May 01, 2025 a 07:31 am
SCHW: Fundamental Ratio Analysis - The Charles Schwab Corporation
The Charles Schwab Corporation, a key player in the financial services sector, provides a wide range of services including wealth management, securities brokerage, and banking. This analysis delves into the fundamental ratios and analyst perspectives to shed light on the investment potential of SCHW.
Fundamental Rating
The fundamental rating of The Charles Schwab Corporation is solid, with particularly strong scores in return-related ratios. Below is a summary of key rating categories and their associated scores:
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow | 4/5 | |
| Return on Equity | 5/5 | |
| Return on Assets | 5/5 | |
| Debt to Equity | 2/5 | |
| Price to Earnings | 1/5 | |
| Price to Book | 1/5 |
Historical Rating
The historical performance of SCHW shows consistency in key ratios, reflecting its stable financial management:
| Date | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | 3 | 4 | 5 | 5 | 2 | 1 | 1 |
| Previous | 0 | 4 | 5 | 5 | 2 | 1 | 1 |
Analyst Price Targets
Analyst estimates for The Charles Schwab Corporation's stock price vary, with a consensus leaning towards a 'Buy' rating:
| Category | Value (USD) |
|---|---|
| High | 95 |
| Low | 70 |
| Median | 82.5 |
| Consensus | 82.5 |
Analyst Sentiment
The general sentiment among analysts remains positive, indicative of confidence in SCHW's future performance:
| Recommendation | Count | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 26 | |
| Hold | 14 | |
| Sell | 2 | |
| Strong Sell | 0 |
Conclusion
In summary, The Charles Schwab Corporation demonstrates strong financial ratios, particularly in returns, which enhances its investment potential. Analysts' generally positive sentiment and favorable price target medians suggest confidence in future growth. However, potential investors should consider the company's relatively higher debt-to-equity and price-to-earnings ratios as areas for further investigation. Overall, SCHW appears to be a robust choice in the financial services sector with a promising outlook.