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Schroders plc (PYXB) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Schroders plc

PYXBMarket cap $12BPrice $7.9

Country🇬🇧United Kingdom

SectorFinancials

IndustryCapital Markets

Manages roughly £750 billion in client money across funds, wealth management, and institutional mandates. One of Britain's oldest asset managers, Schroders has survived two world wars while still competing with giants like BlackRock for global investment dollars.

In Bastion Portfolios?

52W Return+51%

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%6

Revenue Forecast

Rev CAGR (1y)-24%1

Rev CAGR (3y)-6%1

Rev CAGR (5y)-2%1

Earnings Forecast

EPS Growth Y+1+61%10

EPS Growth Y+2+5%5

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin26%8

Net Income Margin19%8

Free Cash Flow Margin-4%2

Debt

Net Debt/EBITDA-4.510

Efficiency

ROE16%7

ROA3%5

Earnings Stability55

GEAR+WEAK32

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)na–

P/BV2.17

EV Multiples

EV/EBITDA Fwd36

EV/EBIT Fwd36

Yield

Free Cash Flow Yield0.0%8

Dividend Yieldna–

Momentum

Short term

1 month return+2%8

3 month return-10859%1

YTD return+13075%10

Mid term

Price vs 52wHighna–

1 year return+13451%10

Long term

3 year return+15867%10

5 year return+19197%10

Risk Shield

Price Risk

Beta0.85

Volatility30%7

Free Cash Flow

Free Cash Flow Margin-4%2

Free Cash Flow Yield0.0%8

Quality

ROCE4%5

Earnings Stability55

Net Debt/EBITDA-4.510

02Growth

Is it actually growing, and how fast?

PYXBSchroders

Revenue FY25$3.8B

GROWTH RATING↗

VERY WEAK8 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y-24%1

Revenue, next 3Y, CAGR-6%1

Revenue, next 5Y, CAGR-2%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+61%10

EPS growth, FY27E+5%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 5%/yr vs revenue -6%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 92% of companies worldwide.

Revenue is set to shrink 6%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 9%/yr over the last 3 years, but it is set to shrink 6%/yr from here.

Over five years revenue is set to shrink 2%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

PYXBSchroders

Total return FY25−32.8%

Price return FY25−46.5%

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-10859%1

YTD return+13075%10

MID & LONG-TERM▾SCORE

% of 52-week highna–

1-year return+13451%10

3-year return+15867%10

5-year return+19197%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +15867% over three years and +19197% over five, ahead of 90% of the market.

It's up 13451% over the past year, but 100% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+13075%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10859%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Schroders. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

PYXBSchroders

Revenue FY25$3.8B

GROWTH RATING↗

VERY WEAK8 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y-24%1

Revenue, next 3Y, CAGR-6%1

Revenue, next 5Y, CAGR-2%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+61%10

EPS growth, FY27E+5%5

EPS growth, FY28E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 5%/yr vs revenue -6%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 92% of companies worldwide.

Revenue is set to shrink 6%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 9%/yr over the last 3 years, but it is set to shrink 6%/yr from here.

Over five years revenue is set to shrink 2%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

PYXBSchroders

Total return FY25−32.8%

Price return FY25−46.5%

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-10859%1

YTD return+13075%10

MID & LONG-TERM▾SCORE

% of 52-week highna–

1-year return+13451%10

3-year return+15867%10

5-year return+19197%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +15867% over three years and +19197% over five, ahead of 90% of the market.

It's up 13451% over the past year, but 100% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+13075%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10859%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Schroders. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community