SDR PEER ANALYSIS

Schroders PLC — metric-by-metric comparison with peers and the industry median

SDRSchroders PLC

🇬🇧 UK · LSE · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

SDRIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	SDR	METRO	INVEO	SAMG	GOZDE	AFCG	Ind. Median
P/E	17.46●	—	—	30.68	—	—	18.84
P/B	2.12	1.02	0.87	1.73	0.36●	0.40	2.08
EV/EBITDA	6.96●	—	113.47	10.02	—	—	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	SDR	METRO	INVEO	SAMG	GOZDE	AFCG	Ind. Median
Current Ratio	92.37●	4.84	0.12	2.89	0.76	1.49	3.81
Debt/Equity	20.7%	0.0%●	44.4%	60.9%	0.0%●	108.9%	18.1%
NetDebt/EBITDA	-4.40	0.19	35.23	1.73	0.00	-10.43●	0.18

Profitability
Metric	SDR	METRO	INVEO	SAMG	GOZDE	AFCG	Ind. Median
Net Margin	16.4%●	-11.8%	-34.3%	2.1%	-1,340,136.1%	-60.7%	16.7%
ROE	12.2%●	-0.6%	-0.8%	4.2%	-24.0%	-6.9%	9.4%
ROA	2.4%●	-0.6%	-0.6%	1.8%	-21.9%	-3.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	SDR	METRO	INVEO	SAMG	GOZDE	AFCG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	24.7%●	—	—	-70.5%	—	—	14.6%
Div. Yield	3.7%	0.0%	0.0%	8.1%	0.0%	11.1%●	1.4%
Payout	62.5%	0.0%	0.0%	255.5%	0.0%	-89.9%	11.6%

Valuation
Metric	SDR	PSH	MNG	STJ	FCIT	SMT	Ind. Median
P/E	17.46	2.41●	29.04	13.11	10.04	5.21	18.84
P/B	2.12	0.60●	2.80	4.71	1.08	1.17	2.08
EV/EBITDA	6.96	2.98●	5.55	5.17	10.36	5.69	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	SDR	PSH	MNG	STJ	FCIT	SMT	Ind. Median
Current Ratio	92.37●	2.14	1.92	3.80	2.66	0.31	3.81
Debt/Equity	20.7%	24.4%	220.4%	36.7%	9.4%●	11.6%	18.1%
NetDebt/EBITDA	-4.40●	0.65	1.03	0.15	0.72	0.51	0.18

Profitability
Metric	SDR	PSH	MNG	STJ	FCIT	SMT	Ind. Median
Net Margin	16.4%	86.3%	1.4%	829.8%●	105.7%	97.4%	16.7%
ROE	12.2%	26.7%	9.4%	41.1%●	11.2%	23.9%	9.4%
ROA	2.4%	21.4%●	0.2%	0.3%	10.2%	21.2%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	SDR	PSH	MNG	STJ	FCIT	SMT	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	24.7%	53.2%	—	—	-33.5%	154.7%●	14.6%
Div. Yield	3.7%	1.7%	6.0%●	1.4%	1.2%	0.3%	1.4%
Payout	62.5%	3.8%	159.6%	18.1%	11.6%	1.6%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 3, 26. This content is for informational purposes only and is not investment advice.