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Added to YB: 2024-04-01

Pitch date: 2024-03-27

SCHW [neutral]

The Charles Schwab Corporation

+36.58%

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

$70.76

Price Target

N/A

Dividend

1.19%

EV/EBITDA

N/A

P/E

21.26

EV/Sales

N/A

Sector

Capital Markets

Category

N/A

Show full summary:
Giverny Capital Portfolio Holding: The Charles Schwab Corporation

SCHW: Disappointing past 5yrs despite AMTD deal; EPS +5% CAGR vs thesis of outperformance in rising rates. Stock still +50% but missed expectations. Believe competitive position stronger now & long-term outlook solid, so staying invested.

Read full article (1 min)