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Overview
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Schroders stock

SDR.L
GB0002405495
929969

Price

3.15
Today +/-
+0.05
Today %
+1.28 %

Schroders stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Schroders stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Schroders stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Schroders stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Schroders's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Schroders Stock Price History

DateSchroders Price
11/22/20243.15 undefined
11/21/20243.11 undefined
11/20/20243.10 undefined
11/19/20243.11 undefined
11/18/20243.13 undefined
11/15/20243.13 undefined
11/14/20243.13 undefined
11/13/20242.99 undefined
11/12/20243.02 undefined
11/11/20243.08 undefined
11/8/20243.02 undefined
11/7/20243.07 undefined
11/6/20243.10 undefined
11/5/20243.14 undefined
11/4/20243.64 undefined
11/1/20243.59 undefined
10/31/20243.44 undefined
10/30/20243.58 undefined
10/29/20243.57 undefined
10/28/20243.59 undefined

Schroders Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Schroders, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Schroders from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Schroders’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Schroders. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Schroders’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Schroders’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Schroders’s growth potential.

Schroders Revenue, EBIT and net profit per share

DateSchroders RevenueSchroders EBITSchroders Net Income
2028e3 B undefined765.06 M undefined569.88 M undefined
2027e2.82 B undefined711.36 M undefined591.28 M undefined
2026e2.87 B undefined762.23 M undefined578.23 M undefined
2025e2.7 B undefined714.37 M undefined532.48 M undefined
2024e2.52 B undefined637.18 M undefined470.63 M undefined
20232.94 B undefined552.6 M undefined402.6 M undefined
20222.89 B undefined618.9 M undefined486.2 M undefined
20212.96 B undefined653.9 M undefined623.8 M undefined
20202.51 B undefined529.1 M undefined486 M undefined
20192.54 B undefined623.5 M undefined495.7 M undefined
20182.63 B undefined690.5 M undefined504.7 M undefined
20172.51 B undefined713.9 M undefined594.4 M undefined
20162.14 B undefined544.8 M undefined490.2 M undefined
20152.04 B undefined552.2 M undefined467.4 M undefined
20141.92 B undefined487 M undefined413.2 M undefined
20131.81 B undefined445 M undefined352.7 M undefined
20121.43 B undefined304.5 M undefined282.9 M undefined
20111.5 B undefined376.9 M undefined315.6 M undefined
20101.44 B undefined341.8 M undefined267.9 M undefined
2009959.4 M undefined134.7 M undefined95.4 M undefined
2008935.8 M undefined98.3 M undefined76.7 M undefined
20071.19 B undefined347.6 M undefined299.7 M undefined
2006967.2 M undefined255.9 M undefined221.3 M undefined
2005808 M undefined213.1 M undefined191.3 M undefined
2004515.8 M undefined86.1 M undefined134 M undefined

Schroders Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (B)DOCUMENTS
19931994199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e2028e
0.340.490.650.660.670.690.610.320.510.470.430.520.810.971.190.940.961.441.51.431.811.922.042.142.512.632.542.512.962.892.942.522.72.872.823
-43.9234.640.921.972.23-10.77-48.1260.06-7.27-9.5320.6156.8919.6823.16-21.492.5750.054.31-5.0626.956.366.194.9417.124.58-3.39-0.9917.79-2.301.56-14.247.316.03-1.476.09
26.7121.0317.7617.1519.0520.6721.2131.13458.55494.49546.60453.2083.7982.5280.5277.5478.1077.4875.8276.8476.1777.7078.3279.8580.0578.8380.8881.9781.2181.6779.5092.6986.3881.4782.6877.93
0.090.10.120.110.130.140.130.100000.680.80.960.730.751.121.141.11.381.51.61.712.012.072.052.062.42.362.3300000
140132139179170167244167-2026491341912212997695267315282352413467490594504495486623486402470532578591569
--5.715.3028.78-5.03-1.7646.11-31.56-111.98-230.0088.46173.4742.5415.7135.29-74.5825.00181.0517.98-10.4824.8217.3313.084.9321.22-15.15-1.79-1.8228.19-21.99-17.2816.9213.198.652.25-3.72
------------------------------------
------------------------------------
0.290.290.290.290.290.290.30.30.30.30.30.290.290.290.290.280.280.280.280.280.280.280.281.651.651.651.651.651.661.61.600000
------------------------------------
Details

