Trade

with

Charles Schwab Corp
(NYSE: SCHW)
AdChoices
26.69
+0.16
+0.60%
After Hours :
26.69
0.00
0.00%

Open

26.49

Previous Close

26.53

Volume (Avg)

4.14M (6.89M)

Day's Range

26.32-26.75

52Wk Range

22.54-31.00

Market Cap.

34.79B

Dividend Rate (Yield )

0.24 (0.90%)

Beta

1.52

Shares Outstanding

1.30B

P/E Ratio (EPS)

29.07 (0.92)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
  • Management effectiveness
Industry Capital Markets
Highlights
Analyst Recommendation: Outperform
    • Revenue

    • 5.43B

    • Net Income

    • 1.07B

    • Market Cap.

    • 34.79B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 20.84

    • PEG (Price/Earnings Growth) Ratio

    • 0.89

    • Beta

    • 1.52

    • Forward P/E

    • 23.70

    • Price/Sales

    • 6.06

    • Price/Book Value

    • 3.38

    • Price/Cash flow

    • 17.06

      • EBITDA

      • 1.91B

      • Return on Capital %

      • 0.86

      • Return on Equity %

      • 12.52

      • Return on Assets %

      • 0.86

      • Book Value/Share

      • 7.90

      • Shares Outstanding

      • 1.30B

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.06 (11/5/2014)

      • Dividend Declaration Date

      • 10/23/2014

      Analyst Recommendation
      10/21/2014
      Outperform
        • 1 Year Price Target

        • 30.20

        • Credit Rating

        • -

        • Analysts

        • 6

        • EPS Estimate

        • 1.12

        • Cashflow Estimate

        • 6.23

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 10.10

          • 2.44

          • Net Income

            YTD/YTD (last year)

          • 15.40

          • 40.54

          • Net Income

            Q/Q (last year)

          • 26.60

          • 17.59

          • Sales (Revenue)

            5-Year Annual Average

          • 1.08

          • 10.61

          • Net Income

            5-Year Annual Average

          • -2.70

          • 9.60

          • Dividends

            5-Year Annual Average

          • 1.76

          • 51.52

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • -

            • 38.26

            • Pre-Tax Margin

            • 34.86

            • 25.43

            • Net Profit Margin

            • 20.84

            • 17.25

            • Average Gross Margin

              5-Year Annual Average

            • -

            • 50.88

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 28.00

            • 25.25

            • Average Net Profit Margin

              5-Year Annual Average

            • 16.90

            • 323.14B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.18

              • 2.39

              • Current Ratio

              • -

              • 1.35

              • Quick Ratio

              • -

              • 1.24

              • Interest Coverage

              • -

              • 4.45

              • Leverage Ratio

              • 13.92

              • 12.34

              • Book Value/Share

              • 7.90

              • 20.21

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 28.33

                • 16.69

                • P/E Ratio 5-Year High

                • 33.78

                • 151.12

                • P/E Ratio 5-Year Low

                • 11.51

                • 33.41

                • Price/Sales Ratio

                • 5.91

                • 1.56

                • Price/Book Value

                • 3.29

                • 1.29

                • Price/Cash Flow Ratio

                • 17.06

                • 9.60

                • Key Metrics

                • Company

                  • Shares Short

                    as of -

                  • -

                  • Short Ratio

                    as of -

                  • -

                  • Short % of Float

                    as of -

                  • -

                  • Shares Short

                    prior month

                  • -

                  • Trailing Annual Dividend Yield

                  • -

                  • 5 Year Average Dividend Yield

                  • -

                  • Key Metrics

                  • Company

                    • Payout Ratio

                    • 26.15

                    • Dividend Date

                    • 10/23/2014

                    • Ex-Dividend Date

                    • 11/5/2014

                    • Last Split Factor

                      new per old

                    • -

                    • Last Split Date

                    • -

                    • Key Metrics

                    • Company

                    • Industry

                      • Return on Equity %

                        (5-Year Average)

                      • 12.52

                        (11.90)

                      • 8.88

                        (8.60)

                      • Return on Assets %

                        (5-Year Average)

                      • 0.86

                        (0.80)

                      • 0.69

                        (0.59)

                      • Return on Capital %

                        (5-Year Average)

                      • 11.15

                        (10.80)

                      • 2.38

                        (1.89)

                      • Income/Employee

                      • 89.29k

                      • 93.29k

                      • Inventory Turnover

                      • -

                      • 19.72

                      • Asset Turnover

                      • 0.04

                      • 0.04

                      Current Historical
                      Financials
                      • Income Statement
                      • Balance Sheet
                      • Cash Flow
                      Operating Income
                      1.70B
                      Operating Margin
                      31.38
                      Total Equity
                      -
                      Retained Earnings
                      -
                      Free Cashflow
                      -
                      Price/Cashflow
                      17.06
                      Ownership

                      Institutional Ownership

                      78.79%

                      Top 10 Institutions

                      37.29%

                      Mutual Fund Ownership

                      40.72%

                      Float

                      86.40%

                      5% / Insider Ownership

                      0.32%

                      Corporate insiders or major stockholders reporting trading activity in the stock.

