SHNWF (Schroders) Momentum Rank : 5 (As of Mar. 02, 2025)

View and export this data going back to 2013. Start your Free Trial

What is Schroders Momentum Rank?

Schroders has the Momentum Rank of 5.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of Schroders's Momentum Rank

For the Asset Management subindustry, Schroders's Momentum Rank, along with its competitors' market caps and Momentum Rank 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's Momentum Rank Distribution in the Asset Management Industry

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

* The bar in red indicates where Schroders's Momentum Rank falls into.

Schroders Momentum Rank Related Terms

Thank you for viewing the detailed overview of Schroders's Momentum Rank provided by GuruFocus.com. Please click on the following links to see related term pages.

Schroders Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Schroders PLC (OTCPK:SHNWF) » Definitions » Momentum Rank

Comparable Companies

Traded in Other Exchanges

SDRl:UK SDR:UK PYXB:Germany

Address

1 London Wall Place, London, GBR, EC2Y 5AU

Website

https://www.schroders.com

Schroders is an independent, U.K.-based, active asset manager founded in 1804. The bulk of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The U.K. accounts for just under half of Schroders' assets under management, while continental Europe and Asia account for 20% each. 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.