SDR Stock Overview
A publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 3/6 |
| Financial Health | 4/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
No risks detected for SDR from our risk checks.
Community vs My Fair Value
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Schroders plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£3.14 |
| 52 Week High | UK£4.29 |
| 52 Week Low | UK£2.83 |
| Beta | 1.22 |
| 1 Month Change | -18.88% |
| 3 Month Change | -3.33% |
| 1 Year Change | -15.01% |
| 3 Year Change | -41.66% |
| 5 Year Change | -28.44% |
| Change since IPO | 691.77% |
Recent News & Updates
Lacklustre Performance Is Driving Schroders plc's (LON:SDR) 28% Price Drop
Apr 10
Schroders (LON:SDR) Will Pay A Dividend Of £0.15
Mar 25Recent updates
Lacklustre Performance Is Driving Schroders plc's (LON:SDR) 28% Price Drop
Apr 10Schroders (LON:SDR) Will Pay A Dividend Of £0.15
Mar 25
Active Management Strategy Will Leverage Future Opportunities
Mar 09 Schroders' strategic focus on active management and core growth areas aims to leverage risk management opportunities, drive client demand, and improve operating margins.Schroders' (LON:SDR) Dividend Will Be £0.15
Mar 09Schroders plc's (LON:SDR) Shares May Have Run Too Fast Too Soon
Jan 27Unpleasant Surprises Could Be In Store For Schroders plc's (LON:SDR) Shares
Oct 09Schroders (LON:SDR) Is Due To Pay A Dividend Of £0.065
Aug 09Why We're Not Concerned About Schroders plc's (LON:SDR) Share Price
Jun 11Here's Why Shareholders Should Examine Schroders plc's (LON:SDR) CEO Compensation Package More Closely
Apr 19Shareholder Returns
| SDR | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 3.7% | 3.2% | 4.7% |
| 1Y | -15.0% | 18.8% | 2.3% |
Return vs Industry: SDR underperformed the UK Capital Markets industry which returned 18.9% over the past year.
Return vs Market: SDR underperformed the UK Market which returned 2.7% over the past year.
Price Volatility
| SDR volatility | |
|---|---|
| SDR Average Weekly Movement | 5.9% |
| Capital Markets Industry Average Movement | 4.8% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 10.6% |
| 10% least volatile stocks in GB Market | 3.2% |
Stable Share Price: SDR has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: SDR's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1804 | 6,363 | Richard Oldfield | www.schroders.com |
Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. It provides its services to financial institutions, high net worth clients, large corporate, local authority, charitable entities, individuals, pension plans, government funds, insurance companies, and endowments.
Schroders plc Fundamentals Summary
| SDR fundamental statistics | |
|---|---|
| Market cap | UK£4.92b |
| Earnings (TTM) | UK£417.00m |
| Revenue (TTM) | UK£3.02b |
11.8x
P/E Ratio1.6x
P/S RatioIs SDR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SDR income statement (TTM) | |
|---|---|
| Revenue | UK£3.02b |
| Cost of Revenue | UK£612.30m |
| Gross Profit | UK£2.41b |
| Other Expenses | UK£1.99b |
| Earnings | UK£417.00m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
May 01, 2025
| Earnings per share (EPS) | 0.27 |
| Gross Margin | 79.71% |
| Net Profit Margin | 13.82% |
| Debt/Equity Ratio | 5.7% |
How did SDR perform over the long term?
See historical performance and comparisonDividends
6.9%
Current Dividend Yield81%
Payout RatioDoes SDR pay a reliable dividends?
See SDR dividend history and benchmarks| Schroders dividend dates | |
|---|---|
| Ex Dividend Date | Mar 27 2025 |
| Dividend Pay Date | May 08 2025 |
| Days until Ex dividend | 23 days |
| Days until Dividend pay date | 19 days |
Does SDR pay a reliable dividends?
See SDR dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/17 16:40 |
| End of Day Share Price | 2025/04/17 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Schroders plc is covered by 39 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Aurelia Sarah Faure | Banco Santander |
| Jesús Gómez Dominguez | Banco Santander |
| Michael Sanderson | Barclays |