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Equity
SDR
+0.0 · +0.00%
GBX · LSE

Schroders PLC(SDR) Stock Analysis | Financial Services

GBX --+0.00%
Reward52Moderate
Risk32Moderate
75%Data
Strong 19% profit margin · 3.8% dividend yield · Revenue growing 16% YoY
Deep Value
Market Cap:9.11Bn
ⓘ
Reward Rating
52
Moderate
Reward Assessment
75% data coverage
Bottom 50% of stocksView factors
ⓘ
Risk Rating
32
Moderate
Risk Assessment

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on SDR to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for SDR, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: 542p.

What is Schroders PLC?

Schroders plc is a publicly owned investment manager.

SDR · Verdict

Moderate reward · moderate risk

SDR stands out on balance sheet and profitability, but watch the growth signal.

Based on 88% data coverage

SDR · Verdict

What’s working & what to watch

Strengths 4

  • Balance sheet92/100

    Interest covered 29.8×

  • Profitability80/100

    22% net margin · 16% ROE

  • Cash flow79/100

    23% free-cash-flow margin

  • Valuation76/100

    P/E 16.2× · PEG 1.41

Watchouts 1

  • Growth31/100

    Rev +2.0% CAGR · earnings +4.0%

Model-based scoring. For information only — not financial advice.

What is Schroders PLC?

Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 9.11B, and a P/E ratio of 13.3x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Currently trading below intrinsic value estimates, suggesting upside potential.

OpenBook Logo Analysis

Reward: Moderate (52)

The scoring profile indicates limited reward potential at this time, with profitability and valuation offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap9.11B
P/E Ratio13.2727
Dividend Yield3.77%
Beta1.077
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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