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The Charles Schwab Corporation

SCHW · Financial Services · · USD
103.12 USD
+0.00 (1.19%)
● Updated 2026-07-11 21:12 Saudi Time ↻ Refresh
Short-term Mid-term Long-term

Fahodi Score HOLD Long-term (Investment)

55
/ 100
Technical 60
Trend & RS 69
Momentum 59
Fundamental 47
Macro 75
Liquidity 47
ComponentScoreWeight
Technical 60.0 10%
Trend & RS 69.1 10%
Momentum 58.7 5%
Fundamental 47.0 40%
Macro 74.8 15%
Liquidity 46.8 20%

Trade Setup

Entry 103.12
Stop Loss 98.28 (4.7%)
Target 1 (1:1) 107.96 (+4.7%)
Target 2 (2:1) 112.80 (+9.4%)
ATR(14) 2.42 (2.4%)
Risk per Share 4.84
Reward:Risk 2:1

ATR-based levels. Adjust for support/resistance zones.

Factor Profile

Factor Score Z Bar
Value 63.2 +0.53
Momentum 58.7 +0.35
Quality 52.6 +0.11
Composite 58.2

Quality Scores

Piotroski F-Score 5 /9 — Average
✓ ✓ ✗ ✗ ✗ ✗ ✓ ✓ ✓
1. Positive Net Income 2. Positive Roa 3. Positive Cfo 4. Quality Earnings 5. Lower Leverage 6. Higher Liquidity 7. No Dilution 8. Higher Gross Margin 9. Higher Asset Turnover
Altman Z-Score 1.92 — Grey Zone
Distress <1.81Grey 1.81–2.99>2.99 Safe

Valuation vs Peers Overvalued

MetricStockSectorvs Peers
P/E Ratio 20.5 18.0 +14% above
P/B Ratio 4.2 2.5 Above
Dividend Yield 1.2% 2.0% Below avg

Comparing against Financial Services median multiples.

Trading at a premium to sector peers — verify growth justifies premium.

Intrinsic Value (DCF) Fairly Valued

Intrinsic Value
110.09
vs
Market Price
103.12
Upside
+6.8%
Margin of Safety +6.3%
Stage 1 PV (5yr FCF)42,111,123,242
Terminal Value PV149,352,401,430
Total Enterprise Value191,463,524,672

Assumptions

Base FCF6,998,281,280
Growth Rate (5yr)15.8%
Terminal Growth2.5%
Discount Rate (WACC)9.0%

2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.

Position Sizing — Kelly Criterion

4.8%
Recommended Size
36.2%
Full Kelly
18.1%
Half Kelly
5.0%
Max Cap (Moderate)

Kelly inputs derived from quant score 55/100. Estimated win rate 57%, avg win 8.3%, avg loss 3.9%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.

RECOVERY Regime: RECOVERY (20% confidence) — position size reduced 4%

Signal Summary BUY

3
Bullish Signals
2
Bearish Signals
73.96
RSI(14)
3.1175
MACD

Relative Strength (RS) NEUTRAL

72
/ 99
RS Rating
O'Neil filter: <80
RS vs SPY → FLAT (-4.9% vs SPY 3M)
RS vs Sector INLINE (Financial Services)
RS New High No (59d since high)
Sector Outperformance -0.6% (3M)
RS Line — stock / SPY (90 bars)
← older newer →
RS vs SPY 50-day SMA of RS
NEUTRAL: In line with the market — no strong outperformance or underperformance.

Technical Indicators

IndicatorValueSignal
Rsi 73.96 OVERBOUGHT
Macd 3.1175 BULLISH
Ma Cross 91.53 / 94.42 DEATH CROSS
Trend Short ABOVE SMA50
Trend Long ABOVE SMA200
Bollinger MIDDLE
Volume 0.49x LOW

Key Levels

LevelPrice
52-Week High107.50
Bollinger Upper104.08
SMA(200)94.42
SMA(50)91.53
SMA(20)94.61
Current Price103.12
Bollinger Lower85.14
52-Week Low83.96
ATR(14)2.42

Advanced Technical Analysis

Click to expand

Wyckoff Phase & Volume Spread Analysis

Wyckoff Phase

ACCUMULATION A Confidence
75%
Selling Climax
Acc: 3.0  |  Dist: 1.0  |  Markup: 0.0  |  Markdown: 0.0

Volume Spread Analysis (last 5 bars)

DateSignalVolDescription
2026-07-06 Normal 0.99x Normal bar — no special VSA pattern
2026-07-07 Normal 0.81x Normal bar — no special VSA pattern
2026-07-08 Normal 0.77x Normal bar — no special VSA pattern
2026-07-09 Normal 0.55x Normal bar — no special VSA pattern
2026-07-10 Normal 0.49x Normal bar — no special VSA pattern

Ichimoku Cloud BULLISH

LineValueStatus
Tenkan-sen (9) 96.88 Above Kijun
Kijun-sen (26) 94.57 Base line
Senkou A 95.73 Leading span A
Senkou B 93.76 Leading span B
Cloud 93.76 – 95.73 Bullish (Green)
Price vs Cloud 103.12 Above Cloud
Chikou Span 86.59 Bullish
Alignment Score 4/4 BULLISH

TTM Squeeze & Divergences

TTM Squeeze

SQUEEZE OFF No squeeze Momentum: BULLISH
BB: 85.14 – 104.08  |  KC: 90.87 – 98.35

Divergences (last 60 bars)

TypeIndicatorBars AgoStrength
Regular Bullish RSI 30

Anchored VWAP

VWAP: 91.52 Anchor: 2026-05-28 (52w Low) ABOVE AVWAP +12.7%

Heikin-Ashi Trend

BULLISH Full data via /api/advanced/SCHW

Valuation

MetricValue
Market Cap179.34B
P/E (TTM)20.50
Forward P/EN/A
P/B4.22
EPS5.03

Financial Health

MetricValue
Revenue Growth15.8%
Profit Margin38.0%
ROE19.1%
Debt/Equity120.77
Current Ratio0.63
Dividend Yield1.2%
Payout RatioN/A
Beta0.76

Trading Data

103.12
Open
103.12
Day High
103.12
Day Low
5.68M
Volume (0.5x avg)

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Price Chart (90 Days)

Candlesticks (green=up, red=down) SMA 20 SMA 50 Bollinger Bands (upper/lower) Volume (green=buying, red=selling)
Powered by Fahodi Methodology. This is analytical output, not financial advice. Always do your own due diligence.  ·  Pipeline status  ·  Data: —