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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 987.40 -6.60 (-0.66%)
As of 06:42 AM Eastern

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

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.

3i Group has a consensus target price of GBX 4,021, suggesting a potential downside of 0.81%. Given 3i Group's stronger consensus rating and higher probable 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)
1 Buy rating(s)
1 Strong Buy rating(s)
3.00

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

In the previous week, 3i Group had 6 more articles in the media than Scottish Mortgage. MarketBeat recorded 8 mentions for 3i Group and 2 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 0.73 beat Scottish Mortgage's score of 0.66 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
1 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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£1.26B9.66£1.19B£97.4710.20
3i Group£3.97B9.86£3.83B£396.4810.23

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

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 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%

Summary

3i Group beats Scottish Mortgage on 19 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£12.16B£1.20B£5.34B£2.68B
Dividend Yield0.38%4.41%4.18%5.05%
P/E Ratio10.2021.7612.76134.32
Price / Sales9.662,409.521,770.92203,702.45
Price / Cash47.0960.4649.7128.02
Price / Book1.111.151.343.79
Net Income£1.19B£263.32M£1.22B£5.89B
7 Day Performance-0.10%0.22%0.55%0.65%
1 Month Performance16.45%18.14%11.25%22.12%
1 Year Performance14.25%2.34%13.17%119.61%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.1653 of 5 stars
GBX 987.40
-0.7%
N/A+14.1%£12.08B£1.26B10.13N/ANews Coverage
Gap Up
III
3i Group
2.1674 of 5 stars
GBX 4,097
-1.8%
GBX 4,021
-1.9%
+37.0%£39.55B£3.97B10.331,340Earnings Report
LGEN
Legal & General Group
2.0542 of 5 stars
GBX 239.81
+0.0%
GBX 267
+11.3%
-4.2%£14.05B£47.90B44.2711,956
PSH
Pershing Square
N/AGBX 3,762
+4.2%
N/A-7.5%£8.61B£3.57B3.94N/APositive News
ICP
Intermediate Capital Group
0.3888 of 5 stars
N/AN/AN/A£6.24B£831.60M2,787.76579News Coverage
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750High Trading Volume
STJ
St. James's Place
1.372 of 5 stars
GBX 1,063.50
+3.8%
GBX 812.33
-23.6%
+128.2%£5.75B£26.27B-891.362,298
SDR
Schroders
1.5492 of 5 stars
GBX 347.40
+1.9%
GBX 404.75
+16.5%
-10.0%£5.39B£2.78B15.176,438News Coverage
Analyst Forecast
FCIT
F&C Investment Trust
N/AGBX 1,093
+2.7%
N/A+6.0%£5.28B£981.19M5.66N/ANews Coverage
Positive News
Dividend Announcement
HL
Hargreaves Lansdown
2.3905 of 5 stars
N/AGBX 1,055.33
+∞
N/A£5.26B£764.90M1,787.901,850Positive News
High Trading Volume
MNG
M&G
0.2591 of 5 stars
GBX 217.30
-0.2%
GBX 223.33
+2.8%
+7.6%£5.18B£9.02B30.996,101

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This page (LON:SMT) was last updated on 5/22/2025 by MarketBeat.com Staff
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