Charles Schwab: Watch These Top 3 Metrics (Archive)

Waiting for three key metrics to confirm Schwab’s undervalued, but risky, opportunity.

Charles Schwab: Watch These Top 3 Metrics (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

  • Charles Schwab is trading back near COVID crash valuation multiples and at a 40% discount to its long-term forward PE multiple.
  • But valuation alone is not enough for me to justify a buy. I am waiting for the following 3 key metrics to show signs of improvement.
  • Net new purchased money market flows to measure the degree of the cash sorting headwinds.
  • Stabilization of falling bank deposit account balances to track renewal of confidence in Charles Schwab's cash income.
  • Growth in core net assets as a bonus kicker on top of the already resilient trends, which would signal customers' confidence in Charles Schwab.

Read the full article here.

Disclosures and Disclaimers

Past performance ≠ future results. Not investment advice. See full Disclaimer.