Schroders plc

LSE:SDR Stock Report

Market Cap: UK£9.2b

Schroders Valuation

Is SDR undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of SDR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: SDR (£5.79) is trading below our estimate of future cash flow value (£6.14)

Significantly Below Future Cash Flow Value: SDR is trading below future cash flow value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SDR?

Key metric: As SDR is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SDR. This is calculated by dividing SDR's market cap by their current earnings.
What is SDR's PE Ratio?
PE Ratio17x
EarningsUK£539.80m
Market CapUK£9.17b

Price to Earnings Ratio vs Peers

How does SDR's PE Ratio compare to its peers?

The above table shows the PE ratio for SDR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average10.6x
ICG ICG
7.6x1.63%UK£4.5b
III 3i Group
4.3x0.61%UK£26.3b
ABDN Aberdeen Group
9x-17.69%UK£3.5b
EMG Man Group
21.6x27.47%UK£2.9b
SDR Schroders
17x8.87%UK£9.2b

Price-To-Earnings vs Peers: SDR is expensive based on its Price-To-Earnings Ratio (17x) compared to the peer average (10.6x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does SDR's PE Ratio compare vs other companies in the GB Capital Markets Industry?

10 CompaniesPrice / EarningsEstimated GrowthMarket Cap
CGEO Georgia Capital
2.2xn/aUS$1.52b
BPM B.P. Marsh & Partners
2.3x-0.85%US$310.98m
TAVI Tavistock Investments
2.8xn/aUS$21.95m
IX. i(x) Net Zero
0.1xn/aUS$8.94m
SDR 17.0xIndustry Avg. 13.3xNo. of Companies12PE01224364860+
10 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SDR is expensive based on its Price-To-Earnings Ratio (17x) compared to the UK Capital Markets industry average (13.3x).

Price to Earnings Ratio vs Fair Ratio

What is SDR's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SDR PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio17x
Fair PE Ratio17.4x

Price-To-Earnings vs Fair Ratio: SDR is good value based on its Price-To-Earnings Ratio (17x) compared to the estimated Fair Price-To-Earnings Ratio (17.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SDR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUK£5.79
UK£5.17
-10.64%
18.33%UK£6.12UK£3.37n/a11
Mar ’27UK£5.86
UK£5.25
-10.43%
17.99%UK£6.12UK£3.37n/a12
Feb ’27UK£4.52
UK£4.38
-3.06%
10.03%UK£5.10UK£3.37n/a16
Jan ’27UK£4.07
UK£4.15
+2.00%
10.28%UK£4.80UK£3.37n/a16
Dec ’26UK£3.86
UK£4.15
+7.39%
10.33%UK£4.80UK£3.37n/a16
Nov ’26UK£3.79
UK£4.10
+8.19%
10.93%UK£4.80UK£3.37n/a16
Oct ’26UK£3.77
UK£3.97
+5.31%
10.99%UK£4.75UK£3.26n/a16
Sep ’26UK£3.75
UK£3.97
+6.04%
10.99%UK£4.75UK£3.26n/a16
Aug ’26UK£3.80
UK£3.93
+3.37%
11.84%UK£4.75UK£3.00n/a16
Jul ’26UK£3.64
UK£3.69
+1.32%
11.80%UK£4.35UK£3.00n/a16
Jun ’26UK£3.55
UK£3.67
+3.30%
11.94%UK£4.35UK£3.00n/a16
May ’26UK£3.33
UK£3.67
+10.33%
14.06%UK£4.80UK£2.80n/a16
Apr ’26UK£3.49
UK£4.14
+18.63%
12.18%UK£4.96UK£3.25UK£5.7616
Mar ’26UK£3.69
UK£3.78
+2.46%
12.28%UK£4.96UK£3.10UK£5.8616
Feb ’26UK£3.54
UK£3.71
+4.71%
13.32%UK£4.96UK£3.10UK£4.5215
Jan ’26UK£3.24
UK£3.77
+16.65%
12.12%UK£4.96UK£3.15UK£4.0715
Dec ’25UK£3.15
UK£3.82
+21.32%
11.83%UK£4.96UK£3.15UK£3.8615
Nov ’25UK£3.59
UK£4.03
+12.45%
11.36%UK£4.96UK£3.45UK£3.7915
Oct ’25UK£3.47
UK£4.00
+15.39%
11.81%UK£4.96UK£3.45UK£3.7715
Sep ’25UK£3.42
UK£4.03
+17.82%
11.70%UK£4.96UK£3.50UK£3.7515
Aug ’25UK£3.55
UK£4.16
+17.24%
12.95%UK£5.00UK£3.50UK£3.8015
Jul ’25UK£3.63
UK£4.18
+14.90%
11.84%UK£5.05UK£3.50UK£3.6415
Jun ’25UK£3.92
UK£4.16
+6.23%
12.15%UK£5.05UK£3.50UK£3.5515
May ’25UK£3.49
UK£4.30
+23.26%
10.43%UK£5.05UK£3.60UK£3.3315
Apr ’25UK£3.77
UK£4.37
+16.06%
10.40%UK£5.05UK£3.70UK£3.4915
UK£5.17
Fair Value
11.9% overvalued intrinsic discount
11
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/02 17:45
End of Day Share Price 2026/04/02 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Schroders plc is covered by 32 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jesús Gómez DominguezBanco Santander
Michael SandersonBarclays
Michael SandersonBarclays