Schroder Oriental (UK) Performance
| SOI Stock | 276.00 4.00 1.47% |
Schroder Oriental has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schroder Oriental's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schroder Oriental is expected to be smaller as well. Schroder Oriental Income right now has a risk of 0.86%. Please validate Schroder Oriental treynor ratio, downside variance, and the relationship between the total risk alpha and value at risk , to decide if Schroder Oriental will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Schroder Oriental Income are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Schroder Oriental is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0431 | Forward Dividend Rate 0.12 | Ex Dividend Date 2024-04-25 |
1 | Schroder Oriental Income Fund - capturing the AI opportunity in Asia - Investors Chronicle | 10/17/2024 |
2 | Schroder Oriental Income Fund Limited- Annual Results 2024 October 24, 2024 - James Sharp Co. | 10/24/2024 |
3 | Schroder Oriental Income Trading Up 0.4 percent - Heres What Happened - MarketBeat | 11/22/2024 |
| Schroder Oriental dividend paid on 29th of November 2024 | 11/29/2024 |
| Begin Period Cash Flow | 11 M |
Schroder |
Schroder Oriental Relative Risk vs. Return Landscape
If you would invest 26,844 in Schroder Oriental Income on September 14, 2024 and sell it today you would earn a total of 356.00 from holding Schroder Oriental Income or generate 1.33% return on investment over 90 days. Schroder Oriental Income is generating 0.0243% of daily returns and assumes 0.8628% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Schroder, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Schroder Oriental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schroder Oriental's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Schroder Oriental Income, and traders can use it to determine the average amount a Schroder Oriental's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0281
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOI |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Schroder Oriental is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schroder Oriental by adding it to a well-diversified portfolio.
Schroder Oriental Fundamentals Growth
Schroder Stock prices reflect investors' perceptions of the future prospects and financial health of Schroder Oriental, and Schroder Oriental fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schroder Stock performance.
| Return On Equity | 0.0156 | ||||
| Return On Asset | 0.0117 | ||||
| Profit Margin | 0.55 % | ||||
| Operating Margin | 0.94 % | ||||
| Current Valuation | 723.28 M | ||||
| Shares Outstanding | 243.12 M | ||||
| Price To Book | 0.92 X | ||||
| Price To Sales | 5.96 X | ||||
| Revenue | 113.47 M | ||||
| Gross Profit | 32.71 M | ||||
| EBITDA | 114.98 M | ||||
| Net Income | 114.98 M | ||||
| Total Debt | 38.05 M | ||||
| Book Value Per Share | 2.67 X | ||||
| Cash Flow From Operations | 54.34 M | ||||
| Earnings Per Share | 0.05 X | ||||
| Total Asset | 748.57 M | ||||
| Retained Earnings | 309.57 M | ||||
About Schroder Oriental Performance
By analyzing Schroder Oriental's fundamental ratios, stakeholders can gain valuable insights into Schroder Oriental's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schroder Oriental has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schroder Oriental has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Schroder Oriental is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Schroder Oriental Income performance evaluation
Checking the ongoing alerts about Schroder Oriental for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Schroder Oriental Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Schroder Oriental is unlikely to experience financial distress in the next 2 years | |
| On 29th of November 2024 Schroder Oriental paid 0.06 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Schroder Oriental Income Trading Up 0.4 percent - Heres What Happened - MarketBeat |
- Analyzing Schroder Oriental's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Schroder Oriental's stock is overvalued or undervalued compared to its peers.
- Examining Schroder Oriental's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Schroder Oriental's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schroder Oriental's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Schroder Oriental's stock. These opinions can provide insight into Schroder Oriental's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Schroder Stock analysis
When running Schroder Oriental's price analysis, check to measure Schroder Oriental's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schroder Oriental is operating at the current time. Most of Schroder Oriental's value examination focuses on studying past and present price action to predict the probability of Schroder Oriental's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schroder Oriental's price. Additionally, you may evaluate how the addition of Schroder Oriental to your portfolios can decrease your overall portfolio volatility.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |