1. Charles Schwab receives a Buy rating with a $111 price target due to resilient earnings and platform strength in a high-rate environment; 2. Key drivers include net interest income advantages, disciplined cost management, and core asset growth, leading to superior EPS growth and margins; 3. Valuation uses a risk-adjusted 22x forward P/E, balancing premium positioning with mean-reversion risks, while acknowledging potential risks like Fed rate cuts or deposit attrition.
Related Articles
- Palantir: Another Valuation Attemptabout 2 months ago
- Accenture Q2 Preview: Long-Term Growth Remains Unchanged5 months ago
- PayPal: It Seems Like The Long Term Is Not Promising5 months ago
- PayPal: Sell Now To Avoid Growth Challenges In 20256 months ago
- Tesla: After Weak Q4 Earnings, I'm Reiterating My 'Sell' Stance6 months ago
- Overpriced Optimism: Why S&P Global's Valuation Deserves Scrutiny7 months ago
- Barings BDC: Portfolio Quality Continues To Weaken (Rating Downgrade)7 months ago
- Palantir: An Upcoming SARs Expense Could Cause A Significant EPS Miss8 months ago
- FS KKR: 15.91% Discount To NAV, Yields Around 14%, And One Of My Favorite BDCs9 months ago
- Western Digital: Post-Split Plan10 months ago