ScoreWhy is Schroders Plc ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.73%
- Poor long term growth as Net Sales has grown by an annual rate of 5.54% and Operating profit at 4.04%
2
Poor long term growth as Net Sales has grown by an annual rate of 5.54% and Operating profit at 4.04%
3
Flat results in Jun 26
- OPERATING CASH FLOW(Y) Lowest at GBP 929.3 MM
- DIVIDEND PAYOUT RATIO(Y) Lowest at 36.69%
- CASH AND EQV(HY) Lowest at GBP 3,642.5 MM
4
With ROE of 13.27%, it has a expensive valuation with a 2.11 Price to Book Value
- Over the past year, while the stock has generated a return of 48.65%, its profits have risen by 29.7% ; the PEG ratio of the company is 0.5
5
Market Beating Performance
- The stock has generated a return of 48.65% in the last 1 year, much higher than market (FTSE 100) returns of 18.59%
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
48.65%
-2.53
33.31%
FTSE 100
18.59%
1.58
11.75%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
5.54%
EBIT Growth (5y)
4.04%
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
19.82%
Dividend Payout Ratio
63.14%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
378.41%
ROE (avg)
12.73%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
16
Industry P/E
Price to Book Value
2.11
EV to EBIT
7.15
EV to EBITDA
5.64
EV to Capital Employed
-40.18
EV to Sales
1.44
PEG Ratio
0.54
Dividend Yield
367.83%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
13.27%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bearish
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
Mildly Bullish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend7What is working for the Company
ROCE(HY)
Highest at 15.85%
PRE-TAX PROFIT(Q)
At GBP 411.7 MM has Grown at 95.49%
RAW MATERIAL COST(Y)
Fallen by -1.94% (YoY
DIVIDEND PER SHARE(HY)
Highest at GBP 2.59
NET PROFIT(Q)
At GBP 329.2 MM has Grown at 85.37%
-7What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at GBP 929.3 MM
DIVIDEND PAYOUT RATIO(Y)
Lowest at 36.69%
CASH AND EQV(HY)
Lowest at GBP 3,642.5 MM
DEBT-EQUITY RATIO
(HY)
Highest at -65.85 %
DIVIDEND PER SHARE(HY)
Lowest at GBP 2.59
Here's what is working for Schroders Plc
Pre-Tax Profit
At GBP 411.7 MM has Grown at 95.49%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (GBP MM)
Net Profit
At GBP 329.2 MM has Grown at 85.37%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
Dividend per share
Highest at GBP 2.59
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (GBP)
Raw Material Cost
Fallen by -1.94% (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
Operating Cash Flow
Lowest at GBP 929.3 MM and Fallen
In each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (GBP MM)
Cash and Eqv
Lowest at GBP 3,642.5 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debt-Equity Ratio
Highest at -65.85 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Dividend per share
Lowest at GBP 2.59
in the last five yearsMOJO Watch
Company is distributing lower dividend than previous years
DPS (GBP)
Dividend Payout Ratio
Lowest at 36.69%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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