Stock Research: Charles Schwab

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Charles Schwab

NYSE:SCHW US8085131055
50
  • Value
    26
  • Growth
    68
  • Safety
    Safety
    32
  • Combined
    29
  • Sentiment
    96
  • 360° View
    360° View
    50
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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 50 (better than 50% 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 68, 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 68% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 96, which means that professional investors are more optimistic about the stock than for 96% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 32, 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 68% 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: 10-Sep-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
32 39 8 6
Growth
68 85 33 100
Safety
Safety
26 21 13 9
Sentiment
96 81 14 48
360° View
360° View
50 21 1 18
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Metrics Current 2024 2023 2022
Analyst Opinions
78 79 80 64
Opinions Change
50 89 15 45
Pro Holdings
n/a 70 10 14
Market Pulse
83 48 24 72
Sentiment
96 81 14 48
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Metrics Current 2024 2023 2022
Value
32 39 8 6
Growth
68 85 33 100
Safety Safety
26 21 13 9
Combined
29 9 1 14
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
37 39 34 13
Price vs. Earnings (P/E)
20 25 16 9
Price vs. Book (P/B)
49 53 30 32
Dividend Yield
37 45 34 27
Value
32 39 8 6
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Metrics Current 2024 2023 2022
Revenue Growth
53 86 48 58
Profit Growth
96 86 17 87
Capital Growth
4 89 90 64
Stock Returns
77 41 3 96
Growth
68 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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