Charles Stock Performance

SCHW
 Stock
  

USD 70.89  1.17  1.62%   

Charles Schwab has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.2348, which signifies a somewhat significant risk relative to the market. Let's try to break down what Charles's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Charles Schwab will likely underperform. 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 0.17% will be sustainable into the future. Charles Schwab right now shows a risk of 1.92%. Please confirm Charles Schwab sortino ratio, as well as the relationship between the semi variance and rate of daily change to decide if Charles Schwab will be following its price patterns.
  
Charles Performance
6 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in The Charles Schwab are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak technical indicators, Charles Schwab may actually be approaching a critical reversion point that can send shares even higher in October 2022. ...more

Charles Price Channel

Fifty Two Week Low59.35
Target High Price105.00
Fifty Two Week High96.24
Payout Ratio24.92%
Trailing Annual Dividend Yield1.00%
Target Low Price73.00

Charles Schwab Relative Risk vs. Return Landscape

If you would invest  6,415  in The Charles Schwab on June 26, 2022 and sell it today you would earn a total of  674.00  from holding The Charles Schwab or generate 10.51% return on investment over 90 days. The Charles Schwab is currently generating 0.1742% in daily expected returns and assumes 1.9231% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of stocks are less volatile than Charles, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days Charles Schwab is expected to generate 1.74 times more return on investment than the market. However, the company is 1.74 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The DOW is currently generating roughly -0.08 per unit of risk.

Charles Schwab Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Charles Schwab's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Charles Schwab, and traders can use it to determine the average amount a Charles Schwab's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0906

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Estimated Market Risk
 1.92
  actual daily
 
 16 %
of total potential
 
1616
Expected Return
 0.17
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.09
  actual daily
 
 6 %
of total potential
 
66
Based on monthly moving average Charles Schwab is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Charles Schwab by adding it to a well-diversified portfolio.

About Charles Schwab Performance

To evaluate Charles Schwab Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Charles Schwab generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Charles Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Charles Schwab market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Charles's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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.

Things to note about Charles Schwab

Checking the ongoing alerts about Charles Schwab for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Charles Schwab help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Charles Schwab Alerts

Equity 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
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 Global Correlations module to find global opportunities by holding instruments from different markets.

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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.