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Schroders PLC
Buy, Hold or Sell?

Let's analyse Schroders together

PenkeI guess you are interested in Schroders PLC. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Schroders PLC. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Schroders (30 sec.)










What can you expect buying and holding a share of Schroders? (30 sec.)

How much money do you get?

How much money do you get?
$0.86
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$2.88
Expected worth in 1 year
$0.37
How sure are you?
90.0%

+ What do you gain per year?

Total Gains per Share
$-1.64
Return On Investment
-35.4%

For what price can you sell your share?

Current Price per Share
$4.65
Expected price per share
$3.6925 - $
How sure are you?
50%

1. Valuation of Schroders (5 min.)




Live pricePrice per Share (EOD)

$4.65

Intrinsic Value Per Share

$-0.46 - $4.69

Total Value Per Share

$2.42 - $7.57

2. Growth of Schroders (5 min.)




Is Schroders growing?

Current yearPrevious yearGrowGrow %
How rich?$4.6b$5.6b-$1b-21.8%

How much money is Schroders making?

Current yearPrevious yearGrowGrow %
Making money$388.2m$613.4m-$225.2m-58.0%
Net Profit Margin13.1%16.8%--

How much money comes from the company's main activities?

3. Financial Health of Schroders (5 min.)




4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#42 / 763

Most Revenue
#15 / 763

Most Profit
#21 / 763

Most Efficient
#540 / 763

What can you expect buying and holding a share of Schroders? (5 min.)

Welcome investor! Schroders's management wants to use your money to grow the business. In return you get a share of Schroders.

What can you expect buying and holding a share of Schroders?

First you should know what it really means to hold a share of Schroders. And how you can make/lose money.

Speculation

The Price per Share of Schroders is $4.65. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Schroders.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Schroders, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $2.88. Based on the TTM, the Book Value Change Per Share is $-0.63 per quarter. Based on the YOY, the Book Value Change Per Share is $0.76 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.22 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Schroders.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps0.245.2%0.245.2%0.388.1%0.326.8%0.316.7%
Usd Book Value Change Per Share-0.63-13.5%-0.63-13.5%0.7616.4%0.143.0%0.153.2%
Usd Dividend Per Share0.224.6%0.224.6%0.275.7%0.214.6%0.183.9%
Usd Total Gains Per Share-0.41-8.8%-0.41-8.8%1.0322.1%0.357.5%0.337.1%
Usd Price Per Share5.50-5.50-5.24-25.95-30.23-
Price to Earnings Ratio22.84-22.84-13.95-82.16-96.89-
Price-to-Total Gains Ratio-13.38--13.38-5.09-62.85-87.49-
Price to Book Ratio1.91-1.91-1.49-10.18-14.44-
Price-to-Total Gains Ratio-13.38--13.38-5.09-62.85-87.49-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share4.65
Number of shares215
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.220.21
Usd Book Value Change Per Share-0.630.14
Usd Total Gains Per Share-0.410.35
Gains per Quarter (215 shares)-88.3875.46
Gains per Year (215 shares)-353.53301.86
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1186-539-364183119292
2372-1079-718367237594
3558-1618-1072550356896
4744-2158-14267334741198
5930-2697-17809175931500
61115-3237-213411007111802
71301-3776-248812838302104
81487-4316-284214679482406
91673-4855-3196165010672708
101859-5394-3550183311853010

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%23.01.00.095.8%
Book Value Change Per Share0.01.00.00.0%2.01.00.066.7%4.01.00.080.0%9.01.00.090.0%19.05.00.079.2%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%22.00.02.091.7%
Total Gains per Share0.01.00.00.0%2.01.00.066.7%4.01.00.080.0%9.01.00.090.0%21.03.00.087.5%

Fundamentals of Schroders

About Schroders PLC

Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. It provides its services to financial institutions, high net worth clients, large corporate, local authority, charitable entities, individuals, pension plans, government funds, insurance companies, and endowments. The firm launches and manages equity mutual funds and manages fixed income mutual funds for its clients. It also manages hedge for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. The firm's alternative investments include real estate markets, emerging market debt, commodities and agriculture funds, funds of hedge funds and private equity funds of funds. It conducts an in-house research to make its investments. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom.

Fundamental data was last updated by Penke on 2024-03-13 00:05:10.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating efficient.
The company is efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is fair priced.
Based on how much money comes from the company's main activities, the company is fair priced.

