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Charles Schwab Corp
NYSE:SCHW

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Charles Schwab Corp Logo
Charles Schwab Corp
NYSE:SCHW
Watchlist
Price: 82.52 USD +2.65% Market Closed
Updated: Dec 1, 2022

Intrinsic Value

The intrinsic value of one SCHW stock under the Base Case scenario is 90.05 USD. Compared to the current market price of 82.52 USD, Charles Schwab Corp is Undervalued by 8%.

The Intrinsic Value is calculated as the average of the two valuation methods:

SCHW Intrinsic Value
Base Case
90.05 USD
Undervaluation 8%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Fundamental Analysis

SCHW Profitability Score
Profitability Due Diligence

Charles Schwab Corp's profitability score is 64/100. The higher the profitability score, the more profitable the company is.

64/100
Profitability
Score

Charles Schwab Corp's profitability score is 64/100. The higher the profitability score, the more profitable the company is.

SCHW Solvency Score
Solvency Due Diligence

Charles Schwab Corp's solvency score is 33/100. The higher the solvency score, the more solvent the company is.

High D/E
Low Altman Z-Score
Positive Net Debt
Long-Term Liabilities
33/100
Solvency
Score

Charles Schwab Corp's solvency score is 33/100. The higher the solvency score, the more solvent the company is.

Financials
Efficiency
96%
Gross Margin
44%
Operating Margin
33%
Net Margin
42%
FCF Margin
14%
ROE
2%
ROIC
Other

SCHW Capital Structure
Charles Schwab Corp

Market Capitalization 155B USD
Total Debt 417B USD
Minority Interest 0 USD
Preferred Equity 0 USD
Cash and Equivalents 46.5B USD
Short-Term Investments 0 USD
Enterprise Value 525B USD

Wall St
Price Targets

SCHW Price Targets Summary
Charles Schwab Corp

Wall Street analysts forecast SCHW stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for SCHW is 91.36 USD .

Lowest
Price Target
Not Available
Average
Price Target
91.36 USD
11% Upside
Highest
Price Target
Not Available
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

SCHW Competitors
Charles Schwab Corp

SCHW Suppliers & Customers
Charles Schwab Corp

Charles Schwab Corp has 7 key suppliers from 4 countries and 3 industries. The majority of these suppliers are located in the United States of America, with the largest number of suppliers in the Technology industry.

Charles Schwab Corp has 2 key customers from 2 countries and 2 industries. The majority of these customers are located in China, with the largest number of customers in the Media industry.

Ownership

SCHW Shareholders
Major Shareholders

Insiders own a significant part of the company.

Top 25 shareholders own 34.92% of the company. Insiders own 3.92%. The biggest insider is Schwab Charles R. (Co-Chairman), who owns 3.63% of Charles Schwab Corp.

Insiders
3.92%
Institutions
55.4%
Other
40.68%
Insiders
3.92%
Schwab Charles R.
Co-Chairman
Ownership
3.6255%
Market Value
5.7B USD
Shares
68 702 928
Schwab-Pomerantz Carolyn
Director
Ownership
0.0915%
Market Value
143M USD
Shares
1 733 853
Butcher C Preston
Director
Ownership
0.0481%
Market Value
75.1M USD
Shares
910 559
Bettinger Walter W
CEO
Ownership
0.0389%
Market Value
60.8M USD
Shares
736 740
Martinetto Joseph R
MD, Senior EVP and COO
Ownership
0.0168%
Market Value
26.3M USD
Shares
318 211
Walther Roger O
Director
Ownership
0.0119%
Market Value
18.6M USD
Shares
225 911
Ricketts Todd M
Director
Ownership
0.0119%
Market Value
18.6M USD
Shares
225 595
Wurster Richard A
President
Ownership
0.0106%
Market Value
16.6M USD
Shares
201 582
Wilson Robert N
Director
Ownership
0.0105%
Market Value
16.4M USD
Shares
198 325
Mclin Stephen T
Director
Ownership
0.0089%
Market Value
13.9M USD
Shares
168 191
Herringer Frank C
Director
Ownership
0.0079%
Market Value
12.3M USD
Shares
149 512
Clark Bernard J.
MD, EVP - Advisor Services
Ownership
0.0074%
Market Value
11.5M USD
Shares
139 522
Murtagh Nigel J
MD, EVP - Corporate Risk
Ownership
0.0046%
Market Value
7.2M USD
Shares
87 577
Crawford Peter B.
MD, EVP, and CFO
Ownership
0.0037%
Market Value
5.8M USD
Shares
69 779
Garfield David R
EVP and General Counsel
Ownership
0.0037%
Market Value
5.7M USD
Shares
69 563
Craig Jonathan M.
Please see remarks
Ownership
0.003%
Market Value
4.7M USD
Shares
57 246
Adams John K Jr
Director
Ownership
0.0022%
Market Value
3.4M USD
Shares
41 658
Chandoha Marie A
CEO - CSIM
Ownership
0.0021%
Market Value
3.3M USD
Shares
40 341
Haraf William S
Director
Ownership
0.0021%
Market Value
3.2M USD
Shares
39 258
Dea Joan
Director
Ownership
0.0014%
Market Value
2.2M USD
Shares
27 122
Ruffel Charles A.
Director
Ownership
0.001%
Market Value
1.5M USD
Shares
18 556
Morgan Peter J. Iii
MD, EVP, and General Counsel
Ownership
0.0009%
Market Value
1.4M USD
Shares
16 446
Ellis Stephen A
Director
Ownership
0.0008%
Market Value
1.2M USD
Shares
14 232
Masrani Bharat
Director
Ownership
0.0006%
Market Value
985k USD
Shares
11 938
Brown Marianne Catherine
Director
Ownership
0.0006%
Market Value
865k USD
Shares
10 485
Dodds Christopher V
Director
Ownership
0.0005%
Market Value
792k USD
Shares
9 602
Goldfarb Mark A
Director
Ownership
0.0005%
Market Value
792k USD
Shares
9 602
Sneed Paula A
Director
Ownership
0.0005%
Market Value
792k USD
Shares
9 602
Sarin Arun
Director
Ownership
0.0005%
Market Value
792k USD
Shares
9 602
Martin-Flickinger Gerri
Director
Ownership
0.0005%
Market Value
780k USD
Shares
9 458
Levitt Brian M
Director
Ownership
0.0005%
Market Value
706k USD
Shares
8 560
Institutions
55.4%