Keystats

ⓘ

Revenue and Growth

The Schroders Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Schroders is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (M)OTHER REC. (B)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (B)TANGIBLE ASSETS (M)LONG-T. INVEST. (B)LONG-T. REC. (B)INTANGIBLE ASSETS (M)GOODWILL (B)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (B)PROVISIONS (B)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (B)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
1993199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                             
0.010.010.020.010.010.011.431.150.810.740.460.440.40.440.721.071.522.392.583.34.223.583.292.912.652.583.424.084.413.65
0000008128493758644146534243517724195464.1450.1552.7639637.2674.7716.8856.5685.9764.3
0000001.770.60.530.480.560.480.30.350.270.40.550.330.660.490.060.030.030.040.050.070.080.060.070.130.09
0000000000000000000000000000000
10297144117193199212142126919496122148714222121222221.225.426.827.43642.558.56876.665.4
0.110.110.160.130.20.213.491.921.511.351.171.080.860.991.051.522.122.43.153.123.574.744.083.913.623.393.384.265.075.34.57
29434541466712394103181089132628211916152329.941.866.4162.8249.4652.3590.9560524.1464.3
2.362.822.863.093.042.56.140.550.910.991.361.491.963.412.221.857.229.898.969.6312.1414.1812.241.862.122.442.62.492.722.172.16
3.255.494.843.953.856.390000000000000000.71.011.351.48000000
000000000000615255126222425132117.2108.3152.2230.7291.7371.6396.3365.1689.8630.2
0000000.020.040.050.040.030.020.030.070.10.110.120.120.120.120.360.360.360.450.60.680.760.810.81.241.26
52134424869000000554485667188106115112159.8215.1216.2239.4231.5255.1248.8474.7352.6342.2
5.648.377.797.126.989.026.280.681.061.041.41.512.053.542.452.117.4610.149.239.912.7615.5413.984.114.833.894.644.544.934.974.85
5.758.487.957.257.199.239.762.62.572.392.572.62.924.533.53.639.5812.5412.3713.0216.3420.2818.068.018.467.288.028.791010.289.42
                                                             
129129195195196295295297312306301297299294305292289290283283283282.5282.5282.7282.5282.5282.5282.5282.5322.4322.4
01012031151822273236586173858890119119.4119.4124.2124.2124.2124.2124.2124.284.384.3
0.550.60.650.750.850.881.070.860.790.730.720.781.051.261.441.091.121.321.551.741.992.232.472.693.053.193.413.593.883.843.92
00000000000012-54-282942042511241028381.486.8187.7153.4184.4128.4165.6144.6291.2234.9
0000000000000000585135262424.38.119.312.5000000
0.680.730.850.941.051.171.371.161.111.051.041.11.391.531.771.731.7422.082.242.52.742.973.33.623.783.954.164.444.544.56
0.911.742.491.82.042.313.30.200.030.030.050.060.110.150.110.090.120.110.10.180.160.150.180.20.20.160.160.150.110.14
0.50.930.850.990.711.340.780.230.190.150.130.160.180.190.260.240.240.340.320.310.440.470.490.530.550.620.570.570.750.70.66
1631841611711621771731421661301021135561886175611239411894.4104.3124.4127.186.785.643.869.110088.1
4.224.233.172.532.672.762.281.010.890.761.081.021.441.411.531.861.912.082.192.192.293.133.023.763.753.263.143.623.115.144.2
63270395284253466330002643440000000043.25169.590.30035.931.239.235.3
5.867.357.065.775.837.066.861.581.241.11.351.371.741.772.022.282.312.612.742.73.033.893.824.674.714.153.964.434.116.095.13
0.792.833.172.932.934.463.7300.10.080.0500.0100000000.010.010.010.050.10.380.780.790.340.320.47
31252924192026464410693234333220.40.40.20.115.116.231.580.4138.9128.3
0.440.420.570.690.810.871.423.173.072.360.20.20.241.893.153.686.338.969.249.9111.3213.8111.4813.1214.2111.4612.6712.3315.3810.310.44
1.263.273.773.643.765.355.173.213.212.450.250.210.261.93.163.696.338.969.259.9111.3313.8211.4913.1614.311.8613.4613.1515.810.7711.04
7.1210.6210.829.419.612.412.034.794.453.541.61.5823.675.185.968.6411.5811.9912.6114.3517.7115.317.8319.0216.0117.4217.5919.9216.8516.17
7.811.3511.6710.3610.6413.5813.45.955.564.62.642.693.395.26.957.6910.3813.5714.0614.8416.8520.4418.2821.1322.6419.821.3721.7524.3521.420.73
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of Schroders provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Schroders's financial health and stability.