1.1. Profitability of Schroders PLC.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Schroders earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Schroders to the Asset Management industry mean.
  • A Net Profit Margin of 13.1% means that $0.13 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Schroders PLC:

  • The MRQ is 13.1%. The company is making a huge profit. +2
  • The TTM is 13.1%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ13.1%TTM13.1%0.0%
TTM13.1%YOY16.8%-3.7%
TTM13.1%5Y18.0%-4.9%
5Y18.0%10Y20.0%-2.0%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ13.1%62.0%-48.9%
TTM13.1%63.5%-50.4%
YOY16.8%71.0%-54.2%
5Y18.0%62.9%-44.9%
10Y20.0%58.3%-38.3%
1.1.2. Return on Assets

Shows how efficient Schroders is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Schroders to the Asset Management industry mean.
  • 1.9% Return on Assets means that Schroders generated $0.02 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Schroders PLC:

  • The MRQ is 1.9%. Using its assets, the company is less efficient in making profit.
  • The TTM is 1.9%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ1.9%TTM1.9%0.0%
TTM1.9%YOY2.3%-0.4%
TTM1.9%5Y2.3%-0.4%
5Y2.3%10Y2.3%-0.1%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1.9%0.8%+1.1%
TTM1.9%0.9%+1.0%
YOY2.3%1.0%+1.3%
5Y2.3%1.5%+0.8%
10Y2.3%2.1%+0.2%
1.1.3. Return on Equity

Shows how efficient Schroders is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Schroders to the Asset Management industry mean.
  • 8.8% Return on Equity means Schroders generated $0.09 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Schroders PLC:

  • The MRQ is 8.8%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 8.8%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ8.8%TTM8.8%0.0%
TTM8.8%YOY11.2%-2.3%
TTM8.8%5Y12.0%-3.1%
5Y12.0%10Y14.0%-2.0%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ8.8%1.7%+7.1%
TTM8.8%2.0%+6.8%
YOY11.2%1.9%+9.3%
5Y12.0%2.6%+9.4%
10Y14.0%3.2%+10.8%

1.2. Operating Efficiency of Schroders PLC.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Schroders is operating .

  • Measures how much profit Schroders makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Schroders to the Asset Management industry mean.
  • An Operating Margin of 23.5% means the company generated $0.24  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Schroders PLC:

  • The MRQ is 23.5%. The company is operating efficient. +1
  • The TTM is 23.5%. The company is operating efficient. +1
Trends
Current periodCompared to+/- 
MRQ23.5%TTM23.5%0.0%
TTM23.5%YOY23.9%-0.3%
TTM23.5%5Y21.6%+1.9%
5Y21.6%10Y23.4%-1.8%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ23.5%80.7%-57.2%
TTM23.5%62.9%-39.4%
YOY23.9%70.4%-46.5%
5Y21.6%55.7%-34.1%
10Y23.4%50.4%-27.0%
1.2.2. Operating Ratio

Measures how efficient Schroders is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.76 means that the operating costs are $0.76 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Schroders PLC:

  • The MRQ is 0.765. The company is efficient in keeping operating costs low. +1
  • The TTM is 0.765. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ0.765TTM0.7650.000
TTM0.765YOY0.794-0.029
TTM0.7655Y0.782-0.017
5Y0.78210Y0.760+0.021
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.7650.419+0.346
TTM0.7650.437+0.328
YOY0.7940.335+0.459
5Y0.7820.430+0.352
10Y0.7600.483+0.277

1.3. Liquidity of Schroders PLC.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Schroders is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 0.00 means the company has $0.00 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Schroders PLC:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY6.478-6.478
TTM-5Y4.221-4.221
5Y4.22110Y2.910+1.311
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-3.205-3.205
TTM-3.185-3.185
YOY6.4783.840+2.638
5Y4.2215.526-1.305
10Y2.9106.549-3.639
1.3.2. Quick Ratio

Measures if Schroders is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Schroders to the Asset Management industry mean.
  • A Quick Ratio of 0.00 means the company can pay off $0.00 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Schroders PLC:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY5.842-5.842
TTM-5Y3.806-3.806
5Y3.80610Y3.093+0.713
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-3.162-3.162
TTM-3.528-3.528
YOY5.8424.139+1.703
5Y3.8066.715-2.909
10Y3.0936.060-2.967

1.4. Solvency of Schroders PLC.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Schroders assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Schroders to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.78 means that Schroders assets are financed with 77.5% credit (debt) and the remaining percentage (100% - 77.5%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Schroders PLC:

  • The MRQ is 0.775. The company is just able to pay all its debts by selling its assets.
  • The TTM is 0.775. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.775TTM0.7750.000
TTM0.775YOY0.790-0.015
TTM0.7755Y0.803-0.028
5Y0.80310Y0.824-0.022
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.7750.183+0.592
TTM0.7750.180+0.595
YOY0.7900.185+0.605
5Y0.8030.190+0.613
10Y0.8240.188+0.636
1.4.2. Debt to Equity Ratio

