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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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
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Charles Schwab's stock turns higher after earnings beat, signs of 'green shoots'
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A new product allows 5x leveraged bets on the Magnificent Seven. Traders should be wary.
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Charles Schwab total January client assets up 14% from year ago, flat from December
Trading Information
- Previous Close Price
- $76.23
- Day Range
- $77.42–78.21
- 52-Week Range
- $48.69–78.21
- Bid/Ask
- $0.00 / $0.00
- Market Cap
- $142.71 Bil
- Volume/Avg
- 6,779 / 45,280
Key Statistics
- Price/Earnings (Normalized)
- 25.87
- Price/Sales
- 7.55
- Dividend Yield (Trailing)
- 1.34%
- Dividend Yield (Forward)
- 1.34%
- Total Yield
- 1.31%
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
|
0L3I
|
LPLA
|
IBKR
|
---|---|---|---|
Price/Earnings (Normalized) | 25.87 | 17.39 | 20.20 |
Price/Book Value | 4.19 | 8.81 | 3.50 |
Price/Sales | 7.55 | 1.96 | 1.58 |
Price/Cash Flow | 18.50 | 12.13 | 4.14 |
Price/Earnings
0L3I
LPLA
IBKR
Financial Strength
Metric
|
0L3I
|
LPLA
|
IBKR
|
---|---|---|---|
Quick Ratio | — | 1.01 | 0.49 |
Current Ratio | — | 1.71 | 1.00 |
Interest Coverage | — | 8.73 | 1.85 |
Quick Ratio
0L3I
LPLA
IBKR
Profitability
Metric
|
0L3I
|
LPLA
|
IBKR
|
---|---|---|---|
Return on Assets (Normalized) | 1.12% | 11.95% | 0.52% |
Return on Equity (Normalized) | 20.16% | 54.95% | 19.12% |
Return on Invested Capital (Normalized) | — | 23.46% | 30.39% |
Return on Assets
0L3I
LPLA
IBKR
Capital Markets Industry Comparables
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|
MS
| Morgan Stanley | Kdhfrbrvz | Hkvmtdt | $161.5 Bil | |
GS
| The Goldman Sachs Group Inc | Nmpzkhhs | Mckqc | $150.3 Bil | |
SCHW
| Charles Schwab Corp | Hqbdynlqst | Hvh | $143.8 Bil | |
RJF
| Raymond James Financial Inc | Dhztfmhm | Cfhl | $26.4 Bil | |
TW
| Tradeweb Markets Inc | Glgypmtfrt | Hdll | $24.0 Bil | |
LPLA
| LPL Financial Holdings Inc | Dwzszqjxd | Cwcmcq | $20.0 Bil | |
IBKR
| Interactive Brokers Group Inc Class A | Dfrghwkvv | Mbhytw | $13.0 Bil | |
SF
| Stifel Financial Corp | Qkpftww | Vjlt | $8.6 Bil | |
MKTX
| MarketAxess Holdings Inc | Gmyjcwvbk | Xmp | $8.2 Bil | |
EVR
| Evercore Inc Class A | Crnkclhlr | Qrjljx | $7.7 Bil |