Charles Schwab: Shares Are Getting Lofty As Earnings Near

Summary

  • Charles Schwab continues to deliver strong growth in client assets, brokerage accounts, and profitability, reaching all-time highs in several key metrics.
  • Analysts expect significant year-over-year increases in revenue and earnings, driven by higher net interest income, asset management fees, and trading revenue.
  • Despite operational strength, the stock's recent outperformance and valuation near decade-highs make it less attractive for new buyers at current levels.
  • Given the lofty pricing and broader market risks, I reaffirm my 'hold' rating, though a downgrade could be warranted if valuations stretch further.
  • Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More »

Charles Schwab logo sign at one of their offices in Houston, Texas, USA.

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Before the market opens on July 16th, the management team at The Charles Schwab Corporation (NYSE:SCHW) is expected to announce financial results for the second quarter of the company's 2025 fiscal year. Leading up to that point, analysts have

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This article was written by

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Daniel is an avid and active professional investor.

He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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