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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,113.75 +8.75 (+0.79%)
As of 02/21/2025 12:35 PM Eastern

SMT vs. III, LGEN, PSH, ICP, STJ, SDRC, SDR, FCIT, HL, 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), St. James's Place (STJ), Schroders (SDRC), Schroders (SDR), F&C Investment Trust (FCIT), Hargreaves Lansdown (HL), 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 stock? We will compare the two companies based on the strength of their valuation, earnings, institutional ownership, media sentiment, profitability, dividends, risk, analyst recommendations and community ranking.

3i Group currently has a consensus target price of GBX 3,347.33, suggesting a potential downside of 18.42%. 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)
2 Buy rating(s)
1 Strong Buy rating(s)
3.00
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
3i Group£3.97B9.98£3.83B£396.4810.35
Scottish Mortgage£1.26B10.82£1.19B£97.4711.43

In the previous week, 3i Group had 2 more articles in the media than Scottish Mortgage. MarketBeat recorded 3 mentions for 3i Group and 1 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 0.97 beat Scottish Mortgage's score of 0.15 indicating that 3i Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
3i Group
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Scottish Mortgage
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 pays an annual dividend of GBX 61 per share and has a dividend yield of 1.5%. Scottish Mortgage pays an annual dividend of GBX 4 per share and has a dividend yield of 0.4%. 3i Group pays out 15.4% of its earnings in the form of a dividend. Scottish Mortgage pays out 4.1% 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.

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

3i Group received 288 more outperform votes than Scottish Mortgage when rated by MarketBeat users. Likewise, 70.62% of users gave 3i Group an outperform vote while only 67.84% of users gave Scottish Mortgage an outperform vote.

CompanyUnderperformOutperform
3i GroupOutperform Votes
423
70.62%
Underperform Votes
176
29.38%
Scottish MortgageOutperform Votes
135
67.84%
Underperform Votes
64
32.16%

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

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.

Company Net Margins Return on Equity Return on Assets
3i Group96.45% 19.97% 12.09%
Scottish Mortgage 94.48%11.53%-3.48%

Summary

3i Group beats Scottish Mortgage on 17 of the 21 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£13.62B£1.22B£4.23B£2.62B
Dividend Yield0.38%4.47%4.24%4.99%
P/E Ratio11.4326.9716.05162.98
Price / Sales10.822,360.621,762.22310,610.88
Price / Cash47.0960.4148.6027.85
Price / Book1.241.153.395.12
Net Income£1.19B£255.94M£1.27B£5.69B
7 Day Performance-1.70%-0.40%-0.22%-1.05%
1 Month Performance3.60%0.58%1.81%-0.81%
1 Year Performance39.74%10.03%14.53%39.62%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
0.6521 of 5 stars
GBX 1,113.75
+0.8%
N/A+46.0%£13.62B£1.26B11.43N/ANews Coverage
III
3i Group
2.5972 of 5 stars
GBX 4,122.07
+1.2%
GBX 3,347.33
-18.8%
+68.1%£39.80B£3.97B10.401,340
LGEN
Legal & General Group
2.0166 of 5 stars
GBX 241.80
flat
GBX 276.67
+14.4%
-0.8%£14.17B£47.90B44.6411,956
PSH
Pershing Square
N/AGBX 4,524.44
+0.4%
N/A+16.8%£10.35B£3.57B4.74N/A
ICP
Intermediate Capital Group
0.4292 of 5 stars
N/AN/AN/A£6.24B£831.60M2,787.76579
STJ
St. James's Place
1.0376 of 5 stars
GBX 1,133
+2.8%
GBX 784.25
-30.8%
+68.1%£6.13B£26.27B-949.622,298
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750High Trading Volume
SDR
Schroders
1.5545 of 5 stars
GBX 384.80
+3.6%
GBX 368.50
-4.2%
-4.8%£5.97B£2.78B16.806,438News Coverage
FCIT
F&C Investment Trust
N/AGBX 1,196
+0.3%
N/A+21.5%£5.78B£981.19M6.20N/ADividend Announcement
Positive News
HL
Hargreaves Lansdown
0.9833 of 5 stars
GBX 1,101
-0.1%
GBX 1,048.20
-4.8%
+36.5%£5.22B£764.90M1,775.811,850High Trading Volume
MNG
M&G
0.1419 of 5 stars
GBX 212.57
-0.5%
GBX 223.33
+5.1%
-7.2%£5.06B£9.02B30.316,101

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This page (LON:SMT) was last updated on 2/22/2025 by MarketBeat.com Staff
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