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Scottish Mortgage (SMT) Competitors

GBX 878
-7.00 (-0.79%)
(As of 05/31/2024 ET)

SMT vs. III, LGEN, PSH, ICP, SDR, SDRC, FCIT, HL, MNG, and PCT

Should you be buying Scottish Mortgage stock or one of its competitors? The main competitors of Scottish Mortgage include 3i Group (III), Legal & General Group (LGEN), Pershing Square (PSH), Intermediate Capital Group (ICP), Schroders (SDR), Schroders (SDRC), F&C Investment Trust (FCIT), Hargreaves Lansdown (HL), M&G (MNG), and Polar Capital Technology Trust (PCT). These companies are all part of the "asset management" industry.

Scottish Mortgage vs.

Scottish Mortgage (LON:SMT) and 3i Group (LON:III) are both large-cap financial services companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, community ranking, dividends, risk, earnings, media sentiment and valuation.

Scottish Mortgage has a beta of 0.75, suggesting that its share price is 25% less volatile than the S&P 500. Comparatively, 3i Group has a beta of 1.03, suggesting that its share price is 3% more volatile than the S&P 500.

Scottish Mortgage pays an annual dividend of GBX 4 per share and has a dividend yield of 0.5%. 3i Group pays an annual dividend of GBX 56 per share and has a dividend yield of 2.0%. Scottish Mortgage pays out -769.2% of its earnings in the form of a dividend. 3i Group pays out 1,217.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

3i Group has a net margin of 95.86% compared to Scottish Mortgage's net margin of 0.00%. 3i Group's return on equity of 27.62% beat Scottish Mortgage's return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish MortgageN/A -6.27% -3.48%
3i Group 95.86%27.62%16.09%

In the previous week, Scottish Mortgage had 1 more articles in the media than 3i Group. MarketBeat recorded 2 mentions for Scottish Mortgage and 1 mentions for 3i Group. Scottish Mortgage's average media sentiment score of 0.80 beat 3i Group's score of 0.00 indicating that Scottish Mortgage is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Scottish Mortgage
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
3i Group
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

3i Group has higher revenue and earnings than Scottish Mortgage. Scottish Mortgage is trading at a lower price-to-earnings ratio than 3i Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Scottish Mortgage-£712.34M-17.01-£724.05M-£0.52-1,688.46
3i Group£4.68B5.95£4.49B£4.60622.39

3i Group received 285 more outperform votes than Scottish Mortgage when rated by MarketBeat users. Likewise, 70.59% of users gave 3i Group an outperform vote while only 67.84% of users gave Scottish Mortgage an outperform vote.

CompanyUnderperformOutperform
Scottish MortgageOutperform Votes
135
67.84%
Underperform Votes
64
32.16%
3i GroupOutperform Votes
420
70.59%
Underperform Votes
175
29.41%

19.0% of Scottish Mortgage shares are held by institutional investors. Comparatively, 56.8% of 3i Group shares are held by institutional investors. 3.3% of Scottish Mortgage shares are held by company insiders. Comparatively, 3.4% of 3i Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

3i Group has a consensus price target of GBX 2,800, indicating a potential downside of 2.20%. Given 3i Group's higher possible upside, analysts plainly believe 3i Group is more favorable than Scottish Mortgage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
3i Group
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

3i Group beats Scottish Mortgage on 16 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMT vs. The Competition

MetricScottish MortgageAsset Management IndustryFinancial SectorLON Exchange
Market Cap£12.12B£883.51M£3.19B£1.76B
Dividend Yield0.49%5.00%4.51%5.73%
P/E Ratio-1,688.461,001.95467.572,038.11
Price / Sales-17.011,611.062,032.91337,483.74
Price / Cash47.0959.9250.2026.77
Price / Book1.111.691.482.98
Net Income-£724.05M£48.83M£340.58M£168.96M
7 Day Performance-2.55%-0.22%-0.17%0.17%
1 Month Performance2.38%1.88%1.84%6.75%
1 Year Performance25.86%6.46%15.55%18.17%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
III
3i Group
0.4811 of 5 stars
GBX 2,885
-0.2%
GBX 2,800
-2.9%
+47.8%£28.08B£4.68B627.171,258
LGEN
Legal & General Group
1.6936 of 5 stars
GBX 251.20
+1.0%
GBX 301
+19.8%
+9.3%£15.02B£11.99B3,588.5711,956
PSH
Pershing Square
0 of 5 stars
GBX 4,096
+0.1%
N/A+48.0%£7.54B£3.14B388.61N/ANews Coverage
Positive News
ICP
Intermediate Capital Group
0 of 5 stars
GBX 2,394
+3.2%
N/A+68.3%£6.96B£831.60M3,109.09579Positive News
SDR
Schroders
0.7783 of 5 stars
GBX 391.80
+0.6%
GBX 432
+10.3%
-14.0%£6.31B£2.99B1,632.506,438
SDRC
Schroders
0 of 5 stars
N/AN/A+0.0%£6.12B£3.14B1,071.785,750High Trading Volume
FCIT
F&C Investment Trust
0 of 5 stars
GBX 1,018
+0.4%
N/A+12.8%£5.11B£584.29M988.35N/ADividend Announcement
News Coverage
HL
Hargreaves Lansdown
0.3423 of 5 stars
GBX 1,066
-0.5%
GBX 959
-10.0%
+31.6%£5.05B£753.30M1,544.932,277Gap Down
High Trading Volume
MNG
M&G
0.4189 of 5 stars
GBX 201.30
+1.2%
GBX 224.17
+11.4%
+0.2%£4.79B£6.28B1,677.506,101
PCT
Polar Capital Technology Trust
0 of 5 stars
GBX 3,060
-0.3%
N/A+35.0%£3.69B£540M763.092,021News Coverage
Positive News

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This page (LON:SMT) was last updated on 6/2/2024 by MarketBeat.com Staff

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