Charles Stock Market Value

SCHW
 Stock
  

USD 80.39  0.56  0.70%   

Charles Schwab's market value is the price at which a share of Charles Schwab stock trades on a public exchange. It measures the collective expectations of The Charles Schwab investors about the entity's future performance. With this module, you can estimate the performance of a buy and hold strategy of The Charles Schwab and determine expected loss or profit from investing in Charles Schwab over a given investment horizon. Additionally, take a look at Charles Schwab Correlation, Charles Schwab Volatility and Charles Schwab Alpha and Beta module to complement your research on Charles Schwab.
Symbol


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
149 B
Quarterly Revenue Growth YOY
0.2
Return On Assets
0.0115
Return On Equity
0.14
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.

Charles Schwab 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Charles Schwab's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Charles Schwab.
0.00
06/03/2022
No Change 0.00  0.0 
In 5 months and 29 days
11/30/2022
0.00
If you would invest  0.00  in Charles Schwab on June 3, 2022 and sell it all today you would earn a total of 0.00 from holding The Charles Schwab or generate 0.0% return on investment in Charles Schwab over 180 days. Charles Schwab is related to or competes with Affiliated Managers, Agnc Investment, Credicorp, Ameriprise Financial, Franklin Resources, American Express, and Ally Financial. The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, bankin... More

Charles Schwab Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Charles Schwab's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess The Charles Schwab upside and downside potential and time the market with a certain degree of confidence.

Charles Schwab Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Charles Schwab's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Charles Schwab's standard deviation. In reality, there are many statistical measures that can use Charles Schwab historical prices to predict the future Charles Schwab's volatility.
Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Charles Schwab's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Charles Schwab in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
79.9381.9183.89
Details
Intrinsic
Valuation
LowReal ValueHigh
73.4590.9092.88
Details
Naive
Forecast
LowNext ValueHigh
78.5080.4882.46
Details
10 Analysts
Consensus
LowTarget PriceHigh
85.0098.25122.00
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Charles Schwab. Your research has to be compared to or analyzed against Charles Schwab's peers to derive any actionable benefits. When done correctly, Charles Schwab's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Charles Schwab.

Charles Schwab Backtested Returns

Charles Schwab appears to be very steady, given 3 months investment horizon. Charles Schwab secures Sharpe Ratio (or Efficiency) of 0.11, which signifies that the company had 0.11% of return per unit of standard deviation over the last 3 months. Our philosophy in foreseeing the volatility of a stock is to use all available market data together with stock-specific technical indicators that cannot be diversified away. We have found twenty-seven technical indicators for The Charles Schwab, which you can use to evaluate the future volatility of the firm. Please makes use of Charles Schwab's Mean Deviation of 1.39, risk adjusted performance of 0.1384, and Semi Deviation of 1.68 to double-check if our risk estimates are consistent with your expectations.
On a scale of 0 to 100, Charles Schwab holds a performance score of 8. The firm shows a Beta (market volatility) of 0.923, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Charles's beta means in this case. Charles Schwab returns are very sensitive to returns on the market. As the market goes up or down, Charles Schwab is expected to follow. Although it is important to respect Charles Schwab historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Charles Schwab technical indicators, you can presently evaluate if the expected return of 0.21% will be sustainable into the future. Please makes use of Charles Schwab sortino ratio, as well as the relationship between the semi variance and rate of daily change to make a quick decision on whether Charles Schwab price patterns will revert.

Auto-correlation

    
  0.73  

Good predictability

The Charles Schwab has good predictability. Overlapping area represents the amount of predictability between Charles Schwab time series from 3rd of June 2022 to 1st of September 2022 and 1st of September 2022 to 30th of November 2022. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Charles Schwab price movement. The serial correlation of 0.73 indicates that around 73.0% of current Charles Schwab price fluctuation can be explain by its past prices.
Correlation Coefficient0.73
Spearman Rank Test0.65
Residual Average0.0
Price Variance15.62

Charles Schwab lagged returns against current returns

Autocorrelation, which is Charles Schwab stock's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Charles Schwab's stock expected returns. We can calculate the autocorrelation of Charles Schwab returns to help us make a trade decision. For example, suppose you find that Charles Schwab stock has exhibited high autocorrelation historically, and you observe that the stock is moving up for the past few days. In that case, you can expect the stock movement to match the lagging time series.
   Current and Lagged Values   
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       Timeline  

Charles Schwab regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Charles Schwab stock is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Charles Schwab stock is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Charles Schwab stock over time.
   Current vs Lagged Prices   
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       Timeline  

Charles Schwab Lagged Returns

When evaluating Charles Schwab's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Charles Schwab stock have on its future price. Charles Schwab autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Charles Schwab autocorrelation shows the relationship between Charles Schwab stock current value and its past values and can show if there is a momentum factor associated with investing in The Charles Schwab.
   Regressed Prices   
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       Timeline  

Be your own money manager

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 Correlation, Charles Schwab Volatility and Charles Schwab Alpha and Beta module to complement your research on Charles Schwab. 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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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Charles Schwab technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
A focus of Charles Schwab technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Charles Schwab trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...