Schwab Equity Ratings
Put Our Stock-rating Approach to Work for You
Schwab Equity Ratings is our proprietary methodology for identifying U.S. stocks that may outperform or underperform the market over the next 12 months. And this industry-leading guidance is available to all Schwab clients.
Our Approach is Fact Based and Disciplined
Schwab Equity Ratings are based upon a disciplined, systematic approach that evaluates each stock on the basis of a wide variety of investment criteria from four broad categories: Fundamentals, Valuation, Momentum and Risk. We apply the same disciplined analysis to every stock we cover.
Rating 3,000 Stocks Every Week
Every week, Schwab Equity Ratings rates approximately 3,000 of the largest (by market capitalization) stocks traded in the U.S. and headquartered or incorporated in the U.S. and certain foreign nations where companies generally locate or incorporate for operational or tax reasons.
Stocks are rated using a scale of “A”, “B”, “C”, “D”, and “F”. Schwab’s outlook is that “A” rated stocks, on average, will strongly outperform and “F” rated stocks, on average, will strongly underperform the U.S. equities market over the next 12 months.
Put Schwab Equity Ratings to Work for You
To take advantage of Schwab Equity Ratings, open an account now or call Schwab investment professional at +852-2101-0511.