Market Cap
UK£8.0b
Last Updated
2019/09/23 20:37 UTC
Data Sources
Company Financials +
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
| SDR | Industry | Market | |
|---|---|---|---|
| 7 Day | -3.3% | 0.4% | -0.09% |
| 30 Day | 15.3% | 7.5% | 4.1% |
| 90 Day | -1.0% | 10.3% | 0.2% |
| 1 Year | 2.4%-1.9% | 14.0%11.3% | 3.0%-1.8% |
| 3 Year | 26.7%13.6% | 81.4%69.4% | 21.7%7.1% |
| 5 Year | 49.6%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
1 year ago | Simply Wall St
Should You Be Concerned About Schroders plc's (LON:SDR) Earnings Growth?1 year ago | Simply Wall St
Should You Buy Schroders plc (LON:SDR) Now?1 year ago | Simply Wall St
Schroders plc (LON:SDR): Will The Growth Last?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
| Entity | Individual |
| Role | Chairman of the Board Chairman |
| Shares | 40,185 |
| Max Price | UK£31.50 |
| Entity | Individual |
| Role | Chairman of the Board Chairman |
| Shares | 3 |
| Max Price | UK£31.50 |
| Entity | Individual |
| Role | Chairman of the Board Chairman |
| Shares | 12,083 |
| Max Price | UK£31.53 |
| Entity | Individual |
| Role | Chairman of the Board Chairman |
| Shares | 80,040 |
| Max Price | UK£31.10 |
| Entity | Individual |
| Role | Chairman of the Board Chairman |
| Shares | 19,960 |
| Max Price | UK£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
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| SHNW.F | OTCPK (Pink Sheets LLC) | Yes | Ordinary Shares | US | USD | Jan 1992 |
| SDRC | LSE (London Stock Exchange) | Non-Voting Ordinary Shares | GB | GBP | Jan 1992 | |
| SDR | LSE (London Stock Exchange) | Yes | Ordinary Shares | GB | GBP | Jan 1992 |
| PYX | DB (Deutsche Boerse AG) | Yes | Ordinary Shares | DE | EUR | Jan 1992 |
| PYXA | DB (Deutsche Boerse AG) | Non-Voting Ordinary Shares | DE | EUR | Jan 1992 | |
| SDRCL | BATS-CHIXE (BATS 'Chi-X Europe') | Non-Voting Ordinary Shares | GB | GBP | Jan 1992 | |
| SDRL | BATS-CHIXE (BATS 'Chi-X Europe') | Yes | Ordinary Shares | GB | GBP | Jan 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
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/09/23 20:37 |
| End of Day Share Price | 2019/09/23 00:00 |
| Earnings | 2019/06/30 |
| Annual Earnings | 2018/12/31 |
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.