SchrodersLSE:SDR +0.34%75 Pretax Margin % is 27.80% as of Dec. 2025, which is 14% above its 10-year median of 24.46. GuruFocus rates LSE:SDR with a GF Score™ of 75/100 and a GF Value™ of £3.78 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 1,569 Asset Management companies, Schroders ranks worse than 74.89% on this metric.
Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Schroders's Pre-Tax Income for the
six
months ended in Dec. 2025 was £477 Mil. Schroders's Revenue for the
six
months ended in Dec. 2025 was £1,715 Mil. Therefore, Schroders's pretax margin for the quarter that ended in Dec. 2025 was 27.80%.
The historical rank and industry rank for Schroders's Pretax Margin % or its related term are showing as below:
LSE:SDR'
s Pretax Margin % Range Over the Past 10 Years
Min: 16.6 Med: 24.46 Max: 30.27
Current: 20.73
LSE:SDR's Pretax Margin % is ranked worse than 74.89% of 1569
companies
in the Asset Management industry
Industry Median: 89.52
vs LSE:SDR: 20.73
Schroders (LSE:SDR) 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.
Schroders Pretax Margin % Related Terms
Schroders Pretax Margin % Historical Data
* Premium members only.
The historical data trend for Schroders'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.
LSE:SDR vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, Schroders'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.
Schroders Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroders's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Schroders's Pretax 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 Pretax Margin % of 27.80% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Schroders and its competitors. This is 14% above median its historical median of 24.46. Over the past decade, Schroders' Pretax Margin % has ranged from 16.60 to 30.27. According to the industry distribution chart, Schroders ranks #1175 out of 1569 companies in the Asset Management industry, placing it in the top 74.9%.
Is Schroders' Pretax Margin % too high?
Schroders' current Pretax Margin % of 27.80% is 14% above median its 10-year median of 24.46. Over the past 10 years, this metric has ranged from a low of 16.60 to a high of 30.27. The Asset Management industry median Pretax Margin % is 89.52. Schroders' value of 27.80% is 68.9% below this industry median. Based on the distribution chart, Schroders ranks #1175 out of 1569 companies in the Asset Management industry, which is below 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' Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroders ranks #1175 out of 1569 companies for Pretax Margin %. This places Schroders in the lower half of its industry. The industry median Pretax Margin % is 89.52. Schroders' value of 27.80% is 68.9% below this benchmark. Historically, Schroders' own Pretax Margin % has ranged from 16.60 to 30.27 over the past decade. While the company's 10-year median is 24.46 vs. the industry median of 89.52, 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 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. Schroders's current Pretax Margin % of 27.80% is 68.9% 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 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 Schroders 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. Schroders's current Pretax Margin % is 27.80%, which is 14% above median its own 10-year median of 24.46. 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 £3.78, compared to a current price of £5.88 — trading 55.4% above its estimated fair value. The current Pretax Margin % is 27.80%, which is 14% above median its 10-year median of 24.46 and 68.9% below the Asset Management industry median of 89.52. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Schroders (LSE:SDR), the current Pretax Margin % is 27.80% 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 £5.88 is trading 55.4% above its estimated GF Value™ of £3.78.
GuruFocus considers Schroders to be Significantly Overvalued.
Key valuation signals for LSE:SDR:
Pretax Margin %: 27.80% (14% above median its 10-year median of 24.46)
GF Value™: £3.78 vs. price of £5.88 (55.4% above fair value)
Industry Position: 68.9% below the Asset Management median (#1175 of 1569)
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.
75GF Score
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