Fact based stock research
Charles Schwab (NYSE:SCHW)
US8085131055
Charles Schwab stock research in summary
Charles Schwab shares are more expensive than other comparable stocks. While they are safely financed, they are poor value, and show below average growth. We recommend evaluating whether the future of the company Charles Schwab is really as positive as the high price of the shares suggests. If you come to the conclusion that the future for this company is only average, that could be a reason to sell this share.
Latest Obermatt Ranks
Value Rank | 22 | ![]() |
Growth Rank | 11 | ![]() |
Safety Rank | 100 | ![]() |
Combined Rank | 34 | ![]() |
Country | USA |
Industry | Investment Banking & Brokerage |
Index | D.J. US Investment Services, S&P 500 |
Size class | X-Large |
January 22, 2021. Stock data may be delayed. Login to get the most recent research.
Google: Charles Schwab
Research History: Charles Schwab
RESEARCH HISTORY | 2018 | 2019 | 2020 | 2021 | ||||
---|---|---|---|---|---|---|---|---|
VALUE | ||||||||
VALUE | 44 |
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68 |
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42 |
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22 |
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GROWTH | ||||||||
GROWTH | 82 |
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60 |
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22 |
![]() |
11 |
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SAFETY | ||||||||
SAFETY | 100 |
![]() |
100 |
![]() |
100 |
![]() |
100 |
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COMBINED | ||||||||
COMBINED | 94 |
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100 |
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59 |
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34 |
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Value Metrics in Detail
VALUE METRICS | 2018 | 2019 | 2020 | 2021 | ||||
---|---|---|---|---|---|---|---|---|
PRICE VS. REVENUES (P/S) | ||||||||
PRICE VS. REVENUES (P/S) | 47 |
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50 |
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35 |
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22 |
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PRICE VS. PROFITS (P/E) | ||||||||
PRICE VS. PROFITS (P/E) | 62 |
![]() |
68 |
![]() |
51 |
![]() |
33 |
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PRICE VS. CAPITAL (Market-to-Book) | ||||||||
PRICE VS. CAPITAL (Market-to-Book) | 96 |
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92 |
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36 |
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26 |
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DIVIDEND YIELD | ||||||||
DIVIDEND YIELD | 1 |
![]() |
46 |
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56 |
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56 |
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CONSOLIDATED RANK: VALUE | ||||||||
CONSOLIDATED RANK: VALUE | 44 |
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68 |
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42 |
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22 |
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Growth Metrics in Detail
GROWTH METRICS | 2018 | 2019 | 2020 | 2021 | ||||
---|---|---|---|---|---|---|---|---|
REVENUE GROWTH | ||||||||
REVENUE GROWTH | 73 |
![]() |
45 |
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32 |
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13 |
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PROFIT GROWTH | ||||||||
PROFIT GROWTH | 68 |
![]() |
80 |
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18 |
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13 |
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STOCK RETURNS | ||||||||
STOCK RETURNS | 86 |
![]() |
20 |
![]() |
30 |
![]() |
33 |
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CONSOLIDATED RANK: GROWTH | ||||||||
CONSOLIDATED RANK: GROWTH | 82 |
![]() |
60 |
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22 |
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11 |
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Safety Metrics in Detail
SAFETY METRICS | 2018 | 2019 | 2020 | 2021 | ||||
---|---|---|---|---|---|---|---|---|
LEVERAGE | ||||||||
LEVERAGE | 78 |
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74 |
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92 |
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88 |
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REFINANCING | ||||||||
REFINANCING | 94 |
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94 |
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94 |
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92 |
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LIQUIDITY | ||||||||
LIQUIDITY | 100 |
![]() |
100 |
![]() |
100 |
![]() |
92 |
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CONSOLIDATED RANK: SAFETY | ||||||||
CONSOLIDATED RANK: SAFETY | 100 |
![]() |
100 |
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100 |
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100 |
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Stock analysis by the purely financial fact-based Obermatt Method for the investment strategies Value, Growth and Safety for Charles Schwab from January 22, 2021.
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