Operating Margin

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Price: 6 USD Market Closed

Market Cap: $9.3B

15.8%

Declining

by 2.8%

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

15.8%

Operating Income

£483.5m

Revenue

£3.1B

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

15.8%

Operating Income

$483.5m

Revenue

£3.1B

Peer Comparison

Country		Company	Market Cap	Operating Margin
UK		Schroders PLC LSE:SDR	7.3B GBP	Loading...
ZA	N	Ninety One Ltd JSE:NY1	1B ZAR	Loading...
US		Blackstone Inc NYSE:BX	177.9B USD	Loading...
US		BlackRock Inc NYSE:BLK	172.4B USD	Loading...
CA		Brookfield Corp NYSE:BN	105.4B USD	Loading...
US		KKR & Co Inc NYSE:KKR	104.4B USD	Loading...
US		BROOKFIELD ASSET MANAGEMENT LTD F:RW5	68.9B EUR	Loading...
CA		Brookfield Asset Management Inc NYSE:BAM	82.5B USD	Loading...
CA	B	BROOKFIELD ASSET MANAGEMENT LTD TSX:BAM	112.2B CAD	Loading...
US		Bank of New York Mellon Corp NYSE:BK	81.7B USD	Loading...
SE		EQT AB STO:EQT	413.3B SEK	Loading...

Market Distribution

Min	-195 650%
30th Percentile	0%
Median	0.1%
70th Percentile	0.2%
Max	4 630.7%

Other Profitability Ratios

Schroders PLC
Glance View

Market Cap

9.3B USD

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.

View SHNWF Analysis

SHNWF Intrinsic Value

Undervaluation 21%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Schroders PLC
OTC:SHNWF

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Market Distribution

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Schroders PLC
Glance View

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Schroders PLC OTC:SHNWF