Throughout the last three months, 11 analysts have evaluated Charles Schwab SCHW, offering a diverse set of opinions from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 2 | 5 | 4 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 0 | 1 | 3 | 0 | 0 |
| 2M Ago | 1 | 3 | 1 | 0 | 0 |
| 3M Ago | 1 | 0 | 0 | 0 | 0 |
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $88.27, a high estimate of $95.00, and a low estimate of $70.00. This upward trend is apparent, with the current average reflecting a 8.98% increase from the previous average price target of $81.00.
Exploring Analyst Ratings: An In-Depth Overview
A comprehensive examination of how financial experts perceive Charles Schwab is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Michael Brown | Wells Fargo | Raises | Overweight | $93.00 | $89.00 |
| Michael Brown | Wells Fargo | Lowers | Equal-Weight | $89.00 | $90.00 |
| Christopher Allen | Citigroup | Lowers | Neutral | $80.00 | $85.00 |
| Kenneth Worthington | JP Morgan | Raises | Overweight | $93.00 | $87.00 |
| Patrick Moley | Piper Sandler | Raises | Neutral | $70.00 | $65.00 |
| Kyle Voigt | Keefe, Bruyette & Woods | Raises | Outperform | $93.00 | $81.00 |
| Michael Brown | Wells Fargo | Raises | Equal-Weight | $90.00 | $75.00 |
| Daniel Fannon | Jefferies | Raises | Buy | $94.00 | $84.00 |
| Devin Ryan | JMP Securities | Raises | Market Outperform | $94.00 | $84.00 |
| Benjamin Budish | Barclays | Raises | Overweight | $95.00 | $74.00 |
| Brian Bedell | Deutsche Bank | Raises | Buy | $80.00 | $77.00 |
Key Insights:
- Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Charles Schwab. This information offers a snapshot of how analysts perceive the current state of the company.
- Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Charles Schwab compared to the broader market.
- Price Targets: Delving into movements, analysts provide estimates for the future value of Charles Schwab's stock. This analysis reveals shifts in analysts' expectations over time.
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Charles Schwab's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on Charles Schwab analyst ratings.
About Charles Schwab
Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $9 trillion of client assets at the end of September 2024. Nearly all of its revenue is from the United States.
Charles Schwab's Economic Impact: An Analysis
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
Revenue Growth: Over the 3 months period, Charles Schwab showcased positive performance, achieving a revenue growth rate of 5.23% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 26.8%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Charles Schwab's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 3.57%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Charles Schwab's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.28%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Charles Schwab's debt-to-equity ratio is below the industry average. With a ratio of 1.46, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
Understanding the Relevance of Analyst Ratings
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.
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