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Schroder British Opportunities Trust Plc
(LSE:SBO)
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Rating:46Neutral
Price Target:
65.00 p
▼(-1.52% Downside)
Action:N/A
Date:09/24/26
The score is weighed down primarily by weak and inconsistent financial performance—most notably the latest-year loss, sharp revenue decline, and persistently negative operating cash flow—partly offset by a conservative balance sheet with no reported debt. Technical indicators are neutral-to-soft, and valuation is difficult to support given the negative P/E and lack of dividend yield data.
Positive Factors
Conservative balance sheet
No reported debt across periods and equity of about 79–82m supporting 80–84m of assets indicate low leverage. This reduces financing pressure and leaves the trust better positioned to maintain its investment portfolio through weaker results or market conditions.
Negative Factors
Persistent negative operating cash flow
Operating cash flow remained negative in every reported year, showing that the trust has not consistently converted reported results into cash. Persistent outflows can reduce flexibility for portfolio commitments, operating costs, and future investments despite the absence of reported debt.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
No reported debt across periods and equity of about 79–82m supporting 80–84m of assets indicate low leverage. This reduces financing pressure and leaves the trust better positioned to maintain its investment portfolio through weaker results or market conditions.
Read all positive factors
Schroder British Opportunities Trust Plc (SBO) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£48.77M
Dividend YieldN/A
Average Volume (3M)69.48K
Price to Earnings (P/E)―
Beta (1Y)0.11
Revenue Growth-193.59%
EPS Growth-773.47%
CountryUK
EmployeesN/A
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)<0.01
Shares Outstanding73,900,000
10 Day Avg. Volume118,643
30 Day Avg. Volume69,478
Financial Highlights & Ratios
PEG Ratio0.03
Price to Book (P/B)0.65
Price to Sales (P/S)68.70
P/FCF Ratio0.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Schroder British Opportunities Trust Plc Business Overview & Revenue Model
Company Description
Schroder British Opportunities Trust PLC operates as a UK-domiciled investment vehicle. Its core strategy involves deploying capital into a blend of both publicly traded and privately held equity stakes, with a strong emphasis on companies based w...
How the Company Makes Money
SBO makes money (for shareholders) by investing the capital it raises (and retained assets) into a portfolio of UK companies and seeking to increase the value of those investments over time. Its primary economic return comes from (1) capital appre...
Schroder British Opportunities Trust Plc Financial Statement Overview
Summary
Income Statement
34
Negative
Balance Sheet
78
Positive
Cash Flow
22
Negative
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.58M | 753.00K | 1.13M | 2.67M | -1.03M |
| Gross Profit | 1.13M | 313.00K | 1.13M | 2.67M | -2.47M |
| EBITDA | 361.00K | -2.44M | 361.00K | 2.02M | -4.30M |
| Net Income | 361.00K | -2.44M | 361.00K | 2.02M | -4.30M |
Balance Sheet | |||||
| Total Assets | 83.88M | 80.71M | 83.88M | 82.04M | 80.26M |
| Cash, Cash Equivalents and Short-Term Investments | 799.00K | 473.00K | 799.00K | 7.76M | 15.45M |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 2.19M | 1.46M | 2.19M | 2.73M | 2.15M |
| Stockholders Equity | 81.69M | 79.25M | 81.69M | 79.31M | 78.10M |
Cash Flow | |||||
| Free Cash Flow | -1.02M | 0.00 | -1.02M | -662.00K | -180.00K |
| Operating Cash Flow | -1.02M | -1.50M | -1.02M | -662.00K | -180.00K |
| Investing Cash Flow | 1.03M | 1.19M | 1.03M | -6.24M | -2.33M |
| Financing Cash Flow | 0.00 | 0.00 | 0.00 | -808.00K | 0.00 |
Schroder British Opportunities Trust Plc Technical Analysis
Neutral
66.00
Price Trends
66.80
Negative
68.26
Negative
69.73
Negative
Market Momentum
-0.20
Negative
45.14
Neutral
54.38
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SBO, the sentiment is Neutral. The current price of 66 is above the 20-day moving average (MA) of 65.97, below the 50-day MA of 66.80, and below the 200-day MA of 69.73, indicating a neutral trend. The MACD of -0.20 indicates Negative momentum. The RSI at 45.14 is Neutral, neither overbought nor oversold. The STOCH value of 54.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:SBO.
Schroder British Opportunities Trust Plc Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | £257.54M | 14.03 | 15.69% | 4.19% | 5.81% | 19.19% | |
75 Outperform | £1.96B | 14.97 | 4.51% | 2.01% | 68.95% | 109.67% | |
68 Neutral | £298.49M | 6.33 | 12.89% | ― | ― | ― | |
67 Neutral | £163.96M | 16.88 | 8.74% | 7.22% | -20.90% | -41.22% | |
67 Neutral | £1.64B | 12.79 | 8.95% | 6.31% | 5.39% | 85.13% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
46 Neutral | £48.77M | -20.23 | -3.04% | ― | -193.59% | -773.47% |
* General Sector Average
GB:SBO
Schroder British Opportunities Trust Plc
66.00
-9.00
-12.00%
GB:CLIG
City of London Investment
530.00
143.70
37.20%
GB:LIO
Liontrust Asset Management
263.00
-50.48
-16.10%
GB:RAT
Rathbones Group PLC
1,586.00
-124.56
-7.28%
GB:CLDN
Caledonia Investments
383.00
18.99
5.22%
GB:CGL
Castelnau Group Limited
89.50
11.50
14.74%
Schroder British Opportunities Trust Plc Corporate Events
Business Operations and StrategyStock BuybackDividendsShareholder Meetings
Schroder British Opportunities Trust Wins Strong Shareholder Backing at AGM
Positive
Sep 23, 2026
Schroder British Opportunities Trust plc reported that all resolutions at its 23 September Annual General Meeting were passed by substantial majorities, including approval of the annual report, the remuneration report, and the decision not to pay ...
Financial DisclosuresRegulatory Filings and Compliance
Schroder British Opportunities Trust Files 2026 Annual Report for Public Inspection
Neutral
Jul 14, 2026
Schroder British Opportunities Trust plc has released its Annual Report and Financial Statements for the year ended 31 March 2026, marking the completion of its latest reporting cycle. The document has been submitted to the National Storage Mechan...
Other
Schroder British Opportunities Trust Director Buys Shares in Confidence Signal
Positive
Jul 14, 2026
Schroder British Opportunities Trust plc is a UK-listed investment trust focused on British companies, providing investors with exposure to opportunities in the domestic equity market. The trust is managed under the Schroders brand and offers ordi...
Business Operations and StrategyFinancial DisclosuresShareholder Meetings
Schroder British Opportunities Trust Deepens Private Equity Focus Ahead of 2027 Wind-Down Vote
Negative
Jul 14, 2026
Schroder British Opportunities Trust reported a 3.0% decline in net asset value per share to 107.24p for the year to 31 March 2026, as multiple compression in technology holdings overshadowed strong underlying sales and EBITDA growth across its un...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.