🚀 VC round data is live in beta, check it out!
Schroders Valuation Multiples
Discover revenue and EBITDA valuation multiples for Schroders and similar public comparables like Corebridge Financial, Aegon, B Treasury Capital, Bajaj Holdings & Investment Limited and more.
Schroders Overview
About Schroders
Schroders is an independent, UK-based, active asset manager founded in 1804. The majority of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The UK accounts for just under half of Schroders' assets under management, while EMEA for 15%, Asia for 25% and the Americas accounts for 12%. In 2013 Schroders purchased the Cazenove private clients business from JP Morgan, expanding its wealth management business. It recently formed a joint venture with Lloyds Bank, Schroders Personal Wealth, to provide independent financial advice to midmarket clients.
Founded
2000
HQ
Employees
6.4K
Website
Sectors
Financials (LTM)
EV
$3B
Schroders Financials
Schroders reported last 12-month revenue of $3B and EBITDA of $1B.
In the same LTM period, Schroders generated $1B in EBITDA and $817M in net income.
Revenue (LTM)
Schroders P&L
In the most recent fiscal year, Schroders reported revenue of $4B and EBITDA of $1B.
Schroders expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $3B | XXX | $4B | XXX | XXX | XXX |
| Gross Profit | — | XXX | $3B | XXX | XXX | XXX |
| Gross Margin | — | XXX | 77% | XXX | XXX | XXX |
| EBITDA | $1B | XXX | $1B | XXX | XXX | XXX |
| EBITDA Margin | 33% | XXX | 27% | XXX | XXX | XXX |
| EBIT Margin | 29% | XXX | 23% | XXX | XXX | XXX |
| Net Profit | $817M | XXX | $816M | XXX | XXX | XXX |
| Net Margin | 23% | XXX | 19% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Schroders Stock Performance
Schroders has current market cap of $12B, and enterprise value of $3B.
Market Cap Evolution
Schroders' stock price is $7.85.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $3B | $12B | 0.0% | XXX | XXX | XXX | $0.52 |
Benchmark Trading Valuation Multiples by Industry
Sign up to access valuation multiples like growth-adjusted P/E, Rule of 40, next 12-month EV/Revenue, EBITDA multiples by industry, consensus analyst estimates and many more.
Start Free TrialSchroders Valuation Multiples
Schroders trades at 0.9x EV/Revenue multiple, and 2.7x EV/EBITDA.
EV / Revenue (LTM)
Schroders Financial Valuation Multiples
As of April 20, 2026, Schroders has market cap of $12B and EV of $3B.
Equity research analysts estimate Schroders' 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Schroders has a P/E ratio of 15.0x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $12B | XXX | $12B | XXX | XXX | XXX |
| EV (current) | $3B | XXX | $3B | XXX | XXX | XXX |
| EV/Revenue | 0.9x | XXX | 0.7x | XXX | XXX | XXX |
| EV/EBITDA | 2.7x | XXX | 2.6x | XXX | XXX | XXX |
| EV/EBIT | 3.1x | XXX | 3.2x | XXX | XXX | XXX |
| EV/Gross Profit | — | XXX | 0.9x | XXX | XXX | XXX |
| P/E | 15.0x | XXX | 15.0x | XXX | XXX | XXX |
| EV/FCF | 2.3x | XXX | 2.0x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Schroders Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Schroders Margins & Growth Rates
Schroders' revenue in the last 12 month grew by 5%.
Schroders' revenue per employee in the last FY averaged $0.7M, while opex per employee averaged $0.4M for the same period.
Schroders' rule of 40 is 16% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Schroders' rule of X is (10%) (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
Schroders Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5% | XXX | (18%) | XXX | XXX | XXX |
| EBITDA Margin | 33% | XXX | 27% | XXX | XXX | XXX |
| EBITDA Growth | 8% | XXX | 3% | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 16% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | (10%) | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.7M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.4M | XXX | XXX | XXX |
| Opex to Revenue | 72% | XXX | 62% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Schroders Public Comps
See public comps and valuation multiples for other Asset Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Schroders | XXX | XXX | XXX | XXX | XXX | XXX |
| Corebridge Financial | XXX | XXX | XXX | XXX | XXX | XXX |
| Aegon | XXX | XXX | XXX | XXX | XXX | XXX |
| B Treasury Capital | XXX | XXX | XXX | XXX | XXX | XXX |
| Bajaj Holdings & Investment Limited | XXX | XXX | XXX | XXX | XXX | XXX |
| Great Eastern Life | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Schroders M&A Activity
Schroders acquired XXX companies to date.
Last acquisition by Schroders was on XXXXXXXX, XXXXX. Schroders acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Schroders
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Get Verified M&A Valuation Multiples
Sign up to see revenue and EBITDA valuation multiples for 150K+ M&A deals.
Start Free TrialSchroders Investment Activity
Schroders invested in XXX companies to date.
Schroders made its latest investment on XXXXXXXX, XXXXX. Schroders invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Schroders
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples
Sign up to see data on 350K+ funding rounds and disclosed revenue and EBITDA valuation multiples, from seed, through growth stage, to pre-IPO.
Start Free TrialAbout Schroders
| When was Schroders founded? | Schroders was founded in 2000. |
| Where is Schroders headquartered? | Schroders is headquartered in United Kingdom. |
| How many employees does Schroders have? | As of today, Schroders has over 6K employees. |
| Is Schroders publicly listed? | Yes, Schroders is a public company listed on London Stock Exchange. |
| What is the stock symbol of Schroders? | Schroders trades under SDR ticker. |
| When did Schroders go public? | Schroders went public in 1959. |
| Who are competitors of Schroders? | Schroders main competitors are Corebridge Financial, Aegon, B Treasury Capital, Bajaj Holdings & Investment Limited. |
| What is the current market cap of Schroders? | Schroders' current market cap is $12B. |
| What is the current revenue of Schroders? | Schroders' last 12 months revenue is $3B. |
| What is the current revenue growth of Schroders? | Schroders revenue growth (NTM/LTM) is 5%. |
| What is the current EV/Revenue multiple of Schroders? | Current revenue multiple of Schroders is 0.9x. |
| Is Schroders profitable? | Yes, Schroders is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of Schroders? | Schroders' last 12 months EBITDA is $1B. |
| What is Schroders' EBITDA margin? | Schroders' last 12 months EBITDA margin is 33%. |
| What is the current EV/EBITDA multiple of Schroders? | Current EBITDA multiple of Schroders is 2.7x. |
| What is the current FCF of Schroders? | Schroders' last 12 months FCF is $1B. |
| What is Schroders' FCF margin? | Schroders' last 12 months FCF margin is 40%. |
| What is the current EV/FCF multiple of Schroders? | Current FCF multiple of Schroders is 2.3x. |
Start Your
Free Trial Today
Try Multiples for free for 3 days. Got questions or need a demo? Schedule a call with us below.