Charles Schwab Stock Fair Value Calculation – Charles Schwab Shares Rise 1.48% Despite Market Volatility

July 11, 2023

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Charles Schwab ($NYSE:SCHW) Corp is a leading provider of financial services, offering retail and institutional investors a wide range of products and services. The company’s shares rose by 1.48% to $56.79 on Friday, despite broad market volatility. The S&P 500 experienced a difficult trading session, but Charles Schwab was able to make gains in spite of the bearish sentiment.

This is an encouraging sign, as it suggests that the company is resilient in the face of market uncertainty. This suggests that investors are confident in the company’s long-term prospects and believe that recent market volatility is a temporary setback.

Analysis – Charles Schwab Stock Fair Value Calculation

At GoodWhale, we have conducted an analysis of the wellbeing of CHARLES SCHWAB. According to our proprietary Valuation Line, the fair value of a CHARLES SCHWAB share is approximately $81.6. However, the current market price of the stock is $57.8, which means it is undervalued by 29.2%. This is an ideal time for investors to buy CHARLES SCHWAB stocks, as the stock is trading at a discount. More…

  • Risk Rating Analysis
  • Star Chart Analysis
  • Valuation Analysis
  • About the Company

  • Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for Charles Schwab. More…

    Total Revenues Net Income Net Margin
    21.21k 6.89k 34.8%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Charles Schwab. More…

    Operations Investing Financing
    2.06k 32.05k -68.72k
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Charles Schwab. More…

    Total Assets Total Liabilities Book Value Per Share
    551.77k 515.16k 20.13
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Charles Schwab are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    25.9%
    FCF Margin ROE ROA
    5.1% 16.5% 1.1%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items
  • Peers

    Charles Schwab Corp is an American financial services company with headquarters in San Francisco, California. The company was founded in 1971 by Charles Schwab and offers a wide variety of financial services including banking, investments, and retirement planning. Morgan Stanley, CITIC Securities Co Ltd, and Samsung Securities Co Ltd are all competitors of Charles Schwab in the financial services industry.

    – Morgan Stanley ($NYSE:MS)

    As of 2022, Morgan Stanley’s market cap is 137.06B with a ROE of 9.95%. Morgan Stanley is a leading global financial services firm that provides a full range of investment banking, securities, investment management and wealth management services. The company has offices in more than 42 countries and employs over 60,000 people.

    – CITIC Securities Co Ltd ($SHSE:600030)

    CITIC Securities Co Ltd has a market cap of 244.81B as of 2022. The company’s return on equity is 7.96%. CITIC Securities Co Ltd is a leading investment bank in China with a focus on providing comprehensive financial services to clients in the areas of securities, investment banking, and asset management.

    – Samsung Securities Co Ltd ($KOSE:016360)

    Samsung Securities Co Ltd is a South Korean investment bank and brokerage firm. It is a subsidiary of the Samsung Group. The company has a market capitalization of 2.84 trillion as of 2022 and a return on equity of 10.07%. The company provides a range of financial services, including investment banking, equity research, asset management, and more.

    Summary

    Charles Schwab Corp. is a financial services firm that offers a wide range of investment options to its customers. On Friday, its stock prices rose 1.48% to $56.79, despite an overall down day in the markets. Analysts suggest that the stock is currently an attractive investment opportunity, due to its strong record of performance, low fees, and wide selection of services. Investment experts believe that Schwab is well-positioned to continue to grow in the future, and its customers have faith in the company’s ability to provide quality service and returns.

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