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SD

Schroders plc

SDR.LFinancial ServicesLSE

Asset Management

PriceMA150MA200
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Indicator snapshot
MA150+18.48%
$491.22

Price above medium-term moving average.

MA200+25.38%
$464.18

Above long-term trend line.

RSI-14neutral
58.5

Balanced. Not overbought, not oversold.

MACDnegative
-0.2405

Histogram negative — downward momentum.

Financials · Annual
Revenue
$3.25B
+6.0% YoY
Net Income
$539.8M
+29.4% YoY
EBITDA
$879.4M
+14.7% YoY
Free Cash Flow
$1.21B

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About Schroders plc

Part of the financial services sector, Schroders plc (SDR.L) is listed under Asset Management. At a $9.08B market cap, Schroders plc ranks as a mid-cap company within financial services. The firm also provides advisory and consultancy services.

Key stats
Market Cap$9.08B
P/E (TTM)17.12
Fwd P/E14.13
EPS$0.34
Beta1.07
52W Change+63.9%
Dividend Yield3.69%
ROE12.3%
Analysis

The balance sheet looks solid with $5.88B in cash comfortably exceeding the $573.6M debt load. A net cash position generally provides financial flexibility during uncertain economic periods. The company generates $1.21B in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. Return on equity stands at 12.3%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.3% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $2.89B to $3.25B.

With cash comfortably exceeding debt, SDR.L has financial flexibility that may help navigate uncertain periods. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing SDR.L.

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