Is The Charles Schwab Corp. overvalued or undervalued?
2025-11-11 11:13:01As of 7 November 2025, the valuation grade for The Charles Schwab Corp. moved from fair to attractive, indicating a positive shift in its perceived value. The company appears to be undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56, which are favorable compared to its peers. Notably, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. stands at 41.63, highlighting Schwab's relative attractiveness in the market. In terms of recent performance, The Charles Schwab Corp. has outperformed the S&P 500, with a year-to-date return of 29.14% compared to the index's 14.40%. This strong performance, combined with its attractive valuation metrics, reinforces the conclusion that the company is currently undervalued....
Read MoreIs The Charles Schwab Corp. overvalued or undervalued?
2025-11-10 11:14:12As of 7 November 2025, the valuation grade for The Charles Schwab Corp. has moved from fair to attractive, indicating a positive shift in its perceived value. The company appears to be undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56, which are favorable compared to its peers. For instance, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. shows a significantly higher P/E of 41.63, highlighting Schwab's relative attractiveness in the market. In terms of recent performance, The Charles Schwab Corp. has outperformed the S&P 500 with a year-to-date return of 28.69% compared to the index's 14.40%, and a one-year return of 30.16% versus 12.65% for the S&P 500. This strong performance reinforces the valuation narrative, suggesting that the market may be underestimating the company's potential....
Read MoreIs The Charles Schwab Corp. overvalued or undervalued?
2025-11-09 11:07:45As of 7 November 2025, the valuation grade for The Charles Schwab Corp. has moved from fair to attractive, indicating a more favorable assessment of its market position. The company appears undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56, which are competitive compared to its peers. For instance, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. stands at 41.63, highlighting Schwab's relative attractiveness in the capital markets sector. Additionally, The Charles Schwab Corp. has outperformed the S&P 500 with a year-to-date return of 28.69% compared to the index's 14.40%, and a one-year return of 30.16% versus 12.65% for the S&P 500. This performance reinforces the notion that the stock is undervalued relative to its growth potential and market performance....
Read MoreIs The Charles Schwab Corp. overvalued or undervalued?
2025-11-05 11:09:10As of 31 October 2025, the valuation grade for The Charles Schwab Corp. moved from fair to attractive, indicating a positive shift in its valuation outlook. The company appears undervalued based on its key metrics, including a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56. In comparison to its peers, The Charles Schwab Corp. has a more favorable valuation with a P/E ratio of 25.67, while Morgan Stanley is considered expensive at 18.52. Despite recent underperformance against the S&P 500 over shorter periods, with a 1-week return of -1.05% compared to the index's 0.71%, the company has shown strong year-to-date and one-year returns of 26.79% and 32.28%, respectively, outpacing the S&P 500's 16.30% and 19.89%. This suggests that while there may be short-term volatility, the long-term outlook remains promising for The Charles Schwab Corp....
Read MoreIs The Charles Schwab Corp. overvalued or undervalued?
2025-11-04 11:15:02As of 31 October 2025, the valuation grade for The Charles Schwab Corp. has moved from fair to attractive, indicating a shift towards a more favorable assessment. The company appears to be undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA of 9.56. In comparison to peers, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. stands at 41.63, highlighting Schwab's relative attractiveness in the market. Despite recent stock performance showing a decline of 1.78% over the past week compared to a 0.71% gain in the S&P 500, the year-to-date return of 25.86% surpasses the S&P 500's 16.30%, and the one-year return of 31.31% also exceeds the benchmark's 19.89%. This performance reinforces the notion that The Charles Schwab Corp. is positioned well within its industry, despite some short-term volatility....
Read MoreIs The Charles Schwab Corp. overvalued or undervalued?
2025-11-03 11:14:13As of 31 October 2025, the valuation grade for The Charles Schwab Corp. moved from fair to attractive, indicating a shift towards a more favorable assessment. The company appears undervalued based on its current metrics, with a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA of 9.56, which suggest it is trading at a discount relative to its growth potential. In comparison to peers, The Charles Schwab Corp. has a lower P/E ratio than Morgan Stanley, which stands at 18.52, and a more favorable PEG ratio than The Goldman Sachs Group, Inc., which has a PEG of 0.9967. Despite a recent underperformance over the last three years compared to the S&P 500, where it returned 18.64% against the index's 76.66%, the strong year-to-date return of 27.71% compared to the S&P 500's 16.30% reinforces the attractiveness of the stock....
Read MoreIs The Charles Schwab Corp. overvalued or undervalued?
2025-11-02 11:07:46As of 31 October 2025, the valuation grade for The Charles Schwab Corp. moved from fair to attractive, indicating a shift towards a more favorable assessment. The company appears undervalued, particularly when considering its P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56. In comparison to peers, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. shows a much higher P/E of 41.63, reinforcing the attractiveness of Schwab's valuation. Additionally, the company's recent performance has outpaced the S&P 500, with a year-to-date return of 27.71% compared to the index's 16.30%. Over the past year, Schwab's stock has returned 33.45%, significantly higher than the S&P 500's 19.89%, further supporting the notion that it is undervalued relative to its growth potential....
Read MoreIs The Charles Schwab Corp. technically bullish or bearish?
2025-09-20 18:59:18As of 5 September 2025, the technical trend for The Charles Schwab Corp. has changed from bullish to mildly bullish. The current stance is mildly bullish, driven by daily moving averages and a mildly bullish signal from Bollinger Bands. However, the weekly MACD and KST indicate a mildly bearish trend, which tempers the overall bullish outlook. The monthly indicators show a stronger bullish sentiment, but the weekly signals suggest caution. In terms of performance, the stock has outperformed the S&P 500 year-to-date with a return of 26.04% compared to the S&P 500's 12.22%, and over the past year, it has returned 46.76% versus the S&P 500's 17.14%. However, over the longer three-year and ten-year periods, the stock has significantly underperformed the S&P 500....
Read MoreIs The Charles Schwab Corp. overvalued or undervalued?
2025-09-20 17:31:45As of 7 July 2025, the valuation grade for The Charles Schwab Corp. has moved from very attractive to attractive, indicating a shift in perceived value. The company appears to be fairly valued based on its current metrics. Key ratios include a P/E ratio of 27, a Price to Book Value of 3.57, and an EV to EBITDA of 9.56. In comparison to peers, The Charles Schwab Corp. has a lower P/E ratio than Morgan Stanley, which stands at 18.52, and a more favorable PEG ratio of 0.86 compared to The Goldman Sachs Group's 0.997. While the stock has underperformed the S&P 500 in the short term, with a 1-year return of 46.76% compared to the S&P 500's 17.14%, it has significantly outperformed over the 5-year period with a return of 158.90% against the S&P 500's 96.61%....
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