Financial Services
Live Price
Offline$7.30
+0.00% today
1Y Change
+46.59%
Window
Jun 23, 2025 → Jun 18, 2026
Coverage: 249 bars · Jun 23, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Schroders plc (SHNWF) is a Financial Services stock with a market cap of $8.99B and listed on OTC. The stock last traded around $7.30 and up 46.6% across the available one-year price window (Jun 23, 2025 → Jun 18, 2026). Baseline metrics include revenue growth of +10.5%, EPS growth of +30.8%, a dividend yield of 3.7%. What stands out right now is revenue +10.5%, EPS +30.8%, free cash flow -40.9% with operating margin 14.3% and ROIC 1.6%. The dividend matters to the case here, with a current yield around 3.7%. Valuation is more restrained than many high-expectation growth names at P/E 16.8 and price/sales 2.7. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines SHNWF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SHNWF
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SHNWF Max Drawdown
-10.47%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SHNWF and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$3.0B
+2.6% YoY
FY Net Income
$623.8M
+28.3% YoY
Free Cash Flow
$1.1B
+31.8% YoY
Revenue Growth
+10.5%
EPS Growth
+30.8%
Gross Margin
71.8%
Net Margin
16.4%
Income statement
GBP
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 3.3B | 3.0B | 3.0B | 3.0B | 3.0B |
| Gross Profit | 2.2B | 2.4B | 2.4B | 2.4B | 2.5B |
| Operating Income | 488M | 641M | 661M | 723M | 841M |
| EBITDA | 879M | 731M | 769M | 817M | 862M |
| Net Income | 540M | 433M | 403M | 486M | 624M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
GBP
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 4.6B | 4.2B | 4.1B | 5.0B | 5.1B |
| Total Assets | 24.6B | 20.9B | 20.6B | 21.3B | 24.3B |
| Total Liabilities | 20.2B | 16.5B | 16.2B | 16.9B | 19.9B |
| Shareholder Equity | 4.5B | 4.4B | 4.4B | 4.4B | 4.3B |
| Total Debt | 924M | 602M | 319M | 361M | 374M |
| Net Debt | -3.7B | -3.6B | -3.8B | -4.7B | -4.7B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
1.2B
+26.9% YoY
Capital Expenditures
89M
+14.3% YoY
Free Cash Flow
1.1B
+31.8% YoY
Key ratios
Gross Margin
71.8%
Operating Margin
14.3%
Net Margin
16.4%
ROE
12.4%
Debt / Equity
0.21x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.