Assets

Schroders's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Schroders must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Schroders after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Schroders's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (B)CASH FLOW FROM OTHER INVESTING ACTIVITIES (B)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
1993199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
195195197238244231324275-2354111121325534778111381390343429517589618760649624610764586487
91417191721484873421814108101114131412253736466380138168162188212
0000000000000000000000000000000
650422-264-378-144117-423-1,0001495110123189-71225-13162727-2489-311728-577-71-248-28425899310143-898
270-1513-5-10-8017-4-14-8-32115374982-55464460390-291067-19-46-353-39
0453005220001100100000000000000
244965575571586224918503667112394878819310697139148143103137194104194
0.860.64-0.05-0.140.130.37-0.06-0.760.220.10.150.140.090.210.620.130.371.070.430.490.21.320.050.560.590.5110.831.230.97-0.24
-11-25-20-20-25-63-143-103-142-91-1-3-7-11-29-16-6-11-12-12-25-29-38-65-172-204-142-92-89-104-79
-0.072.1-0.560.24-0.130.04-0.441.27-0.46-0.08-0.170.02-0.040.03-0.280.440.33-0.010.130.04-0.02-0.11-0.43-0.29-0.48-0.4-0.160.150.12-0.6-0.23
-0.062.12-0.540.26-0.110.11-0.31.37-0.320.01-0.170.03-0.030.04-0.250.450.34-00.140.050.01-0.08-0.39-0.23-0.31-0.2-0.020.240.21-0.5-0.15
0000000000000000000000000000000
0-1-14-35-110152-15800000000018-180000000-26-44-47-51-52
111112380-190-8-17-147-26-113-6-138-122-38-111-64-51-59-56-74-125-74-107-133-77
-8-20-39-68-50-43107-205-54-72-53-65-88-173-82-200-91-209-250-144-236-242-278-296-328-388-467-431-429-533-479
530000000000-11371900-2-4-1-100000-2053-6-1
-15-23-27-34-41-46-49-54-54-53-53-56-59-63-74-86-84-87-104-104-123-177-226-236-271-313-312-311-328-341-348
0.782.71-0.650.04-0.050.36-0.390.31-0.3-0.06-0.080.1-0.030.050.260.470.570.940.30.35-0.060.91-0.610.16-0.27-0.240.350.580.9-0.07-0.94
846.9614.1-70.6-156.8107.4301.7-204.5-861754.3144.6137.584.7197.5590.9109.4364.81,055.6414.1476.4178.31,292.49.1498.5412.5309.8859.1739.71,144.8868.5-318
0000000000000000000000000000000

Schroders stock margins

The Schroders margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Schroders. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Schroders.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Schroders's sales revenue. A higher gross margin percentage indicates that the Schroders retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Schroders's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Schroders's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Schroders's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Schroders. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Schroders's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Schroders Margin History

Schroders Gross marginSchroders Profit marginSchroders EBIT marginSchroders Profit margin
2028e79.49 %25.54 %19.03 %
2027e79.49 %25.2 %20.95 %
2026e79.49 %26.6 %20.18 %
2025e79.49 %26.44 %19.71 %
2024e79.49 %25.31 %18.69 %
202379.49 %18.82 %13.71 %
202281.66 %21.4 %16.81 %
202181.2 %22.09 %21.08 %
202081.97 %21.06 %19.34 %
201980.9 %24.58 %19.54 %
201878.84 %26.29 %19.22 %
201780.03 %28.42 %23.67 %
201679.85 %25.4 %22.85 %
201578.34 %27.03 %22.88 %
201477.7 %25.31 %21.47 %
201376.17 %24.6 %19.5 %
201276.87 %21.36 %19.85 %
201175.81 %25.09 %21.01 %
201077.52 %23.75 %18.61 %
200978.15 %14.04 %9.94 %
200877.55 %10.5 %8.2 %
200780.5 %29.17 %25.15 %
200682.53 %26.46 %22.88 %
200583.79 %26.37 %23.68 %
200479.49 %16.69 %25.98 %