Measures if Schroders is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Schroders to the Asset Management industry mean.
  • A Debt to Equity ratio of 364.1% means that company has $3.64 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Schroders PLC:

  • The MRQ is 3.641. The company is unable to pay all its debts with equity. -1
  • The TTM is 3.641. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ3.641TTM3.6410.000
TTM3.641YOY3.869-0.228
TTM3.6415Y4.232-0.590
5Y4.23210Y4.922-0.690
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ3.6410.211+3.430
TTM3.6410.220+3.421
YOY3.8690.227+3.642
5Y4.2320.250+3.982
10Y4.9220.260+4.662

2. Market Valuation of Schroders PLC

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Schroders generates.

  • Above 15 is considered overpriced but always compare Schroders to the Asset Management industry mean.
  • A PE ratio of 22.84 means the investor is paying $22.84 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Schroders PLC:

  • The EOD is 19.310. Based on the earnings, the company is fair priced.
  • The MRQ is 22.840. Based on the earnings, the company is fair priced.
  • The TTM is 22.840. Based on the earnings, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD19.310MRQ22.840-3.530
MRQ22.840TTM22.8400.000
TTM22.840YOY13.950+8.889
TTM22.8405Y82.160-59.320
5Y82.16010Y96.895-14.735
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD19.3105.593+13.717
MRQ22.8405.563+17.277
TTM22.8405.667+17.173
YOY13.9503.801+10.149
5Y82.1605.354+76.806
10Y96.8957.598+89.297
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Schroders PLC:

  • The EOD is 27.753. Based on how much money comes from the company's main activities, the company is underpriced. +1
  • The MRQ is 32.826. Based on how much money comes from the company's main activities, the company is fair priced.
  • The TTM is 32.826. Based on how much money comes from the company's main activities, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD27.753MRQ32.826-5.073
MRQ32.826TTM32.8260.000
TTM32.826YOY7.705+25.121
TTM32.8265Y52.098-19.272
5Y52.09810Y760.823-708.725
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD27.7534.542+23.211
MRQ32.8264.227+28.599
TTM32.8263.309+29.517
YOY7.7052.153+5.552
5Y52.0982.207+49.891
10Y760.8232.449+758.374
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Schroders is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 1.91 means the investor is paying $1.91 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Schroders PLC:

