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.

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News	Videos
Wikipedia about Charles Schwab	Management
Employee Satisfaction	Customer Satisfaction

Research History: Charles Schwab

RESEARCH HISTORY	2018	2019	2020	2021
VALUE
VALUE	44	68	42	22
GROWTH
GROWTH	82	60	22	11
SAFETY
SAFETY	100	100	100	100
COMBINED
COMBINED	94	100	59	34

Last update of Combined Rank: 22-Jan-2021. Financial reporting date used for calculating ranks: 30-Sep-2020. 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	2018	2019	2020	2021
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	47	50	35	22
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	62	68	51	33
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	96	92	36	26
DIVIDEND YIELD
DIVIDEND YIELD	1	46	56	56
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	44	68	42	22

Last update of Value Rank: 22-Jan-2021. 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	2018	2019	2020	2021
REVENUE GROWTH
REVENUE GROWTH	73	45	32	13
PROFIT GROWTH
PROFIT GROWTH	68	80	18	13
STOCK RETURNS
STOCK RETURNS	86	20	30	33
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	82	60	22	11

Last update of Growth Rank: 30-Sep-2020. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of Charles Schwab.

Safety Metrics in Detail

SAFETY METRICS	2018	2019	2020	2021
LEVERAGE
LEVERAGE	78	74	92	88
REFINANCING
REFINANCING	94	94	94	92
LIQUIDITY
LIQUIDITY	100	100	100	92
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	100	100	100	100

Last update of Safety Rank: 15-Jan-2021. 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 22, 2021.

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