Schroders Stock Sales Revenue, EBIT, Earnings per Share

The Schroders earnings per share therefore indicates how much revenue Schroders has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Schroders earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Schroders's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Schroders’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Schroders's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Schroders Revenue, EBIT and net profit per share

DateSchroders Sales per ShareSchroders EBIT per shareSchroders Earnings per Share
2028e1.92 undefined0 undefined0.36 undefined
2027e1.81 undefined0 undefined0.38 undefined
2026e1.83 undefined0 undefined0.37 undefined
2025e1.73 undefined0 undefined0.34 undefined
2024e1.61 undefined0 undefined0.3 undefined
20231.83 undefined0.34 undefined0.25 undefined
20221.8 undefined0.39 undefined0.3 undefined
20211.78 undefined0.39 undefined0.38 undefined
20201.52 undefined0.32 undefined0.29 undefined
20191.53 undefined0.38 undefined0.3 undefined
20181.59 undefined0.42 undefined0.31 undefined
20171.52 undefined0.43 undefined0.36 undefined
20161.3 undefined0.33 undefined0.3 undefined
20157.28 undefined1.97 undefined1.67 undefined
20146.89 undefined1.74 undefined1.48 undefined
20136.47 undefined1.59 undefined1.26 undefined
20125.11 undefined1.09 undefined1.01 undefined
20115.33 undefined1.34 undefined1.12 undefined
20105.06 undefined1.2 undefined0.94 undefined
20093.44 undefined0.48 undefined0.34 undefined
20083.33 undefined0.35 undefined0.27 undefined
20074.11 undefined1.2 undefined1.03 undefined
20063.31 undefined0.88 undefined0.76 undefined
20052.75 undefined0.73 undefined0.65 undefined
20041.76 undefined0.29 undefined0.46 undefined

Schroders business model

Schroders PLC is a globally operating asset manager headquartered in London. The company was founded in 1804 by Johann Heinrich Schröder and has since become one of the largest and most prestigious asset managers worldwide, currently managing assets of around 500 billion euros. Schroders is one of the most popular companies on Eulerpool.com.

Schroders SWOT Analysis

Strengths

1. Strong Reputation: Schroders PLC is a reputable global investment management firm, known for its expertise and long-standing presence in the industry.

2. Diverse Product Range: The company offers a wide range of investment products and services, catering to the varying needs of its clients.

3. Experienced Management Team: Schroders PLC is led by a highly experienced and skilled management team, capable of making informed investment decisions.

Weaknesses

1. Concentrated Geographic Presence: The company's operations are primarily concentrated in Europe, which exposes it to regional economic uncertainties and regulatory risks.

2. Reliance on Market Fluctuations: Schroders PLC's profitability heavily relies on favorable market conditions, and it may face challenges during market downturns.

3. Client Dependency: The company's revenue is dependent on a relatively small number of key clients, posing a risk if any significant client relationships are terminated.

Opportunities

1. Growth in Emerging Markets: Expanding into emerging markets presents an opportunity for Schroders PLC to tap into new client bases and diversify its revenue streams.

2. Increasing Demand for Sustainable Investments: The growing interest in sustainable investing offers a chance for the company to develop and promote environmentally and socially responsible products.

3. Technological Advancements: Utilizing emerging technologies, such as artificial intelligence and data analytics, can enhance the company's investment decision-making process and overall efficiency.

Threats

1. Intense Competition: The investment management industry is highly competitive, with numerous players vying for market share and potentially leading to a pricing pressure.

2. Regulatory Changes: Evolving regulatory frameworks and compliance standards can increase operational costs and create barriers to entry, potentially impacting Schroders PLC's operations.

3. Economic Volatility: Global economic uncertainties and market fluctuations can impact the company's investment performance and financial results.

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Schroders Eulerpool Fair Value

Details

Fair Value

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Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Schroders historical P/E ratio, EBIT multiple, and P/S ratio

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Schroders shares outstanding

The number of shares was Schroders in 2023 — This indicates how many shares 1.604 B is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
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Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Schroders earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Schroders's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Schroders’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Schroders's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Schroders stock splits

In Schroders's history, there have been no stock splits.

