ATR:LSE-Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 418.00

Change

+1.50 (+0.36)%

Market Cap

GBX 0.45B

Volume

0.07M

Avg Analyst Target

N/A

Avg User Target

GBX
Average Analyst Rating

N/A

Fundamental Analysis

Verdict


ATR Stock Forecast & Price:
Based on the Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc stock forecasts from 0 analysts, the average analyst target price for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc is not available over the next 12 months. Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc’s average analyst rating is not available. Stock Target Advisor’s own stock analysis of Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc is Bearish, which is based on 1 positive signals and 7 negative signals. At the last closing, Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc’s stock price was GBX 418.00. Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc’s stock price has changed by +1.21% over the past week, +4.37% over the past month and -16.40% over the last year.

No recent analyst target price found for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc
No recent average analyst rating found for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc

About Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR:LSE)

Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc is a closed ended equity mutual fund launched by Schroder Unit Trusts Limited. The fund is co-managed by Schroder Investment Management Limited and Schroder Investment Management (Singapore) Limited. ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-08-09 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
LGEN:LSE Legal & General Group PLC

-1.60 (-0.59%)

GBX15.92B 8.08 N/A
SMT:LSE Scottish Mortgage Investment T..

-42.00 (-4.58%)

GBX13.04B 1.91 N/A
III:LSE 3I Group PLC

-9.00 (-0.72%)

GBX11.90B 2.95 N/A
SDRC:LSE Schroders plc

-20.00 (-0.80%)

GBX8.03B 12.25 2.70
SDR:LSE Schroders PLC

-20.00 (-0.68%)

GBX8.03B 14.52 2.70
SLA:LSE Standard Life Aberdeen plc

N/A

GBX5.98B 7.37 N/A
MNG:LSE M&G Plc

-2.50 (-1.15%)

GBX5.51B 72.57 N/A
0HZC:LSE Eurazeo

-1.18 (-1.80%)

GBX5.46B 3,550.46 N/A
PSH:LSE Pershing Square Holdings Ltd

-55.00 (-2.02%)

GBX5.35B 2.71 N/A
ICP:LSE Intermediate Capital Group PLC

-48.50 (-3.21%)

GBX4.39B 8.20 9.45

ETFs Containing ATR

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -17.39% 35% F 37% F
Dividend Return 0.02% 40% F 36% F
Total Return -17.37% 35% F 36% F
Trailing 12 Months  
Capital Gain -16.40% 36% F 38% F
Dividend Return 0.02% 26% F 27% F
Total Return -16.38% 36% F 38% F
Trailing 5 Years  
Capital Gain 29.41% 76% C 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 29.41% 70% C- 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.61% 65% D 63% D
Dividend Return 0.01% 3% F 10% F
Total Return 8.62% 57% F 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 19.99% 62% D- 50% F
Risk Adjusted Return 43.13% 70% C- 71% C-
Market Capitalization 0.45B 70% C- 62% D-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.18 26% F 39% F
Price/Book Ratio 0.81 66% D 74% C
Price / Cash Flow Ratio 56.18 13% F 4% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 7.01% 39% F 39% F
Return on Invested Capital -0.34% 26% F 52% F
Return on Assets 4.34% 47% F 60% D-
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Dividend Yield 2.05% 21% F 54% F
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 0.48 65% D 86% B
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector