Stock Research: Charles Schwab

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Charles Schwab

NYSE:SCHW US8085131055
55
  • Value
    26
  • Growth
    70
  • Safety
    Safety
    24
  • Combined
    21
  • Sentiment
    100
  • 360° View
    360° View
    55
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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

ANALYSIS: With an Obermatt 360° View of 55 (better than 55% compared with alternatives), overall professional sentiment and financial characteristics for the stock Charles Schwab are above average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Charles Schwab. The consolidated Growth Rank has a good rank of 70, 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 70% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 100, which means that professional investors are more optimistic about the stock than for 100% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 24, which means that the share price of Charles Schwab is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 76% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 26, which means that the company has a financing structure that is riskier than those of 74% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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Index
D.J. US Investing
S&P 500
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: 21-Aug-2025.

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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.

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Metrics Current 2024 2023 2022
Value
24 39 8 6
Growth
70 85 33 100
Safety
Safety
26 21 13 9
Sentiment
100 81 14 48
360° View
360° View
55 21 1 18
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Metrics Current 2024 2023 2022
Analyst Opinions
78 79 80 64
Opinions Change
81 89 15 45
Pro Holdings
n/a 70 10 14
Market Pulse
83 48 24 72
Sentiment
100 81 14 48
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Metrics Current 2024 2023 2022
Value
24 39 8 6
Growth
70 85 33 100
Safety Safety
26 21 13 9
Combined
21 9 1 14
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
34 39 34 13
Price vs. Earnings (P/E)
19 25 16 9
Price vs. Book (P/B)
46 53 30 32
Dividend Yield
37 45 34 27
Value
24 39 8 6
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Metrics Current 2024 2023 2022
Revenue Growth
55 86 48 58
Profit Growth
96 86 17 87
Capital Growth
4 89 90 64
Stock Returns
83 41 3 96
Growth
70 85 33 100
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Metrics Current 2024 2023 2022
Leverage
15 11 5 9
Refinancing
85 3 83 78
Liquidity
13 10 10 4
Safety Safety
26 21 13 9

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