                      Top Mutual Fund Owners

                      Top Institutional Owners

                      Mutual Fund Name

                      Institution Name

                      • Mutual Fund Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • Dodge & Cox Stock Fund

                      •  

                        55,546,367

                      • 1.98

                      • 4.26

                      • Vanguard PrimeCap Fund

                      •  

                        26,623,992

                      • -0.37

                      • 2.04

                      • Vanguard Total Stock Mkt Idx

                      •  

                        18,055,409

                      • 0.51

                      • 1.39

                      • Vanguard Five Hundred Index Fund

                      •  

                        11,907,225

                      • -1.83

                      • 0.91

                      • Vanguard Institutional Index Fund

                      •  

                        11,619,405

                      • -3.10

                      • 0.89

                      • SPDR® S&P 500 ETF

                      •  

                        11,451,650

                      • 1.43

                      • 0.79

                      • Davis New York Venture Fund

                      •  

                        10,828,000

                      • 0.00

                      • 0.83

                      • Dodge & Cox Balanced Fund

                      •  

                        10,199,900

                      • 0.00

                      • 0.78

                      • Fidelity® Contrafund® Fund

                      •  

                        9,060,760

                      • 0.00

                      • 0.70

                      • MainStay Large Cap Growth Fund

                      •  

                        7,718,400

                      • -0.80

                      • 0.59

                      • Institution Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • Dodge & Cox

                      •  

                        90,836,867

                      • +1.26%

                      • 6.98

                      • PRIMECAP Management Company

                      •  

                        63,057,255

                      • -2.75%

                      • 4.84

                      • Vanguard Group, Inc.

                      •  

                        57,209,261

                      • +1.99%

                      • 4.39

                      • State Street Corp

                      •  

                        48,275,398

                      • +0.56%

                      • 3.71

                      • Fidelity Management and Research Company

                      •  

                        47,039,457

                      • -4.70%

                      • 3.61

                      • Spo Advisory Corp

                      •  

                        42,656,487

                      • 0.00%

                      • 3.28

                      • Sands Capital Management, LLC

                      •  

                        42,340,080

                      • -3.92%

                      • 3.25

                      • Brown Investment Advisory Incorporated

                      •  

                        36,033,471

                      • +9.45%

                      • 2.77

                      • BlackRock Fund Advisors

                      •  

                        34,494,068

                      • +2.08%

                      • 2.65

                      • Invesco Advisers, Inc

                      •  

                        23,610,202

                      • -4.50%

                      • 1.81

                      Company Profile

                      Sector

                      Financial Services

                      Industry

                      Capital Markets

                      Type

                      Cyclical

                      Style

                      Large Growth

                      Charles Schwab Corp was incorporated in Delaware in 1986. The Company, through its subsidiaries, is engaged in securities brokerage, banking and related financial services. The Company provides financial services to individuals and i...morenstitutional clients through two segments namely Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services to individual investors, retirement plan services, and corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services to independent investment advisors (IAs), and retirement business services to independent retirement plan advisors and recordkeepers whose plan assets are held at Schwab Bank. The Investor Services segment provides retail brokerage and banking ser...morevices to individual investors. Through the Advisor Services segment, the Company provides custodial, trading, and support services to IAs. To attract and serve IAs, the Company has a dedicated sales force and service teams assigned to meet their needs. IAs who custody client accounts at Schwab may use proprietary software that provides them with up-to-date client account information, as well as trading capabilities. The Advisor Services website is the core platform for IAs to conduct daily business activities online with Schwab, including submitting and retrieving client account information and viewing news and market information. This platform provides IAs with a comprehensive suite of electronic and paper-based reporting capabilities. The Company offers online cashiering services, as well as internet-based eDocuments sites for both IAs and their clients that provide multi-year archiving of online statements, trade confirms and tax reports, along with document search capabilities. On September 1, 2011, the Company completed its acquisition of all of the outstanding common shares of optionsXpress Holdings, Inc. (optionsXpress), an online brokerage firm focused on equity option securities and futures. The optionsXpress® brokerage platform provides active investors and traders trading tools, analytics and education to execute a variety of investment strategies.lessless

                      Key People

                      Mr. Walter W. Bettinger,II

                      CEO/Director/President

                      Joseph R. Martinetto

                      CEO, Subsidiary/CFO/CFO, Subsidiary/Chief Accounting Officer/Executive VP/Executive VP, Subsidiary

                      Charles R. Schwab

                      Chairman of the Board/Director

                      James D. McCool

                      Executive VP, Divisional/Executive VP, Subsidiary

                      Jay L. Allen

                      Executive VP, Divisional/Executive VP, Subsidiary

                      • Charles Schwab Corp

                      • 211 Main Street

                      • San Francisco, CA 94105

                      • USA.Map

                      • Phone: +1 415 667-7000

                      • Fax: +1 415 627-8894

                      • schwab.com

                      Incorporated

                      1986

                      Employees

                      14,100

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