Compare trend and price SCHW vs SF
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To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SCHW is a Hold and SF is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
SCHW’s FA Score shows that 3 FA rating(s) are green whileSF’s FA Score has 3 green FA rating(s).
- SCHW’s FA Score: 3 green, 2 red.
- SF’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
SCHW’s TA Score shows that 4 TA indicator(s) are bullish while SF’s TA Score has 5 bullish TA indicator(s).
- SCHW’s TA Score: 4 bullish, 4 bearish.
- SF’s TA Score: 5 bullish, 3 bearish.
Price Growth
SCHW (@Investment Banks/Brokers) experienced а +3.71% price change this week, while SF (@Investment Banks/Brokers) price change was +5.20% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +2.64%. For the same industry, the average monthly price growth was -0.98%, and the average quarterly price growth was +120.18%.
Reported Earning Dates
SCHW is expected to report earnings on Jul 16, 2024.
SF is expected to report earnings on Jul 24, 2024.
Industries' Descriptions
@Investment Banks/Brokers (+2.64% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| SCHW | SF | SCHW / SF | |
| Capitalization | 132B | 7.95B | 1,661% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 9.727 | 13.832 | 70% |
| P/E Ratio | 28.49 | 18.06 | 158% |
| Revenue | 18.8B | 4.29B | 438% |
| Total Cash | N/A | N/A | - |
| Total Debt | 59.1B | 1.18B | 5,026% |
SCHW | SF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 40 | 17 | |
SMR RATING 1..100 | 4 | 10 | |
PRICE GROWTH RATING 1..100 | 8 | 42 | |
P/E GROWTH RATING 1..100 | 10 | 19 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
SF's Valuation (79) in the Investment Banks Or Brokers industry is in the same range as SCHW (85). This means that SF’s stock grew similarly to SCHW’s over the last 12 months.
SF's Profit vs Risk Rating (17) in the Investment Banks Or Brokers industry is in the same range as SCHW (40). This means that SF’s stock grew similarly to SCHW’s over the last 12 months.
SCHW's SMR Rating (4) in the Investment Banks Or Brokers industry is in the same range as SF (10). This means that SCHW’s stock grew similarly to SF’s over the last 12 months.
SCHW's Price Growth Rating (8) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SF (42). This means that SCHW’s stock grew somewhat faster than SF’s over the last 12 months.
SCHW's P/E Growth Rating (10) in the Investment Banks Or Brokers industry is in the same range as SF (19). This means that SCHW’s stock grew similarly to SF’s over the last 12 months.
| SCHW | SF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 45% | N/A |
| Stochastic ODDS (%) | 1 day ago 53% | 1 day ago 58% |
| Momentum ODDS (%) | 1 day ago 72% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 81% | 1 day ago 83% |
| TrendWeek ODDS (%) | 1 day ago 71% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 68% | 1 day ago 67% |
| Advances ODDS (%) | 3 days ago 66% | 1 day ago 66% |
| Declines ODDS (%) | 14 days ago 65% | 10 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 70% | 1 day ago 89% |
| Aroon ODDS (%) | 1 day ago 73% | N/A |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RHRX | 13.93 | 0.03 | +0.24% |
| RH Tactical Rotation ETF | |||
| OVT | 21.57 | 0.05 | +0.22% |
| Overlay Shares Short Term Bond ETF | |||
| FUNL | 38.35 | 0.02 | +0.06% |
| CornerCap Fundametrics® Lrg-Cap ETF FUNL | |||
| IWO | 251.27 | -1.10 | -0.44% |
| iShares Russell 2000 Growth ETF | |||
| PCEF | 17.98 | -0.08 | -0.44% |
| Invesco CEF Income Composite ETF | |||
SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with MS. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then MS could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | -0.05% | ||
| MS - SCHW | 68% Closely correlated | +0.10% | ||
| RJF - SCHW | 68% Closely correlated | +0.31% | ||
| GS - SCHW | 64% Loosely correlated | -0.23% | ||
| SF - SCHW | 63% Loosely correlated | +0.51% | ||
| JEF - SCHW | 59% Loosely correlated | +0.02% | ||
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