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Added to YB: 2024-04-24

Pitch date: 2024-03-31

SCHW [bullish]

The Charles Schwab Corporation

+36.79%

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

$70.66

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:
Fiduciary Management Portfolio Holding: The Charles Schwab Corporation

SCHW: Leading discount broker benefiting from long-term market growth & share gains. Short-term headwinds from rising rates causing client cash outflows. Worst likely behind, expect strong earnings growth ahead driven by revenue acceleration & cost discipline. Trades at 21x trough EPS, 14x normalized EPS.

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