Business Description
Schroders PLC
ISIN : GB00BP9LHF23
Share Class Description:
SHNWF: Ordinary SharesTotal Employee Number:
6,110Description
Schroders is an independent, UK-based, active asset manager founded in 1804. The majority of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The UK accounts for just under half of Schroders' assets under management, while EMEA for 15%, Asia for 25% and the Americas accounts for 12%. In 2013 Schroders purchased the Cazenove private clients business from JP Morgan, expanding its wealth management business. It recently formed a joint venture with Lloyds Bank, Schroders Personal Wealth, to provide independent financial advice to midmarket clients.
Financial Strength
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 9.06 | |||||
Equity-to-Asset | 0.18 | |||||
Debt-to-Equity | 0.13 | |||||
Debt-to-EBITDA | 0.53 | |||||
Interest Coverage | 27.41 | |||||
Piotroski F-Score | 6/9 | |||||
Altman Z-Score | 0.8 | |||||
Beneish M-Score | -2.43 | |||||
WACC vs ROIC | ||||||
Growth Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 4 | |||||
3-Year EBITDA Growth Rate | 3.8 | |||||
3-Year EPS without NRI Growth Rate | -0.5 | |||||
3-Year FCF Growth Rate | 1 | |||||
3-Year Book Growth Rate | 2.1 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 6.52 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
9-Day RSI | 18.9 | |||||
14-Day RSI | 39.2 | |||||
6-1 Month Momentum % | 21.67 | |||||
12-1 Month Momentum % | 37.48 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 4.39 | |||||
Quick Ratio | 4.39 | |||||
Cash Ratio | 2.96 | |||||
Days Sales Outstanding | 105.54 | |||||
Days Payable | 433.39 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Dividend Growth Rate | 1.3 | |||||
3-Year Average Share Buyback Ratio | 1.3 | |||||
Shareholder Yield % | 3.98 |
Profitability Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 77.16 | |||||
Operating Margin % | 17.49 | |||||
Net Margin % | 19.94 | |||||
EBITDA Margin % | 30.56 | |||||
FCF Margin % | -3.65 | |||||
OCF Margin % | -3.18 | |||||
ROE % | 15.8 | |||||
ROA % | 2.89 | |||||
ROIC % | 2.67 | |||||
3-Year ROIIC % | -1.27 | |||||
ROC (Joel Greenblatt) % | 195.98 | |||||
ROCE % | 4.25 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 13.53 | |||||
Forward PE Ratio | 14.46 | |||||
PE Ratio without NRI | 13.5 | |||||
Shiller PE Ratio | 15.9 | |||||
Price-to-Owner-Earnings | 9.94 | |||||
PEG Ratio | 4.82 | |||||
PS Ratio | 2.7 | |||||
PB Ratio | 2.02 | |||||
Price-to-Tangible-Book | 3 | |||||
EV-to-EBIT | 5.09 | |||||
EV-to-Forward-EBIT | 2.9 | |||||
EV-to-EBITDA | 4.26 | |||||
EV-to-Forward-EBITDA | 2.35 | |||||
EV-to-Revenue | 1.3 | |||||
EV-to-Forward-Revenue | 0.91 | |||||
EV-to-FCF | -35.47 | |||||
Price-to-GF-Value | 1.38 | |||||
Price-to-Projected-FCF | 0.87 | |||||
Price-to-DCF (Earnings Based) | 1.08 | |||||
Price-to-Median-PS-Value | 0.93 | |||||
Price-to-Graham-Number | 1.34 | |||||
Earnings Yield (Greenblatt) % | 19.65 | |||||
FCF Yield % | -1.4 | |||||
Forward Rate of Return (Yacktman) % | 10.35 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Total Annual Return % Â
Schroders PLC Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 4,688.386 | ||
| EPS (TTM) ($) | 0.581 | ||
| Beta | 0.2926 | ||
| 3-Year Sharpe Ratio | 0.34 | ||
| 3-Year Sortino Ratio | 0.58 | ||
| Volatility % | 33.67 | ||
| 14-Day RSI | 39.2 | ||
| 14-Day ATR ($) | 0.000076 | ||
| 20-Day SMA ($) | 7.3 | ||
| 12-1 Month Momentum % | 37.48 | ||
| 52-Week Range ($) | 4.79 - 7.98 | ||
| Shares Outstanding (Mil) | 1,559.32 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Schroders PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Schroders PLC Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| GBP 0.070000 Cash Dividend | 2026-08-06 | In 1 day | ||
| Second quarter earnings conference call for 2026 | 2026-07-30 | 7.30 (+0.00%) | ||
| Second quarter earnings results for 2026 | 2026-07-30 | 7.30 (+0.00%) | ||
| General meeting for 2026 | 2026-04-16 10:30 | 7.30 (+0.00%) | ||
| GBP 0.150000 Cash Dividend | 2026-03-12 | 7.82 (+0.00%) | ||
| Annual report for 2025 | 2026-03-06 | 7.82 (+0.00%) | ||
| Fourth quarter earnings conference call for 2025 | 2026-02-12 09:30 | 5.75 (+0.00%) | ||
| Fourth quarter earnings results for 2025 | 2026-02-12 | 5.75 (+0.00%) | ||
| Schroders Capital Investor Day | 2025-12-02 10:00 | 5.22 (+0.00%) | ||
| GBP 0.065000 Cash Dividend | 2025-08-21 | 5.33 (+0.00%) |
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Schroders PLC Frequently Asked Questions
What is Schroders PLC(SHNWF)'s stock price today?
The current price of SHNWF is $7.30. The 52 week high of SHNWF is $7.98 and 52 week low is $4.79.
When is next earnings date of Schroders PLC(SHNWF)?
The next earnings date of Schroders PLC(SHNWF) is 2027-02-12 Est..
Does Schroders PLC(SHNWF) pay dividends? If so, how much?
Schroders PLC(SHNWF) does not pay dividend.
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