Schroders market cap is £10 b, and annual revenue was £2.51 b in FY 2020

Schroders Gross profit (H1, 2021)1.1 B

Schroders Gross profit margin (H1, 2021), %81.1%

Schroders Net income (H1, 2021)304.6 M

Schroders EBIT (H1, 2021)373.9 M

Schroders Cash, 30-Jun-20213.7 B

Schroders EV10.8 B

Schroders revenue was £2.51 b in FY, 2020 which is a 1% year over year decrease from the previous period.

Schroders revenue breakdown by business segment: 15.3% from Wealth Management and 84.7% from Asset Management

Schroders revenue breakdown by geographic segment: 12.1% from Americas, 24.3% from Asia Pacific, 30.8% from Continental Europe & Middle East and 32.8% from UK

GBP | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|

## Revenue | 2.6b | 2.5b | 2.5b |

| (3%) | (1%) | |

## Cost of goods sold | 555.7m | 484.6m | 453.1m |

## Gross profit | 2.1b | 2.1b | 2.1b |

| 79% | 81% | 82% |

## Operating expense total | 1.5b | 1.5b | 1.5b |

## Investment income | 19.1m | 27.2m | 43.1m |

## Pre tax profit | 649.9m | 624.6m | 610.5m |

## Income tax expense | 145.2m | 128.9m | 124.5m |

## Net Income | 504.7m | 495.7m | 486.0m |

## EPS | 1.8 | 1.8 | 1.7 |

GBP | H1, 2018 | H1, 2019 | H1, 2020 | H1, 2021 |
---|---|---|---|---|

## Revenue | 1.3b | 1.2b | 1.2b | 1.4b |

## Cost of goods sold | 285.2m | 231.5m | 219.1m | 268.8m |

## Gross profit | 1.1b | 993.3m | 971.6m | 1.1b |

| 79% | 81% | 82% | 81% |

## Operating expense total | 706.6m | 692.2m | 722.9m | 859.3m |

## EBIT | 373.9m | |||

| 26% | |||

## Investment income | 10.7m | 13.7m | 21.1m | 38.0m |

## Pre tax profit | 371.1m | 319.3m | 280.1m | 373.9m |

## Income tax expense | 78.5m | 64.3m | 67.3m | 69.3m |

## Net Income | 292.6m | 255.0m | 273.1m | 304.6m |

## EPS | 1.0 | 0.9 | 1.0 | 1.1 |

GBP | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|

## Cash | 2.7b | 2.7b | 3.5b |

## Accounts Receivable | 748.9m | 806.7m | 840.3m |

## PP&E | 249.4m | 652.3m | 590.9m |

## Total Assets | 19.6b | 21.3b | 21.7b |

## Accounts Payable | 988.6m | 921.7m | 927.7m |

## Long-term debt | |||

## Total Debt | 425.3m | 397.2m | |

## Total Liabilities | 16.0b | 17.4b | 17.6b |

## Common Stock | 282.5m | 282.5m | 282.5m |

## Additional Paid-in Capital | 124.2m | 124.2m | 124.2m |

## Retained Earnings | 3.6b | 3.8b | 4.0b |

## Total Equity | 3.6b | 3.8b | 4.1b |

## Debt to Equity Ratio | 0.1 x | 0.1 x | |

## Debt to Assets Ratio | 0 x | 0 x | |

## Financial Leverage | 5.4 x | 5.5 x | 5.3 x |

GBP | H1, 2018 | H1, 2019 | H1, 2020 | H1, 2021 |
---|---|---|---|---|

## Cash | 2.7b | 2.7b | 3.5b | 3.7b |

## Accounts Receivable | 748.9m | 1.1b | 932.6m | 1.1b |

## PP&E | 249.4m | 684.3m | 640.2m | 566.2m |

## Total Assets | 19.6b | 21.4b | 21.6b | 22.6b |

## Accounts Payable | 988.6m | 1.1b | 903.1m | 1.2b |

## Long-term debt | ||||

## Total Debt | 438.0m | 428.8m | 4.5b | |

## Total Liabilities | 16.0b | 17.9b | 17.7b | 18.6b |

## Common Stock | 282.5m | 282.5m | 282.5m | 282.5m |

## Additional Paid-in Capital | 124.2m | 124.2m | 124.2m | 124.2m |

## Retained Earnings | 3.1b | 3.1b | 3.9b | 4.0b |

## Total Equity | 3.6b | 3.6b | 3.9b | 4.1b |

## Debt to Equity Ratio | 0.1 x | 0.1 x | 1.1 x | |

## Debt to Assets Ratio | 0 x | 0 x | 0.2 x | |

## Financial Leverage | 5.4 x | 6 x | 5.5 x | 5.6 x |

GBP | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|

