Schroders (LSE:SDR) Moat Score: 5/10 (As of Jul. 06, 2026)


LSE:SDR Schroders PLC LSE:SDR
75 GF Score
Price £5.87
GF Value £3.77
Valuation Significantly Overvalued
! 10 Warning Signs
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What is Schroders Moat Score?

Schroders LSE:SDR +0.09% 75 Moat Score is 5 as of Jul. 06, 2026. GuruFocus rates LSE:SDR with a GF Score™ of 75/100 and a GF Value™ of £3.77 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 1,699 Asset Management companies, Schroders ranks better than 98.06% on this metric.

Schroders has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Schroders has Narrow Moat: Schroders PLC has a solid narrow moat due to its strong brand and customer loyalty in asset management. It benefits from economies of scale and a robust distribution network. However, the competitive nature of the financial services industry limits its pricing power and regulatory barriers.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Schroders might have Narrow Moat - Solid narrow moat.

Schroders  (LSE:SDR) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Schroders Moat Score Related Terms

LSE:SDR vs BLK, BX, KKR: Moat Score Comparison

For the Asset Management subindustry, Schroders's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

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

* The bar in red indicates where Schroders's Moat Score falls into.


LSE:SDR
75GF Score
Schroders PLC LSE:SDR
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Schroders (LSE:SDR) has a Moat Score of 5 as of Jul. 06, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Schroders ranks #33 out of 1699 companies in the Asset Management industry, placing it in the top 1.9%.
Is Schroders' Moat Score too high?
Schroders' current Moat Score is 5. Based on the distribution chart, Schroders ranks #33 out of 1699 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. 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' Moat Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroders ranks #33 out of 1699 companies for Moat Score. This places Schroders in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Schroders's current Moat Score is 5. 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 £3.77, compared to a current price of £5.87 — trading 55.7% above its estimated fair value. The current Moat Score is 5. 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 Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Schroders (LSE:SDR), the current Moat Score is 5 as of Jul. 06, 2026. 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 £5.87 is trading 55.7% above its estimated GF Value™ of £3.77. GuruFocus considers Schroders to be Significantly Overvalued.

Key valuation signals for LSE:SDR:

  • Moat Score: 5
  • GF Value™: £3.77 vs. price of £5.87 (55.7% above fair value)
  • GF Score™: 75/100 with 10 warning signs

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

£5.87
Price
£3.77
GF Value