Prepared by Dr. Marcus Thorne, FRM, Head of Quantitative Research | Reviewed by Yuki Tanaka, Lead Editor | Report ID: IGEMINI-71F7C0FB-20260531 | Data as of 2026-05-31
Executive Summary: betterment vs schwab operates in the Utilities industry with a market cap of $14.11B. The stock trades at 56.84x earnings and exhibits -1.1% top-line growth. Our derived fair value is $2729.61.
Rating: Accumulate | Target Price: $2729.61 | Next Earnings: Jun 13
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RSI at 53 indicates a neutral-bearish state. Historical backtests suggest a +6.4% move within 10 sessions.
Price action carved a Bull Flag, confirmed by a 0.93x volume spike on May 06, 2026. The resistance at $2099.7 was tested.
MACD printed a Neutral as the 50-day SMA turned positive 17 days ago.
Free cash flow conversion remains robust at 67%, supporting the 0.19% dividend and buybacks.
With a market cap of $14.11B, betterment vs schwab operates in Utilities. P/E of 56.84x is backed by -1.1% growth.
Dark pool prints show a 32%% surge in block trades, indicating institutional accumulation before Jun 13 earnings.
Beta of 0.56 suggests betterment vs schwab is {beta_desc} volatile than the market, influencing hedging strategies.
Options skew is toward call at the 2099.7 strike, positioning for a directional move.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $2333 | $2216.35 |
| Market Cap | $14.11B | $14.11B |
| P/E Ratio | 56.84x | 48.3x |
| EPS (TTM) | $41.05 | $36.95 |
| Dividend Yield | 0.19% | 0.1% |
| Revenue Growth | -1.1% | -0.7% |
| Target Price | $2729.61 | - |
| Beta | 0.56 | 1.00 |