Schroders plc Logo

Schroders plc

SHNWF

(2.0)
Stock Price

4,20 USD

2.28% ROA

8.65% ROE

11.52x PER

Market Cap.

5.189.344.936,65 USD

7.13% DER

8.16% Yield

12.81% NPM

Schroders plc Stock Analysis

Schroders plc Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Schroders plc Fundamental Stock Analysis
# Analysis Rating
1 DER

The stock has a minimal amount of debt (17%) relative to its ownership, showcasing a strong financial position and lower risk for investors.

2 Dividend

With a solid track record of dividend payments over the past five years, the company has established itself as a dependable choice for investors seeking consistent income.

3 ROE

The stock's ROE falls within an average range (11.25%), demonstrating satisfactory profitability and efficiency in utilizing shareholders' equity.

4 ROA

The stock's ROA (2.51%) indicates that it's doing well in making money from the things it owns. This makes it a good option to invest and make consistent profits.

5 PBV

The stock's PBV ratio (1.48x) indicates a justifiable valuation, presenting a compelling choice for investors seeking reasonable returns.

6 Buffet Intrinsic Value

The company's stock seems undervalued (25) by Warren Buffett's formula, indicating a promising investment opportunity as its intrinsic value exceeds the market price.

7 Revenue Growth

Company's revenue has stayed stagnant, showing no signs of improvement and making it a less favorable choice.

8 Net Profit Growth

This company's net profit has remained flat over the past five years, suggesting a lack of growth and making it a less attractive investment opportunity.

9 Assets Growth

Company's revenue has remained stagnant over the past three years, indicating a lack of growth and making it a less favorable option.

10 Graham Number

The company's Graham number indicates that it is overvalued compared to its stock price, suggesting a potentially unfavorable investment opportunity.

11 Dividend Growth

The company's dividend growth has been flat for the past three years, raising concerns for potential investors seeking reliable returns.

Schroders plc Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Schroders plc Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Hold
2 MACD Buy
3 RSI Hold
4 Stoch RSI Buy

