Research Fundamental Data

Fundamental data for a company gives you a look beyond the price, volume and other streaming indicators and may provide a more well-rounded view of a company. Fundamentals include earnings data, analyst ratings, and metrics around valuation, growth, financial strength and more.

StreetSmart Edge® offers several ways to access research and fundamental data:

• In the Symbol Hub (found in the Launch Tools menu), click the button to flip from live data to research,
• Open the stand-alone Research tool via the Launch Tools menu,
• Right-click on a symbol in a screener or watch list and select View Fundamental Data for [symbol]...

The Research display has four tabs. Click the links below for descriptions of the data in each tab.

Summary

The Summary tab shows general company and security information, like market cap, basic earnings data, price and volume data, Schwab rating, business summary and executives, and more.

TIP: Simple information like a high "Held By Institutions" percentage may provide insight into stocks that are particularly attractive at the moment to larger-scale investors.

Earnings

Quarterly and annual earnings data helps you drill down into the profitability of a company. Or, if your investment needs require dividend income or you're looking for growth stocks, the Earnings tab may help you identify suitable investments.

For instance, dividend history can help you assess whether a stock has provided consistent dividend returns, while growth metrics like EPS (year-over-year, five-year, and projected) can provide a sense of the security's historic growth.

Ratings

Get rating from a variety of analysts, from Standard & Poor's, Reuters, and Schwab Equity Rating®. For covered securities, a break-down by number of analysts, rating, and change in rating from Reuters can help you see changes in sentiment over time.

Metrics

Many investors evaluate a company's underlying financial strength and management effectiveness based on valuation, growth, financial metrics, financial strength, management effectiveness, and margins.

The metrics tab also displays earnings before interest, tax, depreciation and amortization (EBITDA), which can be helpful in identifying the core profitability of the company and in comparing the operating income between companies.

TIP: You can click the button in the upper right corner of the Symbol Hub to shrink the Trade Ticket display and enlarge the Research display.

All data updates daily, and may not exactly match Schwab.com due to differences in timing and data providers. Past performance is no indication (or "guarantee") of future results.