Schroders Investment Financials

ATR Stock   468.00  3.00  0.64%   
We advise to exercise Schroders Investment fundamental analysis to see if markets are presently undervaluing or overvaluing the firm. In other words, you can harness it to find out if Schroders Investment is indeed mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for twenty-six available drivers for Schroders Investment Trusts, which can be compared to its competition. The stock experiences a moderate downward daily trend and can be a good diversifier. Check odds of Schroders Investment to be traded at 458.64 in 90 days. Key indicators impacting Schroders Investment's financial strength include:
Operating Margin
0.742
PE Ratio
8.069
Profit Margin
0.8298
Return On Equity
0.1203
  
Understanding current and past Schroders Investment Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Schroders Investment's financial statements are interrelated, with each one affecting the others. For example, an increase in Schroders Investment's assets may result in an increase in income on the income statement.
Please note, the presentation of Schroders Investment's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Schroders Investment's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Schroders Investment's management manipulating its earnings.

Schroders Investment Stock Summary

Schroders Investment competes with Cornish Metals, Naturhouse Health, Eco Animal, PureTech Health, and Optima Health. Schroders Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.
Foreign Associate
  USA
Specialization
Financial Services, Financial Services
InstrumentUK Stock View All
ExchangeLondon Exchange
ISINGB0008710799
Business Address31 Gresham Street,
SectorCapital Markets
IndustryFinancials
BenchmarkDow Jones Industrial
Websitewww.schroders.com/en/uk/private-investor/f
You should never invest in Schroders Investment without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Schroders Stock, because this is throwing your money away. Analyzing the key information contained in Schroders Investment's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Schroders Investment Key Financial Ratios

There are many critical financial ratios that Schroders Investment's investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Schroders Investment reports annually and quarterly.

Schroders Investment Key Balance Sheet Accounts

202020212022202320242025 (projected)
Total Assets519.0M603.7M505.0M487.9M510.0M355.1M
Other Current Liab(29.9M)(48.8M)(46.4M)(37.5M)(255K)(267.8K)
Net Debt5.2M23.1M41.0M34.8M(627K)(595.7K)
Accounts Payable114K24.2M285K122K255K242.3K
Cash2.0M2.9M5.2M2.5M627K595.7K
Net Receivables2.4M667K517K1.2M303K287.9K
Total Liab35.5M52.0M47.5M39.4M33.9M28.8M
Total Current Assets4.4M3.5M5.7M4.7M627K595.7K
Common Stock4.9M5.0M5.4M5.5M4.9M5.2M
Retained Earnings363.6M392.5M296.5M24.8M28.5M27.1M
Other Current Assets2.3M323K33K1.0M(303K)(287.9K)
Other Assets519.0M603.7M505.0M(1.0M)510.0M535.5M
Net Tangible Assets357.9M483.5M551.7M457.5M526.1M359.4M
Short Term Debt29.8M48.8M46.1M37.3M33.6M38.6M
Net Invested Capital513.3M600.5M503.6M485.8M503.0M493.9M
Capital Stock4.9M5.0M5.4M5.5M6.3M5.7M

Schroders Investment Key Income Statement Accounts

An income statement is very similar to a cash flow statement, but instead of showing net revenue minus expenses, it only includes earnings before interest and taxes (EBIT). This number does not have all of the same line items that are on a cash flow statement, but it leaves out non-cash expenses like depreciation and amortization. For example, if you bought $100 worth of goods from Walmart (WMT) using your debit card that has an interest rate of 20%, then paid off the balance at the end of the month with a credit card that charges 30% interest, you would have an income statement showing EBIT of $80 because your expenses are lower than the amount that went into your pocket.
202020212022202320242025 (projected)
Interest Expense451K474K1.2M2.8M2.0M2.1M
Total Revenue118.1M38.9M(70.3M)41.7M58.5M61.4M
Gross Profit118.1M38.9M(70.3M)41.7M58.5M61.4M
Operating Income117.4M38.1M(69.8M)37.7M(118.9M)(113.0M)
Ebitda117.4M38.1M(69.8M)36.8M33.1M21.4M
Income Before Tax117.4M38.1M(71.0M)36.8M57.5M30.6M
Net Income117.9M36.3M(70.9M)35.4M55.6M29.9M
Income Tax Expense(567K)1.8M(112K)1.4M1.9M2.0M
Ebit117.4M38.1M(69.8M)74.6M67.1M36.0M
Cost Of Revenue7.4M4.0M3.5M34.5M39.6M41.6M
Tax Provision(567K)1.8M(112K)1.4M1.9M2.0M
Interest Income7K84K34K180K27K49.7K

Schroders Investment Key Cash Accounts

Cash flow analysis captures how much money flows into and out of Schroders Investment. It measures of how well Schroders is doing because it can show the actual money that comes into and out of the Company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money Schroders Investment brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money Schroders had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what Schroders Investment has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (in other words, buying more stock) and investing in non-business activities like paying off debt or making acquisitions.
202020212022202320242025 (projected)
Change In Cash(9.4M)(17.9M)28.3M(2.6M)(5.6M)(5.3M)
Free Cash Flow3.8M8.0M11.0M10.9M7.4M4.9M
Other Non Cash Items(121.6M)(29.9M)78.7M(31.4M)(54.8M)(52.1M)
Dividends Paid6.4M(7.4M)(9.3M)(11.4M)(11.0M)(10.5M)
Net Income117.8M38.5M(69.8M)39.6M59.5M62.4M
End Period Cash Flow(5.2M)(23.1M)5.2M2.5M(3.0M)(2.9M)
Investments(33.2M)(57.0M)23.4M40.8M32.5M34.1M
Net Borrowings(4.3M)695K12.0M18.2M21.0M22.0M
Change To Netincome(42.5M)(115.1M)(24.8M)82.3M94.7M99.4M

Schroders Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Schroders Investment's current stock value. Our valuation model uses many indicators to compare Schroders Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schroders Investment competition to find correlations between indicators driving Schroders Investment's intrinsic value. More Info.
Schroders Investment Trusts is number one stock in return on equity category among its peers. It also is number one stock in return on asset category among its peers reporting about  0.63  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Schroders Investment Trusts is roughly  1.60 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schroders Investment's earnings, one of the primary drivers of an investment's value.

Schroders Investment Systematic Risk

Schroders Investment's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schroders Investment volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Schroders Investment correlated with the market. If Beta is less than 0 Schroders Investment generally moves in the opposite direction as compared to the market. If Schroders Investment Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schroders Investment is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schroders Investment is generally in the same direction as the market. If Beta > 1 Schroders Investment moves generally in the same direction as, but more than the movement of the benchmark.

Schroders Investment Trusts Common Stock Shares Outstanding Over Time

Schroders Investment Thematic Clasifications

Schroders Investment Trusts is part of several thematic ideas from Investing to Diversified Assets. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic Ideas

Schroders Investment March 27, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Schroders Investment help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schroders Investment Trusts. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schroders Investment Trusts based on widely used predictive technical indicators. In general, we focus on analyzing Schroders Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Schroders Investment's daily price indicators and compare them against related drivers.

Complementary Tools for Schroders Stock analysis

When running Schroders Investment's price analysis, check to measure Schroders Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schroders Investment is operating at the current time. Most of Schroders Investment's value examination focuses on studying past and present price action to predict the probability of Schroders Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schroders Investment's price. Additionally, you may evaluate how the addition of Schroders Investment to your portfolios can decrease your overall portfolio volatility.
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Stocks Directory
Find actively traded stocks across global markets