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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 995.08 +4.88 (+0.49%)
As of 06:43 AM Eastern

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

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 large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

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£1.26B9.63£1.19B£97.4710.17
3i Group£3.97B9.21£3.83B£396.489.54

In the previous week, Scottish Mortgage had 1 more articles in the media than 3i Group. MarketBeat recorded 4 mentions for Scottish Mortgage and 3 mentions for 3i Group. Scottish Mortgage's average media sentiment score of 1.09 beat 3i Group's score of -0.02 indicating that Scottish Mortgage is being referred to more favorably in the media.

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

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

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 1.6%. 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 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
Scottish MortgageOutperform Votes
135
67.84%
Underperform Votes
64
32.16%
3i GroupOutperform Votes
423
70.62%
Underperform Votes
176
29.38%

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 target price of GBX 3,347.33, suggesting a potential downside of 11.54%. Given 3i Group's stronger consensus rating and higher probable 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)
1 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
3.00

Summary

3i Group beats Scottish Mortgage on 15 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£12.12B£1.17B£4.28B£2.60B
Dividend Yield0.38%4.41%4.18%4.95%
P/E Ratio10.1727.0916.01152.77
Price / Sales9.632,289.551,718.75282,666.96
Price / Cash47.0960.8148.9727.91
Price / Book1.101.123.364.60
Net Income£1.19B£258.33M£1.27B£5.77B
7 Day Performance3.08%0.38%0.86%-0.24%
1 Month Performance-4.68%-1.59%6.82%4.15%
1 Year Performance13.13%6.03%11.33%133.38%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
0.84 of 5 stars
GBX 995.08
+0.5%
N/A+13.1%£12.17B£1.26B10.21N/ADividend Increase
News Coverage
III
3i Group
2.1775 of 5 stars
GBX 3,802.18
+1.8%
GBX 3,347.33
-12.0%
+35.6%£36.71B£3.97B9.591,340
LGEN
Legal & General Group
1.3492 of 5 stars
GBX 245.50
+0.9%
GBX 267
+8.8%
-4.4%£14.39B£47.90B45.3211,956Insider Trade
PSH
Pershing Square
N/AGBX 3,700
+1.6%
N/A-6.3%£8.46B£3.57B3.88N/A
ICP
Intermediate Capital Group
0.3324 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
SDR
Schroders
2.2834 of 5 stars
GBX 384.20
-0.6%
GBX 379
-1.4%
+1.7%£5.96B£2.78B16.786,438
STJ
St. James's Place
1.5079 of 5 stars
GBX 1,004.15
-0.1%
GBX 784.25
-21.9%
+118.5%£5.43B£26.27B-841.622,298
FCIT
F&C Investment Trust
N/AGBX 1,102
-0.4%
N/A+12.4%£5.33B£981.19M5.71N/ADividend Announcement
Positive News
MNG
M&G
0.5506 of 5 stars
GBX 221.40
+2.5%
GBX 223.75
+1.1%
-7.9%£5.27B£9.02B31.576,101Earnings Report
Dividend Increase
HL
Hargreaves Lansdown
0.9839 of 5 stars
GBX 1,107
+0.1%
GBX 1,104
-0.3%
+54.4%£5.25B£764.90M1,785.481,850High Trading Volume
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This page (LON:SMT) was last updated on 3/26/2025 by MarketBeat.com Staff
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