Schroders plc SDR.L
Composite 60/100; the shares have moved about 3% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 39/100 — a slight mark against it.
Income ranks 88/100 — a strong point in its favour. Valuation ranks 82/100 — a strong point in its favour. Momentum ranks 70/100 — a moderate point in its favour.
Growth ranks 39/100 — a slight mark against it. Balance-sheet strength ranks 46/100 — a slight mark against it.
What the company does Schroders plc is a London-based investment manager offering equity, fixed income, hedge, and alternative funds to institutions, HNWIs, and retail clients. It operates globally with in-house research and advisory services across public and private markets.
Key financials Schroders reports ROE 12%, ROA 2%, and ROCE 5%. Gross, operating, and net margins stand at 78%, 35%, and 16%, respectively. Revenue grew 16% and EPS 85% year-over-year. Debt/equity is 0.13 with a net cash position (-5.8x EBITDA).
Stock health Momentum is strong: +31% over 6m and +51% over 12m, though down 2% from its 52-week high. Sideravia scores Valuation 73 and Momentum 78, while Quality is 56 and Strength 49. Dividend yield is 4% with a 64% payout ratio.
Price vs fair value The stock trades at a PREMIUM of 8.40% to our fair-value estimate (539.36) and a PREMIUM of 7.83% to the 12-month target (542.41). - H1 adjusted operating profit rose 46% (Private Banker International) - Bond market volatility may pressure fixed-income AUM flows (Bloomberg) - Fed policy uncertainty could shift investor allocations away from Treasuries (Bloomberg) - Mixed US equity backdrop may temper near-term sentiment (Reuters)
Looking forward Forward P/E is 16.4x with a PEG of 2.8, suggesting valuation is fair but not cheap. Analysts cite strong H1 results but flag macro headwinds. Momentum remains supportive, though valuation gaps persist.
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Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.