Schroders PLC SHNWF
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.
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News
Trading Information
- Previous Close Price
- $4.72
- Day Range
- $5.12–5.12
- 52-Week Range
- $4.20–6.35
- Bid/Ask
- $4.25 / $5.17
- Market Cap
- $8.25 Bil
- Volume/Avg
- 733 / 1,140
Key Statistics
- Price/Earnings (Normalized)
- 11.73
- Price/Sales
- 2.25
- Dividend Yield (Trailing)
- 5.18%
- Dividend Yield (Forward)
- 5.18%
- Total Yield
- 6.30%
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
- 6,438
- Website
- https://www.schroders.com
Competitors
Valuation
|
Metric
|
SHNWF
|
BAER
|
DWS
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.73 | 19.46 | 11.41 |
Price/Book Value | 1.48 | 1.61 | 1.03 |
Price/Sales | 2.25 | 2.58 | 2.17 |
Price/Cash Flow | 14.20 | 7.86 | 15.42 |
Price/Earnings
SHNWF
BAER
DWS
Financial Strength
|
Metric
|
SHNWF
|
BAER
|
DWS
|
|---|---|---|---|
Quick Ratio | 6.59 | — | 0.70 |
Current Ratio | 6.66 | — | 0.70 |
Interest Coverage | — | — | 48.14 |
Quick Ratio
SHNWF
BAER
DWS
Profitability
|
Metric
|
SHNWF
|
BAER
|
DWS
|
|---|---|---|---|
Return on Assets (Normalized) | 2.71% | 0.47% | 4.12% |
Return on Equity (Normalized) | 13.27% | 7.57% | 6.12% |
Return on Invested Capital (Normalized) | 11.61% | — | 5.05% |
Return on Assets
SHNWF
BAER
DWS
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