Schroders Plc Stock Performance
| SHNWF Stock | USD 4.08 0.08 2.00% |
The entity has a beta of 0.0727, 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 -0.22%. Please make sure to validate Schroders PLC's standard deviation, skewness, as well as the relationship between the Skewness and day typical 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. Despite weak performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 4.2 B | |
| Total Cashflows From Investing Activities | 117.4 M |
Schroders |
Schroders PLC Relative Risk vs. Return Landscape
If you would invest 475.00 in Schroders PLC on August 29, 2024 and sell it today you would lose (67.00) from holding Schroders PLC or give up 14.11% of portfolio value over 90 days. Schroders PLC is currently producing negative expected returns and takes up 1.7856% volatility of returns over 90 trading days. Put another way, 15% of traded pink sheets are less volatile than Schroders, and 99% of all traded equity instruments are likely to generate higher returns 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 pink sheets, 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 = -0.1256
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| Negative Returns | SHNWF |
Estimated Market Risk
| 1.79 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 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 Pink Sheet 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 Pink Sheet performance.
| Return On Equity | 0.14 | |||
| Return On Asset | 0.0224 | |||
| Profit Margin | 0.18 % | |||
| Operating Margin | 0.26 % | |||
| Current Valuation | 1.42 B | |||
| Shares Outstanding | 1.61 B | |||
| Price To Earning | 11.94 X | |||
| Price To Book | 1.77 X | |||
| Price To Sales | 2.87 X | |||
| Revenue | 2.96 B | |||
| EBITDA | 783.4 M | |||
| Cash And Equivalents | 5.09 B | |||
| Cash Per Share | 18.39 X | |||
| Total Debt | 373.5 M | |||
| Debt To Equity | 0.09 % | |||
| Book Value Per Share | 2.58 X | |||
| Cash Flow From Operations | 1.23 B | |||
| Earnings Per Share | 0.41 X | |||
| Total Asset | 24.34 B | |||
| Retained Earnings | 2.52 B | |||
| Current Asset | 4 B | |||
| Current Liabilities | 994 M | |||
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.
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. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom. Schroders Plc operates under Asset Management classification in the United States and is traded on OTC Exchange. It employs 5750 people.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. Pink Sheet 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 | |
| About 43.0% of the company outstanding shares are owned by corporate insiders |
- 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 pink sheet. 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 Pink Sheet 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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