Schroders dividend history and estimates

In 2023, Schroders paid a dividend amounting to 0.22 GBP. Dividend means that Schroders distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
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Dividend

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Dividend Overview

The dividend per year chart for Schroders provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Schroders’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Schroders's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Schroders Dividend History

DateSchroders Dividend
2028e0.15 undefined
2027e0.15 undefined
2026e0.15 undefined
2025e0.15 undefined
2024e0.15 undefined
20230.22 undefined
20221.22 undefined
20211.16 undefined
20201.14 undefined
20191.14 undefined
20181.14 undefined
20170.98 undefined
20160.87 undefined
20150.65 undefined
20140.12 undefined
20130.09 undefined
20120.07 undefined
20110.07 undefined
20100.06 undefined
20090.06 undefined
20080.06 undefined
20070.13 undefined
20060.04 undefined
20050.16 undefined
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Schroders dividend payout ratio

In 2023, Schroders had a payout ratio of 366.36%. The payout ratio indicates the percentage of the company's profits that Schroders distributes as dividends.

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Payout ratio
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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Schroders represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Schroders could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Schroders's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Schroders Payout Ratio History

DateSchroders Payout ratio
2028e370.2 %
2027e367.43 %
2026e367.16 %
2025e376.02 %
2024e359.1 %
2023366.36 %
2022402.59 %
2021308.36 %
2020388.14 %
2019380.28 %
2018373.49 %
2017272.62 %
2016292.84 %
201539.32 %
20148.43 %
20136.9 %
20127.29 %
20116.58 %
20106.43 %
200917.22 %
200821.69 %
200712.92 %
20065.47 %
200525.11 %
20048.01 %
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Unfortunately, there are currently no price targets and forecasts available for Schroders.

Schroders latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240.16 0.15  (-10.16 %)2024 Q2
12/31/20230.16 0.15  (-5.11 %)2023 Q4
6/30/20230.15 0.17  (7.56 %)2023 Q2
12/31/20220.17 0.13  (-26.76 %)2022 Q4
6/30/20220.16 0.17  (6.75 %)2022 Q2
6/30/20210.18 0.2  (8.02 %)2021 Q2
12/31/20200.16 0.19  (21.29 %)2020 Q4
6/30/20200.15 0.14  (-1.18 %)2020 Q2
12/31/20190.17 0.17  (1.42 %)2019 Q4
6/30/20190.17 0.16  (-0.18 %)2019 Q2
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Eulerpool ESG Scorecard© for the Schroders stock

Eulerpool World ESG Rating (EESG©)

83/ 100

🌱 Environment

99

👫 Social

91

🏛️ Governance

59

Environment

Scope 1 - Direct Emissions
789
Scope 2 - Indirect emissions from purchased energy
3,711
Scope 3 - Indirect emissions within the value chain
118,116
Total CO₂ emissions
4,500
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees42.6
Percentage of women in management
Percentage of Asian employees19
Share of Asian management16
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees2
Black Management Share1
Percentage of white employees45
White Management Share57
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Schroders shareholders

%
Name
Stocks
Change
Date
24.95012 % Vincitas Ltd389,738,29802/28/2024
15.70224 % Veritas, Ltd.245,279,97502/28/2024
5.18069 % Harris Associates L.P.80,925,99202/28/2024
5.17479 % Silchester International Investors, L.L.P.80,833,87602/28/2024
5.15236 % Lindsell Train Limited80,483,50002/28/2024
3.56275 % HSBC Global Asset Management (UK) Limited55,652,58602/28/2024
3.55296 % Kadoorie (Michael David)55,499,64502/28/2024
1.62631 % The Vanguard Group, Inc.25,404,130293,0696/27/2024
1.42963 % BlackRock Institutional Trust Company, N.A.22,331,822-9,28010/1/2024
1.37524 % RBC Global Asset Management (UK) Limited21,482,229-7,036,1683/27/2023
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Schroders Executives and Management Board

Mr. Peter Harrison

(54)
Schroders Group Chief Executive Officer, Executive Director (since 2013)
Compensation 4.7 M

