Schroders PLC banner

Schroders PLC
LSE:SDR

Watchlist Manager
Schroders PLC Logo
Schroders PLC
LSE:SDR
Watchlist
Price: 580 GBX Market Closed
Market Cap: £9.3B

EV/IC

0.6
Current
21%
More Expensive
vs 3-y average of 0.5

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
0.6
=
Enterprise Value
GBX10.4B
/
Invested Capital
£18.9B

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
0.6
=
Enterprise Value
GBX10.4B
/
Invested Capital
£18.9B

Valuation Scenarios

Schroders PLC is trading above its 3-year average

If EV/IC returns to its 3-Year Average (0.5), the stock would be worth GBX479.45 (17% downside from current price).

Statistics
Positive Scenarios
0/4
Maximum Downside
-100%
Maximum Upside
No Upside Scenarios
Average Downside
60%
Scenario EV/IC Value Implied Price Upside/Downside
Current Multiple 0.6 GBX580
0%
3-Year Average 0.5 GBX479.45
-17%
5-Year Average 0.4 GBX447.55
-23%
Industry Average 0 GBX2.41
-100%
Country Average 0 GBX3.14
-99%

Forward EV/IC
Today’s price vs future invested capital

Not enough data available to calculate forward EV/IC

Peer Comparison

All Multiples
EV/IC
P/E
All Countries
Close
Market Cap EV/IC P/E
UK
Schroders PLC
LSE:SDR
9.3B GBP 0.6 17.3
US
BlackRock Inc
NYSE:BLK
164.6B USD 1.1 26.3
US
Blackstone Inc
NYSE:BX
150.1B USD 3.8 49.1
CA
Brookfield Corp
NYSE:BN
101.5B USD 0.8 89.1
US
KKR & Co Inc
NYSE:KKR
92.4B USD 0.3 41.3
US
Bank of New York Mellon Corp
NYSE:BK
92.1B USD 0 17.4
ZA
Ninety One Ltd
JSE:NY1
82.3B ZAR -43 24.2
CA
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
106.9B CAD 6.3 31.2
CA
Brookfield Asset Management Inc
NYSE:BAM
78.6B USD 6.4 31.6
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
64.3B EUR 6.1 29.8
US
Ameriprise Financial Inc
NYSE:AMP
42.1B USD 0.4 10.8

Market Distribution

Higher than 90% of companies in United Kingdom
Percentile
90th
Based on 2 035 companies
90th percentile
0.6
Low
0 — 0
Typical Range
0 — 0
High
0 —
Distribution Statistics
United Kingdom
Min 0
30th Percentile 0
Median 0
70th Percentile 0
Max 141.2

Schroders PLC
Glance View

Market Cap
9.3B GBX
Industry
Financial Services

In the bustling world of global finance, Schroders PLC stands as a venerable institution, tracing its roots back to the early 19th century. Headquartered in London, this British asset management company has evolved from a family-run banking business to a formidable force in the investment world. With its finger on the pulse of the changing market dynamics, Schroders has adeptly navigated the finance landscape by offering an array of investment products and services. The core of its operation revolves around managing assets on behalf of institutional and retail investors, including pension funds, insurance companies, and sovereign wealth funds. By deploying strategies that range from equities and fixed income to alternative assets and private equity, Schroders leverages its expertise to meet the diverse needs of its clients. The company generates revenue through management fees and performance incentives earned from overseeing these investments. These fees are typically calculated as a percentage of the assets under management (AUM), which has consistently grown through both organic expansion and strategic acquisitions. Schroders also builds its clientele's trust by adhering to high standards of responsible investment practices, continuously striving to integrate environmental, social, and governance (ESG) criteria into its investment decisions. This approach not only aligns with global sustainability goals but also enhances the company's reputation and long-term profitability. By maintaining a sharp focus on client outcomes and staying resilient amidst economic cycles, Schroders PLC fortifies its position as a leading player in the global asset management arena.

SDR Intrinsic Value
458.43 GBX
Overvaluation 21%
Intrinsic Value
Price GBX580
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett