SDRC:LSE-Schroders plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 2,170.00

Change

+45.00 (+2.12)%

Market Cap

GBX 8.59B

Volume

9.39K

Avg Analyst Target

N/A

Avg User Target

GBX
Average Analyst Rating

N/A

Fundamental Analysis

Verdict


Schroders plc (SDRC) Stock Analysis:
Based on the Schroders plc stock forecasts from 0 analysts, the average analyst target price for Schroders plc is not available over the next 12 months. Schroders plc’s average analyst rating is not available. Stock Target Advisor’s own stock analysis of Schroders plc is Slightly Bearish, which is based on 5 positive signals and 8 negative signals. At the last closing, Schroders plc’s stock price was GBX 2,170.00. Schroders plc’s stock price has changed by -95.00% over the past week, -100.00% over the past month and -8.05% over the last year.

No recent analyst target price found for Schroders plc
No recent average analyst rating found for Schroders plc

About

Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. It provides its services to financial institutions, high net worth clients, large corporate, local authority, charitable entities, individuals, pension plans, governmen ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-01-25 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
SMT:LSE Scottish Mortgage Investment T..

+27.00 (+2.66%)

GBX15.06B 2.70 N/A
III:LSE 3i Group plc

+9.00 (+0.69%)

GBX13.26B 4.72 N/A
SDR:LSE Schroders plc

+58.00 (+1.77%)

GBX8.62B 16.59 7.93
HL:LSE Hargreaves Lansdown plc

+31.00 (+2.39%)

GBX6.36B 21.45 15.09
SLA:LSE Standard Life Aberdeen plc

N/A

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

+6.10 (+2.95%)

GBX5.56B 85.60 N/A
ICP:LSE Intermediate Capital Group plc

N/A

GBX5.35B 10.57 9.45
ABDN:LSE Abrdn PLC

+10.20 (+4.45%)

GBX5.19B 3.61 N/A
PSH:LSE Pershing Square Holdings Ltd

+55.00 (+2.12%)

GBX5.17B 178.14 N/A
RCP:LSE RIT Capital Partners plc

+70.00 (+2.90%)

GBX4.00B 3.18 N/A

ETFs Containing SDRC

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 -5.86% 42% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.86% 41% F 40% F
Trailing 12 Months  
Capital Gain -8.05% 24% F 26% F
Dividend Return 3.36% 95% A 93% A
Total Return -4.69% 27% F 32% F
Trailing 5 Years  
Capital Gain -1.14% 35% F 34% F
Dividend Return 20.06% 62% D- 84% B
Total Return 18.92% 49% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 2.27% 32% F 31% F
Dividend Return 3.93% 77% C+ 82% B-
Total Return 6.20% 43% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 16.31% 71% C- 67% D+
Risk Adjusted Return 38.00% 57% F 53% F
Market Capitalization 8.59B 99% A+ 88% B+
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 10.74 24% F 63% D
Price/Book Ratio 1.62 12% F 47% F
Price / Cash Flow Ratio 10.32 50% F 42% F
EV/EBITDA 7.93 71% C- 64% D
Management Effectiveness  
Return on Equity 14.21% 33% F 63% D
Return on Invested Capital 9.94% 90% A- 77% C+
Return on Assets 2.08% 16% F 41% F
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
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 1.23 13% F 26% F
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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

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

Positive free cash flow

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

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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 compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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