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SCHWCharles Schwab Corporation (The

# 16 · $90.58 (-0.94%) · $156.64B · Financial Services

75.2

Rango 52 semanas

$67.78$113.65

Datos de mercado

P/E
15.48
1M
-8.96%
1A
-3.03%
Rentab.
1.36%
RSI
27.66
MACD
-0.24%

Desglose

Value79
Growth100
Profitability74
Momentum55
EPS Revisions57

Por qué

  • P/E of 15.5
  • PEG of 0.32
  • earnings growth of 49.0%
  • revenue growth of 22.0%
  • ROE of 20.1%
  • profit margin of 38.8%
  • RSI 27.7 (below 30)

El razonamiento lo genera el motor de scoring (en inglés).

Señales de riesgo

  • Segment revenue concentrationInfo

    79% of revenue from the Investor Services segment

Análisis de la empresa

Business Overview The Charles Schwab Corporation (Schwab) is a diversified financial services firm providing brokerage and trading, wealth/investment advisory, asset management, and banking (via Schwab Bank). Revenue is driven primarily by net interest income on client cash and bank balances, plus asset management/administration and advisory fees, trading-related revenue, and other service fees. Market Position Schwab is one of the largest U.S. retail brokerage and wealth platforms by client assets, competing with other scaled brokerage, advisory, and asset-management providers through a broad product set and integrated custody/banking experience. Key differentiators include platform scale, a large base of client cash balances that support interest income, and a full-service ecosystem spanning self-directed investing through advisory and managed portfolios. Key Segments Schwab’s major activities span Investor Services (retail brokerage and advice), Advisor Services (RIA custody and related services), Asset Management (including proprietary mutual funds/ETFs and managed portfolios), and Banking (deposit gathering and lending).

Resumen generado por IA a partir de datos de terceros; puede contener errores. No constituye asesoramiento financiero ni recomendación de inversión.

Ingresos
Ingresos · 2021–2025 · $18.52B → $23.92B$23.92B
Margen bruto
——
Margen operativo
——
Margen neto
Margen neto · 2021–2025 · 0.3% → 0.4%0.4%
FCF / Beneficio
FCF / Beneficio · 2021–2025 · 0.21 → 0.990.99
OCF / Beneficio
OCF / Beneficio · 2021–2025 · 0.36 → 1.051.05
Deuda / Patrimonio
Deuda / Patrimonio · 2021–2025 · 0.44 → 0.510.51
Ratio corriente
——

Periodo: 2021-12-31 → 2025-12-31

Un guion (—) indica que el dato no está disponible para ese ejercicio, no que sea cero. Aquí no se estima ni se rellena nada.