Scottish Mortgage Investment Trust (SMT) Competitors

GBX 896.80
+17.00 (+1.93%)
(As of 05:07 PM 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 superior business? We will compare the two businesses based on the strength of their institutional ownership, dividends, valuation, community ranking, risk, analyst recommendations, media sentiment, earnings and profitability.

In the previous week, Legal & General Group had 1 more articles in the media than Scottish Mortgage Investment Trust. MarketBeat recorded 3 mentions for Legal & General Group and 2 mentions for Scottish Mortgage Investment Trust. Legal & General Group's average media sentiment score of 1.10 beat Scottish Mortgage Investment Trust's score of 0.77 indicating that Legal & General Group is being referred to more favorably in the news media.

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

Scottish Mortgage Investment Trust pays an annual dividend of GBX 4 per share and has a dividend yield of 0.4%. 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.

Legal & General Group has a consensus price target of GBX 307.80, suggesting a potential upside of 22.24%. 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)
6 Buy rating(s)
0 Strong Buy rating(s)
3.00

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 held by institutional investors. Comparatively, 47.2% of Legal & General Group shares are held by institutional investors. 3.3% of Scottish Mortgage Investment Trust shares are held by insiders. Comparatively, 0.9% of Legal & General 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.

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 1.34, suggesting that its share price is 34% 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-17.37-£724.05M-£0.52-1,724.62
Legal & General Group£11.99B1.26£435M£0.073,597.14

Summary

Legal & General Group beats Scottish Mortgage Investment Trust on 17 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£12.38B£752.00M£3.01B£1.45B
Dividend Yield0.49%12.65%4.56%11.37%
P/E Ratio-1,724.62914.93471.931,628.58
Price / Sales-17.3713,796.842,507.94311,587.04
Price / Cash47.0980.2948.5933.45
Price / Book1.141.771.572.74
Net Income-£724.05M£49.06M£373.86M£176.99M
7 Day Performance0.43%1.09%1.12%1.06%
1 Month Performance3.53%14.36%9.34%7.79%
1 Year Performance43.86%5.05%13.40%8.62%

Scottish Mortgage Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LGEN
Legal & General Group
2.1915 of 5 stars
GBX 246.60
+2.4%
GBX 307.80
+24.8%
+6.2%£14.75B£11.99B3,522.8611,956Positive News
Gap Up
PSH
Pershing Square
0 of 5 stars
GBX 4,174
+2.1%
N/A+51.5%£7.81B£3.10B364.86N/APositive News
ICP
Intermediate Capital Group
0 of 5 stars
GBX 2,152
+1.0%
N/A+69.2%£6.25B£831.60M2,794.81579
SDR
Schroders
0.882 of 5 stars
GBX 360.60
+1.6%
GBX 432
+19.8%
-19.9%£5.81B£2.99B1,502.506,438Gap Up
High Trading Volume
FCIT
F&C Investment Trust
0 of 5 stars
GBX 1,022
+1.4%
N/A+15.9%£5.19B£402M1,572.31N/ADividend Announcement
Positive News
MNG
M&G
0.1308 of 5 stars
GBX 202.40
+1.0%
GBX 222.60
+10.0%
+3.8%£4.80B£6.28B1,686.676,101Analyst Forecast
Positive News
High Trading Volume
HL
Hargreaves Lansdown
0.6327 of 5 stars
GBX 812
+0.4%
GBX 921.20
+13.4%
+7.1%£3.85B£753.30M1,176.812,277High Trading Volume
PCT
Polar Capital Technology Trust
0 of 5 stars
GBX 3,015
+2.0%
N/A+49.6%£3.64B£540M751.872,021News Coverage
ATST
Alliance Trust
0 of 5 stars
GBX 1,256
+1.6%
N/A+26.9%£3.57B£444.31M878.323Positive News
UKW
Greencoat UK Wind
0 of 5 stars
GBX 143.30
-0.2%
N/A-9.5%£3.31B£548.27M341.19N/A

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This page (LON:SMT) was last updated on 5/15/2024 by MarketBeat.com Staff

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