Schroders Investment (UK) Performance
| ATR Stock | 490.00 6.00 1.24% |
Schroders Investment has a performance score of 4 on a scale of 0 to 100. The entity has a beta of 0.0485, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schroders Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schroders Investment is expected to be smaller as well. Schroders Investment right now has a risk of 0.86%. Please validate Schroders Investment maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to decide if Schroders Investment will be following its existing price patterns.
Risk-Adjusted Performance
4 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Schroders Investment Trusts are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Schroders Investment is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0234 | Last Split Factor 2:1 | Forward Dividend Rate 0.12 | Ex Dividend Date 2024-04-11 | Last Split Date 1994-04-13 |
1 | Schroders gets SDR label on 10 funds including Greencoat UK Wind - Citywire Investment Trust Insider | 12/02/2024 |
2 | Schroder European Real Estate Investment Trust Announces Share Buyback - TipRanks | 01/23/2025 |
| Begin Period Cash Flow | 5.2 M |
Schroders |
Schroders Investment Relative Risk vs. Return Landscape
If you would invest 47,600 in Schroders Investment Trusts on November 2, 2024 and sell it today you would earn a total of 1,400 from holding Schroders Investment Trusts or generate 2.94% return on investment over 90 days. Schroders Investment Trusts is generating 0.0512% of daily returns and assumes 0.8627% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Schroders, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Schroders Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schroders Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Schroders Investment Trusts, and traders can use it to determine the average amount a Schroders Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0594
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Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Schroders Investment is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schroders Investment by adding it to a well-diversified portfolio.
Schroders Investment Fundamentals Growth
Schroders Stock prices reflect investors' perceptions of the future prospects and financial health of Schroders Investment, and Schroders Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schroders Stock performance.
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0911 | ||||
| Profit Margin | 0.89 % | ||||
| Operating Margin | 0.96 % | ||||
| Current Valuation | 501.65 M | ||||
| Shares Outstanding | 93.52 M | ||||
| Price To Book | 0.97 X | ||||
| Price To Sales | 6.77 X | ||||
| Revenue | 41.66 M | ||||
| Gross Profit | 77.3 M | ||||
| EBITDA | 36.81 M | ||||
| Net Income | 39.59 M | ||||
| Total Debt | 37.34 M | ||||
| Book Value Per Share | 4.96 X | ||||
| Cash Flow From Operations | 10.93 M | ||||
| Earnings Per Share | 0.70 X | ||||
| Total Asset | 487.91 M | ||||
| Retained Earnings | 24.76 M | ||||
About Schroders Investment Performance
By analyzing Schroders Investment's fundamental ratios, stakeholders can gain valuable insights into Schroders Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schroders Investment has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schroders Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Schroders Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Schroders Investment performance evaluation
Checking the ongoing alerts about Schroders Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Schroders Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 56.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Schroder European Real Estate Investment Trust Announces Share Buyback - TipRanks |
- Analyzing Schroders Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Schroders Investment's stock is overvalued or undervalued compared to its peers.
- Examining Schroders Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Schroders Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schroders Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Schroders Investment's stock. These opinions can provide insight into Schroders Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Schroders Stock analysis
When running Schroders Investment's price analysis, check to measure Schroders Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schroders Investment is operating at the current time. Most of Schroders Investment's value examination focuses on studying past and present price action to predict the probability of Schroders Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schroders Investment's price. Additionally, you may evaluate how the addition of Schroders Investment to your portfolios can decrease your overall portfolio volatility.
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