ScoreWhy is Schroders Plc ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.73%
2
Poor long term growth as Net Sales has grown by an annual rate of 4.82% and Operating profit at 1.62%
3
Positive results in Dec 25
- ROCE(HY) Highest at 12.18%
- RAW MATERIAL COST(Y) Fallen by 0.33% (YoY)
- NET SALES(Q) Highest at GBP 1,715.4 MM
4
With ROE of 13.10%, it has a expensive valuation with a 2.12 Price to Book Value
- Over the past year, while the stock has generated a return of 48.09%, its profits have risen by 19.3% ; the PEG ratio of the company is 0.8
5
Market Beating Performance
- The stock has generated a return of 48.09% in the last 1 year, much higher than market (FTSE 100) returns of 15.58%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Schroders Plc should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Schroders Plc for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
Schroders Plc
-100.0%
-2.34
36.22%
FTSE 100
13.98%
1.15
13.60%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
4.82%
EBIT Growth (5y)
1.62%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0.70
Tax Ratio
24.51%
Dividend Payout Ratio
63.14%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
310.78%
ROE (avg)
12.73%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
16
Industry P/E
Price to Book Value
2.12
EV to EBIT
10.65
EV to EBITDA
7.61
EV to Capital Employed
-40.25
EV to Sales
1.49
PEG Ratio
0.84
Dividend Yield
367.52%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
13.10%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bearish
No Signal
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
No Trend
OBV
Mildly Bullish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend9What is working for the Company
ROCE(HY)
Highest at 12.18%
RAW MATERIAL COST(Y)
Fallen by 0.33% (YoY
NET SALES(Q)
Highest at GBP 1,715.4 MM
PRE-TAX PROFIT(Q)
Highest at GBP 457.6 MM
NET PROFIT(Q)
Highest at GBP 395.4 MM
EPS(Q)
Highest at GBP 0.25
-5What is not working for the Company
INTEREST(HY)
At GBP 10.5 MM has Grown at 105.88%
DIVIDEND PAYOUT RATIO(Y)
Lowest at 59.38%
Here's what is working for Schroders Plc
Net Sales
Highest at GBP 1,715.4 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (GBP MM)
Pre-Tax Profit
Highest at GBP 457.6 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Pre-Tax Profit
At GBP 457.6 MM has Grown at 51.77%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Net Profit
Highest at GBP 395.4 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
Net Profit
At GBP 395.4 MM has Grown at 60.62%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
EPS
Highest at GBP 0.25
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (GBP)
Raw Material Cost
Fallen by 0.33% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Schroders Plc
Interest
At GBP 10.5 MM has Grown at 105.88%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (GBP MM)
Dividend Payout Ratio
Lowest at 59.38%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
Non Operating Income
Highest at GBP 0.29 MM
in the last five periodsMOJO Watch
Increased income from non business activities may not be sustainable
Non Operating income
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