Deep Dive Into Charles Schwab Stock: Analyst Perspectives (19 Ratings)


Ratings for Charles Schwab SCHW were provided by 19 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.

The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 4 8 6 1 0
Last 30D 0 0 1 0 0
1M Ago 3 2 0 0 0
2M Ago 0 0 0 0 0
3M Ago 1 6 5 1 0

Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $80.58, a high estimate of $92.00, and a low estimate of $70.00. This upward trend is apparent, with the current average reflecting a 2.77% increase from the previous average price target of $78.41.

Understanding Analyst Ratings: A Comprehensive Breakdown

The analysis of recent analyst actions sheds light on the perception of Charles Schwab by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Kyle Voigt Keefe, Bruyette & Woods Maintains Market Perform $76.00 $76.00
Kenneth Worthington JP Morgan Lowers Overweight $81.00 $89.00
Devin Ryan JMP Securities Maintains Market Outperform $80.00 $80.00
Brian Bedell Deutsche Bank Lowers Buy $83.00 $86.00
Bill Kirk TD Cowen Lowers Buy $88.00 $92.00
Brennan Hawken UBS Raises Buy $91.00 $87.00
Bill Kirk TD Cowen Raises Buy $92.00 $87.00
Devin Ryan JMP Securities Maintains Market Outperform $80.00 -
Patrick Moley Piper Sandler Raises Overweight $85.00 $78.00
Kyle Voigt Keefe, Bruyette & Woods Raises Market Perform $76.00 $75.00
Craig Siegenthaler B of A Securities Raises Underperform $70.00 $68.00
Benjamin Budish Barclays Raises Equal-Weight $75.00 $74.00
Kenneth Worthington JP Morgan Raises Overweight $89.00 $86.00
Patrick Moley Piper Sandler Raises Overweight $78.00 $75.00
Christopher Allen Citigroup Raises Neutral $75.00 $70.00
Michael Cyprys Morgan Stanley Raises Equal-Weight $71.00 $65.00
Devin Ryan JMP Securities Raises Market Outperform $80.00 $77.00
Benjamin Budish Barclays Raises Equal-Weight $74.00 $68.00
Bill Kirk TD Cowen Announces Outperform $87.00 -

Key Insights:

  • Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Charles Schwab. This insight gives a snapshot of analysts' perspectives on the current state of the company.
  • Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Charles Schwab compared to the broader market.
  • Price Targets: Analysts predict movements in price targets, offering estimates for Charles Schwab's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.

Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Charles Schwab's market standing. Stay informed and make data-driven decisions with our Ratings Table.

Stay up to date on Charles Schwab analyst ratings.

Get to Know Charles Schwab Better

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 $8 trillion of client assets at the end of December 2023. Nearly all of its revenue is from the United States.

Understanding the Numbers: Charles Schwab's Finances

Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.

Revenue Growth: Charles Schwab's revenue growth over a period of 3 months has faced challenges. As of 31 March, 2024, the company experienced a revenue decline of approximately -7.35%. This indicates a decrease 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 26.39%, the company showcases strong profitability and effective cost control.

Return on Equity (ROE): Charles Schwab's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 3.85%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): Charles Schwab's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.26%, 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 at 1.66, reflecting a lower dependency on debt financing and a more conservative financial approach.

Understanding the Relevance of Analyst Ratings

Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.

Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

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