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Scottish Mortgage Investment Trust (SMT) Competitors

GBX 880.20
-2.40 (-0.27%)
(As of 03:52 AM ET)

SMT vs. LGEN, PSH, ICP, SDR, FCIT, MNG, HL, PCT, ATST, and UKW

Should you be buying Scottish Mortgage Investment Trust stock or one of its competitors? The main competitors of Scottish Mortgage Investment Trust include Legal & General Group (LGEN), Pershing Square (PSH), Intermediate Capital Group (ICP), Schroders (SDR), F&C Investment Trust (FCIT), M&G (MNG), Hargreaves Lansdown (HL), Polar Capital Technology Trust (PCT), Alliance Trust (ATST), and Greencoat UK Wind (UKW). These companies are all part of the "asset management" industry.

Scottish Mortgage Investment Trust vs.

Scottish Mortgage Investment Trust (LON:SMT) and Legal & General Group (LON:LGEN) are both large-cap financial services companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership, community ranking, profitability and media sentiment.

Legal & General Group has a net margin of 3.81% compared to Scottish Mortgage Investment Trust's net margin of 0.00%. Legal & General Group's return on equity of 8.59% beat Scottish Mortgage Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish Mortgage Investment TrustN/A -6.27% -3.48%
Legal & General Group 3.81%8.59%0.18%

Legal & General Group received 1106 more outperform votes than Scottish Mortgage Investment Trust when rated by MarketBeat users. Likewise, 71.82% of users gave Legal & General Group an outperform vote while only 67.84% of users gave Scottish Mortgage Investment Trust an outperform vote.

CompanyUnderperformOutperform
Scottish Mortgage Investment TrustOutperform Votes
135
67.84%
Underperform Votes
64
32.16%
Legal & General GroupOutperform Votes
1241
71.82%
Underperform Votes
487
28.18%

19.0% of Scottish Mortgage Investment Trust shares are owned by institutional investors. Comparatively, 47.2% of Legal & General Group shares are owned by institutional investors. 3.3% of Scottish Mortgage Investment Trust shares are owned by company insiders. Comparatively, 0.9% of Legal & General Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Legal & General Group has a consensus price target of GBX 301, indicating a potential upside of 19.07%. Given Legal & General Group's higher probable upside, analysts clearly believe Legal & General Group is more favorable than Scottish Mortgage Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Scottish Mortgage Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Legal & General Group
0 Sell rating(s)
0 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
3.00

In the previous week, Scottish Mortgage Investment Trust had 7 more articles in the media than Legal & General Group. MarketBeat recorded 11 mentions for Scottish Mortgage Investment Trust and 4 mentions for Legal & General Group. Scottish Mortgage Investment Trust's average media sentiment score of 0.97 beat Legal & General Group's score of 0.48 indicating that Scottish Mortgage Investment Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Scottish Mortgage Investment Trust
4 Very Positive mention(s)
4 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Legal & General Group
0 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Scottish Mortgage Investment Trust has a beta of 0.75, suggesting that its share price is 25% less volatile than the S&P 500. Comparatively, Legal & General Group has a beta of 1.35, suggesting that its share price is 35% more volatile than the S&P 500.

Legal & General Group has higher revenue and earnings than Scottish Mortgage Investment Trust. Scottish Mortgage Investment Trust is trading at a lower price-to-earnings ratio than Legal & General Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Scottish Mortgage Investment Trust-£712.34M-17.10-£724.05M-£0.52-1,697.31
Legal & General Group£11.99B1.26£435M£0.073,611.43

Scottish Mortgage Investment Trust pays an annual dividend of GBX 4 per share and has a dividend yield of 0.5%. Legal & General Group pays an annual dividend of GBX 20 per share and has a dividend yield of 7.9%. Scottish Mortgage Investment Trust pays out -769.2% of its earnings in the form of a dividend. Legal & General Group pays out 28,571.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Legal & General Group beats Scottish Mortgage Investment Trust on 15 of the 19 factors compared between the two stocks.

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 Mortgage Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£12.18B£770.06M£3.03B£1.49B
Dividend Yield0.49%13.10%4.62%11.23%
P/E Ratio-1,697.31941.21476.701,727.06
Price / Sales-17.102,405.602,428.39308,094.59
Price / Cash47.0955.5748.3425.01
Price / Book1.121.721.552.77
Net Income-£724.05M£47.08M£387.38M£169.07M
7 Day Performance1.36%-0.38%5.84%4.57%
1 Month Performance5.78%2.43%1.85%4.15%
1 Year Performance32.44%6.89%23.59%14.02%

Scottish Mortgage Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LGEN
Legal & General Group
1.7332 of 5 stars
GBX 252.40
-0.2%
GBX 307.80
+21.9%
+10.8%£15.09B£11.99B3,605.7111,956
PSH
Pershing Square
0 of 5 stars
GBX 4,026
-1.2%
N/A+47.1%£7.41B£3.14B381.97N/APositive News
Gap Down
ICP
Intermediate Capital Group
0.3276 of 5 stars
GBX 2,262
-1.0%
N/A+72.1%£6.57B£831.60M2,937.66579News Coverage
Positive News
SDR
Schroders
0.2819 of 5 stars
GBX 384.80
+3.9%
GBX 432
+12.3%
-13.9%£6.20B£2.99B1,603.336,438
FCIT
F&C Investment Trust
0 of 5 stars
GBX 1,032
-1.3%
N/A+13.7%£5.18B£584.29M1,001.94N/ADividend Announcement
MNG
M&G
0.5755 of 5 stars
GBX 205
-0.3%
GBX 224.17
+9.3%
+1.5%£4.86B£6.28B1,708.336,101
HL
Hargreaves Lansdown
0.3296 of 5 stars
GBX 895.60
-0.3%
GBX 921.20
+2.9%
+36.2%£4.24B£753.30M1,297.972,277Gap Down
High Trading Volume
PCT
Polar Capital Technology Trust
0 of 5 stars
GBX 3,045
-0.3%
N/A+40.5%£3.67B£540M759.352,021Positive News
ATST
Alliance Trust
0 of 5 stars
GBX 1,246
-1.4%
N/A+21.5%£3.54B£649.98M596.173News Coverage
Positive News
UKW
Greencoat UK Wind
0 of 5 stars
GBX 139
-2.5%
N/A-7.6%£3.21B£548.27M330.95N/ANews Coverage

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This page (LON:SMT) was last updated on 5/29/2024 by MarketBeat.com Staff

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