LSE:SDR

Stock Analysis Report

Executive Summary

Schroders plc is a publicly owned investment manager.

Snowflake

Risks

  • Schroders is a fund or ETF! Currently our data availability for these is poor, we only recommend using them as part of a portfolio.

Similar Companies

Share Price & News

How has Schroders's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

-3.3%

SDR

0.4%

GB Capital Markets

-0.09%

GB Market


1 Year Return

-1.9%

SDR

11.3%

GB Capital Markets

-1.8%

GB Market

SDR underperformed the Capital Markets industry which returned 9.9% over the past year.

SDR matched the United Kingdom of Great Britain and Northern Ireland Market (-1.9%) over the past year.


Share holder returns

SDRIndustryMarket
7 Day-3.3%0.4%-0.09%
30 Day15.3%7.5%4.1%
90 Day-1.0%10.3%0.2%
1 Year2.4%-1.9%14.0%11.3%3.0%-1.8%
3 Year26.7%13.6%81.4%69.4%21.7%7.1%
5 Year49.6%26.6%157.9%128.5%33.1%5.0%

Price Volatility Vs. Market

How volatile is Schroders's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Schroders undervalued based on future cash flows and its price relative to the stock market?

17%

Discount to future cash flow value


Intrinsic Value Based on Future Cash Flows

Schroders's share price is below the future cash flow value, but not at a moderate discount (< 20%).

Schroders's share price is below the future cash flow value, but not at a substantial discount (< 40%).


Price Based on Earnings

Schroders is good value based on earnings compared to the GB Capital Markets industry average.

Schroders is overvalued based on earnings compared to the United Kingdom of Great Britain and Northern Ireland market.


Price Based on Expected Growth

Schroders is poor value based on expected growth next year.


Price Based on Value of Assets

Schroders is overvalued based on assets compared to the GB Capital Markets industry average.

Future Growth

How is Schroders expected to perform in the next 1 to 3 years based on estimates from 12 analysts?

10.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Schroders's revenue is expected to grow by 4.5% yearly, however this is not considered high growth (20% yearly).

Schroders's earnings are expected to grow by 10.6% yearly, however this is not considered high growth (20% yearly).

Schroders's revenue growth is expected to exceed the United Kingdom of Great Britain and Northern Ireland market average.

Schroders's earnings growth is positive but not above the United Kingdom of Great Britain and Northern Ireland market average.

Schroders's earnings growth is expected to exceed the low risk savings rate of 1.2%.


Earnings per Share Growth Estimates


Future Return on Equity

Schroders is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).

Past Performance

How has Schroders performed over the past 5 years?

6.5%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Schroders's year on year earnings growth rate has been positive over the past 5 years.

Schroders's 1-year earnings growth is negative, it can't be compared to the 5-year average.

Schroders's 1-year earnings growth is negative, it can't be compared to the GB Capital Markets industry average.


Return on Equity

Schroders has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

Schroders used its assets less efficiently than the GB Capital Markets industry average last year based on Return on Assets.


Return on Capital Employed

Schroders has improved its use of capital last year versus 3 years ago (Return on Capital Employed).

Financial Health

How is Schroders's financial position?


Financial Position Analysis

Schroders is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Schroders's long term commitments exceed its cash and other short term assets.


Debt to Equity History and Analysis

Schroders has no debt.

Schroders had no debt 5 years ago.

Schroders has no debt, it does not need to be covered by operating cash flow.

Schroders has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet

Low level of unsold assets.

Schroders has no debt, it does not need to be covered by short term assets.

Dividend

What is Schroders's current dividend yield, its reliability and sustainability?

3.86%

Expected Dividend Yield


Dividend Yield and Payments Analysis

Schroders's pays a higher dividend yield than the bottom 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (2.01%).

Schroders's dividend is below the markets top 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (5.41%).

Dividends per share have been volatile in the past 10 years (annual drop of over 20%).

Dividends per share have increased over the past 10 years.


Current Payout to Shareholders

Dividends paid are covered by earnings (1.5x coverage).


Future Payout to Shareholders

Dividends after 3 years are expected to be covered by earnings (1.9x coverage).

Management

What is the CEO of Schroders's salary, the management and board of directors tenure and is there insider trading?

4.8yrs

Average management tenure


CEO

Peter Harrison (53yo)

3.4yrs

Tenure

UK£6,735,000

Compensation

Mr. Peter Harrison has been the Group Chief Executive Officer at Schroders plc since April 4, 2016. Mr. Harrison has been an Executive Director of Schroders Plc since May 23, 2014. He is responsible for th ...


CEO Compensation Analysis

Peter's remuneration is higher than average for companies of similar size in United Kingdom of Great Britain and Northern Ireland.

Peter's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

4.8yrs

Average Tenure

56yo

Average Age

The tenure for the Schroders management team is about average.


Board Age and Tenure

3.8yrs

Average Tenure

56yo

Average Age

The tenure for the Schroders board of directors is about average.


