Schroders PLC
LSE:SDR

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Schroders PLC
LSE:SDR
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Price: 389 GBX 0.41% Market Closed
Market Cap: 6.2B GBX

Relative Value

The Relative Value of one SDR stock under the Base Case scenario is 528.78 GBX. Compared to the current market price of 389 GBX, Schroders PLC is Undervalued by 26%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

SDR Relative Value
Base Case
528.78 GBX
Undervaluation 26%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
38
vs Industry
57
Median 3Y
2
Median 5Y
2
Industry
3.3
Forward
2.5
vs History
19
vs Industry
31
Median 3Y
14.3
Median 5Y
12.5
Industry
15.8
Forward
12.6
vs History
39
vs Industry
35
Median 3Y
5.8
Median 5Y
5.7
Industry
10.4
vs History
57
vs Industry
37
Median 3Y
5.4
Median 5Y
5.5
Industry
13
vs History
46
vs Industry
36
Median 3Y
1.4
Median 5Y
1.4
Industry
1.3
vs History
31
vs Industry
58
Median 3Y
2.5
Median 5Y
2.4
Industry
4.9
Forward
3
vs History
30
vs Industry
59
Median 3Y
3.1
Median 5Y
3
Industry
7.2
vs History
9
vs Industry
43
Median 3Y
9.7
Median 5Y
9.4
Industry
14.3
Forward
9
vs History
6
vs Industry
33
Median 3Y
13.2
Median 5Y
12.7
Industry
14.7
Forward
12.8
vs History
41
vs Industry
36
Median 3Y
7
Median 5Y
7
Industry
12.5
vs History
47
vs Industry
33
Median 3Y
7.7
Median 5Y
7.7
Industry
13.4
vs History
17
vs Industry
66
Median 3Y
0.4
Median 5Y
0.4
Industry
1

Multiples Across Competitors

SDR Competitors Multiples
Schroders PLC Competitors

Market Cap P/S P/E EV/EBITDA EV/EBIT
UK
Schroders PLC
LSE:SDR
6.2B GBP 2.1 15 10.5 14.4
US
Blackstone Inc
NYSE:BX
194.3B USD 15.1 76.4 31.8 32
US
BlackRock Inc
NYSE:BLK
162.5B USD 7.8 25.8 19.6 21
US
KKR & Co Inc
NYSE:KKR
122.1B USD 7.4 55.6 -897.1 -897.1
CA
Brookfield Corp
NYSE:BN
104.3B USD 1.3 233.9 11.3 16.7
CA
Brookfield Asset Management Inc
NYSE:BAM
91.5B USD 64.5 96.7 127 127.5
CA
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
125.2B CAD 64.3 96.4 126.7 127.2
ZA
Ninety One Ltd
JSE:NY1
79.7B Zac 0 0 0 0
LU
Reinet Investments SCA
JSE:RNI
72.3B Zac 0 0 0 0
US
Bank of New York Mellon Corp
NYSE:BK
68.2B USD 3.6 15 64.7 0
MU
African Rainbow Capital Investments Ltd
JSE:AIL
61.5B Zac 0 0 0 0
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
UK
Schroders PLC
LSE:SDR
Average EV/EBITDA: 55.9
10.5
11%
1
US
Blackstone Inc
NYSE:BX
31.8
20%
1.6
US
BlackRock Inc
NYSE:BLK
19.6
3%
6.5
US
KKR & Co Inc
NYSE:KKR
Negative Multiple: -897.1
124%
N/A
CA
Brookfield Corp
NYSE:BN
11.3
N/A N/A
CA
Brookfield Asset Management Inc
NYSE:BAM
127
236%
0.5
CA
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
126.7
236%
0.5
ZA
N
Ninety One Ltd
JSE:NY1
Not Available N/A N/A
LU
R
Reinet Investments SCA
JSE:RNI
Not Available N/A N/A
US
Bank of New York Mellon Corp
NYSE:BK
64.7
N/A N/A
MU
A
African Rainbow Capital Investments Ltd
JSE:AIL
Not Available N/A N/A
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
UK
Schroders PLC
LSE:SDR
Average EV/EBIT: 56.4
14.4
14%
1
US
Blackstone Inc
NYSE:BX
32
21%
1.5
US
BlackRock Inc
NYSE:BLK
21
4%
5.2
US
KKR & Co Inc
NYSE:KKR
Negative Multiple: -897.1
108%
N/A
CA
Brookfield Corp
NYSE:BN
16.7
-27%
N/A
CA
Brookfield Asset Management Inc
NYSE:BAM
127.5
235%
0.5
CA
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
127.2
235%
0.5
ZA
N
Ninety One Ltd
JSE:NY1
Not Available N/A N/A
LU
R
Reinet Investments SCA
JSE:RNI
Not Available N/A N/A
US
Bank of New York Mellon Corp
NYSE:BK
Not Available N/A N/A
MU
A
African Rainbow Capital Investments Ltd
JSE:AIL
Not Available N/A N/A