Charles Schwab Stock Fair Value – Charles Schwab’s Outflows Ease as Insured Deposit Pact is Modified
May 7, 2023
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Charles Schwab ($NYSE:SCHW) has been experiencing a steady decrease in outflows, largely due to the recent modification of their insured deposit agreement. With over $3 trillion in total client assets, the company offers a wide range of investment services and products to individuals, businesses, and institutional investors. Their portfolio of services includes brokerage and banking services, retirement plan services, and wealth management. The recent modification of their insured deposit agreement is being attributed to the easing of outflows. This modification is seen as an effort to increase customer confidence and security when investing with Charles Schwab.
While outflows have been decreasing, Charles Schwab remains a strong investment firm. They continue to offer a wide range of services and products that are tailored to meeting the needs of individual and institutional investors. With their insured deposit agreement being modified, it is likely that outflows will continue to ease in the near future.
Stock Price
On Friday, Charles Schwab saw relief in the form of outflows easing as the insured deposit pact was modified. The stock opened at $49.1 and closed at $49.2, up 3.9% from prior closing price of 47.4. This marked a much needed boost for the company, which has been struggling with outflows over the past few weeks.
The modification of the insured deposit pact created a more favorable environment for investors and enabled the company to maintain a healthy balance sheet and increase shareholder confidence. The changes will now enable Charles Schwab to continue to provide quality services and meet customer expectations. 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 |
| 21.21k | 6.89k | 34.8% |
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 |
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 |
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% |
Analysis – Charles Schwab Stock Fair Value
At GoodWhale, we have done an extensive analysis of CHARLES SCHWAB‘s financials. Our proprietary Valuation Line analysis reveals that the intrinsic value of CHARLES SCHWAB share is around $80.0. This value is 38.5% higher than the current stock trading price of $49.2. This suggests that the stock is currently undervalued, providing investors with an attractive opportunity. More…
Peers
Charles Schwab Corp is an American financial services company with headquarters in San Francisco, California. The company was founded in 1971 by Charles Schwab and offers a wide variety of financial services including banking, investments, and retirement planning. Morgan Stanley, CITIC Securities Co Ltd, and Samsung Securities Co Ltd are all competitors of Charles Schwab in the financial services industry.
– Morgan Stanley ($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 investment firm that offers brokerage and financial services. Recently, the company has seen their outflows slow and they have modified their insured deposit pact which has lead to a positive reaction in their stock price. Analysts have identified this as a positive sign for the company’s future prospects as more investors have become more confident in the firm’s ability to maintain consistent returns. Going forward, investors should keep an eye on Charles Schwab’s financial performance and leverage their services for their investment needs.
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