Bars: peers in each 10-point band of the valuation score
4 peers with a valuation score of 0–9, including SCHW · Click a bar to see the companies
Why valuation scores 2?
Weighted metrics compared with all Banks & Insurance companies.
Mainly because of its book yield and earnings yield, which are weaker than most Banks & Insurance peers.
▼a higher price relative to book value (P/B): weaker than 92% of peers. Book yield: 32.5% vs peer median 79.5%
▼lower earnings for the price paid: weaker than 73% of peers. Earnings yield: 0.8% vs peer median 7.9%
Metric by metric
Position: dot = SCHW, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.
Metric
SCHW
Peer median
Better than
Position among peers
Weight
Earnings yieldHigher is better · 51 reported
6.1%
7.4%
24%
60%
EBITDA yieldHigher is better · 6 reported
Not reported
11.5%
—
—
Context only
Free cash flow yieldHigher is better · 21 reported
7.0%
12.0%
30%
Context only
Book yieldHigher is better · 48 reported
28.5%
51.0%
11%
40%
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score
