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SchrodersSHNWF 78 5-Year Yield-on-Cost % is 0.00 as of Aug. 05, 2026. 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 1,112 Asset Management companies, Schroders ranks worse than 70.23% on this metric.
Schroders's yield on cost for the quarter that ended in Jun. 2026 was 0.00.
The historical rank and industry rank for Schroders's 5-Year Yield-on-Cost % or its related term are showing as below:
During the past 13 years, Schroders's highest Yield on Cost was 8.01. The lowest was 0.00. And the median was 4.35.
SHNWF's 5-Year Yield-on-Cost % is not ranked *
in the Asset Management industry.
Industry Median: 6.48 * Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Schroders 5-Year Yield-on-Cost % Related Terms
SHNWF vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Schroders's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroders's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Schroders's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Schroders is calculated as
Schroders (SHNWF) has a 5-Year Yield-on-Cost % of 0.00 as of Aug. 05, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Schroders and its competitors. According to the industry distribution chart, Schroders ranks #781 out of 1112 companies in the Asset Management industry, placing it in the top 70.2%.
Is Schroders' 5-Year Yield-on-Cost % too high?
Schroders' current 5-Year Yield-on-Cost % is 0.00. Based on the distribution chart, Schroders ranks #781 out of 1112 companies in the Asset Management industry, which is below the industry midpoint. Overall, Schroders has a GF Score™ of 78/100, reflecting its overall financial health beyond just this single metric.
How does Schroders' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroders ranks #781 out of 1112 companies for 5-Year Yield-on-Cost %. This places Schroders in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.48. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.48, based on 1,112 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Schroders and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroders's current 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % of 0.00. 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 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Schroders (SHNWF), the current 5-Year Yield-on-Cost % is 0.00 as of Aug. 05, 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:
5-Year Yield-on-Cost %: 0.00
GF Value™: $5.30 vs. price of $7.30 (37.7% above fair value)
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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