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Stock Research: Charles Schwab

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Charles Schwab

NYQ:SCHW US8085131055
75
  • Value
    20
  • Growth
    92
  • Safety
    Safety
    50
  • Combined
    60
  • Sentiment
    86
  • 360° View
    360° View
    75
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Company Description

Charles Schwab Corporation is a financial services company providing wealth management, brokerage, banking, and advisory services. It operates in the financial services industry, offering services to individual and institutional clients. The company primarily operates in the United States. In the last fiscal year, the company had a market cap of $166,453 million, profits of $19,606 million, and revenue of $25,999 million, with 32,100 employees.

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ANALYSIS: With an Obermatt 360° View of 75 (better than 75% compared with alternatives) for 2026, overall professional sentiment and financial characteristics for the stock Charles Schwab are very positive. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Charles Schwab. The consolidated Growth Rank has a good rank of 92, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. This means that growth is higher than for 92% of competitors in the same industry. The consolidated Safety Rank at 50 means that the company has a financing structure that is safer than 50% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. Finally, the consolidated Sentiment Rank has a good rank of 86, which means that professional investors are more optimistic about the stock than for 86% of alternative investment opportunities. But the consolidated Value Rank is less desirable at 20, meaning that the share price of Charles Schwab is on the higher side compared with indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 80% of alternative stocks in the same industry. ...read more

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Strongest Rank Price vs. Sales (P/S)
Weakest Rank Profit Growth
Country USA
Industry Investment Banking & Brokerage
Size Large
Website schwab.com
Index
D.J. US Investing
S&P 500
Charles Schwab stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 13-Mar-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
20 39 8 6
Growth
92 85 33 100
Safety
Safety
50 21 13 9
Sentiment
86 81 14 48
360° View
360° View
75 21 1 18
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Metrics Current 2025 2024 2023
Analyst Opinions
73 79 80 64
Opinions Change
50 89 15 45
Pro Holdings
n/a 70 10 14
Market Pulse
67 48 24 72
Sentiment
86 81 14 48
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Metrics Current 2025 2024 2023
Value
20 39 8 6
Growth
92 85 33 100
Safety Safety
50 21 13 9
Combined
60 9 1 14
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
14 25 16 9
Price vs. Earnings (P/E)
19 39 34 13
Price vs. Book (P/B)
37 53 30 32
Dividend Yield
39 45 34 27
Value
20 39 8 6
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Metrics Current 2025 2024 2023
Revenue Growth
51 86 48 58
Profit Growth
93 86 17 87
Capital Growth
85 89 90 64
Stock Returns
69 41 3 96
Growth
92 85 33 100
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Metrics Current 2025 2024 2023
Leverage
32 11 5 9
Refinancing
83 3 83 78
Liquidity
41 10 10 4
Safety Safety
50 21 13 9

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Frequently Asked
Questions

This stock offers a high growth opportunity with safe financing and positive sentiment. It is typically expensive (low Value Rank), as investors pay a premium for high performance. It is for growth-focused investors comfortable paying a premium for a stock with strong future momentum.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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