Schroders plc (SDR) Fair Value & Analysis
Financial Services · GB · Market cap 9.1B GBX
Fair value as of: Jun 26, 2026
From 26 valuation models · updated 3 days ago
Share price +0.3% over the past month.
Price vs Fair Value (12 months)
12‑month range £3.46 – £5.86 · fair‑value band £3.00 – £5.00 · the £5.85 price screens above the £4.00 fair value. As of Jun 26, 2026.
✦ Which stocks are undervalued right now? Check free Discover now →Analysis
Schroders plc (SDR) currently trades at £5.85, while our model-based Fair Value estimate is £4.00 — implying the stock looks roughly 31.6% overvalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, Schroders plc generated revenue of £3.4B at a net margin of 15.8%. Revenue grew 15.5% year over year. It earns a return on equity of 12.3%. The balance sheet holds a net cash position of £4.0B. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. It provides its services to financial institutions, high net worth clients, large corporate, local authority, charitable entities, individuals, pension plans, government funds, insurance companies, and endowments. The firm launches and manages equity mutual funds and manages fixed income mutual funds for its clients. It also manages hedge for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. The firm's alternative investments include real estate markets, emerging market debt, commodities and agriculture funds, funds of hedge funds and private equity funds of funds. It conducts an in-house research to make its investments. The company was formerly known as New Schroders plc and changed its name to Schroders plc in April 2000. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Schroders plc reported revenue of £3.3B in FY2025 versus £3.0B in FY2021, a compound +2.1%/yr. Reported net income was £540M in FY2025, compounding −3.6%/yr from FY2021.
Open the full interactive analysis →
Similar stocks
6 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Fondul Proprietatea SA FP | $4.20 | $6.41 | +53% |
| The Schiehallion Fund Limited MNTN | $2.27 | $4.54 | +100% |
| BlackRock, Inc BLK | 17,417 MXN | 465.03 MXN | -97% |
| BH Macro Limited BHMU | $4.42 | $8.84 | +100% |
| Blackstone Inc BX | $120.07 | $52.88 | -56% |
| Investor AB IVSBF | $40.52 | $81.04 | +100% |
Explore undervalued stocks
More undervalued Financial Services stocks →
Frequently asked questions
Is Schroders plc (SDR) undervalued?
What is the fair value of SDR?
What is the quality score of SDR?
What is the revenue of Schroders plc (SDR)?
What is the net profit margin of SDR?
Does Schroders plc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.