Schroders PLC
LSE:SDR

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Schroders PLC
LSE:SDR
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Price: 407 GBX
Market Cap: 6.5B GBX

Relative Value

The Relative Value of one SDR stock under the Base Case scenario is 567.14 GBX. Compared to the current market price of 407 GBX, Schroders PLC is Undervalued by 28%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

SDR Relative Value
Base Case
567.14 GBX
Undervaluation 28%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
38
vs Industry
57
Median 3Y
2
Median 5Y
2
Industry
3.3
Forward
2.6
vs History
0
vs Industry
31
Median 3Y
15.1
Median 5Y
13.7
Industry
15.5
Forward
12.7
vs History
52
vs Industry
35
Median 3Y
5.6
Median 5Y
5.7
Industry
10.3
vs History
42
vs Industry
37
Median 3Y
5.6
Median 5Y
5.7
Industry
12.2
vs History
22
vs Industry
36
Median 3Y
1.4
Median 5Y
1.4
Industry
1.3
vs History
26
vs Industry
58
Median 3Y
2.5
Median 5Y
2.5
Industry
5
Forward
3.2
vs History
12
vs Industry
59
Median 3Y
3.2
Median 5Y
3.1
Industry
7.4
vs History
0
vs Industry
43
Median 3Y
10.1
Median 5Y
9.6
Industry
14.3
Forward
9
vs History
0
vs Industry
33
Median 3Y
13.7
Median 5Y
12.9
Industry
14.9
Forward
11.9
vs History
52
vs Industry
36
Median 3Y
6.8
Median 5Y
6.9
Industry
12.5
vs History
60
vs Industry
33
Median 3Y
7.2
Median 5Y
7.7
Industry
13.4
vs History
14
vs Industry
66
Median 3Y
0.5
Median 5Y
0.4
Industry
1

Multiples Across Competitors

SDR Competitors Multiples
Schroders PLC Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
UK
Schroders PLC
LSE:SDR
6.6B GBP 2.1 18.8 11.9 16.5
US
Blackstone Inc
NYSE:BX
188B USD 14.3 69.4 29.9 30.1
US
BlackRock Inc
NYSE:BLK
166B USD 7.3 27.2 19.7 22.1
US
KKR & Co Inc
NYSE:KKR
113.6B USD 6.3 50.3 360.4 360.4
CA
Brookfield Corp
NYSE:BN
103B USD 1.4 124 11.6 17.6
ZA
Ninety One Ltd
JSE:NY1
87.2B Zac 0 0 0 0
CA
Brookfield Asset Management Inc
NYSE:BAM
84.5B USD 24 42.2 45.3 46
CA
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
115.9B CAD 24 42.2 45.2 46
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
70.5B EUR 23.5 41.4 44.4 45.1
LU
Reinet Investments SCA
JSE:RNI
81B Zac 0 0 0 0
US
Bank of New York Mellon Corp
NYSE:BK
81B USD 4.1 16.2 76.7 0
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
UK
Schroders PLC
LSE:SDR
Average EV/EBITDA: 71.7
11.9
13%
0.9
US
Blackstone Inc
NYSE:BX
29.9
18%
1.7
US
BlackRock Inc
NYSE:BLK
19.7
19%
1
US
KKR & Co Inc
NYSE:KKR
360.4
126%
2.9
CA
Brookfield Corp
NYSE:BN
11.6
-22%
N/A
ZA
N
Ninety One Ltd
JSE:NY1
Not Available N/A N/A
CA
Brookfield Asset Management Inc
NYSE:BAM
45.3
243%
0.2
CA
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
45.2
243%
0.2
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
44.4
243%
0.2
LU
R
Reinet Investments SCA
JSE:RNI
Not Available N/A N/A
US
Bank of New York Mellon Corp
NYSE:BK
76.7
N/A N/A
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
UK
Schroders PLC
LSE:SDR
Average EV/EBIT: 73
16.5
17%
1
US
Blackstone Inc
NYSE:BX
30.1
22%
1.4
US
BlackRock Inc
NYSE:BLK
22.1
18%
1.2
US
KKR & Co Inc
NYSE:KKR
360.4
108%
3.3
CA
Brookfield Corp
NYSE:BN
17.6
-28%
N/A
ZA
N
Ninety One Ltd
JSE:NY1
Not Available N/A N/A
CA
Brookfield Asset Management Inc
NYSE:BAM
46
237%
0.2
CA
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
46
237%
0.2
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
45.1
237%
0.2
LU
R
Reinet Investments SCA
JSE:RNI
Not Available N/A N/A
US
Bank of New York Mellon Corp
NYSE:BK
Not Available N/A N/A