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The Schwab Center for Financial Research (SCFR) provides individual investors with quality research and decision-making tools, including Schwab Equity Ratings® and the Mutual Fund OneSource Select List®. Schwab's experts are published in respected business and academic journals and frequently cited by the media on investing issues.
Free from hype and focused on what matters for investors, Schwab's insightful perspective and practical guidance helps clients make better investment decisions.
Schwab Equity Ratings Report View rationale behind our Schwab Equity Rating with details on what factors and components contribute to the overall rating. | |
Schwab Earnings Report Provides a comprehensive overview of earnings valuation and estimates for more than 5,400 companies. Each report includes a detailed history of earnings estimate trends and announcements plus details of consensus estimates for earnings per share, growth rates and revenue by quarter and by year for the current and next fiscal years of the company. | |
Schwab Stock Lists Use Schwab Equity Ratings Stock Lists to generate lists of A- and B-rated stocks. Choose from among 15 different lists, sorted by style, asset class, and sector. |
The examples above are hypothetical and provided for illustrative purposes only. They are not intended to represent a specific investment product or results you can expect to achieve.
Schwab Equity Ratings and other materials are for informational purposes only and is not an offer to sell or the solicitation of an offer to buy. Schwab Equity Ratings and the general buy/sell/hold guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for any particular investor or client. Before buying, investors and clients should consider whether the investment is suitable. Investors and clients should consider Schwab Equity Ratings as only a single factor in making their investment decision while taking into account the current market environment.
Schwab Equity Ratings utilize third-party data in the forming of a rating. Data is obtained from what are considered reliable sources; however, its accuracy, completeness or reliability cannot be guaranteed. Schwab Equity Ratings are generally updated weekly, so you should review and consider any recent market or company news before taking any action. Stocks may go down as well as up and investors (including clients) may lose money, including their original investment. Past performance is no indication of future results and returns are not guaranteed. For individualized advice, please contact Schwab at 1 (877) 284-9817. Note: An asterisk (*) next to a Schwab Equity Rating means that a potentially significant even has been announced for an A or B rated stock, Although Schwab generally does not monitor C, D, and F rated stocks for current news, from time to time, asterisks may appear on a particular stock due to certain circumstances (e.g. the downgrade of a stock from a B to C rating).
Schwab’s Industry Ratings provide Schwab’s outlook for industries based on GICS groupings, such as Beverages, Pharmaceuticals, and Software. Schwab Industry Ratings are assigned using an A,B,C,D and F rating scale and can be particularly helpful in evaluating which industries investors may want to emphasize within a specific sector. They can also be used in conjunction with Schwab Equity Ratings to help fill in gaps in a portfolio.
The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of Morgan Stanley Capital International Inc. and S&P Global. GICS is a service mark of MSCI and S&P Global and has been licensed for use by Schwab.