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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 995.20 -11.80 (-1.17%)
As of 06:01 AM Eastern

SMT vs. III, LGEN, PSH, ICP, SDRC, STJ, MNG, SDR, HL, and FCIT

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), M&G (MNG), Schroders (SDR), Hargreaves Lansdown (HL), and F&C Investment Trust (FCIT). These companies are all part of the "asset management" industry.

Scottish Mortgage vs. Its Competitors

3i Group (LON:III) and Scottish Mortgage (LON:SMT) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, risk, earnings, analyst recommendations, institutional ownership, valuation, dividends, profitability and community ranking.

In the previous week, 3i Group and 3i Group both had 4 articles in the media. Scottish Mortgage's average media sentiment score of 0.44 beat 3i Group's score of 0.36 indicating that Scottish Mortgage is being referred to more favorably in the news media.

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

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
3i GroupOutperform Votes
424
70.67%
Underperform Votes
176
29.33%
Scottish MortgageOutperform Votes
135
67.84%
Underperform Votes
64
32.16%

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

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
3i Group96.45% 19.97% 12.09%
Scottish Mortgage 94.48%11.53%-3.48%

3i Group currently has a consensus target price of GBX 4,021, indicating a potential downside of 4.17%. 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
3i Group
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
3.00
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

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
3i Group£3.97B10.21£3.83B£396.4810.58
Scottish Mortgage£1.26B9.67£1.19B£97.4710.21

3i Group pays an annual dividend of GBX 61 per share and has a dividend yield of 1.5%. Scottish Mortgage pays an annual dividend of GBX 4 per share and has a dividend yield of 0.4%. 3i Group pays out 15.4% of its earnings in the form of a dividend. Scottish Mortgage pays out 4.1% 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 beta of 1.01, meaning that its stock price is 1% more volatile than the S&P 500. Comparatively, Scottish Mortgage has a beta of 0.75, meaning that its stock price is 25% less volatile than the S&P 500.

Summary

3i Group beats Scottish Mortgage on 17 of the 20 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 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 MortgageAsset Management IndustryFinancial SectorLON Exchange
Market Cap£12.17B£1.22B£5.68B£2.92B
Dividend Yield0.38%4.34%4.13%4.90%
P/E Ratio10.2121.5112.69126.48
Price / Sales9.672,403.541,718.76243,490.43
Price / Cash47.0960.8149.9228.07
Price / Book1.111.172.854.58
Net Income£1.19B£264.77M£1.23B£5.91B
7 Day Performance-1.12%0.78%0.94%6.84%
1 Month Performance0.99%18.07%10.17%16.63%
1 Year Performance10.21%4.99%14.49%78.92%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.275 of 5 stars
GBX 995.20
-1.2%
N/A+12.9%£12.17B£1.26B10.21N/A
III
3i Group
2.0964 of 5 stars
GBX 4,020
-1.0%
GBX 4,021
+0.0%
+42.7%£38.81B£3.97B10.141,340
LGEN
Legal & General Group
1.7586 of 5 stars
GBX 253.40
-0.3%
GBX 267
+5.4%
+5.3%£14.85B£47.90B46.7811,956Positive News
Insider Trade
High Trading Volume
PSH
Pershing Square
N/AGBX 3,890
+0.3%
N/A-7.0%£8.90B£3.57B4.08N/APositive News
ICP
Intermediate Capital Group
N/AN/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
STJ
St. James's Place
0.6601 of 5 stars
GBX 1,105.02
-0.7%
GBX 812.33
-26.5%
+118.2%£5.98B£26.27B-926.172,298
MNG
M&G
0.6155 of 5 stars
GBX 238.19
-0.5%
GBX 223.33
-6.2%
+27.5%£5.67B£9.02B33.976,101
SDR
Schroders
1.5275 of 5 stars
GBX 360.20
-0.3%
GBX 392.25
+8.9%
-1.2%£5.59B£2.78B15.736,438News Coverage
HL
Hargreaves Lansdown
1.9571 of 5 stars
N/AGBX 1,055.33
+∞
N/A£5.26B£764.90M1,787.901,850High Trading Volume
FCIT
F&C Investment Trust
N/AGBX 1,082.89
+0.2%
N/A+10.7%£5.23B£981.19M5.61N/ANews Coverage
Dividend Announcement

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This page (LON:SMT) was last updated on 6/12/2025 by MarketBeat.com Staff
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