Schroder British Opportunities Trust (LSE:SBO) Pretax Margin %: 266.29% (As of Sep. 2025) — 253% Above Median


LSE:SBO Schroder British Opportunities Trust PLC LSE:SBO
39 GF Score
Price £0.69
GF Value £0.69
Valuation Fairly Valued
! 3 Warning Signs
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What is Schroder British Opportunities Trust Pretax Margin %?

Schroder British Opportunities Trust LSE:SBO 39 Pretax Margin % is 266.29% as of Sep. 2025, which is 253% above its 10-year median of 75.48. GuruFocus rates LSE:SBO with a GF Score™ of 39/100 and a GF Value™ of £0.69 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,569 Asset Management companies, Schroder British Opportunities Trust ranks worse than 59.21% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Schroder British Opportunities Trust's Pre-Tax Income for the six months ended in Sep. 2025 was £-0.47 Mil. Schroder British Opportunities Trust's Revenue for the six months ended in Sep. 2025 was £-0.18 Mil. Therefore, Schroder British Opportunities Trust's pretax margin for the quarter that ended in Sep. 2025 was 266.29%.

The historical rank and industry rank for Schroder British Opportunities Trust's Pretax Margin % or its related term are showing as below:

LSE:SBO' s Pretax Margin % Range Over the Past 10 Years
Min: 31.92   Med: 75.48   Max: 75.51
Current: 73.75


LSE:SBO's Pretax Margin % is ranked worse than
59.21% of 1569 companies
in the Asset Management industry
Industry Median: 89.52 vs LSE:SBO: 73.75

Schroder British Opportunities Trust  (LSE:SBO) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Schroder British Opportunities Trust Pretax Margin % Related Terms


Schroder British Opportunities Trust Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Schroder British Opportunities Trust's Pretax 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.

Schroder British Opportunities Trust Pretax Margin % Chart

Schroder British Opportunities Trust Annual Data
Trend Jun21 Mar23 Mar24 Mar25
Pretax Margin %
0.00 75.51 75.48 31.92

Schroder British Opportunities Trust Semi-Annual Data
Jun21 Dec21 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25
Pretax Margin % Get a 7-Day Free Trial Premium Member Only 119.03 92.11 126.14 86.50 266.29

LSE:SBO vs BLK, BX, KKR: Pretax Margin % Comparison

For the Asset Management subindustry, Schroder British Opportunities Trust's Pretax Margin %, along with its competitors' market caps and Pretax 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.


Schroder British Opportunities Trust Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroder British Opportunities Trust's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Schroder British Opportunities Trust's Pretax Margin % falls into.


LSE:SBO
39GF Score
Schroder British Opportunities Trust PLC LSE:SBO
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroder British Opportunities Trust Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Schroder British Opportunities Trust's Pretax Margin for the fiscal year that ended in Mar. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Mar. 2025 )/Revenue (A: Mar. 2025 )
=0.361/1.131
=31.92 %

Schroder British Opportunities Trust's Pretax Margin for the quarter that ended in Sep. 2025 is calculated as

Pretax Margin=Pre-Tax Income (Q: Sep. 2025 )/Revenue (Q: Sep. 2025 )
=-0.474/-0.178
=266.29 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 266.29% mean?
Schroder British Opportunities Trust (LSE:SBO) has a Pretax Margin % of 266.29% as of Sep. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Schroder British Opportunities Trust and its competitors. This is 253% above median its historical median of 75.48. Over the past decade, Schroder British Opportunities Trust's Pretax Margin % has ranged from 31.92 to 75.51. According to the industry distribution chart, Schroder British Opportunities Trust ranks #929 out of 1569 companies in the Asset Management industry, placing it in the top 59.2%.
Is Schroder British Opportunities Trust's Pretax Margin % too high?
Schroder British Opportunities Trust's current Pretax Margin % of 266.29% is 253% above median its 10-year median of 75.48. Over the past 10 years, this metric has ranged from a low of 31.92 to a high of 75.51. The Asset Management industry median Pretax Margin % is 89.52. Schroder British Opportunities Trust's value of 266.29% is 197.5% above this industry median. Based on the distribution chart, Schroder British Opportunities Trust ranks #929 out of 1569 companies in the Asset Management industry, which is below the industry midpoint. Overall, Schroder British Opportunities Trust has a GF Score™ of 39/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder British Opportunities Trust ranks #929 out of 1569 companies for Pretax Margin %. This places Schroder British Opportunities Trust in the lower half of its industry. The industry median Pretax Margin % is 89.52. Schroder British Opportunities Trust's value of 266.29% is 197.5% above this benchmark. Historically, Schroder British Opportunities Trust's own Pretax Margin % has ranged from 31.92 to 75.51 over the past decade. While the company's 10-year median is 75.48 vs. the industry median of 89.52, Schroder British Opportunities Trust 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.52, based on 1,569 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroder British Opportunities Trust's current Pretax Margin % of 266.29% is 197.5% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Schroder British Opportunities Trust and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroder British Opportunities Trust's current Pretax Margin % is 266.29%, which is 253% above median its own 10-year median of 75.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.69 — trading 0.4% above its estimated fair value. The current Pretax Margin % is 266.29%, which is 253% above median its 10-year median of 75.48 and 197.5% above the Asset Management industry median of 89.52. Schroder British Opportunities Trust's overall GF Score™ is 39/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Schroder British Opportunities Trust (LSE:SBO), the current Pretax Margin % is 266.29% as of Sep. 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 Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?

Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be overvalued. The current stock price of £0.69 is trading 0.4% above its estimated GF Value™ of £0.69. GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.

Key valuation signals for LSE:SBO:

  • Pretax Margin %: 266.29% (253% above median its 10-year median of 75.48)
  • GF Value™: £0.69 vs. price of £0.69 (0.4% above fair value)
  • GF Score™: 39/100 with 3 warning signs
  • Industry Position: 197.5% above the Asset Management median (#929 of 1569)

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


Schroder British Opportunities Trust Business Description

Address 1 London Wall Place, London, GBR, EC2Y 5AU
Schroder British Opportunities Trust PLC is an asset management company. Its investment objective is to deliver long-term total returns throughout the company's life by investing in a diversified public equity and private equity portfolio of predominantly UK companies. Its portfolio predominantly consists of securities of UK companies from different sectors such as Software, IT services, Insurance, Hotels, Restaurants & Leisure, Health Care Technology, and others.
39GF Score

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

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