Insider Trading

Schroders individual insiders have only sold shares in the past 3 months.


Recent Insider Transactions

SellUK£1,265,90018 Sep 19
Michael Romsey Dobson
EntityIndividual
Role
Chairman of the Board
Chairman
Shares40,185
Max PriceUK£31.50
SellUK£9508 Jul 19
Michael Romsey Dobson
EntityIndividual
Role
Chairman of the Board
Chairman
Shares3
Max PriceUK£31.50
SellUK£380,97605 Jul 19
Michael Romsey Dobson
EntityIndividual
Role
Chairman of the Board
Chairman
Shares12,083
Max PriceUK£31.53
SellUK£2,483,74602 Jul 19
Michael Romsey Dobson
EntityIndividual
Role
Chairman of the Board
Chairman
Shares80,040
Max PriceUK£31.10
SellUK£608,78001 Jul 19
Michael Romsey Dobson
EntityIndividual
Role
Chairman of the Board
Chairman
Shares19,960
Max PriceUK£30.50

Ownership Breakdown


Management Team

  • Howard Trust (65yo)

    General Counsel

    • Tenure: 0yrs
    • Compensation: UK£53.00k
  • Peter Harrison (53yo)

    Group CEO & Executive Director

    • Tenure: 3.4yrs
    • Compensation: UK£6.74m
  • Mark Hemenetz (62yo)

    Chief Operating Officer of North American Unit

    • Tenure: 16.5yrs
  • Shigesuke Kashiwagi (60yo)

    Country Head of Japan and President of Japan

    • Tenure: 3.2yrs
  • Emma Holden (44yo)

    Global Head of Human Resources

    • Tenure: 4.8yrs
  • Richard Keers (56yo)

    CFO & Executive Director

    • Tenure: 6.3yrs
    • Compensation: UK£3.03m
  • James Cardew

    Global Head of Marketing

    • Tenure: 0yrs
  • Stewart Carmichael (54yo)

    Chief Technology Officer

    • Tenure: 0yrs
  • Estelle Bibby

    Head of Media Relations

    • Tenure: 0yrs
  • Alex James

    Investor Relations Manager

    • Tenure: 0yrs

Board Members

  • Damon Buffini (57yo)

    Independent Non-Executive Director

    • Tenure: 1.6yrs
    • Compensation: UK£75.00k
  • Peter Harrison (53yo)

    Group CEO & Executive Director

    • Tenure: 3.4yrs
    • Compensation: UK£6.74m
  • Michael Romsey Dobson (67yo)

    Chairman

    • Tenure: 3.4yrs
    • Compensation: UK£635.00k
  • Nichola Pease (58yo)

    Independent Non-Executive Director

    • Tenure: 7yrs
    • Compensation: UK£134.00k
  • Ian King (63yo)

    Senior Independent Director

    • Tenure: 1.4yrs
    • Compensation: UK£114.00k
  • Philip Mallinckrodt (56yo)

    Non-Executive Director

    • Tenure: 10.7yrs
    • Compensation: UK£80.00k
  • Rhian Davies (54yo)

    Independent Non-Executive Director

    • Tenure: 4.2yrs
    • Compensation: UK£125.00k
  • Richard Keers (56yo)

    CFO & Executive Director

    • Tenure: 6.3yrs
    • Compensation: UK£3.03m
  • Deborah Waterhouse (52yo)

    Independent Non-Executive Director

    • Tenure: 0.5yrs
  • Parekh Goss-Custard (45yo)

    Independent Non-Executive Director

    • Tenure: 2.7yrs
    • Compensation: UK£83.00k

Company Information

Schroders plc's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Schroders plc
  • Ticker: SDR
  • Exchange: LSE
  • Founded: 1804
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: UK£8.023b
  • Shares outstanding: 276.10m
  • Website: https://www.schroders.com

Number of Employees


Location

  • Schroders plc
  • 1 London Wall Place
  • London
  • Greater London
  • EC2Y 5AU
  • United Kingdom

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SHNW.FOTCPK (Pink Sheets LLC)YesOrdinary SharesUSUSDJan 1992
SDRCLSE (London Stock Exchange)Non-Voting Ordinary SharesGBGBPJan 1992
SDRLSE (London Stock Exchange)YesOrdinary SharesGBGBPJan 1992
PYXDB (Deutsche Boerse AG)YesOrdinary SharesDEEURJan 1992
PYXADB (Deutsche Boerse AG)Non-Voting Ordinary SharesDEEURJan 1992
SDRCLBATS-CHIXE (BATS 'Chi-X Europe')Non-Voting Ordinary SharesGBGBPJan 1992
SDRLBATS-CHIXE (BATS 'Chi-X Europe')YesOrdinary SharesGBGBPJan 1992

Biography

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,  ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/09/23 20:37
End of Day Share Price2019/09/23 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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 here.