Coronavirus Recovery Watch: Capital Market Portfolio: 15% 5D Return vs. (-25%) YTD Return – [BlackRock, E*TRADE, Schwab & TD Ameritrade]

by Trefis Team
+5.02%
Upside
590
Market
620
Trefis
BLK
BlackRock
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Our Capital Market portfolio of 4 stocks shows an average return of 15% in the last five trading days compared with a 13% return in the Dow during the same period. This portfolio reflects one set of possible stocks expected to outperform if there’s a reasonably quick Coronavirus-recovery.

 

Top Performers

The top 3 performers within the portfolio in the last 5 trading days were:

  • BlackRock (22.4% return)
  • E*TRADE (17.3% return)
  • TD Ameritrade (11.1% return)

The top 3 performers on Friday were:

  • TD Ameritrade (-1.5% return)
  • Charles Schwab (-1.6% return)
  • BlackRock (-3.9% return)

 

Portfolio Summary (at market close on Friday March 27)

Ticker Market Cap Stock Price Return
BLK  $67.6 Bil $434.34  1D: -3.9%  5D: 22.4%  YTD: -13.6%
ETFC  $7.5 Bil $33.98  1D: -5.1%  5D: 17.3%  YTD: -25.1%
SCHW  $43.2 Bil $33.61  1D: -1.6%  5D: 9.3%  YTD: -29.3%
AMTD  $18.7 Bil $34.51  1D: -1.5%  5D: 11.1%  YTD: -30.6%


Financial Highlights for Top Performer Citigroup

BlackRock’s market cap has declined by $10.2 billion from about $77.8 billion on 12/31/2019 to $67.6 billion now. The company had $14.5 billion in revenue in 2019 from which it derived $4.5 billion in net income and $28.69 in earnings per share.

As a comparison, E*TRADE’s had $2.9 billion in revenue in 2019 from which it derived $1 billion in net income and $3.86 in earnings per share and saw its market cap go from $10.7 billion on 12/31/2019 to the current level of $7.5 billion.

 

See the Capital Market portfolio for more financial highlights on each portfolio company.

Reminder: Portfolio Performance Hinges on Speedy Recovery

Our dashboard forecasting US COVID-19 cases with cross-country comparisons analyzes expected recovery time-frames and possible spread of the virus.

Further, our dashboard -28% Coronavirus crash vs 4 Historic crashes builds a complete macro picture and complements our analyses of the coronavirus outbreak’s impact.

 

See all Trefis Price Estimates and Download Trefis Data here

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