SDR.L
Schroders PLC
Financials · Asset Management · LSE
$583.50
Data: 2026-05-09
✗ ETHICAL FAIL

Unknown MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$9.1B
Total market value of the company
17.07
Reasonably valued
14.10
Based on estimated future earnings — lower means cheaper
Rev Growth
+15.5%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
12.3%
Return on equity — how efficiently it uses shareholder money
Analyst Target
N/A
Recommendation
N/A
Consensus view from ? analysts covering this stock
About Schroders PLC

Company description not available.

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0% N/A
Debt must be below 33% of total assets
Cash Ratio
0.0% N/A
Interest-bearing cash below 33% of assets
Receivables
0.0% N/A
Receivables below 49% of assets
Revenue Purity
0.0% N/A
Non-compliant revenue below 5% — any excess requires purification
Valuation
$13.43
What our model estimates this business is worth per share
-4,244.8%
Trading above fair value — no margin of safety
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
45.1th
Ranks in the top 55% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
65.5
Quality Score
46.0
Combined
38.1

Trading at $580, 4222% above fair value of $13. Fails ethical screen (Business activity exclusion: likely FAIL). Ranks better than 4% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

ACCUMULATION
Smart money appears to be building positions quietly
0.745
Good returns relative to risk taken
0.0204
Modest edge detected — smaller position warranted
0.671
Acceptable balance between returns and drawdown risk
Annual Return
21.8%
Historical annualised return based on price data
-32.4%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
49
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

N/A
52W High
$N/A
52W Low
$N/A
Avg Volume
N/A
Average daily shares traded — higher means easier to buy and sell
N/A
Days it would take all short sellers to cover — higher means more crowded
Short % Float
N/A
370.0%
Annual dividend as a percentage of the share price
$0.34
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

12.87
Heavy leverage — higher financial risk if revenues decline
Quick Ratio
N/A
Like current ratio but excludes inventory — stricter test
Gross Margin
N/A
Revenue left after cost of goods — higher means pricing power
Operating Margin
N/A
Profit from core operations before interest and tax
N/A
Negative — the business is spending more than it generates
Revenue (TTM)
N/A
Total revenue over the last 12 months
Net Income
N/A
Loss-making — spending exceeds revenue after all costs
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-05-21 Schroders Employee Benefit Trust 5,383
2026-05-20 Schroders Employee Benefit Trust 58,946
2026-05-20 Soci�t� G�n�rale S.A 247,299 $1,933,136
2026-05-20 Lindsell Train, Ltd. 22,000 $171,974
2026-05-20 Natixis S.A. 16,148 $126,228
2026-05-20 Vanguard Group Inc. 43,560 $340,508
2026-05-20 State Street Corporation 3,785 $29,587
2026-05-20 BlackRock, Inc. 49,085 $383,697
2026-05-19 BlackRock, Inc. 24,587 $191,655
2026-05-19 Goldman Sachs International 1,734 $13,516
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-09

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