SMT vs. III, LGEN, PSH, STJ, ICP, SDRC, MNG, SDR, FCIT, and HL
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), St. James's Place (STJ), Intermediate Capital Group (ICP), Schroders (SDRC), M&G (MNG), Schroders (SDR), F&C Investment Trust (FCIT), and Hargreaves Lansdown (HL). These companies are all part of the "asset management" industry.
Scottish Mortgage vs. Its Competitors
Scottish Mortgage (LON:SMT) and 3i Group (LON:III) are both large-cap asset management industry companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, risk, dividends, valuation, media sentiment, analyst recommendations, earnings and institutional ownership.
Scottish Mortgage pays an annual dividend of GBX 0.04 per share and has a dividend yield of 0.0%. 3i Group pays an annual dividend of GBX 0.65 per share and has a dividend yield of 0.0%. Scottish Mortgage pays out 4.5% of its earnings in the form of a dividend. 3i Group pays out 12.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
8.1% of Scottish Mortgage shares are held by institutional investors. Comparatively, 59.5% of 3i Group shares are held by institutional investors. 0.1% of Scottish Mortgage shares are held by company insiders. Comparatively, 2.2% of 3i Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
3i Group has a consensus price target of GBX 4,850, suggesting a potential upside of 27.00%. Given 3i Group's stronger consensus rating and higher probable upside, analysts plainly believe 3i Group is more favorable than Scottish Mortgage.
In the previous week, Scottish Mortgage had 2 more articles in the media than 3i Group. MarketBeat recorded 2 mentions for Scottish Mortgage and 0 mentions for 3i Group. 3i Group's average media sentiment score of 1.54 beat Scottish Mortgage's score of -0.10 indicating that 3i Group is being referred to more favorably in the news media.
3i Group has a net margin of 96.45% compared to Scottish Mortgage's net margin of 94.48%. 3i Group's return on equity of 19.97% beat Scottish Mortgage's return on equity.
3i Group has higher revenue and earnings than Scottish Mortgage. 3i Group is trading at a lower price-to-earnings ratio than Scottish Mortgage, indicating that it is currently the more affordable of the two stocks.
Scottish Mortgage has a beta of 0.75, suggesting that its stock price is 25% less volatile than the S&P 500. Comparatively, 3i Group has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500.
Summary
3i Group beats Scottish Mortgage on 14 of the 18 factors compared between the two stocks.
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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.
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.
Scottish Mortgage Competitors List
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This page (LON:SMT) was last updated on 9/10/2025 by MarketBeat.com Staff
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