Schroders (STU:PYXB) ROCE %: 4.90% (As of Dec. 2025)

What is Schroders ROCE %?

Schroders STU:PYXB +0.66% 75 ROCE % is 4.90% as of Dec. 2025. GuruFocus rates STU:PYXB with a GF Score™ of 75/100 and a GF Value™ of €4.39 (Significantly Overvalued). The stock has 10 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Schroders's annualized ROCE % for the quarter that ended in Dec. 2025 was 4.90%.

Schroders (STU:PYXB) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Schroders ROCE % Related Terms

Schroders ROCE % Historical Data

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The historical data trend for Schroders's ROCE % 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.

Schroders ROCE % Chart

Schroders Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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3.27

2.71

3.15

3.87

4.09

Schroders Semi-Annual Data
	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24	Dec24	Jun25	Dec25
ROCE %	Get a 7-Day Free Trial															2.81	3.20	3.35	2.31	4.90

75GF Score

Schroders PLC STU:PYXB

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

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Schroders ROCE % Calculation

Schroders's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	797.067	/	( ( (25293.495 - 7168.174)	+	(28138.214 - 7324.965) )	/ 2 )
	=	797.067	/	( (18125.321	+	20813.249)	/ 2 )
	=	797.067	/	19469.285
	=	4.09 %

Schroders's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	1114.43	/	( ( (26166.578 - 1516.721)	+	(28138.214 - 7324.965) )	/ 2 )
	=	1114.43	/	( ( 24649.857	+	20813.249 )	/ 2 )
	=	1114.43	/	22731.553
	=	4.90 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 4.90% mean?

Schroders (STU:PYXB) has a ROCE % of 4.90% as of Dec. 2025.

Is Schroders' ROCE % too high?

Schroders' current ROCE % is 4.90%. The Asset Management industry median ROCE % is 4.46. Schroders' value of 4.90% is 9.9% above this industry median. 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' ROCE % compare to BLK and BX?

Schroders' ROCE % of 4.90% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. Schroders' value of 4.90% is 9.9% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.46, based on 705 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroders's current ROCE % of 4.90% is 9.9% 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 ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroders's current ROCE % is 4.90%. 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 (STU:PYXB) is currently considered Significantly Overvalued. The stock's GF Value™ is €4.39, compared to a current price of €6.86 — trading 56.2% above its estimated fair value. The current ROCE % is 4.90% and 9.9% above the Asset Management industry median of 4.46. 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 ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Schroders (STU:PYXB), the current ROCE % is 4.90% 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 (STU:PYXB) Overvalued in 2026?

Based on GuruFocus' analysis, Schroders stock appears to be overvalued. The current stock price of €6.86 is trading 56.2% above its estimated GF Value™ of €4.39. GuruFocus considers Schroders to be Significantly Overvalued.

Key valuation signals for STU:PYXB:

ROCE %: 4.90%
GF Value™: €4.39 vs. price of €6.86 (56.2% above fair value)
GF Score™: 75/100 with 10 warning signs
Industry Position: 9.9% above the Asset Management median

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

Schroders Business Description

Industry Financial Services Asset Management

Comparable Companies LSE:MNG LSE:PCT LSE:FCIT LSE:STJ LSE:ALW LSE:ICG LSE:ABDN LSE:3IN LSE:JGGI LSE:ROSE BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT AMP LSE:III

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

€6.86

Price

€4.39

GF Value

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