Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Schroders plc is a public limited company and a leading provider of active asset management, advisory, and wealth management services worldwide. Founded in 2000 and headquartered in London, it manages approximately £777 billion in assets as of June 2025, operating across 38 global locations with a strong emphasis on public and private markets. The firm delivers distinctive investment solutions tailored to high net worth individuals, family offices, financial advisers, and institutional clients, prioritizing long-term value creation and acting in clients' best interests. Notable for its innovative approach enabled by a stable ownership structure, Schroders plc fosters an inclusive culture with high employee retention rates of 94-96% and attracts top talent for superior active investment outcomes. Recognized as a sustainability leader with an AAA MSCI ESG Rating, it integrates environmental and social factors to address risks and opportunities, enhancing long-term performance potential. Through subsidiaries like Schroders Wealth Management and Cazenove Capital, it shapes the global financial landscape by helping investors navigate uncertainty and achieve enduring financial goals.
14.70% operating margin is respectable but not wide. ROIC at 7.71%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 6.0%, steady but not accelerating.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
£3.25B
▲ +6.0% YoY
Net Income (TTM)
£550M
▲ +27.1% YoY
Op. Margin
14.70%
▼ -0.6pp YoY
ROIC
7.71%
▲ +0.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
£895M
▼ -8.4% YoY
Op. Cash Flow (TTM)
£914M
▼ -12.8% YoY
Net Debt
-£6.72B
Net Cash Position
Cash & Equiv.
£7.30B
3Y CAGR: +4.0%
3Y CAGR: +1.0%
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