Schroders PLC (UK) Performance
| SDR Stock | 311.40 1.80 0.57% |
The entity has a beta of 0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schroders PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schroders PLC is expected to be smaller as well. At this point, Schroders PLC has a negative expected return of -0.13%. Please make sure to validate Schroders PLC's treynor ratio, accumulation distribution, price action indicator, as well as the relationship between the potential upside and day median price , to decide if Schroders PLC performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Schroders PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Forward Dividend Yield 0.0686 | Payout Ratio 0.9149 | Last Split Factor 20:17 | Forward Dividend Rate 0.22 | Ex Dividend Date 2024-08-22 |
1 | Schroders plc Announces CFO Changes - Marketscreener.com | 09/25/2024 |
| Schroders PLC dividend paid on 26th of September 2024 | 09/26/2024 |
2 | Schroders Executives Participate in Share Plan - TipRanks | 09/30/2024 |
3 | Schroders remains steady Friday, still outperforms market - MarketWatch | 11/15/2024 |
4 | Schroders rises Friday, still underperforms market - MarketWatch | 11/22/2024 |
| Begin Period Cash Flow | 5 B |
Schroders |
Schroders PLC Relative Risk vs. Return Landscape
If you would invest 34,500 in Schroders PLC on August 29, 2024 and sell it today you would lose (3,360) from holding Schroders PLC or give up 9.74% of portfolio value over 90 days. Schroders PLC is generating negative expected returns and assumes 2.2723% volatility on return distribution over the 90 days horizon. Simply put, 20% 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 PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schroders PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Schroders PLC, and traders can use it to determine the average amount a Schroders PLC'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 = -0.0575
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| Negative Returns | SDR |
Estimated Market Risk
| 2.27 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schroders PLC is not performing at its full potential. However, 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 PLC by adding Schroders PLC to a well-diversified portfolio.
Schroders PLC Fundamentals Growth
Schroders Stock prices reflect investors' perceptions of the future prospects and financial health of Schroders PLC, and Schroders PLC 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 | 0.0896 | |||
| Return On Asset | 0.0186 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.22 % | |||
| Current Valuation | 227.28 M | |||
| Shares Outstanding | 1.55 B | |||
| Price To Book | 1.12 X | |||
| Price To Sales | 1.66 X | |||
| Revenue | 2.94 B | |||
| Gross Profit | 2.44 B | |||
| EBITDA | 769.2 M | |||
| Net Income | 388.2 M | |||
| Total Debt | 318.7 M | |||
| Book Value Per Share | 2.74 X | |||
| Cash Flow From Operations | (238.1 M) | |||
| Earnings Per Share | 0.23 X | |||
| Total Asset | 20.63 B | |||
| Retained Earnings | 3.92 B | |||
About Schroders PLC Performance
By analyzing Schroders PLC's fundamental ratios, stakeholders can gain valuable insights into Schroders PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schroders PLC 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 PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Schroders PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Schroders PLC performance evaluation
Checking the ongoing alerts about Schroders PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Schroders PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Schroders PLC generated a negative expected return over the last 90 days | |
| Schroders PLC generates negative cash flow from operations | |
| About 43.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: Schroders rises Friday, still underperforms market - MarketWatch |
- Analyzing Schroders PLC'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 PLC's stock is overvalued or undervalued compared to its peers.
- Examining Schroders PLC'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 PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schroders PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Schroders PLC's stock. These opinions can provide insight into Schroders PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Schroders Stock analysis
When running Schroders PLC's price analysis, check to measure Schroders PLC'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 PLC is operating at the current time. Most of Schroders PLC's value examination focuses on studying past and present price action to predict the probability of Schroders PLC'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 PLC's price. Additionally, you may evaluate how the addition of Schroders PLC to your portfolios can decrease your overall portfolio volatility.
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