Schroders plc Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Schroders plc Revenue
Year Revenue Growth
2000 893.700.000
2001 509.000.000 -75.58%
2002 472.600.000 -7.7%
2003 427.600.000 -10.52%
2004 631.300.000 32.27%
2005 808.000.000 21.87%
2006 967.200.000 16.46%
2007 1.191.800.000 18.85%
2008 935.800.000 -27.36%
2009 959.400.000 2.46%
2010 1.508.500.000 36.4%
2011 1.501.900.000 -0.44%
2012 1.425.400.000 -5.37%
2013 1.809.100.000 21.21%
2014 1.914.700.000 5.52%
2015 2.043.200.000 6.29%
2016 2.144.900.000 4.74%
2017 2.511.700.000 14.6%
2018 2.626.400.000 4.37%
2019 2.537.000.000 -3.52%
2020 2.512.700.000 -0.97%
2021 2.959.500.000 15.1%
2022 2.891.700.000 -2.34%
2023 2.998.100.000 3.55%
2024 2.923.000.000 -2.57%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Schroders plc Research and Development Expenses
Year Research and Development Expenses Growth
2000 0
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2024 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Schroders plc General and Administrative Expenses
Year General and Administrative Expenses Growth
2000 0
2001 0 0%
2002 427.400.000 100%
2003 387.600.000 -10.27%
2004 396.200.000 2.17%
2005 484.300.000 18.19%
2006 542.300.000 10.7%
2007 613.500.000 11.61%
2008 0 0%
2009 0 0%
2010 0 0%
2011 4.700.000 100%
2012 5.900.000 20.34%
2013 6.300.000 6.35%
2014 4.900.000 -28.57%
2015 5.300.000 7.55%
2016 5.000.000 -6%
2017 5.700.000 12.28%
2018 5.500.000 -3.64%
2019 5.600.000 1.79%
2020 5.800.000 3.45%
2021 0 0%
2022 0 0%
2023 0 0%
2024 0 0%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Schroders plc EBITDA
Year EBITDA Growth
2000 307.500.000
2001 93.800.000 -227.83%
2002 61.900.000 -51.53%
2003 73.400.000 15.67%
2004 174.300.000 57.89%
2005 263.900.000 33.95%
2006 301.300.000 12.41%
2007 403.400.000 25.31%
2008 174.800.000 -130.78%
2009 153.600.000 -13.8%
2010 424.900.000 63.85%
2011 407.400.000 -4.3%
2012 277.300.000 -46.92%
2013 483.800.000 42.68%
2014 497.400.000 2.73%
2015 534.700.000 6.98%
2016 530.200.000 -0.85%
2017 750.900.000 29.39%
2018 807.600.000 7.02%
2019 713.700.000 -13.16%
2020 645.400.000 -10.58%
2021 728.100.000 11.36%
2022 878.600.000 17.13%
2023 801.300.000 -9.65%
2024 749.000.000 -6.98%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Schroders plc Gross Profit
Year Gross Profit Growth
2000 893.700.000
2001 509.000.000 -75.58%
2002 472.600.000 -7.7%
2003 427.600.000 -10.52%
2004 543.400.000 21.31%
2005 677.000.000 19.73%
2006 798.200.000 15.18%
2007 961.100.000 16.95%
2008 725.700.000 -32.44%
2009 749.800.000 3.21%
2010 1.155.800.000 35.13%
2011 1.138.600.000 -1.51%
2012 1.095.700.000 -3.92%
2013 1.378.000.000 20.49%
2014 1.485.600.000 7.24%
2015 1.600.700.000 7.19%
2016 1.712.800.000 6.54%
2017 2.010.200.000 14.79%
2018 2.070.700.000 2.92%
2019 2.052.400.000 -0.89%
2020 2.059.600.000 0.35%
2021 2.403.100.000 14.29%
2022 2.361.400.000 -1.77%
2023 2.183.600.000 -8.14%
2024 2.322.000.000 5.96%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Schroders plc Net Profit
Year Net Profit Growth
2000 221.300.000
2001 -20.600.000 1174.27%
2002 26.100.000 178.93%
2003 48.600.000 46.3%
2004 155.700.000 68.79%
2005 191.300.000 18.61%
2006 221.300.000 13.56%
2007 299.700.000 26.16%
2008 76.700.000 -290.74%
2009 95.400.000 19.6%
2010 311.200.000 69.34%
2011 315.800.000 1.46%
2012 283.200.000 -11.51%
2013 352.700.000 19.71%
2014 413.200.000 14.64%
2015 467.400.000 11.6%
2016 490.200.000 4.65%
2017 594.400.000 17.53%
2018 504.700.000 -17.77%
2019 495.700.000 -1.82%
2020 486.000.000 -2%
2021 623.800.000 22.09%
2022 486.200.000 -28.3%
2023 402.600.000 -20.77%
2024 391.200.000 -2.91%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Schroders plc Earning per Share (EPS)
Year Earning per Share (EPS) Growth
2000 0
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2024 0 0%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Schroders plc Free Cashflow
Year Free Cashflow Growth
2000 -819.700.000
2001 20.900.000 4022.01%
2002 -49.200.000 142.48%
2003 91.200.000 153.95%
2004 130.300.000 30.01%
2005 61.300.000 -112.56%
2006 57.500.000 -6.61%
2007 465.300.000 87.64%
2008 126.800.000 -266.96%
