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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is Charles Schwab Corp.?
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.
0L3I · Verdict
Solid reward · moderate risk
0L3I scores well on balance sheet and profitability with no major weaknesses flagged in the model.
Based on 88% data coverage
0L3I · Verdict
What’s working & what to watch
Strengths 5
- Balance sheet91/100
Interest covered 6.2×
- Profitability86/100
32% net margin · 19% ROE
- Cash flow70/100
48% free-cash-flow margin
- Growth65/100
Rev +7.5% CAGR · earnings +7.2%
- Valuation65/100
Above average
Model-based scoring. For information only — not financial advice.
What is Charles Schwab Corp.?
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. The company is listed on the LSE in UK, and a P/E ratio of 0.3x.
Financial Highlights
Investment Breakdown
Analysis
Reward: Moderate (65)The scoring profile indicates moderate reward potential, with profitability and growth as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.
For informational purposes only. Not financial advice.