  • The EOD is 1.615. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.910. Based on the equity, the company is underpriced. +1
  • The TTM is 1.910. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.615MRQ1.910-0.295
MRQ1.910TTM1.9100.000
TTM1.910YOY1.494+0.416
TTM1.9105Y10.181-8.271
5Y10.18110Y14.442-4.261
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.6150.925+0.690
MRQ1.9100.911+0.999
TTM1.9100.910+1.000
YOY1.4940.983+0.511
5Y10.1811.008+9.173
10Y14.4421.157+13.285
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Schroders PLC compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share---0.627-0.6270%0.761-182%0.138-555%0.150-518%
Book Value Per Share--2.8792.8790%3.506-18%2.785+3%2.336+23%
Current Ratio----0%6.478-100%4.221-100%2.910-100%
Debt To Asset Ratio--0.7750.7750%0.790-2%0.803-3%0.824-6%
Debt To Equity Ratio--3.6413.6410%3.869-6%4.232-14%4.922-26%
Dividend Per Share--0.2160.2160%0.267-19%0.213+1%0.181+20%
Eps--0.2410.2410%0.375-36%0.317-24%0.313-23%
Free Cash Flow Per Share--0.1680.1680%0.680-75%0.505-67%0.405-59%
Free Cash Flow To Equity Per Share---0.386-0.3860%0.262-247%0.149-360%0.135-387%
Gross Profit Margin--1.0001.0000%1.0000%-0.069+107%0.465+115%
Intrinsic Value_10Y_max--4.694--------
Intrinsic Value_10Y_min---0.459--------
Intrinsic Value_1Y_max--0.510--------
Intrinsic Value_1Y_min--0.295--------
Intrinsic Value_3Y_max--1.502--------
Intrinsic Value_3Y_min--0.596--------
Intrinsic Value_5Y_max--2.457--------
Intrinsic Value_5Y_min--0.576--------
Market Cap7496125574.400-18%8866385088.0008866385088.0000%8444022743.808+5%42495416212.611-79%49724065093.032-82%
Net Profit Margin--0.1310.1310%0.168-22%0.180-27%0.200-35%
Operating Margin--0.2350.2350%0.239-1%0.216+9%0.234+0%
Operating Ratio--0.7650.7650%0.794-4%0.782-2%0.760+1%
Pb Ratio1.615-18%1.9101.9100%1.494+28%10.181-81%14.442-87%
Pe Ratio19.310-18%22.84022.8400%13.950+64%82.160-72%96.895-76%
Price Per Share4.650-18%5.5005.5000%5.238+5%25.954-79%30.232-82%
Price To Free Cash Flow Ratio27.753-18%32.82632.8260%7.705+326%52.098-37%760.823-96%
Price To Total Gains Ratio-11.312+15%-13.379-13.3790%5.094-363%62.846-121%87.492-115%
Quick Ratio----0%5.842-100%3.806-100%3.093-100%
Return On Assets--0.0190.0190%0.023-17%0.023-17%0.023-20%
Return On Equity--0.0880.0880%0.112-21%0.120-26%0.140-37%
Total Gains Per Share---0.411-0.4110%1.028-140%0.351-217%0.331-224%
Usd Book Value--4641300000.0004641300000.0000%5652485460.000-18%4530577092.000+2%3823128546.000+21%
Usd Book Value Change Per Share---0.627-0.6270%0.761-182%0.138-555%0.150-518%
Usd Book Value Per Share--2.8792.8790%3.506-18%2.785+3%2.336+23%
Usd Dividend Per Share--0.2160.2160%0.267-19%0.213+1%0.181+20%
Usd Eps--0.2410.2410%0.375-36%0.317-24%0.313-23%
Usd Free Cash Flow--270100000.000270100000.0000%1095873300.000-75%821914660.000-67%663187330.000-59%
Usd Free Cash Flow Per Share--0.1680.1680%0.680-75%0.505-67%0.405-59%
Usd Free Cash Flow To Equity Per Share---0.386-0.3860%0.262-247%0.149-360%0.135-387%
Usd Market Cap7496125574.400-18%8866385088.0008866385088.0000%8444022743.808+5%42495416212.611-79%49724065093.032-82%
Usd Price Per Share4.650-18%5.5005.5000%5.238+5%25.954-79%30.232-82%
Usd Profit--388200000.000388200000.0000%613487160.000-37%521437432.000-26%507708716.000-24%
Usd Revenue--2970200000.0002970200000.0000%3648747060.000-19%2925629412.000+2%2586904706.000+15%
Usd Total Gains Per Share---0.411-0.4110%1.028-140%0.351-217%0.331-224%
 EOD+5 -3MRQTTM+0 -0YOY+6 -295Y+15 -2110Y+14 -22

3.2. Fundamental Score

Let's check the fundamental score of Schroders PLC based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1519.310
Price to Book Ratio (EOD)Between0-11.615
Net Profit Margin (MRQ)Greater than00.131
Operating Margin (MRQ)Greater than00.235
Quick Ratio (MRQ)Greater than10.000
Current Ratio (MRQ)Greater than10.000
Debt to Asset Ratio (MRQ)Less than10.775
Debt to Equity Ratio (MRQ)Less than13.641
Return on Equity (MRQ)Greater than0.150.088
Return on Assets (MRQ)Greater than0.050.019
Total3/10 (30.0%)

3.3. Technical Score

Let's check the technical score of Schroders PLC based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5021.440
Ma 20Greater thanMa 504.854
Ma 50Greater thanMa 1005.007
Ma 100Greater thanMa 2005.093
OpenGreater thanClose4.650
Total0/5 (0.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2019-12-312020-12-312021-12-312022-12-312023-12-31
Other Stockholders Equity  61,20036,80098,00059,400157,400-27,687129,713-217,513-87,800
Long-term Assets Other  2,049,500-1,291,800757,700-149,900607,800311,043918,843-5,356,943-4,438,100



Latest Balance Sheet

Balance Sheet of 2023-12-31. All numbers in thousands.

Summary
Total Assets20,628,900
Total Liabilities15,987,600
Total Stockholder Equity4,390,600
 As reported
Total Liabilities 15,987,600
Total Stockholder Equity+ 4,390,600
Total Assets = 20,628,900

Assets

Total Assets20,628,900
Total Current Assets-
Long-term Assets14,584,500
Total Current Assets
Cash And Cash Equivalents 3,649,900
Net Receivables 920,400
Other Current Assets -4,570,300
Total Current Assets  (as reported)0
Total Current Assets  (calculated)0
+/-0
Long-term Assets
Property Plant Equipment 464,300
Goodwill 1,255,000
Other Assets 20,628,900
Long-term Assets  (as reported)14,584,500
Long-term Assets  (calculated)22,348,200
+/- 7,763,700