Dame Elizabeth Corley

Schroders Independent Non-Executive Chairman of the Board
Compensation 449,000

Mrs. Rhian Davies

(56)
Schroders Independent Non-Executive Director
Compensation 146,000

Mr. Matthew Westerman

Schroders Independent Non-Executive Director
Compensation 137,000

Mr. Ian King

Schroders Senior Independent Non-Executive Director
Compensation 123,000
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Schroders Supply Chain

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SupplierCustomer -0,29-0,73-0,72
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SupplierCustomer 0,290,780,750,86
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SupplierCustomer -0,020,78
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Raven Property Group
SupplierCustomer 0,300,780,750,24
Air Partner plc Stock
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SupplierCustomer -0,23-0,49-0,79-0,78-0,17
Ilika Stock
Ilika
SupplierCustomer0,920,950,680,740,450,68
MJ Hudson Group Stock
MJ Hudson Group
SupplierCustomer0,91-0,160,43
Johnson Electric Holdings Stock
Johnson Electric Holdings
SupplierCustomer0,910,930,390,840,820,57
Games Workshop Group Stock
Games Workshop Group
SupplierCustomer0,900,820,600,850,860,52
TP ICAP Group Stock
TP ICAP Group
SupplierCustomer0,900,960,360,510,63-0,29
1
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3
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5
...
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Most common questions regarding Schroders

What values and corporate philosophy does Schroders represent?

Schroders PLC is a leading global investment management firm. The company is guided by a set of strong values and a corporate philosophy that drives its success. Schroders PLC is committed to delivering excellent investment performance for its clients. It places utmost importance on integrity, professionalism, and transparency in all its dealings. The company believes in long-term sustainable growth and aims to create value for its shareholders. With a client-centric approach, Schroders PLC focuses on building trusted relationships and delivering innovative solutions. Through its comprehensive expertise and a strong global network, the company seeks to help clients achieve their financial goals with confidence.

In which countries and regions is Schroders primarily present?

Schroders PLC is primarily present in multiple countries and regions across the globe. The company has a strong international presence, with offices and operations in major financial hubs such as the United Kingdom, Europe, North America, Asia Pacific, and the Middle East. With its headquarters in London, Schroders PLC offers investment management services to clients worldwide. The company's global reach allows it to cater to a diverse range of investors and provide investment solutions tailored to specific regional requirements. Schroders PLC's presence across different countries enables it to leverage its expertise and deliver value to its clients on a global scale.

What significant milestones has the company Schroders achieved?

Schroders PLC has achieved several significant milestones throughout its history. One notable milestone was the establishment of the company in 1804, making it one of the oldest and most prominent financial institutions globally. Another milestone was the expansion of Schroders PLC into international markets, which helped it become a leading asset manager with a strong global presence. Additionally, the company has consistently delivered strong financial performance and has been recognized for its commitment to sustainable and responsible investing. Schroders PLC continues to innovate and grow, providing investment solutions to individual and institutional clients worldwide.

What is the history and background of the company Schroders?

Schroders PLC is a renowned global investment management firm with a rich history and strong background. Founded in 1804, Schroders has a legacy of over 200 years in the financial industry. The company has successfully evolved and expanded its operations, becoming one of the leading asset management firms worldwide. Schroders PLC offers a wide range of investment services, including asset management, wealth management, and private banking, catering to institutional investors, corporations, and individual clients. With a commitment to delivering long-term value, Schroders PLC has established a solid reputation and continues to thrive in the ever-changing financial landscape.

Who are the main competitors of Schroders in the market?

Schroders PLC faces competition from prominent players in the market such as BlackRock Inc., J.P. Morgan Asset Management, and Vanguard Group Inc. These companies also operate in the asset management industry and offer a range of investment solutions to clients. Despite competition, Schroders PLC has successfully carved out a niche for itself and remains a robust player in the market, consistently delivering value to its shareholders and clients.

In which industries is Schroders primarily active?

Schroders PLC is primarily active in the financial services industry. With a strong focus on asset management, the company offers a wide range of investment products and services to institutional and retail clients globally. Schroders PLC leverages its experience and expertise to provide innovative solutions in areas such as wealth management, private banking, and investment management. As a leading player in the industry, Schroders PLC has earned a solid reputation for delivering exceptional investment performance and robust financial solutions tailored to the needs of its clients.

What is the business model of Schroders?

