Market Cap
UK£9.2b
Last Updated
2021/05/05 17:56 UTC
Data Sources
Company Financials +
Executive Summary
Schroders plc is a publicly owned investment manager. More Details
Rewards
Risk Analysis
No risks detected for SDR from our risk checks.
Snowflake Analysis
Excellent balance sheet established dividend payer.
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
Stable Share Price: SDR is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: SDR's weekly volatility (3%) has been stable over the past year.
Market Performance
7 Day Return
0.5%
SDR
0%
GB Capital Markets
0%
GB Market
1 Year Return
32.1%
SDR
0%
GB Capital Markets
0%
GB Market
Return vs Industry: SDR exceeded the UK Capital Markets industry which returned 18.9% over the past year.
Return vs Market: SDR exceeded the UK Market which returned 25% over the past year.
Shareholder returns
| SDR | Industry | Market | |
|---|---|---|---|
| 7 Day | 0.5% | 0% | 0% |
| 30 Day | 0.9% | 0% | 0% |
| 90 Day | 0.6% | 0% | 0% |
| 1 Year | 36.7%32.1% | 0%0% | 0%0% |
| 3 Year | 18.2%4.8% | 0%0% | 0%0% |
| 5 Year | 74.1%44.6% | 0%0% | 0%0% |
Long-Term 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 week ago | Simply Wall St
Shareholders May Not Be So Generous With Schroders plc's (LON:SDR) CEO Compensation And Here's Why2 weeks ago | Simply Wall St
Could Schroders plc (LON:SDR) Have The Makings Of Another Dividend Aristocrat?1 month ago | Simply Wall St
Should Income Investors Look At Schroders plc (LON:SDR) Before Its Ex-Dividend?Valuation
Is Schroders undervalued compared to its fair value and its price relative to the market?
18.8%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: SDR (£35.8) is trading below our estimate of fair value (£44.09)
Significantly Below Fair Value: SDR is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: SDR is good value based on its PE Ratio (20.3x) compared to the GB Capital Markets industry average (20.6x).
PE vs Market: SDR is good value based on its PE Ratio (20.3x) compared to the UK market (25.5x).
Price to Earnings Growth Ratio
PEG Ratio: SDR is poor value based on its PEG Ratio (2.6x)
Price to Book Ratio
PB vs Industry: SDR is overvalued based on its PB Ratio (2.5x) compared to the GB Capital Markets industry average (1.8x).
Future Growth
How is Schroders forecast to perform in the next 1 to 3 years based on estimates from 16 analysts?
7.8%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SDR's forecast earnings growth (7.8% per year) is above the savings rate (0.9%).
Earnings vs Market: SDR's earnings (7.8% per year) are forecast to grow slower than the UK market (17.9% per year).
High Growth Earnings: SDR's earnings are forecast to grow, but not significantly.
Revenue vs Market: SDR's revenue (0.4% per year) is forecast to grow slower than the UK market (5.4% per year).
High Growth Revenue: SDR's revenue (0.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: SDR's Return on Equity is forecast to be low in 3 years time (13.7%).
Past Performance
How has Schroders performed over the past 5 years?
-0.6%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SDR has high quality earnings.
Growing Profit Margin: SDR's current net profit margins (18.6%) are lower than last year (19%).
Past Earnings Growth Analysis
Earnings Trend: SDR's earnings have declined by 0.6% per year over the past 5 years.
Accelerating Growth: SDR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: SDR had negative earnings growth (-1.9%) over the past year, making it difficult to compare to the Capital Markets industry average (1%).
Return on Equity
High ROE: SDR's Return on Equity (11.9%) is considered low.
Financial Health
How is Schroders's financial position?
Financial Position Analysis
Short Term Liabilities: SDR's short term assets (£7.0B) exceed its short term liabilities (£4.8B).
Long Term Liabilities: SDR's short term assets (£7.0B) do not cover its long term liabilities (£12.8B).
Debt to Equity History and Analysis
Debt Level: SDR is debt free.
Reducing Debt: SDR has no debt compared to 5 years ago when its debt to equity ratio was 0.1%.
Debt Coverage: SDR has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: SDR has no debt, therefore coverage of interest payments is not a concern.
Balance Sheet
Dividend
What is Schroders's current dividend yield, its reliability and sustainability?
3.18%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SDR's dividend (3.18%) is higher than the bottom 25% of dividend payers in the UK market (1.36%).
High Dividend: SDR's dividend (3.18%) is low compared to the top 25% of dividend payers in the UK market (4.09%).
Stability and Growth of Payments
Stable Dividend: SDR's dividends per share have been stable in the past 10 years.
Growing Dividend: SDR's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (64.8%), SDR's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: SDR's dividends in 3 years are forecast to be covered by earnings (52.1% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
6.5yrs
Average management tenure
CEO
Peter Harrison (54 yo)
5.08yrs
Tenure
UK£6,277,000
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
Compensation vs Market: Peter's total compensation ($USD8.73M) is above average for companies of similar size in the UK market ($USD3.59M).
Compensation vs Earnings: Peter's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: SDR's management team is seasoned and experienced (6.5 years average tenure).
Board Members
Experienced Board: SDR's board of directors are considered experienced (3.3 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
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£9.170b
- Shares outstanding: 273.89m
- Website: https://www.schroders.com
Number of Employees
Location
- Schroders plc
- 1 London Wall Place
- London
- Greater London
- EC2Y 5AU
- United Kingdom
Listings
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 | 2021/05/05 17:56 |
| End of Day Share Price | 2021/05/05 00:00 |
| Earnings | 2020/12/31 |
| Annual Earnings | 2020/12/31 |
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.