2009 364.800.000 65.24%
2010 1.055.600.000 65.44%
2011 414.100.000 -154.91%
2012 476.400.000 13.08%
2013 178.300.000 -167.19%
2014 1.292.400.000 86.2%
2015 9.100.000 -14102.2%
2016 498.500.000 98.17%
2017 412.500.000 -20.85%
2018 309.800.000 -33.15%
2019 859.100.000 63.94%
2020 739.700.000 -16.14%
2021 1.144.800.000 35.39%
2022 868.500.000 -31.81%
2023 270.100.000 -221.55%
2024 332.750.000 18.83%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Schroders plc Operating Cashflow
Year Operating Cashflow Growth
2000 -716.300.000
2001 163.800.000 537.3%
2002 41.900.000 -290.93%
2003 92.800.000 54.85%
2004 137.500.000 32.51%
2005 92.200.000 -49.13%
2006 222.200.000 58.51%
2007 525.500.000 57.72%
2008 143.000.000 -267.48%
2009 370.900.000 61.45%
2010 1.066.800.000 65.23%
2011 426.800.000 -149.95%
2012 489.200.000 12.76%
2013 204.100.000 -139.69%
2014 1.321.900.000 84.56%
2015 47.900.000 -2659.71%
2016 563.700.000 91.5%
2017 585.100.000 3.66%
2018 513.900.000 -13.85%
2019 1.002.000.000 48.71%
2020 832.500.000 -20.36%
2021 1.234.200.000 32.55%
2022 972.800.000 -26.87%
2023 350.000.000 -177.94%
2024 350.400.000 0.11%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Schroders plc Capital Expenditure
Year Capital Expenditure Growth
2000 103.400.000
2001 142.900.000 27.64%
2002 91.100.000 -56.86%
2003 1.600.000 -5593.75%
2004 7.200.000 77.78%
2005 30.900.000 76.7%
2006 164.700.000 81.24%
2007 60.200.000 -173.59%
2008 16.200.000 -271.6%
2009 6.100.000 -165.57%
2010 11.200.000 45.54%
2011 12.700.000 11.81%
2012 12.800.000 0.78%
2013 25.800.000 50.39%
2014 29.500.000 12.54%
2015 38.800.000 23.97%
2016 65.200.000 40.49%
2017 172.600.000 62.22%
2018 204.100.000 15.43%
2019 142.900.000 -42.83%
2020 92.800.000 -53.99%
2021 89.400.000 -3.8%
2022 104.300.000 14.29%
2023 79.900.000 -30.54%
2024 17.650.000 -352.69%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Schroders plc Equity
Year Equity Growth
2000 1.161.600.000
2001 1.113.000.000 -4.37%
2002 1.051.900.000 -5.81%
2003 1.029.200.000 -2.21%
2004 1.130.600.000 8.97%
2005 1.343.100.000 15.82%
2006 1.443.600.000 6.96%
2007 1.696.200.000 14.89%
2008 1.632.200.000 -3.92%
2009 1.649.000.000 1.02%
2010 1.799.700.000 8.37%
2011 1.901.600.000 5.36%
2012 2.069.900.000 8.13%
2013 2.268.600.000 8.76%
2014 2.537.800.000 10.61%
2015 2.795.600.000 9.22%
2016 3.152.800.000 11.33%
2017 3.468.900.000 9.11%
2018 3.623.900.000 4.28%
2019 3.847.500.000 5.81%
2020 4.085.900.000 5.83%
2021 4.425.700.000 7.68%
2022 4.479.700.000 1.21%
2023 4.463.700.000 -0.36%
2023 4.345.500.000 -2.72%
2024 4.411.300.000 1.49%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Schroders plc Assets
Year Assets Growth
2000 2.639.800.000
2001 2.646.800.000 0.26%
2002 2.457.900.000 -7.69%
2003 2.625.200.000 6.37%
2004 2.730.300.000 3.85%
2005 3.341.400.000 18.29%
2006 3.578.900.000 6.64%
2007 4.148.900.000 13.74%
2008 4.359.100.000 4.82%
2009 10.288.600.000 57.63%
2010 13.373.900.000 23.07%
2011 13.884.800.000 3.68%
2012 14.675.100.000 5.39%
2013 16.621.000.000 11.71%
2014 20.246.600.000 17.91%
2015 18.099.900.000 -11.86%
2016 20.982.400.000 13.74%
2017 22.487.900.000 6.69%
2018 19.634.300.000 -14.53%
2019 21.266.200.000 7.67%
2020 21.673.100.000 1.88%
2021 24.341.700.000 10.96%
2022 21.334.600.000 -14.09%
2023 20.628.900.000 -3.42%
2023 21.529.200.000 4.18%
2024 21.798.500.000 1.24%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Schroders plc Liabilities
Year Liabilities Growth
2000 1.478.200.000
2001 1.533.800.000 3.62%
2002 1.406.000.000 -9.09%
2003 1.596.000.000 11.9%
2004 1.599.700.000 0.23%
2005 1.998.300.000 19.95%
2006 2.135.300.000 6.42%
2007 2.452.700.000 12.94%
2008 2.726.900.000 10.06%
2009 8.639.600.000 68.44%
2010 11.574.200.000 25.35%
2011 11.983.200.000 3.41%
2012 12.605.200.000 4.93%
2013 14.352.400.000 12.17%
2014 17.708.800.000 18.95%
2015 15.304.300.000 -15.71%
2016 17.829.600.000 14.16%
2017 19.016.900.000 6.24%
2018 16.013.100.000 -18.76%
2019 17.418.700.000 8.07%
2020 17.587.200.000 0.96%
2021 19.916.000.000 11.69%
2022 16.854.900.000 -18.16%
2023 16.165.200.000 -4.27%
2023 17.183.700.000 5.93%
2024 17.387.200.000 1.17%

