The Charles Schwab Corporation (SCHW) is a Financial - Capital Markets company in the Financial Services sector, currently trading at $98.38. It has a SharesGrow Score of 77/100, indicating a strong investment profile with 5 out of 7 criteria passed.
SharesGrow calculates the intrinsic value of SCHW = $80.75 (-17.9% from the current price, the stock appears overvalued). Analyst consensus target is SCHW = $123 (+24.8% upside).
Valuation: SCHW trades at a trailing Price-to-Earnings (P/E) of 19.2 (S&P 500 average ~25) with a forward Price/Earnings-to-Growth (PEG) of 1.16.
Financials: revenue is $27.7B, +7.6%/yr average growth. Net income is $8.9B, growing at +12.3%/yr. Net profit margin is 32% (strong). Gross margin is 80.3% (-12.8 pp trend).
Balance sheet: total debt is $31.9B against $49.4B equity (Debt-to-Equity (D/E) ratio 0.65, moderate). Current ratio is 17.83 (strong liquidity). Debt-to-assets is 6.5%. Total assets: $491.0B.
Analyst outlook: 29 / 50 analysts rate SCHW as buy (58%) — moderate consensus.
SharesGrow 7-Criteria breakdown: Value 68/100 (Pass), Growth 73/100 (Pass), Past 100/100 (Pass), Health 67/100 (Partial), Moat 75/100 (Pass), Future 58/100 (Partial), Income 100/100 (Pass).
