Charles Schwab Corp. (SCHW): Price and Financial Metrics

SCHW POWR Grades

• SCHW scores best on the Momentum dimension, with a Momentum rank ahead of 80.85% of US stocks.
• The strongest trend for SCHW is in Growth, which has been heading up over the past 47 weeks.
• SCHW ranks lowest in Value; there it ranks in the 8th percentile.

SCHW Stock Summary

• With a market capitalization of $135,728,505,189, Schwab Charles Corp has a greater market value than 98.14% of US stocks.
• SCHW's equity multiplier -- a measure of assets relative to shareholders'equity -- is greater than that of 92.33% of US stocks.
• With a year-over-year growth in debt of 160.47%, Schwab Charles Corp's debt growth rate surpasses 94.21% of about US stocks.
• If you're looking for stocks that are quantitatively similar to Schwab Charles Corp, a group of peers worth examining would be AXP, RY, HDB, CHTR, and TGT.
• Visit SCHW's SEC page to see the company's official filings. To visit the company's web site, go to www.schwab.com.

SCHW Valuation Summary

• In comparison to the median Financial Services stock, SCHW's EV/EBIT ratio is 68.6% higher, now standing at 14.5.
• SCHW's price/earnings ratio has moved down 4.8 over the prior 243 months.
• Over the past 243 months, SCHW's price/sales ratio has gone up 5.

Below are key valuation metrics over time for SCHW.

SCHW Growth Metrics

• Its 4 year net income to common stockholders growth rate is now at 129.22%.
• Its 2 year price growth rate is now at -37.83%.
• The 5 year net income to common stockholders growth rate now stands at 155.36%.

SCHW's revenue has moved up $6,161,000,000 over the prior 33 months.

The table below shows SCHW's growth in key financial areas (numbers in millions of US dollars).

Date	Revenue	Operating Cash Flow	Net Income to Common Stock
2021-06-30	15,866	7,841	4,170
2021-03-31	13,789	-8,008	3,674
2020-12-31	11,691	6,852	3,043
2020-09-30	10,121	-2,101	2,794
2020-06-30	10,384	3,381	3,092
2020-03-31	10,615	22,038	3,358

SCHW's Quality Factors

The “Quality” component of the POWR Ratings focuses on 31 different factors of a companies fundamentals and operational strength. Here are some key insights as we drill into the specifics of these quality attributes.

• SCHW has a Quality Grade of D, ranking ahead of 16.4% of graded US stocks.
• SCHW's asset turnover comes in at 0.03 -- ranking 319th of 457 Trading stocks.
• DHC, RPT, and FRT are the stocks whose asset turnover ratios are most correlated with SCHW.

The table below shows SCHW's key quality metrics over time.