Free Trial

Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,039.50 +7.00 (+0.68%)
As of 07/3/2025 12:38 PM Eastern

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

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 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
3i Group£3.97B9.90£3.83B£396.4810.26
Scottish Mortgage£1.26B10.10£1.19B£97.4710.67

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.

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 presently has a consensus target price of GBX 4,850, suggesting a potential upside of 19.18%. Given 3i Group's stronger consensus rating and higher possible 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)
0 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
3.50
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, 3i Group had 2 more articles in the media than Scottish Mortgage. MarketBeat recorded 5 mentions for 3i Group and 3 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 1.28 beat Scottish Mortgage's score of 1.09 indicating that 3i Group is being referred to more favorably in the media.

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

66.1% of 3i Group shares are owned by institutional investors. Comparatively, 19.0% of Scottish Mortgage shares are owned by institutional investors. 3.0% of 3i Group shares are owned by company insiders. Comparatively, 3.3% of Scottish Mortgage shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

3i Group beats Scottish Mortgage on 15 of the 19 factors compared between the two stocks.

Get Scottish Mortgage News Delivered to You Automatically

Sign up to receive the latest news and ratings for SMT and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

SMT vs. The Competition

MetricScottish MortgageAsset Management IndustryFinancial SectorLON Exchange
Market Cap£12.71B£1.25B£6.46B£2.97B
Dividend Yield0.38%4.36%4.18%5.02%
P/E Ratio10.6721.8513.60146.59
Price / Sales10.102,375.681,763.30240,166.95
Price / Cash47.0960.8148.9127.97
Price / Book1.161.213.195.32
Net Income£1.19B£264.68M£1.25B£5.90B
7 Day Performance0.29%0.41%0.61%0.88%
1 Month Performance3.64%2.78%3.47%5.17%
1 Year Performance16.72%6.44%15.45%80.72%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.6247 of 5 stars
GBX 1,039.50
+0.7%
N/A+16.7%£12.71B£1.26B10.67N/A
III
3i Group
3.8248 of 5 stars
GBX 4,087
-0.8%
GBX 4,021
-1.6%
+35.3%£39.46B£3.97B10.311,340Positive News
LGEN
Legal & General Group
1.7758 of 5 stars
GBX 256
+0.5%
GBX 268.33
+4.8%
+8.7%£15.00B£47.90B47.2611,956
PSH
Pershing Square
N/AGBX 3,890
flat
N/A-0.5%£8.90B£3.57B4.08N/ANews Coverage
STJ
St. James's Place
0.8741 of 5 stars
GBX 1,193.50
+0.8%
GBX 843.50
-29.3%
+111.9%£6.45B£26.27B-1,000.322,298
ICP
Intermediate Capital Group
N/AN/AN/AN/A£6.24B£831.60M2,787.76579
MNG
M&G
0.6411 of 5 stars
GBX 257.10
+0.0%
GBX 223.33
-13.1%
+24.8%£6.12B£9.02B36.666,101
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750High Trading Volume
SDR
Schroders
1.1453 of 5 stars
GBX 362.40
+0.3%
GBX 392.25
+8.2%
-0.9%£5.62B£2.78B15.836,438Gap Up
FCIT
F&C Investment Trust
N/AGBX 1,107.12
-0.1%
N/A+11.3%£5.35B£981.19M5.74N/ADividend Announcement
HL
Hargreaves Lansdown
2.7492 of 5 stars
N/AGBX 684
+∞
N/A£5.26B£764.90M1,787.901,850High Trading Volume

Related Companies and Tools


This page (LON:SMT) was last updated on 7/4/2025 by MarketBeat.com Staff
From Our Partners