Financial Services
Live Price
Offline$31.76
+0.83% today
1Y Change
+20.94%
Window
Jun 23, 2025 → Jun 18, 2026
Coverage: 249 bars · Jun 23, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Schwab Capital Trust - Schwab International Index Fund (SWISX) is a fund with a market cap of $13.06B and listed on NASDAQ. The fund last traded around $31.76 and up 20.9% across the available one-year price window (Jun 23, 2025 → Jun 18, 2026). Baseline metrics include a dividend yield of 3.3%. Valuation is more restrained than many high-expectation growth names at price/sales 0.7. Stock Foundry combines SWISX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SWISX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SWISX Max Drawdown
-11.39%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SWISX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$10.7B
-8.3% YoY
FY Net Income
$3.5B
+15.9% YoY
Free Cash Flow
$8.6B
+38.5% YoY
Revenue Growth
-9.3%
EPS Growth
-27.4%
Gross Margin
100.0%
Net Margin
24.7%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 18.8B | 20.8B | 18.5B | 11.7B | 10.7B |
| Gross Profit | 18.8B | 20.8B | 18.5B | 11.7B | 10.7B |
| Operating Income | 7.2B | 9.8B | 8.2B | 4.7B | 4.9B |
| EBITDA | -1.3B | -929M | -949M | -679M | -204M |
| Net Income | 4.6B | 6.6B | 5.4B | 3.0B | 3.5B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 43.3B | 40.2B | 63.0B | 40.3B | 29.3B |
| Total Assets | 493.2B | 551.8B | 667.3B | 549.0B | 294.0B |
| Total Liabilities | 452.2B | 515.2B | 611.0B | 492.9B | 272.3B |
| Shareholder Equity | 41.0B | 36.6B | 56.3B | 56.1B | 21.7B |
| Total Debt | 22.4B | 20.0B | 17.0B | 13.6B | 7.4B |
| Net Debt | -20.9B | -20.2B | -46.0B | -26.7B | -21.9B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
9.3B
+36.1% YoY
Capital Expenditures
708M
-12.2% YoY
Free Cash Flow
8.6B
+38.5% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
38.5%
Net Margin
24.7%
ROE
12.0%
Debt / Equity
0.55x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.