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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,073.50 -24.50 (-2.23%)
As of 08/1/2025 12:10 PM Eastern

SMT vs. III, LGEN, PSH, STJ, ICP, MNG, SDRC, 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), M&G (MNG), Schroders (SDRC), 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 compare the two companies based on the strength of their dividends, analyst recommendations, risk, earnings, profitability, institutional ownership, media sentiment and valuation.

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
Scottish Mortgage£1.26B10.43£1.19B£97.4711.01
3i Group£3.97B10.05£3.83B£396.4810.42

Scottish Mortgage pays an annual dividend of GBX 4 per share and has a dividend yield of 0.4%. 3i Group pays an annual dividend of GBX 61 per share and has a dividend yield of 1.5%. Scottish Mortgage pays out 4.1% of its earnings in the form of a dividend. 3i Group pays out 15.4% 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.

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

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

3i Group has a consensus price target of GBX 4,850, indicating a potential upside of 17.42%. Given 3i Group's stronger consensus rating and 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)
0.00
3i Group
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00

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
Scottish Mortgage94.48% 11.53% -3.48%
3i Group 96.45%19.97%12.09%

In the previous week, 3i Group had 4 more articles in the media than Scottish Mortgage. MarketBeat recorded 6 mentions for 3i Group and 2 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 0.74 beat Scottish Mortgage's score of 0.56 indicating that 3i Group is being referred to more favorably in the news media.

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

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.
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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£13.13B£1.29B£6.33B£3.03B
Dividend Yield0.38%4.40%4.19%5.02%
P/E Ratio11.0122.3614.03176.74
Price / Sales10.432,556.001,858.76264,367.15
Price / Cash47.0960.70127.5327.97
Price / Book1.191.452.244.54
Net Income£1.19B£265.04M£1.23B£5.90B
7 Day Performance-0.88%-0.34%-0.46%-0.92%
1 Month Performance3.97%0.63%1.90%6.15%
1 Year Performance32.01%6.54%19.37%71.63%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
0.9858 of 5 stars
GBX 1,073.50
-2.2%
N/A+26.4%£13.13B£1.26B11.01N/ANews Coverage
III
3i Group
3.1559 of 5 stars
GBX 4,174
+1.5%
GBX 4,850
+16.2%
+33.6%£40.30B£3.97B10.531,340News Coverage
LGEN
Legal & General Group
1.8188 of 5 stars
GBX 256.30
+0.4%
GBX 268.33
+4.7%
+12.4%£15.02B£47.90B47.3111,956News Coverage
Insider Trade
PSH
Pershing Square
N/AGBX 4,182
+0.4%
N/A+8.3%£9.57B£3.57B4.38N/A
STJ
St. James's Place
1.0605 of 5 stars
GBX 1,173
+0.6%
GBX 1,408.75
+20.1%
+87.1%£6.34B£26.27B-983.142,298News Coverage
Earnings Report
ICP
Intermediate Capital Group
N/AN/AN/AN/A£6.24B£831.60M2,787.76579
MNG
M&G
0.8554 of 5 stars
GBX 258.50
+0.4%
GBX 248.75
-3.8%
+22.9%£6.16B£9.02B36.866,101News Coverage
Analyst Forecast
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750High Trading Volume
SDR
Schroders
1.5343 of 5 stars
GBX 391.80
-0.9%
GBX 386.25
-1.4%
+6.7%£6.08B£2.78B17.116,438News Coverage
Earnings Report
Analyst Forecast
FCIT
F&C Investment Trust
N/AGBX 1,168.57
+0.8%
N/A+10.3%£5.65B£981.19M6.06N/ANews Coverage
Earnings Report
Dividend Announcement
HL
Hargreaves Lansdown
1.1707 of 5 stars
N/AN/AN/A£5.26B£764.90M1,787.901,850Positive News
High Trading Volume

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This page (LON:SMT) was last updated on 8/2/2025 by MarketBeat.com Staff
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