Want to see GB:SBO full AI Analyst Report?
Schroder British Opportunities Trust Plc (SBO) AI Stock Analysis
Schroder British Opportunities Trust Plc
(LSE:SBO)
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.
Schroder British Opportunities Trust Plc (SBO) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- GBP 46.00M
- Dividend Yield
- ―
- Average Volume (3M)
- 86.50K
- Price to Earnings (P/E)
- -18.9
- Beta (1Y)
- 0.06
- Revenue Growth
- -193.59%
- EPS Growth
- -773.47%
- Country
- UK
- Employees
- 0
- Sector
- General
- Sector Strength
- 55
- Industry
- Asset Management
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 with...
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 apprecia...
Schroder British Opportunities Trust Plc Financial Statement Overview
Summary
Overall financial profile is mixed: a strong, low-leverage balance sheet (no reported debt; sizable equity base) is offset by weak and volatile operating results and cash generation. The latest year shows a sharp revenue decline and a swing to a sizable net loss, while operating cash flow has been negative in every year provided, limiting financial flexibility despite balance sheet strength.
Income Statement
34NegativeBalance Sheet
78PositiveCash Flow
22Negative| 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 | 0 | 0 | 0 | 0 |
| 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 | -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 | 0 | 0 | -808.00K | 0 |
Schroder British Opportunities Trust Plc Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SBO, the sentiment is Negative. The current price of 62.25 is below the 20-day moving average (MA) of 63.90, below the 50-day MA of 65.19, and below the 200-day MA of 68.53, indicating a bearish trend. The MACD of -0.91 indicates Positive momentum. The RSI at 37.07 is Neutral, neither overbought nor oversold. The STOCH value of 29.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:SBO.
Schroder British Opportunities Trust Plc Peers Comparison
Overall Rating
GB:CLIG77Outperform
GB:CLDN75Outperform
GB:CGL68Neutral
GB:RAT67Neutral
GB:LIO56Neutral- GB:SBO46Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GB:CLIG | 77Outperform | GBP 214.94M | 11.89 | 15.69% | 5.01% | 5.81% | 19.19% |
| GB:CLDN | 75Outperform | GBP 1.90B | 14.72 | 4.51% | 2.04% | 68.95% | 109.67% |
| GB:CGL | 68Neutral | GBP 303.49M | 6.43 | 12.23% | ― | ― | ― |
| GB:RAT | 67Neutral | GBP 1.77B | 13.97 | 8.95% | 5.77% | 5.39% | 85.13% |
| GB:LIO | 56Neutral | GBP 170.76M | 17.71 | 8.74% | 6.88% | -20.90% | -41.22% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| GB:SBO | 46Neutral | GBP 46.00M | -18.86 | -3.04% | ― | -193.59% | -773.47% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:SBO | Schroder British Opportunities Trust Plc | 62.25 | -12.75 | -17.00% | |
| GB:CLIG | City of London Investment | 444.00 | 97.74 | 28.23% | |
| GB:LIO | Liontrust Asset Management | 276.00 | -9.75 | -3.41% | |
| GB:RAT | Rathbones Group PLC | 1732.00 | 19.54 | 1.14% | |
| GB:CLDN | Caledonia Investments Plc | 376.50 | 2.20 | 0.59% | |
| GB:CGL | Castelnau Group Limited | 91.00 | 13.50 | 17.42% |
Schroder British Opportunities Trust Plc Corporate Events
Schroder British Opportunities Trust Wins Strong Shareholder Backing at AGM
PositiveSchroder 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 a f...
Schroder British Opportunities Trust Files 2026 Annual Report for Public Inspection
NeutralSchroder 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 Mechanism...
Schroder British Opportunities Trust Director Buys Shares in Confidence Signal
PositiveSchroder 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 ordinar...
Schroder British Opportunities Trust Deepens Private Equity Focus Ahead of 2027 Wind-Down Vote
NegativeSchroder 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 unquo...
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.
Date of analysis: Sep 23, 2026