Charles schwab corp SCHW.US Value Analysis
US StockFinancials
(No presentation for SCHW)
SCHW Value Score
3
24
15
Limited Growth
- AI analysis rates SCHW with a lower value score of 2.
- It is mainly due to unstable operating cash flow, along with potential higher debt.
- Over the past 3 months, SCHW has maintained a consecutive value rating of 2.0, slightly lower than the rating of 3.5 over the past 3 years, indicating slight decrease in enterprise value.
- Compared to all stocks in the Financials sector, SCHW has a medium value rating.
SCHW Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
Update to 2025/04/26 (Weekly Update)
SCHW Financial Forecast
Unit : USD
Update to 2025/5/4 (Quarterly Update)
SCHW Earnings Table
Unit : USD
| QTR | Non-GAAP EPS | EPS YoY | EPS Surprise % | Sales | Sales YoY | Sales Surprise % | NPM |
|---|---|---|---|---|---|---|---|
| Current | 1.04 | 40.5% | 3% | 2.71B | -58% | -51.1% | 34.5% |
| 2024Q3 | 1.01 | 48.5% | 10.5% | 5.33B | 19.5% | 2.6% | 29% |
| 2024Q2 | 0.77 | 0% | 2.7% | 4.85B | 5.2% | 1.3% | 28.4% |
| 2024Q1 | 0.73 | -2.7% | 1.4% | 4.69B | 0.7% | 0.2% | 28.7% |
| 2023Q4 | 0.74 | -20.4% | 0% | 6.45B | 26% | 36.9% | 23.4% |
Update to 2025/5/8 (Quarterly Update)
SCHW Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
SCHW Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of SCHW from 2007/01 till Now
- 120.92%
- Cumulative Return
- 4.42%
- Annual Return
- 19.15%
- Volatility
- 0.23
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2025. (Total Trades: 4)
| SCHW | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 50% | 59% | 53% |
| Avg Return | 26.5% | 52.9% | 72.3% |
| Avg Profit | 58.3% | 105.7% | 166.4% |
| Avg Loss | -5.4% | -21.6% | -34.6% |
| Avg Risk-Reward Ratio | 1080.9% | 488.2% | 480.4% |
Update to 2025/5/8 (Daily Update)