Charles Fundamentals

SCHW
 Stock
  

USD 81.73  0.81  0.98%   

Charles Schwab Corp fundamentals help investors to digest information that contributes to Charles Schwab's financial success or failures. It also enables traders to predict the movement of Charles Stock. The fundamental analysis module provides a way to measure Charles Schwab's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Charles Schwab stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
Charles Schwab Consolidated Income is fairly stable at the moment as compared to the past year. Charles Schwab reported Consolidated Income of 1.7 Billion in 2021. Earning Before Interest and Taxes EBIT is likely to climb to about 2.9 B in 2022, whereas Gross Profit is likely to drop slightly above 5.6 B in 2022.

Charles Book Value Per Share Analysis

Charles Schwab's Book Value per Share (B/S) can be calculated by subtracting liabilities from assets, and then dividing it by the total number of currently outstanding shares. It indicates the level of safety associated with each common share after removing the effects of liabilities. In other words, a shareholder can use this ratio to see how much he or she can sell the stake in the company in the event of a liquidation.

Charles Schwab Book Value per Share

11.99

Book Value per Share 
 = 
Common Equity 
Average Shares 
More About Book Value Per Share | All Equity Analysis

Current Charles Schwab Book Value Per Share

    
  14.26 X  
Most of Charles Schwab's fundamental indicators, such as Book Value Per Share, 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 Book Value Per Share 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 book value per share 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 book value per share as a starting point in their analysis.
   Charles Schwab Book Value Per Share   
Share
       Timeline  
The naive approach to look at Book Value per Share is to compare it to current stock price. If Book Value per Share is higher than the currently traded stock price, the company can be considered undervalued. However, investors must be aware that conventional calculation of Book Value does not include intangible assets such as goodwill, intellectual property, trademarks or brands and may not be an appropriate measure for many firms.
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Charles Shareholders Equity

Shareholders Equity

60.7 Billion

Charles Schwab Shareholders Equity is fairly stable at the moment as compared to the past year. Charles Schwab reported Shareholders Equity of 56.26 Billion in 2021
In accordance with the recently published financial statements, the book value per share of Charles Schwab Corp is about 14.255 times. This is 82.68% lower than that of the Capital Markets sector and 66.5% lower than that of the Financials industry. The book value per share for all United States stocks is 99.26% higher than that of the company.

Charles Schwab Corp Fundamental Drivers 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.
Charles Schwab Corp is currently regarded as top stock in price to earning category among related companies. It is currently regarded as top stock in return on asset category among related companies . The ratio of Price to Earning to Return On Asset for Charles Schwab Corp is about  2,118 . Average Assets is likely to climb to about 199.5 B in 2022. Tangible Asset Value is likely to climb to about 215.6 B in 2022. 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 Current Valuation Drivers

We derive many important indicators used in calculating different scores of Charles Schwab from analyzing Charles Schwab's financial statements. These drivers represent accounts that assess Charles Schwab's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Charles Schwab's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee133.75 K179.85 K188.02 K102.81 K175.3 K138.67 K
Revenue Per Employee509.09 K563.54 K598.22 K377.37 K568.74 K488.57 K
Earnings Before Interest Taxes and Depreciation Amortization EBITDA3.88 B4.84 B5.17 B4.9 B8.88 B9.58 B

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.
Environment Score
Governance Score
Social Score

Charles Fundamentals

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.
Last ReportedProjected for 2022
Revenues19 B20.5 B
Revenue to Assets 0.028468  0.0364 
Revenue Per Employee568.7 K488.6 K

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Our tools can tell you how much better you can do entering a position in Charles Schwab without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Additionally, take a look at Charles Schwab Piotroski F Score and Charles Schwab Altman Z Score analysis. Note that the Charles Schwab Corp 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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

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When running Charles Schwab Corp 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.
Quarterly Earnings Growth YOY
0.34
Market Capitalization
150.1 B
Quarterly Revenue Growth YOY
0.2
Return On Assets
0.0115
Return On Equity
0.14
The market value of Charles Schwab Corp 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.