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Schroders PLC SDR

Morningstar Rating
GBX 370.40 +0.40 (0.11%)
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Price vs Fair Value

SDR is trading at a 562% premium.
Price
GBX 370.00
Fair Value
GBX 443.00
Uncertainty
Medium
1-Star Price
GBX 658.00
5-Star Price
GBX 313.00
Economic Moat
Krxsh
Capital Allocation
Fgxmcpks
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News

Trading Information

Previous Close Price
GBX 370.00
Day Range
GBX 368.20373.40
52-Week Range
GBX 346.20473.20
Bid/Ask
GBX 0.00 / GBX 375.00
Market Cap
GBX 597.11 Bil
Volume/Avg
910,062 / 2.7 Mil

Key Statistics

Price/Earnings (Normalized)
10.54
Price/Sales
2.02
Dividend Yield (Trailing)
5.81%
Dividend Yield (Forward)
5.81%
Total Yield
6.93%

Company Profile

Schroders is an independent, U.K.-based, active asset manager founded in 1804. The bulk of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The U.K. accounts for just under half of Schroders' assets under management, while continental Europe and Asia account for 20% each. In 2013 Schroders purchased the Cazenove private clients business from JP Morgan, expanding its wealth management business. It recently formed a joint venture with Lloyds Bank, Schroders Personal Wealth, to provide independent financial advice to midmarket clients. Wealth management makes up around 15% of earnings and revenue.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Value
Total Number of Employees
6,438

Competitors

Valuation

Metric
SDR
BAER
DWS
Price/Earnings (Normalized)
10.5421.8811.97
Price/Book Value
1.361.811.09
Price/Sales
2.022.901.95
Price/Cash Flow
12.768.8416.35
Price/Earnings
SDR
BAER
DWS

Financial Strength

Metric
SDR
BAER
DWS
Quick Ratio
6.590.70
Current Ratio
6.660.70
Interest Coverage
Quick Ratio
SDR
BAER
DWS

Profitability

Metric
SDR
BAER
DWS
Return on Assets (Normalized)
2.71%0.47%
Return on Equity (Normalized)
13.27%7.57%
Return on Invested Capital (Normalized)
11.61%
Return on Assets
SDR
BAER
DWS
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