NYSE:SCHW

Charles Schwab Corp (SCHW)

88.00
+1.41 (1.63%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
47 watching
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Charles Schwab Corp (SCHW) is attracting attention as a strong investment choice ahead of its upcoming earnings report. Experts highlight its commendable management and resilience amidst market fluctuations, noting its average PE ratio at 16x, suggesting it as potentially undervalued. The stock's performance may benefit from the significant wealth transfer occurring between generations, positioning it favorably for future growth. However, it carries a high beta, resulting in amplified market responses — it could rise significantly in bullish conditions but could also drop sharply in bearish scenarios. Some analysts caution about the presence of short sellers at the open, advising potential investors to proceed carefully and consider market dynamics before making purchases.

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Consensus
Positive
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Valuation
Undervalued
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HOLD

The chart shows this is still going up, but something that is still a little concerning is that it has kind of gone up parabolically in the last little while. At worst, he thinks it is going to want to pause. A really good space to be in. He would look for it to go sideways before it continues on. This is one he would hang onto. It's part of the pro-growth theme.

TOP PICK

Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

HOLD
Volatile stock that trades on sentiment and volatility in the market. Is trying to rediscover itself. Would avoid brokerages or banking stocks. There are better opportunities. Go into REITs and property and casualty companies.
STRONG BUY
Has a very strong, competitive advantage in the discount brokerage area. Likes their acquisition of US Trust. Not cheap. Should be able to grow in many different ways.
DON'T BUY
Stock was sold off very heavily. Getting very intense competition from low-cost brokers.
DON'T BUY
Discount brokers will do well as long as there are high volumes and a rising market but, if there is a reversal, they'll start to fail. Because he is bearish, not a stock he is interested in.
DON'T BUY
A well-run company. Have had some hiccups but has weathered the storms. Fully valued at this time.
BUY
Market has done better, so the stock has moved up. A reasonable Company.
BUY
Well run company. Very diversified. Good growth in most of their sectors.
DON'T BUY
Kind of expensive. Made a good acquisition.
DON'T BUY
A difficult business model. Prefers Lehman.
PAST TOP PICK
(Was a top pick on May 25 down 28%%) Still likes.
DON'T BUY
In transition. Needs earnings.
DON'T BUY
At a high multiple. Buy at $10/11. Good business model. Prefers Merril Lynch at this time.
TOP PICK
Good franchise in trading/wealth management.
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