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SchrodersSHNWF 78 Return-on-Tangible-Equity is 20.98% as of Jun. 2026, which is 11% above its 10-year median of 18.91. GuruFocus rates SHNWF with a GF Score™ of 78/100 and a GF Value™ of $5.30. The stock has 10 warning signs investors should review. Among 1,592 Asset Management companies, Schroders ranks better than 82.41% on this metric.
Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Schroders's annualized net income for the quarter that ended in Jun. 2026 was $812 Mil. Schroders's average shareholder tangible equity for the quarter that ended in Jun. 2026 was $3,871 Mil. Therefore, Schroders's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 was 20.98%.
The historical rank and industry rank for Schroders's Return-on-Tangible-Equity or its related term are showing as below:
SHNWF'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 16.33 Med: 18.91 Max: 25.26
Current: 25.26
During the past 13 years, Schroders's highest Return-on-Tangible-Equity was 25.26%. The lowest was 16.33%. And the median was 18.91%.
SHNWF's Return-on-Tangible-Equity is ranked better than 82.41% of 1592
companies
in the Asset Management industry
Industry Median: 7.36
vs SHNWF: 25.26
Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.
Be Aware
Net Income is used.
Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.
Schroders Return-on-Tangible-Equity Related Terms
Schroders Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Schroders's Return-on-Tangible-Equity 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.
SHNWF vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Schroders's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroders's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Schroders's Return-on-Tangible-Equity 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.
In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Jun. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 20.98% mean?
Schroders (SHNWF) has a Return-on-Tangible-Equity of 20.98% as of Jun. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Schroders and its competitors. This is 11% above median its historical median of 18.91. Over the past decade, Schroders' Return-on-Tangible-Equity has ranged from 16.33 to 25.26. According to the industry distribution chart, Schroders ranks #280 out of 1592 companies in the Asset Management industry, placing it in the top 17.6%.
Is Schroders' Return-on-Tangible-Equity too high?
Schroders' current Return-on-Tangible-Equity of 20.98% is 11% above median its 10-year median of 18.91. Over the past 10 years, this metric has ranged from a low of 16.33 to a high of 25.26. The Asset Management industry median Return-on-Tangible-Equity is 7.36. Schroders' value of 20.98% is 185.1% above this industry median. Based on the distribution chart, Schroders ranks #280 out of 1592 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 78/100, reflecting its overall financial health beyond just this single metric.
How does Schroders' Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroders ranks #280 out of 1592 companies for Return-on-Tangible-Equity. This places Schroders in the top 18% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.36. Schroders' value of 20.98% is 185.1% above this benchmark. Historically, Schroders' own Return-on-Tangible-Equity has ranged from 16.33 to 25.26 over the past decade. While the company's 10-year median is 18.91 vs. the industry median of 7.36, Schroders 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 Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.36, based on 1,592 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroders's current Return-on-Tangible-Equity of 20.98% is 185.1% 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Schroders and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroders's current Return-on-Tangible-Equity is 20.98%, which is 11% above median its own 10-year median of 18.91. 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?
Schroders (SHNWF) has a current Return-on-Tangible-Equity of 20.98%. The stock's GF Value™ is $5.30, compared to a current price of $7.30 — trading 37.7% above its estimated fair value. The current Return-on-Tangible-Equity is 20.98%, which is 11% above median its 10-year median of 18.91 and 185.1% above the Asset Management industry median of 7.36. Schroders' overall GF Score™ is 78/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Schroders (SHNWF), the current Return-on-Tangible-Equity is 20.98% as of Jun. 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 (SHNWF) Overvalued in 2026?
Based on GuruFocus' analysis, Schroders stock appears to be overvalued.
The current stock price of $7.30 is trading 37.7% above its estimated GF Value™ of $5.30.
Key valuation signals for SHNWF:
Return-on-Tangible-Equity: 20.98% (11% above median its 10-year median of 18.91)
GF Value™: $5.30 vs. price of $7.30 (37.7% above fair value)
Industry Position: 185.1% above the Asset Management median (#280 of 1592)
No single metric tells the full story. See the SHNWF 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.
78GF Score
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