Charles Schwab (Mexico) Performance
| SCHW Stock | MXN 1,478 8.00 0.54% |
On a scale of 0 to 100, Charles Schwab holds a performance score of 11. The firm shows a Beta (market volatility) of 0.0127, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Charles Schwab's returns are expected to increase less than the market. However, during the bear market, the loss of holding Charles Schwab is expected to be smaller as well. Please check Charles Schwab's downside deviation, information ratio, total risk alpha, as well as the relationship between the coefficient of variation and jensen alpha , to make a quick decision on whether Charles Schwab's price patterns will revert.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in The Charles Schwab are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Charles Schwab showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 93.3 B |
Charles |
Charles Schwab Relative Risk vs. Return Landscape
If you would invest 125,565 in The Charles Schwab on September 28, 2024 and sell it today you would earn a total of 22,235 from holding The Charles Schwab or generate 17.71% return on investment over 90 days. The Charles Schwab is generating 0.2918% of daily returns and assumes 2.0156% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Charles, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Charles Schwab Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Charles Schwab's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Charles Schwab, and traders can use it to determine the average amount a Charles Schwab's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1448
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SCHW | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.02 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Charles Schwab is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Charles Schwab by adding it to a well-diversified portfolio.
Charles Schwab Fundamentals Growth
Charles Stock prices reflect investors' perceptions of the future prospects and financial health of Charles Schwab, and Charles Schwab fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Charles Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0115 | |||
| Profit Margin | 0.35 % | |||
| Operating Margin | 0.47 % | |||
| Current Valuation | 3.05 T | |||
| Shares Outstanding | 1.82 B | |||
| Price To Earning | 291.10 X | |||
| Price To Book | 5.55 X | |||
| Price To Sales | 141.31 X | |||
| Revenue | 20.76 B | |||
| Cash And Equivalents | 47 B | |||
| Cash Per Share | 35.21 X | |||
| Total Debt | 18.82 B | |||
| Debt To Equity | 41.30 % | |||
| Book Value Per Share | 14.26 X | |||
| Cash Flow From Operations | 2.12 B | |||
| Earnings Per Share | 65.76 X | |||
| Total Asset | 667.27 B | |||
About Charles Schwab Performance
Evaluating Charles Schwab's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Charles Schwab has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Charles Schwab has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was founded in 1971 and is headquartered in San Francisco, California. Charles Schwab operates under Capital Markets classification in Mexico and is traded on Mexico Stock Exchange. It employs 20000 people.Things to note about Charles Schwab performance evaluation
Checking the ongoing alerts about Charles Schwab for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Charles Schwab help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The Charles Schwab has accumulated 18.82 B in total debt with debt to equity ratio (D/E) of 41.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Charles Schwab has a current ratio of 0.34, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Charles Schwab until it has trouble settling it off, either with new capital or with free cash flow. So, Charles Schwab's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Charles Schwab sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Charles to invest in growth at high rates of return. When we think about Charles Schwab's use of debt, we should always consider it together with cash and equity. | |
| Over 89.0% of Charles Schwab shares are owned by institutional investors |
- Analyzing Charles Schwab's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Charles Schwab's stock is overvalued or undervalued compared to its peers.
- Examining Charles Schwab's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Charles Schwab's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Charles Schwab's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Charles Schwab's stock. These opinions can provide insight into Charles Schwab's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Charles Stock Analysis
When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.