Charles Schwab Corp Shs Unsponsored Brazilian Depository Receipt Repr 1 Sh SCHW34
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- BRL 48.12
- Day Range
- BRL 48.05–48.05
- 52-Week Range
- BRL 28.65–48.45
- Bid/Ask
- BRL 0.00 / BRL 0.00
- Market Cap
- BRL 702.28 Bil
- Volume/Avg
- 50 / 666
Key Statistics
- Price/Earnings (Normalized)
- 24.52
- Price/Sales
- 7.71
- Dividend Yield (Trailing)
- 1.10%
- Dividend Yield (Forward)
- 0.91%
- Total Yield
- 3.11%
Company Profile
Charles Schwab operates in brokerage, wealth management, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $8 trillion of client assets at the end of December 2023. Nearly all of its revenue is from the United States.
- Sector
- Financial Services
- Industry
- Capital Markets
- Stock Style Box
- Large Core
- Total Number of Employees
- 33,000
- Website
- https://www.aboutschwab.com
Competitors
Valuation
|
Metric
|
SCHW34
|
LPLA
|
IBKR
|
|---|---|---|---|
Price/Earnings (Normalized) | 24.52 | 16.98 | 20.44 |
Price/Book Value | 4.55 | 9.56 | 3.50 |
Price/Sales | 7.71 | 2.06 | 1.59 |
Price/Cash Flow | 18.10 | 12.14 | 4.09 |
Price/Earnings
SCHW34
LPLA
IBKR
Financial Strength
|
Metric
|
SCHW34
|
LPLA
|
IBKR
|
|---|---|---|---|
Quick Ratio | — | 1.01 | 0.44 |
Current Ratio | — | 1.71 | 1.00 |
Interest Coverage | — | 8.73 | 1.89 |
Quick Ratio
SCHW34
LPLA
IBKR
Profitability
|
Metric
|
SCHW34
|
LPLA
|
IBKR
|
|---|---|---|---|
Return on Assets (Normalized) | 1.12% | 12.77% | 0.50% |
Return on Equity (Normalized) | 20.16% | 57.46% | 19.02% |
Return on Invested Capital (Normalized) | — | 25.01% | 29.38% |
Return on Assets
SCHW34
LPLA
IBKR
Capital Markets Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
MS
| Morgan Stanley | Hckjgmtcg | Ldzwpg | $150.6 Bil | |
SCHW
| Charles Schwab Corp | Hsthmptcz | Fccns | $136.8 Bil | |
GS
| The Goldman Sachs Group Inc | Bzycmsmp | Wpnkx | $136.3 Bil | |
RJF
| Raymond James Financial Inc | Nqbblzsc | Cckz | $25.5 Bil | |
TW
| Tradeweb Markets Inc | Jtcgrkln | Bgrf | $21.7 Bil | |
LPLA
| LPL Financial Holdings Inc | Mpmrszcj | Gcbnz | $19.9 Bil | |
IBKR
| Interactive Brokers Group Inc Class A | Fgsqsmcn | Pjdqbv | $12.6 Bil | |
SF
| Stifel Financial Corp | Rvtxppvh | Nkkn | $8.1 Bil | |
MKTX
| MarketAxess Holdings Inc | Zdgzndsrb | Jflr | $7.6 Bil | |
EVR
| Evercore Inc Class A | Hmrpzyww | Dyffjh | $7.1 Bil |