Schroders (LSE:SDR) Gross Margin %: 77.77% (As of Dec. 2025) — Near Median


LSE:SDR Schroders PLC LSE:SDR
75 GF Score
Price £5.86
GF Value £3.79
Valuation Significantly Overvalued
! 10 Warning Signs
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What is Schroders Gross Margin %?

Schroders LSE:SDR 75 Gross Margin % is 77.77% as of Dec. 2025, which is 3% below its 10-year median of 79.94. GuruFocus rates LSE:SDR with a GF Score™ of 75/100 and a GF Value™ of £3.79 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 550 Asset Management companies, Schroders ranks better than 65.64% on this metric.

Gross Margin % is calculated as gross profit divided by its revenue. Schroders's Gross Profit for the six months ended in Dec. 2025 was £1,334 Mil. Schroders's Revenue for the six months ended in Dec. 2025 was £1,715 Mil. Therefore, Schroders's Gross Margin % for the quarter that ended in Dec. 2025 was 77.77%.

Warning Sign:

Schroders PLC gross margin has been in long-term decline. The average rate of decline per year is -1.4%.


The historical rank and industry rank for Schroders's Gross Margin % or its related term are showing as below:

LSE:SDR' s Gross Margin % Range Over the Past 10 Years
Min: 77.04   Med: 79.94   Max: 81.97
Current: 77.04


During the past 13 years, the highest Gross Margin % of Schroders was 81.97%. The lowest was 77.04%. And the median was 79.94%.

LSE:SDR's Gross Margin % is ranked better than
65.64% of 550 companies
in the Asset Management industry
Industry Median: 57.9 vs LSE:SDR: 77.04

Schroders had a gross margin of 77.77% for the quarter that ended in Dec. 2025 => Durable competitive advantage

The 5-Year average Growth Rate of Gross Margin for Schroders was -1.40% per year.


Schroders  (LSE:SDR) Gross Margin % Explanation

Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.

Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %

1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key

Schroders had a gross margin of 77.77% for the quarter that ended in Dec. 2025 => Durable competitive advantage


Be Aware

If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.


Schroders Gross Margin % Related Terms


Schroders Gross Margin % Historical Data

* Premium members only.

The historical data trend for Schroders's Gross Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Schroders Gross Margin % Chart

Schroders Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Gross Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 81.20 81.66 79.49 77.27 77.04

Schroders Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Gross Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 79.94 76.82 77.70 76.23 77.77

LSE:SDR vs BLK, BX, KKR: Gross Margin % Comparison

For the Asset Management subindustry, Schroders's Gross Margin %, along with its competitors' market caps and Gross Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Schroders Gross Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroders's Gross Margin % distribution charts can be found below:

* The bar in red indicates where Schroders's Gross Margin % falls into.


LSE:SDR
75GF Score
Schroders PLC LSE:SDR
Gross Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroders Gross Margin % Calculation

Gross Margin is the percentage of Gross Profit out of sales or Revenue.

Schroders's Gross Margin for the fiscal year that ended in Dec. 2025 is calculated as

Gross Margin % (A: Dec. 2025 )=Gross Profit (A: Dec. 2025 ) / Revenue (A: Dec. 2025 )
=2504.3 / 3250.7
=(Revenue - Cost of Goods Sold) / Revenue
=(3250.7 - 746.4) / 3250.7
=77.04 %

Schroders's Gross Margin for the quarter that ended in Dec. 2025 is calculated as


Gross Margin % (Q: Dec. 2025 )=Gross Profit (Q: Dec. 2025 ) / Revenue (Q: Dec. 2025 )
=1334 / 1715.4
=(Revenue - Cost of Goods Sold) / Revenue
=(1715.4 - 381.4) / 1715.4
=77.77 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.

Frequently Asked Questions Learn more about Gross Margin % →
What does a Gross Margin % of 77.77% mean?
Schroders (LSE:SDR) has a Gross Margin % of 77.77% as of Dec. 2025. Gross margin is the ratio of total gross profit to net sales. View historical data on Schroders and its competitors. This is near median its historical median of 79.94. Over the past decade, Schroders' Gross Margin % has ranged from 77.04 to 81.97. According to the industry distribution chart, Schroders ranks #189 out of 550 companies in the Asset Management industry, placing it in the top 34.4%.
Is Schroders' Gross Margin % too high?
Schroders' current Gross Margin % of 77.77% is near median its 10-year median of 79.94. Over the past 10 years, this metric has ranged from a low of 77.04 to a high of 81.97. The Asset Management industry median Gross Margin % is 57.90. Schroders' value of 77.77% is 34.3% above this industry median. Based on the distribution chart, Schroders ranks #189 out of 550 companies in the Asset Management industry, which is above the industry midpoint. Overall, Schroders has a GF Score™ of 75/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Schroders' Gross Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroders ranks #189 out of 550 companies for Gross Margin %. This puts Schroders in the upper half of its industry. The industry median Gross Margin % is 57.90. Schroders' value of 77.77% is 34.3% above this benchmark. Historically, Schroders' own Gross Margin % has ranged from 77.04 to 81.97 over the past decade. While the company's 10-year median is 79.94 vs. the industry median of 57.90, Schroders has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Gross Margin % for an Asset Management company?
The median Gross Margin % among Asset Management companies is 57.90, based on 550 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroders's current Gross Margin % of 77.77% is 34.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on Schroders and its competitors. For the Asset Management industry, the median Gross Margin % is 57.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroders's current Gross Margin % is 77.77%, which is near median its own 10-year median of 79.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroders stock overvalued right now?
Based on GuruFocus' analysis, Schroders (LSE:SDR) is currently considered Significantly Overvalued. The stock's GF Value™ is £3.79, compared to a current price of £5.86 — trading 54.5% above its estimated fair value. The current Gross Margin % is 77.77%, which is near median its 10-year median of 79.94 and 34.3% above the Asset Management industry median of 57.90. Schroders' overall GF Score™ is 75/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For Schroders (LSE:SDR), the current Gross Margin % is 77.77% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Schroders (LSE:SDR) Overvalued in 2026?

Based on GuruFocus' analysis, Schroders stock appears to be overvalued. The current stock price of £5.86 is trading 54.5% above its estimated GF Value™ of £3.79. GuruFocus considers Schroders to be Significantly Overvalued.

Key valuation signals for LSE:SDR:

  • Gross Margin %: 77.77% (near median its 10-year median of 79.94)
  • GF Value™: £3.79 vs. price of £5.86 (54.5% above fair value)
  • GF Score™: 75/100 with 10 warning signs
  • Industry Position: 34.3% above the Asset Management median (#189 of 550)

No single metric tells the full story. See the LSE:SDR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Schroders Business Description

Other Exchanges SDRl:UKPYXB:Germany
Address 1 London Wall Place, London, GBR, EC2Y 5AU
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.
75GF Score

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Gross Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£5.86
Price
£3.79
GF Value