This Analyst Recently Issued Research Note On The Charles Schwab Corporation (SCHW)


As of Wednesday close, The Charles Schwab Corporation’s (NYSE:SCHW) stock was up $0.15, moving up 0.18 percent to $81.41. The average number of shares traded per day over the past five days has been 6,294,960 shares. 5 times new highs have been achieved over the past 5 days, with a $4.00 gain in that time frame. In the last twenty days, the average volume was 8,045,345, while in the previous 50 days, it was 8,214,184.

Since last month, SCHW stock rose 12.35%. Shares of the company fell to $69.52 on 10/24/22, the lowest level in the past month. A 52-week high of $96.24 was reached on 02/09/22 after having rallying from a 52-week low of $59.35. Since the beginning of this year, SCHW’s stock price has dropped by -3.20% or -$2.69, and marked a new high 8 times. However, the stock has declined by -15.41% since its 52-week high.

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SCHW stock investors should be aware that The Charles Schwab Corporation (SCHW) stock had its last reported insider trading activity 7 days ago on Nov 18. Schwab Charles R., the Co-Chairman of the company, disposed of 132,050 shares for $79.66 on Nov 18. It resulted in a $10,519,187 divestment by the insider. Schwab Charles R. sold 132,050 shares at an average price of $78.29 on Nov 11. The insider now owns 31,159,531 shares following the transaction. On Nov 08, MD, EVP, and General Counsel Morgan Peter J. III sold 1,463 shares at $80.04 apiece. The transaction was valued at $117,104.

Valuation Metrics

Right now, The Charles Schwab Corporation (SCHW) has a P/E ratio of about 24.71. The stock’s beta is 0.99. Besides these, the trailing price-to-sales (P/S) ratio of 7.12, the price-to-book (PB) ratio of 5.75, and the price-to-cash flow ratio of 20.58 may also be considered.

The latest dividend of $0.22 per share was paid out, remained unchanged from last year’s $0.22. On Wednesday July 27 2022, a $0.02 dividend increase was announced.

Financial Health

According to company report, the long-term debt-to-equity ratio for the quarter ending September 29 was 0.78, and the total debt-to-equity ratio was 15.59. On the profitability front, the trailing twelve-month gross margin is 95.90% percent. In the year ended September 29, operating margins totaled 42.30%. Based on annual data, SCHW earned $8.86 billion in gross profit and brought in $18.52 billion in revenue.

A company’s management is another factor that investors consider when determining the profitability of an investment. In the past year, return on investment (ROI) was 1.10%. Return on equity (ROE) for the past 12 months was 17.40%.

In The Charles Schwab Corporation’s quarter-end financial report for September 29, it reported total debt of $20.84 billion. According to the earnings report, the company had a higher net income in the recent quarter than it did in the previous quarter. SCHW’s revenue rose 16.91% to $5.09 billion during the quarter, while net income inched up to $5.5 billion. While analysts expected The Charles Schwab Corporation to report $1.05 quarterly earnings, the actual figure was $1.1 per share, beating the consensus estimate by 4.80%. During the quarter, the company generated $3.54 billion in EBITDA. The value of shareholders’ equity is $1.82 billion.

Technical Picture

This quick technical analysis looks at The Charles Schwab Corporation’s (SCHW) price momentum. With a historical volatility rate of 23.63%, the RSI 9-day stood at 69.49% on 23 November.

With respect to its five-day moving average, the current The Charles Schwab Corporation price is up by +5.17% percent or $4.00. At present, SCHW shares trade +11.60% above its 20-day simple moving average and +28.43% percent above its 100-day simple moving average. However, the stock is currently trading approximately +11.90% above its SMA50 and -14.27% below its SMA200.

Stochastic coefficient K was 84.37% and Stochastic coefficient D was 77.54%, while ATR was 2.05. Given the Stochastic reading of 85.52% for the 14-day period, the RSI (14) reading has been calculated as 65.47%. As of today, the MACD Oscillator reading stands at 1.90, while the 14-day reading stands at 1.88.


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