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Scottish Mortgage (SMT) Competitors

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GBX 940.20 +0.40 (+0.04%)
(As of 12/20/2024 12:01 PM ET)

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

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 (SDRC), F&C Investment Trust (FCIT), Hargreaves Lansdown (HL), Schroders (SDR), St. James's Place (STJ), and M&G (MNG). These companies are all part of the "asset management" industry.

Scottish Mortgage vs.

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

3i Group pays an annual dividend of GBX 61 per share and has a dividend yield of 1.7%. Scottish Mortgage pays an annual dividend of GBX 4 per share and has a dividend yield of 0.4%. 3i Group pays out 1,536.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Scottish Mortgage pays out -769.2% of its earnings in the form of a dividend.

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
3i Group£3.98B8.49£3.84B£3.97882.37
Scottish Mortgage-£712.34M-18.21-£724.05M-£0.52-1,808.08

3i Group currently has a consensus price target of GBX 3,347.33, suggesting a potential downside of 4.44%. Given 3i Group's stronger consensus rating and higher probable upside, analysts clearly believe 3i Group is more favorable than Scottish Mortgage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
3i Group
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.75
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

66.1% of 3i Group shares are held by institutional investors. Comparatively, 19.0% of Scottish Mortgage shares are held by institutional investors. 3.0% of 3i Group shares are held by company insiders. Comparatively, 3.3% of Scottish Mortgage shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

3i Group has a net margin of 96.46% compared to Scottish Mortgage's net margin of 0.00%. 3i Group's return on equity of 20.73% beat Scottish Mortgage's return on equity.

Company Net Margins Return on Equity Return on Assets
3i Group96.46% 20.73% 12.09%
Scottish Mortgage N/A -6.27%-3.48%

3i Group has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500. Comparatively, Scottish Mortgage has a beta of 0.75, indicating that its share price is 25% less volatile than the S&P 500.

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 0.75 beat Scottish Mortgage's score of -0.06 indicating that 3i Group is being referred to more favorably in the media.

Company Overall Sentiment
3i Group Positive
Scottish Mortgage Neutral

3i Group received 287 more outperform votes than Scottish Mortgage when rated by MarketBeat users. Likewise, 70.57% of users gave 3i Group an outperform vote while only 67.84% of users gave Scottish Mortgage an outperform vote.

CompanyUnderperformOutperform
3i GroupOutperform Votes
422
70.57%
Underperform Votes
176
29.43%
Scottish MortgageOutperform Votes
135
67.84%
Underperform Votes
64
32.16%

Summary

3i Group beats Scottish Mortgage on 17 of the 20 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 {thisCompany.Symbol} 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£12.97B£822.18M£3.29B£1.39B
Dividend Yield0.49%13.43%4.55%11.83%
P/E Ratio-1,808.08756.27444.881,506.81
Price / Sales-18.2113,999.193,024.35300,415.31
Price / Cash47.0981.0348.4133.55
Price / Book1.191.701.482.84
Net Income-£724.05M£57.50M£398.57M£153.02M
7 Day Performance-3.29%-1.37%5.40%4.69%
1 Month Performance1.93%11.35%14.21%22.06%
1 Year Performance18.83%5.93%9.55%21.00%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
0.0405 of 5 stars
GBX 940.20
+0.0%
N/A+18.3%£12.97B£-712,340,000.00-1,808.08N/A
III
3i Group
0.9909 of 5 stars
GBX 3,693.91
+1.3%
GBX 3,347.33
-9.4%
+45.1%£35.62B£3.98B918.391,340
LGEN
Legal & General Group
2.1958 of 5 stars
GBX 228.80
-1.5%
GBX 276.67
+20.9%
-11.0%£13.36B£12.32B4,644.0011,956Positive News
PSH
Pershing Square
N/AGBX 3,886
-2.0%
N/A+7.4%£7.15B£3.14B374.62N/ADividend Increase
ICP
Intermediate Capital Group
0.3259 of 5 stars
GBX 2,146.57
+1.6%
N/A+26.5%£6.24B£831.60M2,787.76579
SDRC
Schroders
N/AGBX 2,165
-2.0%
N/A+0.0%£6.12B£3.14B1,071.785,750High Trading Volume
FCIT
F&C Investment Trust
N/AGBX 1,132
-0.8%
N/A+15.4%£5.55B£1.02B593.75N/APositive News
HL
Hargreaves Lansdown
0.8028 of 5 stars
GBX 1,094
-0.2%
GBX 1,048.20
-4.2%
+51.9%£5.19B£764.90M1,764.521,850High Trading Volume
SDR
Schroders
1.2759 of 5 stars
GBX 316.98
-0.3%
GBX 368.50
+16.3%
-29.4%£5.10B£2.93B1,325.006,438
STJ
St. James's Place
0.8683 of 5 stars
GBX 905
-1.0%
GBX 784.25
-13.3%
+27.3%£4.89B£26.80B-91,400.002,298
MNG
M&G
0.6047 of 5 stars
GBX 198.35
-0.7%
GBX 223.33
+12.6%
-13.3%£4.72B£6.21B2,853.576,101News Coverage
Positive News

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This page (LON:SMT) was last updated on 12/21/2024 by MarketBeat.com Staff
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