tickrz reports
  
tickrz rank
B
Charles Schwab Corp (SCHW)
Financial | Investment Brokerage - National
CEO: Walter William Bettinger
Employees: 15300
aboutschwab.com
FACTOR RANKINGSFACTOR SCREENER 
Pure Value Rank284Dividend Rank11
Moat Rank168Financial Strength Rank105
Growth Rank65Momentum Rank70
DIVIDEND ANALYSIS
Dividend Yield0.76%
Payout Ratio26.16%
3 yr Dividend Growth4%
VALUATION RATIOS
P/E Ratio27.51x
P/B Ratio3.64x
P/S Ratio6.64x
EV/EBITDA Ratio7.44x
FINANCIAL STRENGTH
Piotroski F-ScoreNOT AVAILABLE
Debt-to-Equity24%
Interest Coverage16.92x
MOAT
ROE12.96%
ROIC10.39%
Net Margin24.76%
GROWTH
5 yr EPS Growth13.35%
5 yr SPS Growth9.19%
5 yr BPS Growth11.02%
Charles Schwab Corp 's strong growth translates to a Growth Rank in the top 25% of all stocks
 tickrz summary
Charles Schwab Corp receives a B 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 Warren Buffett ranking
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 27.5x, a P/B ratio of 3.6x, a P/S ratio of 6.6x, and an EV/EBITDA ratio of 7.4x. Charles Schwab Corp ranks 284 out of the S&P 500 constituents on valuation--a relatively average score.Charles Schwab Corp ranks 381 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 financial strength
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 16.92x, a debt/equity ratio of 24% and a Moat Rank of 168 translate to a strong 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 32.18% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 70. Charles Schwab Corp's strong 12 month stock performance will appeal to momentum investors.

 yield
 value + yield
Shares currently yield 0.76%. 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 11 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.

Charles Schwab Corp (SCHW)
Financial | Investment Brokerage - National
CEO: Walter William Bettinger
Employees: 15300
aboutschwab.com


tickrz rank
B

VALUATION RATIOS
P/E Ratio27.51x
P/B Ratio3.64x
P/S Ratio6.64x
EV/EBITDA Ratio7.44x
DIVIDEND ANALYSIS
Dividend Yield0.76%
Payout Ratio26.16%
3 yr Dividend Growth4%
FINANCIAL STRENGTH
Piotroski F-ScoreNOT AVAILABLE
Debt-to-Equity24%
Interest Coverage16.92x
MOAT
ROE12.96%
ROIC10.39%
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 B 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 27.5x, a P/B ratio of 3.6x, a P/S ratio of 6.6x, and an EV/EBITDA ratio of 7.4x. Charles Schwab Corp ranks 284 out of the S&P 500 constituents on valuation--a relatively average score.

WARREN BUFFETT RANKING
Charles Schwab Corp ranks 381 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 16.92x, a debt/equity ratio of 24% and a Moat Rank of 168 translate to a strong 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 32.18% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 70. Charles Schwab Corp's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 0.76%. 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 11 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.