Schroders plc Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
2.33
Net Income per Share
0.29
Price to Earning Ratio
11.52x
Price To Sales Ratio
1.41x
POCF Ratio
4.28
PFCF Ratio
4.62
Price to Book Ratio
1.21
EV to Sales
0.45
EV Over EBITDA
1.74
EV to Operating CashFlow
1.36
EV to FreeCashFlow
1.48
Earnings Yield
0.09
FreeCashFlow Yield
0.22
Market Cap
5,19 Bil.
Enterprise Value
1,66 Bil.
Graham Number
4.22
Graham NetNet
-7.4

Income Statement Metrics

Net Income per Share
0.29
Income Quality
2.63
ROE
0.1
Return On Assets
0.02
Return On Capital Employed
0.03
Net Income per EBT
0.8
EBT Per Ebit
0.78
Ebit per Revenue
0.21
Effective Tax Rate
0.2

Margins

Sales, General, & Administrative to Revenue
0
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0.01
Gross Profit Margin
0.76
Operating Profit Margin
0.21
Pretax Profit Margin
0.16
Net Profit Margin
0.13

Dividends

Dividend Yield
0.08
Dividend Yield %
8.16
Payout Ratio
0.88
Dividend Per Share
0.35

Operating Metrics

Operating Cashflow per Share
0.78
Free CashFlow per Share
0.71
Capex to Operating CashFlow
0.08
Capex to Revenue
0.03
Capex to Depreciation
0.5
Return on Invested Capital
0.13
Return on Tangible Assets
0.02
Days Sales Outstanding
176.96
Days Payables Outstanding
607.13
Days of Inventory on Hand
-456.42
Receivables Turnover
2.06
Payables Turnover
0.6
Inventory Turnover
-0.8
Capex per Share
0.07

Balance Sheet

Cash per Share
3,10
Book Value per Share
2,79
Tangible Book Value per Share
1.62
Shareholders Equity per Share
2.74
Interest Debt per Share
0.2
Debt to Equity
0.07
Debt to Assets
0.01
Net Debt to EBITDA
-3.7
Current Ratio
4.9
Tangible Asset Value
2,56 Bil.
Net Current Asset Value
-10,28 Bil.
Invested Capital
7954500000
Working Capital
5,65 Bil.
Intangibles to Total Assets
0.08
Average Receivables
1,78 Bil.
Average Payables
1,42 Bil.
Average Inventory
-1063900000
Debt to Market Cap
0.06

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Schroders plc Dividends
Year Dividends Growth
2013 1
2014 10 100%
2015 11 0%
2016 8 -25%
2017 8 -14.29%
2018 11 30%
2019 3 -233.33%
2020 9 62.5%
2021 11 20%
2022 10 0%
2023 0 0%
2024 0 0%

Schroders plc Profile

About Schroders plc

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. The firm launches and manages equity mutual funds and manages fixed income mutual funds for its clients. It also manages hedge for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. The firm's alternative investments include real estate markets, emerging market debt, commodities and agriculture funds, funds of hedge funds and private equity funds of funds. It conducts an in-house research to make its investments. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom.

CEO
Mr. Richard Oldfield
Employee
6.438
Address
1 London Wall Place
London, EC2Y5AU

Schroders plc Executives & BODs

Schroders plc Executives & BODs
# Name Age
1 Ms. Meagen Lyn Burnett
Interim Chief Financial Officer
70
2 Mr. Neil Tomlinson
Group General Counsel
70
3 Ms. Johanna Kyrklund C.F.A.
Group Chief Investment Officer
70
4 Alex James
Investor Relations Manager
70
5 Ms. Sonia Jenkins
Chief People Officer
70
6 Mr. Richard Oldfield
Group Chief Executive Officer & Director
70
7 Mr. Rory Bateman
Co-Head of Investment & Head of Equities
70
8 Mr. Jamie Ovenden
Chief Technology Officer
70
9 Ms. Estelle Bibby
Head of Media Relations
70
10 Ms. Beth Saint
Global Head of Marketing & Communications
70

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