Liabilities & Shareholders' Equity

Total Current Liabilities-
Long-term Liabilities15,668,900
Total Stockholder Equity4,390,600
Total Current Liabilities
Total Current Liabilities  (as reported)0
Total Current Liabilities  (calculated)0
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)15,668,900
Long-term Liabilities  (calculated)0
+/- 15,668,900
Total Stockholder Equity
Common Stock322,400
Retained Earnings 3,921,100
Accumulated Other Comprehensive Income 234,900
Other Stockholders Equity -87,800
Total Stockholder Equity (as reported)4,390,600
Total Stockholder Equity (calculated)4,390,600
+/-0
Other
Cash and Short Term Investments 3,649,900
Common Stock Shares Outstanding 1,604,200
Liabilities and Stockholders Equity 20,628,900
Net Debt -3,266,800
Short Long Term Debt Total 383,100



Balance Sheet

All numbers in thousands.

 Trend2023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-312004-12-312003-12-312002-12-312001-12-312000-12-31
> Total Assets 
2,639,800
2,646,800
2,457,900
2,625,200
2,730,300
3,341,400
3,578,900
4,148,900
4,359,100
10,288,600
13,373,900
13,884,800
14,675,100
16,621,000
20,246,600
18,099,900
20,982,400
22,487,900
19,634,300
21,266,200
21,673,100
24,341,700
21,334,600
20,628,900
20,628,90021,334,60024,341,70021,673,10021,266,20019,634,30022,487,90020,982,40018,099,90020,246,60016,621,00014,675,10013,884,80013,373,90010,288,6004,359,1004,148,9003,578,9003,341,4002,730,3002,625,2002,457,9002,646,8002,639,800
   > Total Current Assets 
2,200,700
2,398,400
2,304,600
2,474,000
2,301,000
2,784,300
2,736,700
3,263,800
3,489,100
9,378,100
12,403,000
3,423,500
5,797,800
5,559,700
6,536,000
6,595,600
7,538,800
7,739,300
7,385,400
7,232,400
6,364,200
7,374,600
7,272,100
0
07,272,1007,374,6006,364,2007,232,4007,385,4007,739,3007,538,8006,595,6006,536,0005,559,7005,797,8003,423,50012,403,0009,378,1003,489,1003,263,8002,736,7002,784,3002,301,0002,474,0002,304,6002,398,4002,200,700
       Cash And Cash Equivalents 
1,096,000
809,000
736,400
462,900
432,100
402,400
439,200
715,500
1,067,600
1,769,300
2,711,700
3,012,300
3,363,300
3,299,700
4,231,600
3,622,100
3,785,600
3,519,500
3,281,600
3,632,900
4,215,900
5,119,000
5,045,300
3,649,900
3,649,9005,045,3005,119,0004,215,9003,632,9003,281,6003,519,5003,785,6003,622,1004,231,6003,299,7003,363,3003,012,3002,711,7001,769,3001,067,600715,500439,200402,400432,100462,900736,400809,0001,096,000
       Short-term Investments 
241,800
806,100
897,100
1,245,000
1,346,600
1,795,900
1,681,700
1,968,600
1,661,700
6,780,500
9,020,600
1,577,800
2,019,800
1,665,800
1,763,400
2,446,700
3,105,000
3,480,800
3,354,900
1,913,200
589,500
409,900
591,900
0
0591,900409,900589,5001,913,2003,354,9003,480,8003,105,0002,446,7001,763,4001,665,8002,019,8001,577,8009,020,6006,780,5001,661,7001,968,6001,681,7001,795,9001,346,6001,245,000897,100806,100241,800
       Net Receivables 
0
0
0
0
0
0
0
0
0
0
0
0
0
760,100
903,339
1,086,400
1,604,500
1,822,100
1,428,200
327,500
297,800
438,500
329,100
920,400
920,400329,100438,500297,800327,5001,428,2001,822,1001,604,5001,086,400903,339760,1000000000000000
       Other Current Assets 
0
0
409,000
499,900
31,200
23,400
16,500
7,600
15,500
0
0
0
0
63,700
238,326
187,200
212,100
253,800
217,500
-2,987,800
-3,767,400
-4,645,800
-4,769,400
-4,570,300
-4,570,300-4,769,400-4,645,800-3,767,400-2,987,800217,500253,800212,100187,200238,32663,700000015,5007,60016,50023,40031,200499,900409,00000
   > Long-term Assets 
439,100
248,400
153,300
151,200
429,300
557,100
842,200
885,100
870,000
910,500
970,900
10,461,300
8,877,300
11,061,300
13,710,600
11,504,300
13,443,600
14,748,600
12,248,900
14,033,800
15,308,900
16,967,100
14,062,500
14,584,500
14,584,50014,062,50016,967,10015,308,90014,033,80012,248,90014,748,60013,443,60011,504,30013,710,60011,061,3008,877,30010,461,300970,900910,500870,000885,100842,200557,100429,300151,200153,300248,400439,100
       Property Plant Equipment 
94,100
103,300
17,800
10,100
43,300
9,400
12,700
25,600
27,700
21,300
19,300
16,200
15,000
22,500
29,900
41,800
66,400
162,800
249,400
652,300
590,900
560,000
524,100
464,300
464,300524,100560,000590,900652,300249,400162,80066,40041,80029,90022,50015,00016,20019,30021,30027,70025,60012,7009,40043,30010,10017,800103,30094,100
       Goodwill 
0
0
0
0
0
24,600
65,300
95,200
112,800
115,600
120,400
144,100
117,200
357,000
357,300
359,100
454,900
595,100
676,500
761,800
811,700
803,400
1,239,700
1,255,000
1,255,0001,239,700803,400811,700761,800676,500595,100454,900359,100357,300357,000117,200144,100120,400115,600112,80095,20065,30024,60000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
182,400
192,596
175,700
186,700
1,290,500
314,300
465,000
0
0
0
0
0000465,000314,3001,290,500186,700175,700192,596182,4000000000000000
       Intangible Assets 
41,800
45,500
35,000
24,500
35,800
5,600
15,000
25,100
50,700
26,300
22,100
0
24,900
132,000
117,200
108,300
152,200
230,700
291,700
371,600
396,300
365,100
689,800
0
0689,800365,100396,300371,600291,700230,700152,200108,300117,200132,00024,900022,10026,30050,70025,10015,0005,60035,80024,50035,00045,50041,800
