Charles Schwab Stock Fair Value – Charles Schwab Co. Insider Sells Over $800K in Stock in 2023.
March 3, 2023
Trending News 🌥️
Charles Schwab Stock Fair Value – The Charles Schwab ($NYSE:SCHW) Co. has recently made headlines as an insider of the company sold a whopping $866,163.08 worth of stock in 2023. This is not the first time an insider of Charles Schwab Co. has sold off their holdings. The current sale is significant, however, because it represents approximately one-third of the company’s total outstanding shares. This could be a sign that the company is preparing to make some major changes, such as expanding into other areas or restructuring its current operations. Charles Schwab Co. has seen its share of success in recent years, largely due to its popular online trading platform. The platform has become a go-to option for many investors looking to manage their own portfolios. As such, the sale of so much stock could indicate that the company’s executives are expecting some major changes in the near future and are cashing out before those changes take place. It remains to be seen exactly what direction the Charles Schwab Co. will go in now that this massive sale has occurred.
However, the sheer amount sold has certainly raised some eyebrows and has left many wondering what the company will do next.
Stock Price
At the close of the day, the stock was down by 1.7% from the previous closing price of 77.4, opening at 76.9 and closing at 76.1. The activity of the insider stock sale sent the company’s share prices lower for the day, raising eyebrows for analysts and investors alike. It remains to be seen how this activity will affect the stock in the long-term, and what other changes to the company’s structure this sale could signify. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Charles Schwab. More…
| Total Revenues | Net Income | Net Margin |
| 20.76k | 6.63k | 34.6% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Charles Schwab. More…
| Operations | Investing | Financing |
| 9.8k | -75.66k | 96.32k |
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 |
| 577.56k | 540.52k | 19.74 |
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 |
| 24.6% | – | – |
| FCF Margin | ROE | ROA |
| 42.0% | 15.8% | 1.0% |
Analysis – Charles Schwab Stock Fair Value
At GoodWhale, we conducted an analysis of the wellbeing of Charles Schwab and found that its intrinsic value comes to around $79.2, calculated through our proprietary Valuation Line. Currently, Charles Schwab’s stock is traded at a price of $76.1, representing a 4.0% undervaluation relative to its intrinsic value. We believe this to be a fair and attractive opportunity for potential investors. More…
Peers
Charles Schwab Corp is an American financial services company with headquarters in San Francisco, California. The company was founded in 1971 by Charles Schwab and offers a wide variety of financial services including banking, investments, and retirement planning. Morgan Stanley, CITIC Securities Co Ltd, and Samsung Securities Co Ltd are all competitors of Charles Schwab in the financial services industry.
– Morgan Stanley ($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 is an American financial services company that provides a variety of products and services, including investment and retirement accounts, trading and investment advice, brokerage services, banking solutions, mutual fund investments and more. This is an important signal for investors, as large trades from insiders can indicate changes in their outlook for the company or its stock. Investors should closely monitor future insider trades and other developments at Charles Schwab, as this could provide insight into the company’s future performance. Additionally, investors can watch for changes in analysts’ ratings, review financial statements, pay attention to economic indicators relevant to the industry, and assess market sentiment towards Charles Schwab to determine if the stock is undervalued or overvalued.
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