Values as of: 2025-02-21
COMMON STOCK | Asset Management |
Last Closing
USD 4.35Change
0.00 (0.00)%Market Cap
USD 6.74BVolume
N/AAnalyst Target
N/AVerdict
Verdict
Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. It provides its services to financial institutions, high net worth clients, large corporate, local authority, charitable entities, individuals, pension plans, government funds, insurance companies, and endowments. The firm launches and manages equity mutual funds and manages fixed income mutual funds for its clients. It also manages hedge for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. The firm's alternative investments include real estate markets, emerging market debt, commodities and agriculture funds, funds of hedge funds and private equity funds of funds. It conducts an in-house research to make its investments. The company was formerly known as New Schroders plc and changed its name to Schroders plc in April 2000. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom.
Company Website : https://www.schroders.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| PGPHF | Partners Group |
+27.70 (+1.78%) |
USD 40.02B |
| EQBBF | EQT AB (publ) |
N/A |
USD 39.89B |
| LGGNY | Legal & General Group Plc |
-0.02 (-0.13%) |
USD 17.78B |
| LGGNF | Legal & General Group Plc |
-0.02 (-0.65%) |
USD 17.78B |
| CHYYY | CHYYY |
N/A |
USD 15.54B |
| AMDUF | Amundi SA |
N/A |
USD 14.47B |
| GBLBF | Groep Brussel Lambert NV |
N/A |
USD 8.85B |
| SFNXF | Sofina Société Anonyme |
N/A |
USD 8.53B |
| ICGUF | Intermediate Capital Group PLC |
N/A |
USD 7.89B |
| IGIFF | IGM Financial Inc. |
-0.93 (-2.86%) |
USD 7.66B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| UKDV:LSE | SPDR S&P UK Dividend Aris.. | 0.00 % | 0.00 % |
+0.06 (+0.52%) |
USD 0.10B |
| Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 3.57% | 59% | D- | 52% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 3.57% | 60% | D- | 52% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -10.68% | 41% | F | 44% | F | ||
| Dividend Return | 5.70% | 49% | F | 67% | D+ | ||
| Total Return | -4.97% | 41% | F | 46% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -50.96% | 44% | F | 38% | F | ||
| Dividend Return | 57.52% | 96% | N/A | 88% | B+ | ||
| Total Return | 6.56% | 70% | C- | 60% | D- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 57.03% | 83% | B | 78% | C+ | ||
| Dividend Return | 61.90% | 83% | B | 78% | C+ | ||
| Total Return | 4.87% | 72% | C | 73% | C | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 120.95% | 25% | F | 31% | F | ||
| Risk Adjusted Return | 51.18% | 86% | B+ | 84% | B | ||
| Market Capitalization | 6.74B | 91% | A- | 88% | B+ | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total free cash flow in the most recent four quarters.
This stock has shown top quartile dividend growth in the previous 5 years compared to its sector
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company had negative total cash flow in the most recent four quarters.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
