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Schroders PLC SHNWF

Morningstar Rating
$4.85 −0.22 (4.30%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

SHNWF is trading at a 12% discount.
Price
$4.84
Fair Value
$1.67
Uncertainty
Very High
1-Star Price
$9.73
5-Star Price
$4.45
Economic Moat
Zhwqqm
Capital Allocation
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News

Trading Information

Previous Close Price
$5.07
Day Range
$4.854.85
52-Week Range
$4.206.35
Bid/Ask
$4.85 / $5.80
Market Cap
$7.82 Bil
Volume/Avg
164 / 6,761

Key Statistics

Price/Earnings (Normalized)
10.79
Price/Sales
2.20
Dividend Yield
5.54%
Dividend Yield (Forward)
5.54%
Total Yield
6.54%

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
6,434

Competitors

Valuation

Metric
SHNWF
BAER
DWS
Price/Earnings (Normalized)
10.798.499.30
Price/Book Value
1.471.480.83
Price/Sales
2.202.311.44
Price/Cash Flow
11.116.5211.86
Price/Earnings
SHNWF
BAER
DWS

Financial Strength

Metric
SHNWF
BAER
DWS
Quick Ratio
5.451.07
Current Ratio
5.451.07
Interest Coverage
Quick Ratio
SHNWF
BAER
DWS

Profitability

Metric
SHNWF
BAER
DWS
Return on Assets (Normalized)
2.59%0.96%3.91%
Return on Equity (Normalized)
13.28%16.60%5.85%
Return on Invested Capital (Normalized)
11.64%5.71%
Return on Assets
SHNWF
BAER
DWS

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Economic Moat
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BEN
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