Fact based stock research
Charles Schwab (NYSE:SCHW)

Charles Schwab stock research in summary

Charles Schwab shares have a market-typical stock price level. They are safely financed, show above average growth and are good value. We recommend evaluating whether the future of the company Charles Schwab is typical for this industry which the market average price level of the shares suggests. If you believe that the future of the company is above average, that could be an argument for buying the shares and vice versa.

Latest Obermatt Ranks


Value Rank	64
Growth Rank	83
Safety Rank	95
Combined Rank	100

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

June 14, 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	64
GROWTH
GROWTH	92	84	82	83
SAFETY
SAFETY	93	93	100	95
COMBINED
COMBINED	100	53	94	100

Last update of Combined Rank: 14-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	60
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	25	34	62	69
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	87	96	96	98
DIVIDEND YIELD
DIVIDEND YIELD	8	16	1	20
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	40	51	44	64

Last update of Value Rank: 14-Jun-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	84
PROFIT GROWTH
PROFIT GROWTH	60	60	68	87
STOCK RETURNS
STOCK RETURNS	89	83	86	63
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	92	84	82	83

Financial reporting date of Growth Rank: 31-Dec-2018. 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	92
REFINANCING
REFINANCING	93	93	94	94
LIQUIDITY
LIQUIDITY	68	80	100	82
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	93	93	100	95

Financial reporting date of Safety Rank: 31-Dec-2018. 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 June 14, 2019.

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