       Other Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
12,126,300
17,000,484
11,765,000
13,310,800
14,210,300
11,516,700
12,686,600
12,354,900
13,889,400
10,482,300
20,628,900
20,628,90010,482,30013,889,40012,354,90012,686,60011,516,70014,210,30013,310,80011,765,00017,000,48412,126,3000000000000000
> Total Liabilities 
1,478,200
1,533,800
1,406,000
1,596,000
1,599,700
1,998,300
2,135,300
2,452,700
2,726,900
8,639,600
11,574,200
11,983,200
12,605,200
14,352,400
17,708,800
15,304,300
17,829,600
19,016,900
16,013,100
17,418,700
17,587,200
19,916,000
16,854,900
15,987,600
15,987,60016,854,90019,916,00017,587,20017,418,70016,013,10019,016,90017,829,60015,304,30017,708,80014,352,40012,605,20011,983,20011,574,2008,639,6002,726,9002,452,7002,135,3001,998,3001,599,7001,596,0001,406,0001,533,8001,478,200
   > Total Current Liabilities 
1,394,900
1,242,200
1,098,500
1,350,600
1,356,500
1,788,100
1,796,900
2,120,500
2,410,000
8,073,000
11,020,300
632,700
3,185,200
3,161,900
3,989,700
3,949,500
4,857,100
4,971,100
4,693,400
4,506,900
949,200
1,167,200
1,122,600
0
01,122,6001,167,200949,2004,506,9004,693,4004,971,1004,857,1003,949,5003,989,7003,161,9003,185,200632,70011,020,3008,073,0002,410,0002,120,5001,796,9001,788,1001,356,5001,350,6001,098,5001,242,2001,394,900
       Short-term Debt 
0
0
0
0
34,300
4,200
300
0
118,900
1,904,500
10,356,900
123,800
2,192,500
2,055,000
2,939,200
2,835,800
3,696,500
3,694,700
3,660,600
97,100
35,900
31,200
361,000
0
0361,00031,20035,90097,1003,660,6003,694,7003,696,5002,835,8002,939,2002,055,0002,192,500123,80010,356,9001,904,500118,90003004,20034,3000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
12,000
6,533
300
3,696,500
3,694,700
3,660,600
0
0
0
0
0
000003,660,6003,694,7003,696,5003006,53312,0000000000000000
       Accounts payable 
5,700
9,900
11,900
14,500
12,300
1,736,300
322,800
474,100
401,400
395,600
495,600
580,900
559,300
764,100
752,100
761,200
883,300
937,700
988,600
921,700
927,700
1,115,000
1,049,500
0
01,049,5001,115,000927,700921,700988,600937,700883,300761,200752,100764,100559,300580,900495,600395,600401,400474,100322,8001,736,30012,30014,50011,9009,9005,700
       Other Current Liabilities 
1,389,200
1,232,300
1,086,600
1,336,100
1,309,900
47,600
1,473,800
1,646,400
1,889,700
5,772,900
167,800
-72,000
433,400
342,800
298,400
352,500
277,300
338,700
62,300
3,415,400
90,200
117,400
159,500
0
0159,500117,40090,2003,415,40062,300338,700277,300352,500298,400342,800433,400-72,000167,8005,772,9001,889,7001,646,4001,473,80047,6001,309,9001,336,1001,086,6001,232,3001,389,200
   > Long-term Liabilities 
83,300
291,600
307,500
245,400
243,200
210,200
338,400
332,200
316,900
566,600
553,900
11,350,500
9,420,000
11,190,500
13,719,100
11,354,800
12,972,500
14,045,800
11,319,700
12,911,800
16,638,000
18,748,800
15,732,300
15,668,900
15,668,90015,732,30018,748,80016,638,00012,911,80011,319,70014,045,80012,972,50011,354,80013,719,10011,190,5009,420,00011,350,500553,900566,600316,900332,200338,400210,200243,200245,400307,500291,60083,300
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
12,043,300
16,894,508
11,618,900
13,183,700
14,279,600
11,572,000
12,758,800
12,409,500
13,836,000
10,634,700
0
010,634,70013,836,00012,409,50012,758,80011,572,00014,279,60013,183,70011,618,90016,894,50812,043,3000000000000000
> Total Stockholder Equity
1,161,200
1,112,500
1,051,900
1,029,200
1,119,200
1,342,800
1,443,400
1,695,700
1,631,900
1,648,400
1,796,500
1,901,600
2,069,900
2,268,600
2,537,800
2,795,600
3,138,400
3,456,600
3,621,200
3,780,900
4,002,800
4,285,900
4,355,900
4,390,600
4,390,6004,355,9004,285,9004,002,8003,780,9003,621,2003,456,6003,138,4002,795,6002,537,8002,268,6002,069,9001,901,6001,796,5001,648,4001,631,9001,695,7001,443,4001,342,8001,119,2001,029,2001,051,9001,112,5001,161,200
   Common Stock
296,900
299,000
295,700
296,300
297,000
298,500
293,900
294,500
286,700
288,800
290,400
282,500
282,500
282,700
282,500
282,500
282,700
282,500
282,500
282,500
282,500
282,500
322,400
322,400
322,400322,400282,500282,500282,500282,500282,500282,700282,500282,500282,700282,500282,500290,400288,800286,700294,500293,900298,500297,000296,300295,700299,000296,900
   Retained Earnings 
693,600
655,400
599,100
575,200
665,100
860,200
1,086,300
1,279,100
1,055,400
1,106,600
1,322,200
1,519,300
1,709,500
1,965,400
2,198,000
2,428,600
2,638,000
2,982,600
3,108,200
3,308,800
3,456,700
3,701,400
3,639,500
3,921,100
3,921,1003,639,5003,701,4003,456,7003,308,8003,108,2002,982,6002,638,0002,428,6002,198,0001,965,4001,709,5001,519,3001,322,2001,106,6001,055,4001,279,1001,086,300860,200665,100575,200599,100655,400693,600
   Capital Surplus 000000000000000000000000
   Treasury Stock000000000000000000000000
   Other Stockholders Equity 
170,700
158,100
157,100
157,700
157,100
184,100
63,200
122,100
289,800
253,000
183,900
99,800
77,900
20,500
57,300
84,500
217,700
191,500
230,500
61,200
98,000
157,400
102,800
-87,800
-87,800102,800157,40098,00061,200230,500191,500217,70084,50057,30020,50077,90099,800183,900253,000289,800122,10063,200184,100157,100157,700157,100158,100170,700



