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Added to YB: 2024-09-19

Pitch date: 2024-06-30

SCHW [bullish]

The Charles Schwab Corporation

+33.25%

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

$72.54

Price Target

N/A

Dividend

1.19%

EV/EBITDA

N/A

P/E

21.26

EV/Sales

N/A

Sector

Capital Markets

Category

growth

Show full summary:
Harris Associates U.S. Concentrated Strategy Portfolio Holding: The Charles Schwab Corporation

SCHW: Q1 results strong with record NPS, 1M+ new accounts. Mgmt expects NIM ~3% by end-2025. Maturing securities & retained earnings boost capital, enabling potential buybacks by end-2024. Attractive upside potential remains.

Read full article (1 min)