## Depreciation and Amortization | 80.8m | 138.7m | 168.8m |

## Accounts Receivable | (40.3m) | (101.0m) | (6.9m) |

## Accounts Payable | (545.2m) | (101.5m) | 453.6m |

## Cash From Operating Activities | 513.9m | 1.0b | 832.5m |

## Purchases of PP&E | (204.1m) | (142.9m) | (92.8m) |

## Cash From Investing Activities | (402.6m) | (158.3m) | 151.3m |

## Long-term Borrowings | (26.5m) | (44.4m) | |

## Dividends Paid | (313.1m) | (314.7m) | (311.8m) |

## Cash From Financing Activities | (388.7m) | (467.0m) | (431.1m) |

## Net Change in Cash | (277.4m) | 376.7m | 552.7m |

GBP | H1, 2018 | H1, 2019 | H1, 2020 | H1, 2021 |
---|---|---|---|---|

## Depreciation and Amortization | 33.7m | 67.1m | 78.6m | 82.3m |

## Accounts Receivable | (274.0m) | (339.9m) | (83.0m) | 69.4m |

## Accounts Payable | 13.4m | (5.1m) | 649.3m | 70.7m |

## Cash From Operating Activities | 386.0m | 386.0m | 590.5m | 392.6m |

## Purchases of PP&E | (88.7m) | (88.7m) | (65.1m) | (37.1m) |

## Cash From Investing Activities | (241.4m) | (241.4m) | 116.6m | 172.0m |

## Long-term Borrowings | (13.7m) | (13.7m) | (24.8m) | |

## Dividends Paid | (217.3m) | (217.3m) | (218.1m) | (217.3m) |

## Cash From Financing Activities | (285.0m) | (285.0m) | (321.3m) | (338.0m) |

## Net Change in Cash | (140.4m) | (140.4m) | 385.8m | 226.6m |

GBP | H1, 2018 |
---|---|

## Financial Leverage | 5.4 x |

Schroders's Assets Under Management was reported to be £700.4b in H1, 2021.

H1, 2018 | FY, 2018 | H1, 2019 | FY, 2019 | H1, 2020 | FY, 2020 | H1, 2021 | |
---|---|---|---|---|---|---|---|

## Assets Under Management | £449.4 b | £421.4 b | £444.4 b | £500.2 b | £525.8 b | £663 b | £700.4 b |

## Assets Under Management (Wealth Management) | £46.4 b | £43.7 b | £50.7 b | £66.7 b | £65.7 b | £72 b | £76.3 b |

## Assets Under Management (Asset Management) | £389.3 b | £363.5 b | £393.7 b | £433.5 b | £460.1 b | £502.4 b | £526.1 b |

## Assets Under Management (Private Assets & Alternatives) | £44.2 b | £45.3 b | £46.1 b | £48.2 b | |||

## Assets Under Management (Solutions) | £142.8 b | £175.2 b | £192.3 b | £193.6 b | |||

## Assets Under Management (Mutual Funds) | £102.4 b | £94.1 b | £104.2 b | £114.8 b | |||

## Assets Under Management (Institutional) | £257.2 b | £242.3 b | £264 b | £144.1 b | £145.5 b | £159.8 b | £169.5 b |

## Assets Under Management (Intermediary) | £132.1 b | £121.2 b | £129.7 b |

Schroders's employees are reported to be approximately 40% female and 60% male.

Y, 2019 | Y, 2018 | |
---|---|---|

Male | 51.1% | 50.3% |

Female | 34.2% | 34% |

Male (Senior Management) | 10.1% | 10.6% |

Other | 4.6% | 5.1% |

- Source: uploads1.craft.co

Y, 2019 | Y, 2018 | |
---|---|---|

Wealth Management | 20.5% | 19% |

Asset Management | 78.8% | 80.3% |

Other | 0.7% | 0.8% |

- Source: uploads1.craft.co