Schroders PLC operates as a global asset management company. With a focus on investment management, the company offers a wide range of financial products and services to institutional and retail investors. Schroders PLC's business model revolves around providing investment solutions, including equities, fixed income, multi-asset, and alternative investments, tailored to meet clients' investment objectives. The company prides itself on its expertise, research capabilities, and commitment to delivering sustainable and long-term value. Schroders PLC’s dedication to client service, innovation, and disciplined investment processes contributes to its strong market position and reputation within the financial industry.

What is the P/E ratio of Schroders 2024?

The Schroders P/E ratio is 10.74.

What is the P/S ratio of Schroders 2024?

The Schroders P/S ratio is 2.01.

What is the Quality Investing of Schroders?

The Quality Investing for Schroders is 4/10.

What is the revenue of Schroders 2024?

The expected Schroders revenue is 2.52 B GBP.

How high is the profit of Schroders 2024?

The expected Schroders profit is 470.63 M GBP.

What is the business model of Schroders

The Swiss asset management firm Schroders PLC has been a significant player in the financial industry for over two centuries. With its extensive experience in asset management, the company is able to offer a wide range of services and products. Schroders PLC operates in three main areas: asset management, wealth management, and alternative investments. Asset management is the core of Schroders PLC's business. The company offers investment management services in various asset classes such as stocks, bonds, multi-asset, and alternatives. Products include individual investments, institutional investments, and funds. Schroders PLC's wealth management business focuses on affluent individuals and families. The bank offers tailored wealth management and financing products specifically designed to meet the client's needs. Services include asset management, portfolio management, family wealth management, and tax planning. Alternative investments include private equity, real estate, infrastructure, and hedge funds. These asset classes offer the opportunity for higher returns than traditional asset classes, but also come with higher risks. Schroders PLC has extensive experience in managing alternatives, including fund creation and customized solutions. Schroders PLC also has a global presence. The company has offices in Europe, Asia, North America, South America, the Middle East, and Africa. This global presence allows Schroders PLC to serve clients in various markets. Schroders PLC employs around 5,000 employees worldwide. An important aspect of Schroders PLC's business model is its focus on ESG principles (Environmental, Social, and Governance). The company considers environmental impact, social responsibility, and governance aspects when selecting investments. Schroders PLC also has a comprehensive corporate social responsibility strategy aimed at making a positive impact on society and the environment. In summary, Schroders PLC offers a wide range of services and products in asset management, wealth management, and alternative investments. The company operates globally and has extensive experience in asset management. With a focus on ESG principles and corporate social responsibility, Schroders PLC offers a forward-thinking and responsible approach to asset management.

What is the Schroders dividend?

Schroders pays a dividend of 1.22 GBP distributed over payouts per year.

How often does Schroders pay dividends?

The dividend cannot currently be calculated for Schroders or the company does not pay out a dividend.

What is the Schroders ISIN?

The ISIN of Schroders is GB0002405495.

What is the Schroders WKN?

The WKN of Schroders is 929969.

What is the Schroders ticker?

The ticker of Schroders is SDR.L.

How much dividend does Schroders pay?

Over the past 12 months, Schroders paid a dividend of 0.22 GBP . This corresponds to a dividend yield of about 6.83 %. For the coming 12 months, Schroders is expected to pay a dividend of 0.15 GBP.

What is the dividend yield of Schroders?

The current dividend yield of Schroders is 6.83 %.

When does Schroders pay dividends?

Schroders pays a quarterly dividend. This is distributed in the months of April, September, April, September.

How secure is the dividend of Schroders?

Schroders paid dividends every year for the past 25 years.

What is the dividend of Schroders?

For the upcoming 12 months, dividends amounting to 0.15 GBP are expected. This corresponds to a dividend yield of 4.72 %.

In which sector is Schroders located?

Schroders is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Schroders kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Schroders from 9/26/2024 amounting to 0.065 GBP, you needed to have the stock in your portfolio before the ex-date on 8/22/2024.

When did Schroders pay the last dividend?

The last dividend was paid out on 9/26/2024.

What was the dividend of Schroders in the year 2023?

In the year 2023, Schroders distributed 1.22 GBP as dividends.

In which currency does Schroders pay out the dividend?

The dividends of Schroders are distributed in GBP.

All fundamentals about Schroders

Our stock analysis for Schroders Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Schroders Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.