Fact based stock research
Charles Schwab (NYSE:SCHW)

US8085131055

Charles Schwab stock research in summary

Charles Schwab shares are less expensive than other comparable stocks. They are safely financed and are good value, but show below average growth. We recommend evaluating whether the future of the company Charles Schwab is really as difficult as the low price of the stock suggests. If you believe that the future of the company is market-typical or even better, then this could be an argument for a share purchase.

Latest Obermatt Ranks


Value Rank	75
Growth Rank	25
Safety Rank	97
Combined Rank	86

Country	USA
Industry	Investment Banking & Brokerage
Index	D.J. US Investment Services, S&P 500
Size class	X-Large

January 17, 2020. Stock data may be delayed. Login to get the most recent research.

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News	Videos
Wikipedia about Charles Schwab	Management
Employee Satisfaction	Customer Satisfaction

Research History: Charles Schwab

RESEARCH HISTORY	2017	2018	2019	2020
VALUE
VALUE	51	44	68	75
GROWTH
GROWTH	84	82	60	25
SAFETY
SAFETY	93	100	100	97
COMBINED
COMBINED	53	94	100	86

Last update of Combined Rank: 17-Jan-2020. Financial reporting date used for calculating ranks: 30-Sep-2019. Stock research history is based on the Obermatt Method. The higher the rank, the better Charles Schwab is in the corresponding investment strategy.

Value Metrics in Detail

VALUE METRICS	2017	2018	2019	2020
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	48	47	50	52
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	34	62	68	71
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	96	96	92	92
DIVIDEND YIELD
DIVIDEND YIELD	16	1	46	52
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	51	44	68	75

Last update of Value Rank: 17-Jan-2020. Stock analysis on value ratios: The higher the rank, the lower the value ratio of Charles Schwab; except for dividend yield where the rank is higher, the higher the yield.

Growth Metrics in Detail

GROWTH METRICS	2017	2018	2019	2020
REVENUE GROWTH
REVENUE GROWTH	61	73	45	33
PROFIT GROWTH
PROFIT GROWTH	60	68	80	46
STOCK RETURNS
STOCK RETURNS	83	86	20	20
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	84	82	60	25

Last update of Growth Rank: 30-Sep-2019. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of Charles Schwab.

Safety Metrics in Detail

SAFETY METRICS	2017	2018	2019	2020
LEVERAGE
LEVERAGE	84	78	74	76
REFINANCING
REFINANCING	93	94	94	94
LIQUIDITY
LIQUIDITY	80	100	100	86
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	93	100	100	97

Last update of Safety Rank: 10-Jan-2020. Stock analysis on safety metrics: The higher the rank, the lower the leverage of Charles Schwab and the more cash is available to service its debt.

Stock analysis by the purely financial fact-based Obermatt Method for the investment strategies Value, Growth and Safety for Charles Schwab from January 17, 2020.

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