Deviation of 1.45, Semi Deviation of 1.4, Standard Deviation of 1.95, Variance of 3.81, Downside Variance of 2.7 and Semi Variance of 1.96
Macroaxis provides unbiased investment recommendation on Charles Schwab that should be used to complement current analysts and expert consensus on The Charles Schwab. Our trade advice engine determines the company's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. To make sure Charles Schwab is not overpriced, please confirm all Charles Schwab fundamentals, including its price to book, cash flow from operations, five year return, as well as the relationship between the cash and equivalents and market capitalization . Given that Charles Schwab has a price to earning of 31.80 X, we suggest you to validate The Charles Schwab market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Charles Schwab Trading Alerts and Improvement Suggestions

The company currently holds 33.33 B in liabilities with Debt to Equity (D/E) ratio of 0.69, which is about average as compared to similar companies. Charles Schwab has a current ratio of 0.41, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Charles Schwab until it has trouble settling it off, either with new capital or with free cash flow. So, Charles Schwab's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Charles Schwab sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Charles to invest in growth at high rates of return. When we think about Charles Schwab's use of debt, we should always consider it together with cash and equity.
Over 75.0% of Charles Schwab shares are owned by institutional investors
On 26th of August 2022 Charles Schwab paid $ 0.22 per share dividend to its current shareholders
Latest headline from www.nasdaq.com: Is Schwab Fundamental U.S. Small Company Index ETF a Strong ETF Right Now - Nasdaq

Charles Schwab current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Charles analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Charles analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price86.91
Target Median Price83.00
Target High Price105.00
Recommendation Mean2.00
Number Of Analyst Opinions11
Target Low Price73.00
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

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 stock daily returns describes the distribution of returns around its average expected value. We use The Charles Schwab 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 Return0.21Value At Risk-2.5
Potential Upside3.35Standard Deviation1.95
   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 is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading The Charles Schwab backward and forwards among themselves. Charles Schwab's institutional investor refers to the entity that pools money to purchase Charles Schwab's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares121.8 M7.7 B
Blackrock IncCommon Shares107.4 M6.8 B
Dodge CoxCommon Shares79 MB
Wellington Management Group LlpCommon Shares75.7 M4.8 B
State Street CorpCommon Shares64.8 M4.1 B
Price T Rowe Associates IncCommon Shares63.3 MB
Massachusetts Financial Services CoCommon Shares33.4 M2.1 B
Note, although Charles Schwab's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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 Financial Services 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
0.26
β
Beta against DOW1.23
σ
Overall volatility
1.92
Ir
Information ratio 0.13

Charles Schwab Volatility Alert

The Charles Schwab has relatively low volatility with skewness of 1.09 and kurtosis of 3.41. However, we advise all investors to independently investigate The Charles Schwab to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. 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 stocks as prices fall.

Charles Schwab Implied Volatility

Charles Schwab's implied volatility exposes the market's sentiment of The Charles Schwab stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Charles Schwab's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Charles Schwab stock will not fluctuate a lot when Charles Schwab's options are near their expiration.

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
FundamentalsCharles SchwabPeer Average
Return On Equity12.36 %(0.31) %
Return On Asset1.04 %(0.14) %
Profit Margin33.09 %(1.27) %
Current Valuation28.82 B16.62 B
Shares Outstanding1.81 B571.82 M
Shares Owned by Insiders6.71 %10.09 %
Shares Owned by Institutions75.41 %39.21 %
Number of Shares Shorted14.6 M4.71 M
Price to Earning31.80 X28.72 X
Price to Book2.50 X9.51 X
Price to Sales7.32 X11.42 X
Revenue19.04 B9.43 B
Gross Profit17.93 B27.38 B
EBITDA3.61 B3.9 B
Net Income5.78 B570.98 M
Cash and Equivalents146.14 B2.7 B
Cash per Share77.06 X5.01 X
Total Debt33.33 B5.32 B
Debt to Equity0.69 %48.70 %
Current Ratio0.42 X2.16 X
Book Value Per Share29.54 X1.93 K
Cash Flow from Operations2.56 B971.22 M
Short Ratio1.95 X4.00 X
Earnings Per Share2.32 X3.12 X
Price to Earnings To Growth0.93 X4.89 X
Number of Employees35.2 K18.84 K
Beta1.1-0.15
Market Capitalization139.36 B19.03 B
Total Asset39.7 B29.47 B
Retained Earnings12.28 B9.33 B
Working Capital(115.27 B)1.48 B
Current Asset50 B9.34 B
Current Liabilities165.28 B7.9 B
   Charles Schwab exotic insider transaction detected [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 The Charles Schwab? 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 SRI Sustainable Growth Thematic Idea Now

SRI Sustainable Growth
SRI Sustainable Growth Theme
Socially responsible investments that include companies making a positive, sustainable or social impact and exclude those making a negative impact. The SRI Sustainable Growth theme has 45 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 SRI Sustainable Growth Theme or any other thematic opportunities.
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Additionally, take a look at 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 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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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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.