Schroders plc

LSE:SDR Stock Report

Market Cap: UK£5.8b

Schroders Valuation

Is SDR undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Unter dem Marktwert

  • Deutlich unter dem Marktwert

  • Price-To-Earnings gegen Gleichaltrige

  • Price-To-Earnings gegen Industrie

  • PM vs. Fair Ratio

  • Analysten-Prognose

Share Price vs Fair Value

What is the Fair Price of SDR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Unter dem Marktwert: SDR (£4.03) wird unter unserer Schätzung des Fair Value (£6.1) gehandelt.

Deutlich unter dem Marktwert: SDR wird um mehr als 20 % unter dem Marktwert gehandelt.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SDR?

Other financial metrics that can be useful for relative valuation.

SDR key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue0.6x
Enterprise Value/EBITDA2.2x
PEG Ratio1.7x

Price to Earnings Ratio vs Peers

How does SDR's PE Ratio compare to its peers?

The above table shows the PE ratio for SDR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average12.8x
ICP Intermediate Capital Group
14.4x7.3%UK£5.9b
HL. Hargreaves Lansdown
11.6x3.0%UK£3.5b
EMG Man Group
16.7x21.0%UK£3.1b
PHLL Petershill Partners
8.5x27.0%UK£2.2b
SDR Schroders
15x9.1%UK£5.8b

Price-To-Earnings gegen Gleichaltrige: SDR ist auf der Grundlage des Price-To-Earnings Verhältnisses (15.3x) im Vergleich zum Durchschnitt der Vergleichsgruppe (12.8x) teuer.

Price to Earnings Ratio vs Industry

How does SDR's PE Ratio compare vs other companies in the GB Capital Markets Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a16.3%
 n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a16.3%
 n/an/an/a
No more companies

Price-To-Earnings gegen Industrie: SDR ist aufgrund seines Price-To-Earnings Verhältnisses (16x) im Vergleich zum UK Capital Markets Branchendurchschnitt (16x) ein guter Wert.

Price to Earnings Ratio vs Fair Ratio

What is SDR's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SDR PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio15x
Fair PE Ratio17.8x

PM vs. Fair Ratio: SDR ist ein guter Wert auf der Grundlage des Verhältnisses Price-To-Earnings (14.4x) im Vergleich zum geschätzten fairen Verhältnis Price-To-Earnings (18.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SDR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUK£3.71
UK£4.37
+17.9%
10.4%UK£5.05UK£3.70n/a15
Mar ’25UK£3.94
UK£4.45
+13.1%
9.6%UK£5.14UK£3.70n/a16
Feb ’25UK£4.03
UK£4.49
+11.6%
9.3%UK£5.15UK£3.75n/a16
Jan ’25UK£4.30
UK£4.48
+4.2%
10.0%UK£5.21UK£3.50n/a16
Dec ’24UK£4.06
UK£4.43
+9.1%
9.3%UK£5.15UK£3.50n/a16
Nov ’24UK£3.73
UK£4.41
+18.1%
9.3%UK£5.15UK£3.50n/a15
Oct ’24UK£4.07
UK£4.63
+13.7%
8.9%UK£5.36UK£3.80n/a15
Sep ’24UK£4.12
UK£4.59
+11.4%
8.7%UK£5.36UK£3.80n/a15
Aug ’24UK£4.52
UK£4.66
+3.0%
8.4%UK£5.38UK£4.10n/a15
Jul ’24UK£4.37
UK£4.71
+7.7%
8.4%UK£5.60UK£4.10n/a14
Jun ’24UK£4.56
UK£4.71
+3.4%
8.4%UK£5.60UK£4.10n/a14
May ’24UK£4.86
UK£4.71
-3.0%
8.4%UK£5.60UK£4.10n/a14
Apr ’24UK£4.60
UK£4.75
+3.4%
7.2%UK£5.30UK£4.25UK£3.7714
Mar ’24UK£5.00
UK£4.70
-6.0%
9.0%UK£5.50UK£3.95UK£3.9414
Feb ’24UK£4.79
UK£4.70
-1.8%
9.0%UK£5.50UK£3.95UK£4.0314
Jan ’24UK£4.36
UK£4.74
+8.7%
8.6%UK£5.25UK£3.95UK£4.3013
Dec ’23UK£4.63
UK£4.69
+1.3%
9.2%UK£5.25UK£3.77UK£4.0613
Nov ’23UK£4.00
UK£4.79
+19.8%
9.5%UK£5.60UK£3.77UK£3.7314
Oct ’23UK£3.89
UK£5.20
+33.5%
13.5%UK£7.30UK£4.34UK£4.0713
Sep ’23UK£4.40
UK£5.25
+19.4%
8.5%UK£6.21UK£4.34UK£4.1217
Aug ’23UK£5.02
UK£5.10
+1.8%
9.4%UK£6.02UK£4.30UK£4.5217
Jul ’23UK£4.50
UK£5.47
+21.6%
10.1%UK£6.55UK£4.27UK£4.3717
Jun ’23UK£4.92
UK£5.62
+14.2%
10.5%UK£6.55UK£4.27UK£4.5616
May ’23UK£4.83
UK£5.66
+17.2%
9.7%UK£6.55UK£4.27UK£4.8617
Apr ’23UK£5.48
UK£5.93
+8.3%
6.5%UK£6.80UK£5.37UK£4.6018

Analysten-Prognose: Das Kursziel liegt weniger als 20% über dem aktuellen Aktienkurs.

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