Charles Schwab Corp

SCHW: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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We Still Forecast Material Earnings Growth for Charles Schwab Despite a Lower Federal-Funds Rate

Michael Wong

Dec 19, 2024

Business Strategy and Outlook

We assess that Charles Schwab is fine from a liquidity and capital standpoint, and that earnings should be on a tenable upward trajectory. While it is best known for its retail investor and registered investment advisor platforms, Charles Schwab is a savings and loan holding company that had around $250 billion of deposits at the end of September 2024 and generates about half of its revenue from net interest income.

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Charles Schwab Corp

We Still Forecast Material Earnings Growth for Charles Schwab Despite a Lower Federal-Funds Rate

Business Strategy and Outlook

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