Free Trial

Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 884 +3.00 (+0.34%)
As of 04/15/2025 12:37 PM Eastern

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

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 61 per share and has a dividend yield of 1.6%. 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.

3i Group received 289 more outperform votes than Scottish Mortgage when rated by MarketBeat users. Likewise, 70.67% 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
424
70.67%
Underperform Votes
176
29.33%

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 1.01, suggesting that its share price is 1% more volatile than the S&P 500.

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£1.26B8.59£1.19B£97.479.07
3i Group£3.97B9.50£3.83B£396.489.85

19.0% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 66.1% of 3i Group shares are owned by institutional investors. 3.3% of Scottish Mortgage shares are owned by company insiders. Comparatively, 3.0% of 3i Group shares are owned 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.

In the previous week, Scottish Mortgage and Scottish Mortgage both had 2 articles in the media. 3i Group's average media sentiment score of 1.11 beat Scottish Mortgage's score of 0.95 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
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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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%

3i Group has a consensus price target of GBX 3,697.33, indicating a potential downside of 5.29%. Given 3i Group's stronger consensus rating and higher possible upside, analysts clearly 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)
1 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
3.00

Summary

3i Group beats Scottish Mortgage on 18 of the 20 factors compared between the two stocks.

Remove Ads
Get Scottish Mortgage News Delivered to You Automatically

Sign up to receive the latest news and ratings for SMT and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

SMT vs. The Competition

MetricScottish MortgageAsset Management IndustryFinancial SectorLON Exchange
Market Cap£10.81B£1.09B£3.71B£2.45B
Dividend Yield0.38%4.44%4.20%4.95%
P/E Ratio9.0723.9314.06131.24
Price / Sales8.592,213.481,652.85260,214.92
Price / Cash47.0960.9449.2727.94
Price / Book0.981.093.324.45
Net Income£1.19B£260.34M£1.24B£5.79B
7 Day Performance3.36%8.91%5.40%3.67%
1 Month Performance-8.64%-0.16%4.82%4.03%
1 Year Performance2.05%1.10%8.13%97.94%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.6087 of 5 stars
GBX 884
+0.3%
N/A+2.1%£10.81B£1.26B9.07N/APositive News
Gap Down
III
3i Group
1.9589 of 5 stars
GBX 3,418.94
-3.8%
GBX 3,347.33
-2.1%
+36.9%£33.01B£3.97B8.621,340Analyst Forecast
Positive News
Gap Down
High Trading Volume
LGEN
Legal & General Group
1.0063 of 5 stars
GBX 215.20
-4.5%
GBX 267
+24.1%
-2.6%£12.61B£47.90B39.7311,956Positive News
Gap Down
High Trading Volume
PSH
Pershing Square
N/AGBX 3,253.40
-3.5%
N/A-16.3%£7.44B£3.57B3.41N/AHigh Trading Volume
ICP
Intermediate Capital Group
0.4099 of 5 stars
N/AN/AN/A£6.24B£831.60M2,787.76579
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750High Trading Volume
HL
Hargreaves Lansdown
0.8381 of 5 stars
GBX 1,108.50
flat
GBX 1,104
-0.4%
+51.1%£5.26B£764.90M1,787.901,850High Trading Volume
SDR
Schroders
2.4954 of 5 stars
GBX 298.60
-4.3%
GBX 427.33
+43.1%
-15.1%£4.63B£2.78B13.046,438Gap Down
High Trading Volume
FCIT
F&C Investment Trust
N/AGBX 954.50
-3.8%
N/A+2.6%£4.61B£981.19M4.95N/ADividend Announcement
High Trading Volume
STJ
St. James's Place
1.2464 of 5 stars
GBX 776.27
-6.6%
GBX 784.25
+1.0%
+116.9%£4.20B£26.27B-650.622,298News Coverage
Gap Down
MNG
M&G
0.7951 of 5 stars
GBX 173.25
-6.3%
GBX 223.75
+29.2%
-3.4%£4.13B£9.02B24.706,101High Trading Volume
Remove Ads

Related Companies and Tools


This page (LON:SMT) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners