SchrodersLSE:SDR +0.09%75 OCF Margin % is 4.85% as of Dec. 2025, which is 84% below its 10-year median of 30.63. 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 1,461 Asset Management companies, Schroders ranks better than 57.77% on this metric.
The historical rank and industry rank for Schroders's OCF Margin % or its related term are showing as below:
LSE:SDR'
s OCF Margin % Range Over the Past 10 Years
Min: -8.11 Med: 30.63 Max: 41.7
Current: 28.13
During the past 13 years, the highest OCF Margin % of Schroders was 41.70%. The lowest was -8.11%. And the median was 30.63%.
LSE:SDR's OCF Margin % is ranked better than 57.77% of 1461
companies
in the Asset Management industry
Industry Median: 15.72
vs LSE:SDR: 28.13
Schroders OCF Margin % Related Terms
Schroders OCF Margin % Historical Data
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The historical data trend for Schroders's OCF 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.
For the Asset Management subindustry, Schroders's OCF Margin %, along with its competitors' market caps and OCF 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 OCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroders's OCF Margin % distribution charts can be found below:
* The bar in red indicates where Schroders's OCF Margin % falls into.
* 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 (LSE:SDR) has a OCF Margin % of 4.85% as of Dec. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Schroders and its competitors. This is 84% below median its historical median of 30.63. According to the industry distribution chart, Schroders ranks #617 out of 1461 companies in the Asset Management industry, placing it in the top 42.2%.
Is Schroders' OCF Margin % too high?
Schroders' current OCF Margin % of 4.85% is 84% below median its 10-year median of 30.63. The Asset Management industry median OCF Margin % is 15.72. Schroders' value of 4.85% is 69.1% below this industry median. Based on the distribution chart, Schroders ranks #617 out of 1461 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' OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroders ranks #617 out of 1461 companies for OCF Margin %. This puts Schroders in the upper half of its industry. The industry median OCF Margin % is 15.72. Schroders' value of 4.85% is 69.1% below this benchmark. While the company's 10-year median is 30.63 vs. the industry median of 15.72, Schroders has consistently been below 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 OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.72, based on 1,461 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroders's current OCF Margin % of 4.85% is 69.1% below 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 OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Schroders and its competitors. For the Asset Management industry, the median OCF Margin % is 15.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroders's current OCF Margin % is 4.85%, which is 84% below median its own 10-year median of 30.63. 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 OCF Margin % is 4.85%, which is 84% below median its 10-year median of 30.63 and 69.1% below the Asset Management industry median of 15.72. 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 OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Schroders (LSE:SDR), the current OCF Margin % is 4.85% 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:
OCF Margin %: 4.85% (84% below median its 10-year median of 30.63)
GF Value™: £3.79 vs. price of £5.86 (54.5% above fair value)
Industry Position: 69.1% below the Asset Management median (#617 of 1461)
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 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.
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