26 May 2026

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Schroders PLC (SDR)

Rank #70 of 100 - Financials - UK Equities

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Schroders PLC

SDR.L·Financials·Market Cap £9.3b

Rank #70 of 100

Data from Excel Model · 100 Stocks Analysed

£5.83

+43.00% YTD

Target: £5.53(-5.0%)

52W: £3.34 - £6.00

Score Analysis

Schroders PLC is ranked #70 out of 100 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

41/100

Average Score

Liquidity

Weak83/100

Valuation

Good32/100

Profitability

Excellent24/100

Solvency

Excellent21/100

Asset Efficiency

Fair51/100

Mkt Trading

Weak75/100

Technical

Excellent4/100

1. Valuation

Score: 32/100

Is SDR undervalued compared to its peers and fair value metrics?

3/5

valuation criteria met

✗

FY26e P/E Ratio

14.9xRank 57/100

✗

FY27e P/E Ratio

13.9xRank 62/100

✓

Price-to-Book

1.47xRank 28/100

✓

Price-to-Tangible Book

2.39xRank 32/100

✓

EV/EBITDA

-0.1xRank 3/100

Key Valuation Metrics

Current P/E

17.3x

Price-to-Earnings

FY26e P/E

14.9x

Forward estimate

FY27e P/E

13.9x

Forward estimate

P/B Ratio

1.47x

Price-to-Book

P/TBV

2.39x

Price-to-Tangible Book

EV/EBITDA

-0.1x

Enterprise Value

FY26e EV/EBITDA

10.2x

Forward estimate

FY27e EV/EBITDA

10.2x

Forward estimate

Analyst Consensus Target

Current Price

£5.83

Consensus Target

£5.53

Potential

-5.0%

Target

Bloomberg Median Target: £5.90

2. Profitability

Score: 24/100

How profitable is SDR relative to its peers?

1/6

profitability criteria met

✗

TTM Profit Margin

20.4%Rank 68/100

–

Current ROE

12.2%

–

Current ROA

N/A

✓

FY26e EPS

0.40Rank 22/100

–

TTM EPS

0.39

–

Net Income Growth

N/A

Profit Margin

20.4%

ROE

12.2%

FY27e ROE

13.5%

ROA

N/A

Earnings Per Share

3. Financial Health

Score: 21/100

How strong is SDR's balance sheet and financial position?

0/4

solvency criteria met

–

Debt-to-Equity

12.9%

–

Interest Coverage

N/A

✗

Debt/EBITDA

Rank 87Rank 87/100

–

Altman Z-Score

N/A

Key Health Metrics

Quick Ratio

N/A

Below 1.0

Cash Ratio

N/A

Debt/Equity

13%

FCF Margin

0.6%

Altman Z-Score

N/A

Distress Zone

01.812.995+

4. Asset Efficiency

Score: 51/100

How efficiently does SDR deploy its assets and intellectual capital?

0/2

asset efficiency criteria met

–

Intangible/Asset

Intangible assets as a proportion of total assets — lower indicates more tangible, capital-efficient operations

N/A

–

R&D/Sales

Research & development spend relative to revenue — balanced R&D investment signals sustainable growth

N/A

Overall Asset Efficiency Rank

Rank within sector peers#51/100

Best (1)Worst (100)

What This Measures

Intangible/Asset — a lower ratio suggests the company's value is backed by tangible assets rather than goodwill or intangibles, reducing balance sheet risk.

R&D/Sales — captures the proportion of revenue reinvested into research and development, indicating innovation intensity and future growth investment.