Business Description

Schroders PLC logo
Schroders PLC

ISIN : GB0002405495
https://www.schroders.com
1 London Wall Place, London, GBR, EC2Y 5AU
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LSE:ICGLSE:FCITLSE:MNGLSE:HL.LSE:PCTLSE:ATSTLSE:UKWLSE:3INLSE:EMGLSE:RCPBLKBXKKROSTO:INVE AAPOTSX:BNBKAMPLSE:IIIXSWX:PGHN
Traded in other countries / regions
SDR.UKPYXB.GermanySHNWF.USA
IPO Date
2007-04-27
Description
Schroders is an independent, U.K.-based, active asset manager founded in 1804. The bulk of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The U.K. accounts for just under half of Schroders' assets under management, while continental Europe and Asia account for 20% each. 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. Wealth management makes up around 15% of earnings and revenue.

Financial Strength

6/10
Name Current Vs Industry Vs History
Cash-To-Debt 15.11
Equity-to-Asset 0.21
Debt-to-Equity 0.07
Debt-to-EBITDA 0.41
Interest Coverage N/A
N/A
N/A
Piotroski F-Score 4/9
0
1
2
3
4
5
6
7
8
9
Altman Z-Score 1
Distress
Grey
Safe
Beneish M-Score -2.24
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC

Growth Rank

7/10
Name Current Vs Industry Vs History
3-Year Revenue Growth Rate 6.4
3-Year EBITDA Growth Rate 4.5
3-Year EPS without NRI Growth Rate -1.6
3-Year Book Growth Rate -1.9
Future 3-5Y EPS without NRI Growth Rate 8.6
Future 3-5Y Total Revenue Growth Rate 5

Momentum Rank

5/10
Name Current Vs Industry Vs History

Liquidity Ratio

Name Current Vs Industry Vs History
Current Ratio 6.66
Quick Ratio 6.66
Cash Ratio 4.97
Days Sales Outstanding 66.1
Days Payable 287.41

Dividend & Buy Back

Name Current Vs Industry Vs History
3-Year Dividend Growth Rate 3.5
3-Year Average Share Buyback Ratio -5.2
Shareholder Yield % 8.73

Profitability Rank

7/10
Name Current Vs Industry Vs History
Gross Margin % 79.49
Operating Margin % 18.97
Net Margin % 13.71
FCF Margin % -10.88
ROE % 9.32
ROA % 1.9
ROIC % 2.97
ROC (Joel Greenblatt) % 112.84
ROCE % 2.77
Years of Profitability over Past 10-Year 10

GF Value Rank

10/10
Name Current Vs Industry Vs History
PE Ratio 14.6
Forward PE Ratio 11.45
PE Ratio without NRI 11.15
Shiller PE Ratio 9.9
PEG Ratio 5.07
PS Ratio 1.93
PB Ratio 1.3
Price-to-Tangible-Book 2.28
EV-to-EBIT 2.38
EV-to-EBITDA 1.73
EV-to-Revenue 0.45
EV-to-FCF -3.77
Price-to-Projected-FCF 0.63
Price-to-Median-PS-Value 0.53
Earnings Yield (Greenblatt) % 41.93
FCF Yield % -5.58
Forward Rate of Return (Yacktman) % 12.59

Financials (Next Earnings Date:2024-07-26 Est.)

XTER:PYX's 30-Y Financials
AAPL
Income Statement Breakdown
No Enough Data
AAPL
Balance Sheet Breakdown
No Enough Data
AAPL
Cashflow Statement Breakdown
No Enough Data

Historical Operating Revenue by Business Segment

Historical Operating Revenue by Geographic Region

5-Step DuPont Analysis as of
No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:
Interactive Chart
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Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Schroders PLC Executives

Details

GF Value: €24.56

XTER:PYX

Valuation Chart

Year:

Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil €) 3,415.675
EPS (TTM) (€) 0
Beta 0
Volatility % 0
14-Day RSI 0
14-Day ATR (€) 0
20-Day SMA (€) 0
12-1 Month Momentum % 0
52-Week Range (€) 18.91 - 18.91
Shares Outstanding (Mil) 282.74

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 4
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

Financials Calendars
Event Date Price(€)
No Event Data

Schroders PLC Frequently Asked Questions

What is Schroders PLC(XTER:PYX)'s stock price today?
The current price of XTER:PYX is €18.91. The 52 week high of XTER:PYX is €18.91 and 52 week low is €18.91.
When is next earnings date of Schroders PLC(XTER:PYX)?
The next earnings date of Schroders PLC(XTER:PYX) is 2024-07-26 Est..
Does Schroders PLC(XTER:PYX) pay dividends? If so, how much?
Schroders PLC(XTER:PYX) does not pay dividend.

Press Release

Subject Date
No Press Release
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