SCHW
NEUTRAL
$100.27
Live
The Charles Schwab Corporation · NYSE
Target $116.85
(+16.5%)
$73.76
52W Range
$107.5
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Confidence
80%
SCHW presents a dichotomy between strong fundamental growth and bearish sentiment indicators. The Piotroski F-Score of 4/9 indicates stable but not strong financial health, while the significant gap between the Graham Number ($50.38) and Intrinsic Value ($137.18) suggests the market is pricing in high growth expectations rather than defensive value. While earnings growth is robust (41.10% YoY) and ROE is strong at 18.10%, the analysis is tempered by a very bearish technical trend (10/100) and consistent insider selling.
Key Strengths
Strong earnings growth (41.10% YoY) and revenue growth (18.90% YoY)
High profitability with a 37% profit margin and 18.10% ROE
Consistent track record of beating earnings estimates over 25 quarters
Forward P/E (14.50) is significantly lower than current P/E, suggesting earnings expansion
Positive analyst consensus with a target price of $116.85
Key Risks
Heavy insider selling totaling $25.85M with zero buy transactions
Very weak technical trend score (10/100) indicating bearish momentum
High Price-to-Book ratio (4.13) compared to traditional financial benchmarks
Low current ratio (0.63) indicating tight short-term liquidity
Low dividend strength (25/100) and yield (1.28%)
AI Fair Value Estimate
Based on comprehensive analysis
$118.5
+18.2% above current price
Performance Snowflake
Multi-dimensional AI analysis across 5 key categories
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Historical Performance Trends
Long-term financial metrics and growth patterns
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability, Growth & Financial Health
Detailed profit margins, ROE, debt ratios, and liquidity metrics
Sector Comparison & Peer Analysis
Compare SCHW against industry averages and similar companies
Insider Trading & Analyst Ratings
Track insider transactions and Wall Street analyst recommendations
Past News Coverage
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