Professional
Added to YB: 2025-06-09
Pitch date: 2025-03-31
SCHW [neutral]
The Charles Schwab Corporation
+25.48%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$161.2B
Pitch Price
$77.02
Price Target
N/A
Dividend
1.19%
EV/EBITDA
N/A
P/E
21.26
EV/Sales
N/A
Sector
Capital Markets
Category
turnaround
Macquarie Value Fund New Position: The Charles Schwab Corporation
SCHW (new position): Wealth mgmt firm (retail & RIA) with banking arm ($450B assets) generating 50% revenue from NII. Stock pressured by cash sweep outflows, bond losses & TD Ameritrade integration issues. Trading below 5/10yr avg valuations. Bull case: paying down high-cost funding, improving balance sheet, margin expansion & buybacks.