In the last three months, 11 analysts have published ratings on Charles Schwab SCHW, offering a diverse range of perspectives from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 1 | 4 | 6 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 1 | 0 | 1 | 0 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 0 | 3 | 5 | 0 | 0 |
The 12-month price targets, analyzed by analysts, offer insights with an average target of $74.0, a high estimate of $87.00, and a low estimate of $64.00. Surpassing the previous average price target of $73.00, the current average has increased by 1.37%.
Breaking Down Analyst Ratings: A Detailed Examination
A clear picture of Charles Schwab's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Bill Kirk | TD Cowen | Announces | Outperform | $87.00 | - |
| Brian Bedell | Deutsche Bank | Raises | Buy | $77.00 | $75.00 |
| Benjamin Budish | Barclays | Raises | Equal-Weight | $68.00 | $64.00 |
| Devin Ryan | JMP Securities | Maintains | Market Outperform | $77.00 | - |
| Benjamin Budish | Barclays | Lowers | Equal-Weight | $64.00 | $68.00 |
| Kyle Voigt | Keefe, Bruyette & Woods | Lowers | Market Perform | $70.00 | $75.00 |
| Patrick O'Shaughnessy | Raymond James | Lowers | Outperform | $75.00 | $78.00 |
| Christopher Allen | Citigroup | Lowers | Neutral | $70.00 | $75.00 |
| Patrick O'Shaughnessy | Raymond James | Raises | Outperform | $78.00 | $76.00 |
| Bill Kirk | TD Cowen | Announces | Market Perform | $77.00 | - |
| Alexander Blostein | Goldman Sachs | Announces | Neutral | $71.00 | - |
Key Insights:
- Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Charles Schwab. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Charles Schwab compared to the broader market.
- Price Targets: Gaining insights, analysts provide estimates for the future value of Charles Schwab's stock. This comparison reveals trends 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 businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $8 trillion of client assets at the end of December 2023. Nearly all of its revenue is from the United States.
Charles Schwab's Financial Performance
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Revenue Growth: Charles Schwab's revenue growth over a period of 3 months has faced challenges. As of 31 December, 2023, the company experienced a revenue decline of approximately -18.88%. This indicates a decrease in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: Charles Schwab's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 20.77%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Charles Schwab's ROE stands out, surpassing industry averages. With an impressive ROE of 3.07%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Charles Schwab's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 0.19%, the company may face hurdles in achieving optimal financial returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.86.
The Significance of Analyst Ratings Explained
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically 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.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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