tickrz reports
tickrz rank
C
Charles Schwab Corp (SCHW)
Financial | Financial Services
41.10  1.16%
FACTOR RANKINGSFACTOR SCREENER 
tickrz RankC / 279Warren Buffett RankD / 428
Pure Value RankD / 362Dividend RankA / 23
Moat RankB / 173Financial Strength RankN/A
Growth RankA / 68Momentum RankA / 91
SCHW vs FINANCIAL SERVICES SECTOR & S&P 500
VALUATION
SCHWSECTORS&P 500
P/E RATIO27.1223.719.28
EV/EBITDA RATIO17.2721.911.77
P/S RATIO6.717.22.03
P/B RATIO3.693.93.09
QUALITY
RETURN ON EQUITY13.33%11.29%13.82%
RETURN ON CAPITAL3.76%7.98%10.04%
NET MARGIN24.76%19.98%9.76%
DIVIDEND ANALYSIS
DIVIDEND YIELD
0.77%
PAYOUT RATIO25.37%
3 YR DIVIDEND GROWTH4%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY222%
INTEREST COVERAGE27.3x
CURRENT RATIO
GROWTH
5 YR EPS GROWTH13.35%
5 YR SPS GROWTH9.19%
5 YR BPS GROWTH11.02%
About tickrz
Key Concepts
Great Investors
Charles Schwab Corp 's strong growth translates to a Growth Rank in the top 25% of all stocks
tickrz rank C / 279
Charles Schwab Corp receives a C ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.
value
pure value ranking D / 362Warren Buffett ranking D / 428
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Charles Schwab Corp's valuation score is comprised of a P/E ratio of 27.1x, a P/B ratio of 3.7x, a P/S ratio of 6.7x, and an EV/EBITDA ratio of 17.3x. Charles Schwab Corp ranks 362 out of the S&P 500 constituents on valuation--a relatively weak score.Charles Schwab Corp ranks 428 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Charles Schwab Corp is probably not for you.

quality
moat B / 173financial strength N/A
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages. Interest coverage of 27.3x, a debt/equity ratio of 222% and a Moat Rank of 173 translate to a not available Financial Strength score.


momentum A / 91
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 32.33% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 91. Charles Schwab Corp's strong 12 month stock performance will appeal to momentum investors.

yield A / 23
value + yield
Shares currently yield 0.77%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Charles Schwab Corp ranks 23 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will want to closely investigate Charles Schwab Corp.

growth A / 68
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the top third of S&P 500 companies. Its 13.4% 5 year annualized EPS growth, 9.2% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 11% speak to its impressive growth ranking.

Charles Schwab Corp (SCHW)
Financial | Financial Services
41.10  1.16%


tickrz rank
C
VALUATION RATIOS
P/E Ratio27.12x
P/B Ratio3.69x
P/S Ratio6.71x
EV/EBITDA Ratio17.27x
DIVIDEND ANALYSIS
DIVIDEND YIELD
0.77%
PAYOUT RATIO25.37%
3 YR DIVIDEND GROWTH4%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY222%
INTEREST COVERAGE27.3x
CURRENT RATIO
MOAT
ROE13.33%
ROIC3.76%
Net Margin24.76%
GROWTH
5 YR EPS GROWTH13.35%
5 YR SPS GROWTH9.19%
5 YR BPS GROWTH11.02%

TICKRZ RANK
Charles Schwab Corp receives a C ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Charles Schwab Corp's valuation score is comprised of a P/E ratio of 27.1x, a P/B ratio of 3.7x, a P/S ratio of 6.7x, and an EV/EBITDA ratio of 17.3x. Charles Schwab Corp ranks 362 out of the S&P 500 constituents on valuation--a relatively weak score.

WARREN BUFFETT RANKING
Charles Schwab Corp ranks 428 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Charles Schwab Corp is probably not for you.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.

FINANCIAL STRENGTH
Interest coverage of 27.3x, a debt/equity ratio of 222% and a Moat Rank of 173 translate to a not available Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 32.33% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 91. Charles Schwab Corp's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 0.77%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Charles Schwab Corp ranks 23 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will want to closely investigate Charles Schwab Corp.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the top third of S&P 500 companies. Its 13.4% 5 year annualized EPS growth, 9.2% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 11% speak to its impressive growth ranking.