Balance Sheet

All numbers in thousands.




Cash Flow

All numbers in thousands.




Income Statement

All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue2,970,200
Cost of Revenue-814,500
Gross Profit2,155,7002,155,700
 
Operating Income (+$)
Gross Profit2,155,700
Operating Expense-1,457,100
Operating Income698,600698,600
 
Operating Expense (+$)
Research Development-
Selling General Administrative-
Selling And Marketing Expenses-
Operating Expense1,457,1000
 
Net Interest Income (+$)
Interest Income-
Interest Expense--
Other Finance Cost-0
Net Interest Income-
 
Pretax Income (+$)
Operating Income698,600
Net Interest Income-
Other Non-Operating Income Expenses-
Income Before Tax (EBT)436,500960,700
EBIT - interestExpense = 698,600
473,200
388,200
Interest Expense-
Earnings Before Interest and Taxes (EBIT)698,600436,500
Earnings Before Interest and Taxes (EBITDA)910,800
 
After tax Income (+$)
Income Before Tax436,500
Tax Provision--
Net Income From Continuing Ops-436,500
Net Income388,200
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses2,271,600
Total Other Income/Expenses Net-262,1000
 

Technical Analysis of Schroders
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Schroders. The general trend of Schroders is BEARISH with 85.7% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Schroders's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-85.7%) Bearish trend (85.7%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Schroders PLC.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is 0/(-1 +1).

