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Investor Insights

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

Experts seem to generally agree that Charles Schwab Corp (SCHW-N) is a strong investment option, with its impressive financial numbers, steady growth, and resilience during market challenges. The company's ability to attract client assets and maintain strong balance sheets also earned positive remarks from the experts. Overall, the sentiment towards SCHW-N appears to be optimistic and confident, despite occasional market fluctuations.

Consensus
Positive
Valuation
Undervalued
Similar
JPMorgan, JPM-N
BUY

He's been recommending this since last year's regional bank crisis when Schwab got caught in the crosshairs. It's a premier brokerage house with an amazing franchise. It was insane that shares nearly plunged in half. Last Monday, they reported a great quarter which sent shares 5% higher as the averages sank. Reported top and bottom line beats and added 1 million new accounts in Q1.

investment companies / funds
STRONG BUY

Likes their numbers, even better than the big banks. Shares have nearly doubled over the past year. Is less headline and overall risk than the big banks. Have $9.1 trillion in client assets, growth rates are 27% next year and 22% the year after that, and trades at 18x PE. 

investment companies / funds
BUY

Just bought it after the January numbers came out; cash sorting was much better than expected at $6.8 billion on their balance sheets though $9 billion was expected as clients suffer FOMO and are buying stocks. But this helps their net interest income and net interest margin.

investment companies / funds
BUY ON WEAKNESS

True, anything can go wrong with banks, and he's made the wrong call on this in the past, but you can't go wrong buying it at $56.

investment companies / funds
BUY ON WEAKNESS

It got hammered when the regional bank crisis hit. Makes no sense, because Schwab there was little tie-in with those banks. They reported a great quarter last month, but has declined with the rest of the market as bond yields rise. Again, makes little sense. Shares fell 5% yesterday after announcing they close some offices, but they're still integrating TD Ameritrade. Their bond offering doesn't bother him as long as they don't sell common stock (are not).

investment companies / funds
BUY

It's been punished for being a San Francisco financial, but it's now showing momentum and it offers organic growth as it trades at a low PE.

investment companies / funds
BUY

He stuck by this during spring's banking crisis. There was zero chance of a bank run on Schwab. They reported a strong quarter last Tuesday and shares jumped 12%.

investment companies / funds
BUY

She recently added to her position. SCHW has inflows in February and March during the regional bank crisis. Trades at 13x 2024 PE.

investment companies / funds
BUY

He just bought it. SCHW got it pretty hard  in March. He loves the broker dealer business. Also, SCHW has scale. So, he added when shares got hammered by the regional banking crisis. He's overweight financials.

investment companies / funds
BUY

The downgrade is late to the party. Shares are down 30% YTD. Schwab has seen an inflow of assets since the banking crisis in mid-March. This is a brokerage firm that does asset management; it isn't First Republic Bank. It trades at 10x earnings 2024.

investment companies / funds
BUY

They're still making a lot of money in their spreads, in their money market funds, for example.

investment companies / funds
COMMENT

Their woes are not unique and effect all financials, which all face 5% interest rates and investors seeking yield beyond these stocks.

investment companies / funds
BUY

Panic is not a strategy, but it has fueled the sell-off in this stock. But the CEO has been buying shares and they just reported a good quarter: their assets are sticky and are not in flight. Sellers were acting like Schwab was going under. That was panic. In reality, Schwab lost a bit of earnings power--no big deal. Lately, shares are rallying, up 2.87% today.

investment companies / funds
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TOP PICK

Charles Schwab believes in the power of investing to help individuals create a better tomorrow. The company has a history of challenging the status quo in its industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing its clients' goals with passion and integrity. Social media mentions are up 1900% in the past 24h.

investment companies / funds
RISKY

#3 loser in Q1, down 37%, a victim of the banking crisis. That's unfair. It has little in common with the regional banks, though they carry large losses in their bond portfolio. It's been punished enough, but can go higher if you aren't squeamish.

investment companies / funds
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Charles Schwab Corp(SCHW-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 9

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 9

Stockchase rating for Charles Schwab Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Charles Schwab Corp(SCHW-N) Frequently Asked Questions

What is Charles Schwab Corp stock symbol?

Charles Schwab Corp is a American stock, trading under the symbol SCHW-N on the New York Stock Exchange (SCHW). It is usually referred to as NYSE:SCHW or SCHW-N

Is Charles Schwab Corp a buy or a sell?

In the last year, 9 stock analysts published opinions about SCHW-N. 9 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Charles Schwab Corp.

Is Charles Schwab Corp a good investment or a top pick?

Charles Schwab Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Charles Schwab Corp.

Why is Charles Schwab Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Charles Schwab Corp worth watching?

9 stock analysts on Stockchase covered Charles Schwab Corp In the last year. It is a trending stock that is worth watching.

What is Charles Schwab Corp stock price?

On 2024-05-17, Charles Schwab Corp (SCHW-N) stock closed at a price of $78.78.