Fact based stock research
Charles Schwab (NYSE:SCHW)

Charles Schwab stock research in summary

Charles Schwab shares are less expensive than other comparable stocks. They are safely financed, are good value and show above 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	74
Growth Rank	57
Safety Rank	100
Combined Rank	100

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

November 8, 2019. 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	2016	2017	2018	2019
VALUE
VALUE	40	51	44	74
GROWTH
GROWTH	92	84	82	57
SAFETY
SAFETY	93	93	100	100
COMBINED
COMBINED	100	53	94	100

Last update of Combined Rank: 8-Nov-2019. Financial reporting date used for calculating ranks: 30-Jun-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	2016	2017	2018	2019
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	44	48	47	58
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	25	34	62	76
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	87	96	96	90
DIVIDEND YIELD
DIVIDEND YIELD	8	16	1	46
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	40	51	44	74

Last update of Value Rank: 8-Nov-2019. 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	2016	2017	2018	2019
REVENUE GROWTH
REVENUE GROWTH	83	61	73	43
PROFIT GROWTH
PROFIT GROWTH	60	60	68	76
STOCK RETURNS
STOCK RETURNS	89	83	86	18
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	92	84	82	57

Last update of Growth Rank: 30-Jun-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	2016	2017	2018	2019
LEVERAGE
LEVERAGE	97	84	78	80
REFINANCING
REFINANCING	93	93	94	94
LIQUIDITY
LIQUIDITY	68	80	100	100
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	93	93	100	100

Last update of Safety Rank: 1-Nov-2019. 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 November 8, 2019.

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