  • Between support/resistance: The price is trading between support and resistance lines.

The bullish price targets are: < < .

The bearish price targets are: 4.4388 > 4.0474 > 3.6925.

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Schroders PLC Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Schroders PLC. The current mas is .

The long score for the Moving Averages is 1/14.
The longshort score for the Moving Averages is -12/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending down: The MA 200 is trending down. -1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Schroders PLC Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Schroders PLC. The current macd is -0.09339436.

The long score for the Moving Average Convergence/Divergence (MACD) is 0/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -4/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Schroders price going down in the near term. -2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for Schroders. This means that the short-term moving average is lower than the long-term moving average, signaling negative momentum and suggesting a higher likelihood of the Schroders price continuing to fall in the near future. It indicates that sellers are gaining control, and there is negativism in the market, leading to potential price decreases. -1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Schroders PLC Daily Moving Average Convergence/Divergence (MACD) ChartSchroders PLC Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Schroders PLC. The current adx is 46.28.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -4/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell Schroders shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bearish trend. The ADX is trending up, so the bearish trend is strengthening.
Schroders PLC Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Schroders PLC. The current sar is 4.96445069.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
Schroders PLC Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Schroders PLC. The current rsi is 21.44. The current phase is Oversold in bear market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is 1/(-13 +13).

  • Oversold in bear market: Short-term excessive selling, potential for relief rally. Be cautious, consider taking short-term long positions. +1
Schroders PLC Daily Relative Strength Index (RSI) ChartSchroders PLC Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Schroders PLC. The current phase is Oversold in bear market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 0/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Schroders price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Schroders PLC Daily Stochastic Oscillator ChartSchroders PLC Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Schroders PLC. The current cci is -109.01299049.

The long score for the Commodity Channel Index (CCI) is 0/1.
The longshort score for the Commodity Channel Index (CCI) is -1/(-1 +1).

  • CCI < -100: The CCI is below -100, it indicates that the price is significantly below its average, suggesting a potential oversold condition. -1
Schroders PLC Daily Commodity Channel Index (CCI) ChartSchroders PLC Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Schroders PLC. The current cmo is -63.35760299.

The long score for the Chande Momentum Oscillator (CMO) is 0/1.
The longshort score for the Chande Momentum Oscillator (CMO) is -1/(-1 +1).

  • CMO < 0: The CMO is below 0, the momentum of the price is negative, indicating a potential downtrend in the price. -1
Schroders PLC Daily Chande Momentum Oscillator (CMO) ChartSchroders PLC Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Schroders PLC. The current willr is -94.44444444.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is -1/(-1 +1).

  • WILLR < -80: The Williams %R is below -80. This indicates that the price is in oversold territory, suggesting a potential price correction or trend reversal to the upside. -1
Schroders PLC Daily Williams %R ChartSchroders PLC Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Schroders PLC.

Schroders PLC Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Schroders PLC. The current atr is 0.02871064.

Schroders PLC Daily Average True Range (ATR) ChartSchroders PLC Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Schroders PLC. The current obv is -596,053.

Schroders PLC Daily On-Balance Volume (OBV) ChartSchroders PLC Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Schroders PLC. The current mfi is 59.53.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Schroders PLC Daily Money Flow Index (MFI) ChartSchroders PLC Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Schroders PLC.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-02MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-03WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-07STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-13MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-14ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-15CCI LONG ENTRY SHORT CLOSE100 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-16STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-20MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-11-21MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-24ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-28STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-29WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-30MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-07DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-08MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2023-12-11STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-14BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-02MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-01-05MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-01-25DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-29ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-02ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-07STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-14STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-27MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-03-05ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-06DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
RSI LONG ENTRY SHORT CLOSE30 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-07DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-11DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-13STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-19MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-21STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-22STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

Schroders PLC Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Schroders PLC based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5021.440
Ma 20Greater thanMa 504.854
Ma 50Greater thanMa 1005.007
Ma 100Greater thanMa 2005.093
OpenGreater thanClose4.650
Total0/5 (0.0%)
Penke

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