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SCHWNYSE/financials

The Charles Schwab Corporation

$102.38下跌-0.74 (-0.72%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

The Charles Schwab Corporation operates in Investment Banking and Brokerage within the financials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

开盘
103.51
最高
103.97
最低
102.11
市值
1780.53亿
市盈率
20.35
52 周高点
--
股息
1.240%
季度分红金额
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
New accounts and client assets can expand the long-term revenue base. The base case remains conditional on rate sensitivity staying manageable.
多头情景
New accounts and client assets can expand the long-term revenue base. A healthier deposit mix can improve balance-sheet earnings and funding stability. Advisory adoption and client activity can diversify revenue beyond cash spreads.
空头情景
Rate changes and client cash sorting can pressure net interest revenue. Securities valuation and funding mismatches can constrain financial flexibility. Low-cost rivals can pressure advisory, trading and asset-management economics.
论点失效条件
Reassess the thesis if rate changes and client cash sorting can pressure net interest revenue.

关键催化剂

  • Core asset gathering

    New accounts and client assets can expand the long-term revenue base.

  • Cash monetization

    A healthier deposit mix can improve balance-sheet earnings and funding stability.

  • Wealth engagement

    Advisory adoption and client activity can diversify revenue beyond cash spreads.

主要风险

  • Rate sensitivity

    Rate changes and client cash sorting can pressure net interest revenue.

  • Balance-sheet duration

    Securities valuation and funding mismatches can constrain financial flexibility.

  • Pricing competition

    Low-cost rivals can pressure advisory, trading and asset-management economics.

最新财报研究

Q1 2026

Schwab reported record first-quarter operating performance as new accounts, core net new assets and engagement across wealth, trading and lending remained strong.

估值解读

  • A durable re-rating requires asset gathering and wealth fees to reduce dependence on spread income.
  • Balance-sheet normalization should be weighed against rate and client-cash behavior.

同行比较入口

GSMSBAC

近期新闻

Motley Fool · 前天

Which Is the Better Small-Cap ETF, Schwab's SCHA or iShares' IJR?

24/7 Wall St. · 3天前

Uber and DoorDash Drivers Think They Have No 401(k). The IRS Lets Them Build a $72,000 One but Almost Nobody Does

Zacks · 3天前

Top Analyst Reports for SpaceX, Meta Platforms & Boeing

Zacks · 3天前

What Makes Charles Schwab (SCHW) a New Strong Buy Stock

The Wall Street Journal · 4天前

How an Appeals Court Sent Trump's Charles Schwab Account Into Overdrive

The Wall Street Journal · 4天前

How Charles Schwab Turbocharged Trump’s Stock-Trading Frenzy

数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
Client Growth & Engagement Drive Record Schwab 1Q ResultsThe Charles Schwab Corporation · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/4/16 上午12:00:00

查看原始来源
The Charles Schwab Corporation Investor RelationsThe Charles Schwab Corporation · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
The Charles Schwab Corporation SEC filings and company factsU.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/4/16 上午12:00:00

查看原始来源

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