Schroder (UK) Performance
| SCP Stock | 608.00 3.00 0.50% |
The entity has a beta of 0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schroder's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schroder is expected to be smaller as well. At this point, Schroder UK Mid has a negative expected return of -0.0665%. Please make sure to validate Schroder's potential upside, daily balance of power, and the relationship between the maximum drawdown and kurtosis , to decide if Schroder UK Mid performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Schroder UK Mid has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Schroder is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0348 | Last Split Factor 2:1 | Forward Dividend Rate 0.21 | Ex Dividend Date 2024-07-11 | Last Split Date 1994-01-25 |
1 | DONT MISS Schroders Why the smart money is buying UK mid caps - Citywire Investment Trust Insider | 11/18/2024 |
Schroder |
Schroder Relative Risk vs. Return Landscape
If you would invest 63,600 in Schroder UK Mid on August 30, 2024 and sell it today you would lose (2,800) from holding Schroder UK Mid or give up 4.4% of portfolio value over 90 days. Schroder UK Mid is generating negative expected returns and assumes 0.8822% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Schroder, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Schroder Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schroder's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Schroder UK Mid, and traders can use it to determine the average amount a Schroder's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0754
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCP |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schroder is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schroder by adding Schroder to a well-diversified portfolio.
Schroder Fundamentals Growth
Schroder Stock prices reflect investors' perceptions of the future prospects and financial health of Schroder, and Schroder fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schroder Stock performance.
| Return On Equity | 0.0811 | ||||
| Return On Asset | 0.0488 | ||||
| Profit Margin | 0.84 % | ||||
| Operating Margin | 0.94 % | ||||
| Current Valuation | 227.49 M | ||||
| Shares Outstanding | 34.58 M | ||||
| Price To Book | 0.92 X | ||||
| Price To Sales | 11.14 X | ||||
| Revenue | 33.77 M | ||||
| Gross Profit | (79.36 M) | ||||
| EBITDA | 33.17 M | ||||
| Net Income | 33.17 M | ||||
| Total Debt | 20 M | ||||
| Book Value Per Share | 6.60 X | ||||
| Earnings Per Share | 0.52 X | ||||
| Total Asset | 235.84 M | ||||
| Retained Earnings | 181.18 M | ||||
About Schroder Performance
By analyzing Schroder's fundamental ratios, stakeholders can gain valuable insights into Schroder's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schroder has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schroder has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Schroder is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Schroder UK Mid performance evaluation
Checking the ongoing alerts about Schroder for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Schroder UK Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Schroder UK Mid generated a negative expected return over the last 90 days | |
| Schroder UK Mid is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: DONT MISS Schroders Why the smart money is buying UK mid caps - Citywire Investment Trust Insider |
- Analyzing Schroder's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Schroder's stock is overvalued or undervalued compared to its peers.
- Examining Schroder's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Schroder's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schroder's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Schroder's stock. These opinions can provide insight into Schroder's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Schroder Stock analysis
When running Schroder's price analysis, check to measure Schroder'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 Schroder is operating at the current time. Most of Schroder's value examination focuses on studying past and present price action to predict the probability of Schroder's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schroder's price. Additionally, you may evaluate how the addition of Schroder to your portfolios can decrease your overall portfolio volatility.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |