Charles Schwab Corp 0L3I
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.
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News
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Schwab's stock looks to thrive from wealth management growth, analyst says
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Charles Schwab CFO to Retire, Operating Chief Moving to New Role
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Charles Schwab names ex-Citi exec as next CFO after exit of three top managers
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Charles Schwab website 'is a mess': Hundreds of TD Ameritrade users complain about their new online home.
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Charles Schwab's total client assets dip 3% during tax season
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Charles Schwab On Track for Highest Close Since March 2023 — Data Talk
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TD's Schwab Investment to Contribute C$194 Million in Bank's 2Q
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Charles Schwab on Track for Highest Close Since March 2023 — Data Talk
Trading Information
- Previous Close Price
- $71.58
- Day Range
- $71.59–72.36
- 52-Week Range
- $48.69–79.41
- Bid/Ask
- $0.00 / $0.00
- Market Cap
- $132.20 Bil
- Volume/Avg
- 6,035 / 59,005
Key Statistics
- Price/Earnings (Normalized)
- 24.30
- Price/Sales
- 7.09
- Dividend Yield (Trailing)
- 1.41%
- Dividend Yield (Forward)
- 1.41%
- Total Yield
- 1.40%
Company Profile
Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab 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
|
0L3I
|
MS
|
LPLA
|
|---|---|---|---|
Price/Earnings (Normalized) | 24.30 | 16.37 | 18.14 |
Price/Book Value | 3.94 | 1.78 | 9.19 |
Price/Sales | 7.09 | 3.15 | 2.05 |
Price/Cash Flow | 17.37 | 10.36 | 12.66 |
Price/Earnings
0L3I
MS
LPLA
Financial Strength
|
Metric
|
0L3I
|
MS
|
LPLA
|
|---|---|---|---|
Quick Ratio | — | — | 1.01 |
Current Ratio | — | — | 1.71 |
Interest Coverage | — | — | 8.73 |
Quick Ratio
0L3I
MS
LPLA
Profitability
|
Metric
|
0L3I
|
MS
|
LPLA
|
|---|---|---|---|
Return on Assets (Normalized) | 1.12% | 1.02% | 11.95% |
Return on Equity (Normalized) | 20.16% | 13.37% | 54.95% |
Return on Invested Capital (Normalized) | — | — | 23.46% |
Return on Assets
0L3I
MS
LPLA
Capital Markets Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
MS
| Morgan Stanley | Kgsjkjdrvj | Npqnspj | $158.1 Bil | |
GS
| The Goldman Sachs Group Inc | Vjlcmyvft | Ldtkh | $147.4 Bil | |
SCHW
| Charles Schwab Corp | Pyfwyhfgh | Jpmm | $131.4 Bil | |
RJF
| Raymond James Financial Inc | Cyfltvdtz | Ccvf | $25.2 Bil | |
TW
| Tradeweb Markets Inc | Vpyspkhbsy | Brtd | $23.1 Bil | |
LPLA
| LPL Financial Holdings Inc | Fpklrkh | Dfjjdjb | $20.9 Bil | |
IBKR
| Interactive Brokers Group Inc Class A | Svrzcncj | Pytxjz | $13.7 Bil | |
SF
| Stifel Financial Corp | Wygbtdp | Ngq | $8.1 Bil | |
EVR
| Evercore Inc Class A | Ckqbchr | Rbjtgmt | $7.7 Bil | |
MKTX
| MarketAxess Holdings Inc | Vzmkddgk | Fbvgx | $7.5 Bil |