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The Charles Schwab Corporation

SCHW · Financial Services · · USD
109.29 USD
0.00 (-0.99%)
● Updated 2026-09-07 20:35 Saudi Time ↻ Refresh
Short-term Mid-term Long-term

Fahodi Score HOLD Long-term (Investment)

62
/ 100
Technical 75
Trend & RS 92
Momentum 76
Fundamental 56
Macro 64
Liquidity 51
ComponentScoreWeight
Technical 75.0 10%
Trend & RS 92.3 10%
Momentum 75.8 5%
Fundamental 55.6 40%
Macro 64.4 15%
Liquidity 50.6 20%

Trade Setup

Entry 109.29
Stop Loss 104.91 (4.0%)
Target 1 (1:1) 113.67 (+4.0%)
Target 2 (2:1) 118.05 (+8.0%)
ATR(14) 2.19 (2.0%)
Risk per Share 4.38
Reward:Risk 2:1

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

Factor Profile

Factor Score Z Bar
Value 63.4 +0.54
Momentum 75.8 +1.03
Quality 54.2 +0.17
Composite 64.5

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 Insufficient Data

Valuation vs Peers Overvalued

MetricStockSectorvs Peers
P/E Ratio 19.9 18.0 +11% above
P/B Ratio 4.3 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) Undervalued

Intrinsic Value
146.56
vs
Market Price
109.29
Upside
+34.1%
Margin of Safety +25.4%
Stage 1 PV (5yr FCF)52,379,690,244
Terminal Value PV201,071,789,162
Total Enterprise Value253,451,479,406

Assumptions

Base FCF7,595,242,054
Growth Rate (5yr)20.9%
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

4.5%
Recommended Size
41.07%
Full Kelly
20.54%
Half Kelly
5.0%
Max Cap (Moderate)

Kelly inputs derived from quant score 62/100. Estimated win rate 59%, avg win 8.8%, avg loss 3.8%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.

BEAR Regime: BEAR (20% confidence) — position size reduced 10%

Signal Summary STRONG BUY

3
Bullish Signals
1
Bearish Signals
53.51
RSI(14)
1.2758
MACD

Relative Strength (RS) IMPROVING

80
/ 99
RS Rating
✓ O'Neil PASS (≥80)
RS vs SPY ↑ RISING (+18.7% vs SPY 3M)
RS vs Sector OUTPERFORMING (Financial Services)
RS New High No (9d since high)
Sector Outperformance +15.2% (3M)
RS Line — stock / SPY (90 bars)
← older newer →
RS vs SPY 50-day SMA of RS
IMPROVING: Gaining momentum — the stock is starting to outperform the market. Watch for RS new high confirmation.

Technical Indicators

IndicatorValueSignal
Rsi 53.51 NEUTRAL
Macd 1.2758 BEARISH
Ma Cross 104.87 / 96.87 GOLDEN CROSS
Trend Short ABOVE SMA50
Trend Long ABOVE SMA200
Bollinger MIDDLE
Volume 0.81x NORMAL

Key Levels

LevelPrice
52-Week High114.53
Bollinger Upper113.33
SMA(200)96.87
SMA(50)104.87
SMA(20)109.98
Current Price109.29
Bollinger Lower106.64
52-Week Low83.96
ATR(14)2.19

Advanced Technical Analysis

Click to expand

Wyckoff Phase & Volume Spread Analysis

Wyckoff Phase

MARKUP Confidence
100%
Acc: 0.0  |  Dist: 0.0  |  Markup: 2.0  |  Markdown: 0.0

Volume Spread Analysis (last 5 bars)

DateSignalVolDescription
2026-08-31 Normal 0.85x Normal bar — no special VSA pattern
2026-09-01 Normal 1.13x Normal bar — no special VSA pattern
2026-09-02 Normal 0.99x Normal bar — no special VSA pattern
2026-09-03 Normal 0.88x Normal bar — no special VSA pattern
2026-09-04 Normal 0.81x Normal bar — no special VSA pattern

Ichimoku Cloud NEUTRAL

LineValueStatus
Tenkan-sen (9) 109.86 Above Kijun
Kijun-sen (26) 109.14 Base line
Senkou A 109.50 Leading span A
Senkou B 100.95 Leading span B
Cloud 100.95 – 109.50 Bullish (Green)
Price vs Cloud 109.29 Inside Cloud
Chikou Span 104.93 Bullish
Alignment Score 3/4 NEUTRAL

TTM Squeeze & Divergences

TTM Squeeze

SQUEEZE OFF No squeeze Momentum: BEARISH
BB: 106.64 – 113.33  |  KC: 106.77 – 113.19

Divergences (last 60 bars)

TypeIndicatorBars AgoStrength
Regular Bearish RSI 29

Anchored VWAP

VWAP: 98.33 Anchor: 2026-05-28 (52w Low) ABOVE AVWAP +11.1%

Heikin-Ashi Trend

WEAKLY BULLISH Full data via /api/advanced/SCHW

Valuation

MetricValue
Market Cap189.00B
P/E (TTM)19.91
Forward P/EN/A
P/B4.30
EPS5.49

Financial Health

MetricValue
Revenue Growth20.9%
Profit Margin38.8%
ROE20.3%
Debt/Equity151.11
Current Ratio0.66
Dividend Yield1.2%
Payout RatioN/A
Beta0.75

Trading Data

109.29
Open
109.29
Day High
109.29
Day Low
5.88M
Volume (0.6x 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: —