Charles Schwab: Get Ready For Multiple Quarters Of Margin Expansion (Archive)

Margin tailwinds and cost savings set Schwab up for sustained earnings and valuation upside.

Charles Schwab: Get Ready For Multiple Quarters Of Margin Expansion (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

  • Charles Schwab's Q2 FY23 results have compelled me to do a 180-degree turn in my stance on the stock; from a 'sell' to a 'strong buy'.
  • Cash sorting issues are no more as there has been a sharp reduction in net new purchased money market fund flows.
  • There are multiple levers for margin expansion. Reduction in high cost short-term borrowings is expected to boost NIMs, and expense reduction is another margin lever.
  • Valuations are attractive as the stock trades at a 12.2% discount to its long-term PE.

Read the full article here.

Disclosures and Disclaimers

Past performance ≠ future results. Not investment advice. See full Disclaimer.