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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,380.51 +35.01 (+2.60%)
As of 11:46 AM Eastern
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SMT vs. III, LGEN, SDR, MNG, and PCT

Should you buy Scottish Mortgage stock or one of its competitors? MarketBeat compares Scottish Mortgage with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Scottish Mortgage include 3i Group (III), Legal & General Group (LGEN), Schroders (SDR), M&G (MNG), and Polar Capital Technology Trust (PCT).

How does Scottish Mortgage compare to 3i Group?

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

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£3.11B4.87£1.19B£275.315.01
3i Group£5.43B5.35£3.83B£538.605.36

Scottish Mortgage has a beta of 1.1591227, suggesting that its stock price is 16% more volatile than the broader market. Comparatively, 3i Group has a beta of 1.122, suggesting that its stock price is 12% more volatile than the broader market.

8.1% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 63.1% of 3i Group shares are owned by institutional investors. 0.1% of Scottish Mortgage shares are owned by company insiders. Comparatively, 2.1% of 3i Group shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

3i Group has a consensus price target of GBX 3,601.75, indicating a potential upside of 24.80%. Given 3i Group's 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
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
3i Group
1 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.60

In the previous week, 3i Group had 16 more articles in the media than Scottish Mortgage. MarketBeat recorded 16 mentions for 3i Group and 0 mentions for Scottish Mortgage. Scottish Mortgage's average media sentiment score of 0.90 beat 3i Group's score of 0.84 indicating that Scottish Mortgage is being referred to more favorably in the media.

Company Overall Sentiment
Scottish Mortgage Positive
3i Group Positive

Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. 3i Group pays an annual dividend of GBX 79 per share and has a dividend yield of 2.7%. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend. 3i Group pays out 14.7% 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 net margin of 1,236.92% compared to Scottish Mortgage's net margin of 97.38%. Scottish Mortgage's return on equity of 22.34% beat 3i Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish Mortgage97.38% 22.34% -3.48%
3i Group 1,236.92%17.91%12.09%

Summary

3i Group beats Scottish Mortgage on 13 of the 18 factors compared between the two stocks.

How does Scottish Mortgage compare to Legal & General Group?

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

Scottish Mortgage has lower revenue, but higher earnings than Legal & General Group. Scottish Mortgage 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
Legal & General Group£42.04B0.39£319.08M£9.7431.09
Scottish Mortgage£3.11B4.87£1.19B£275.315.01

70.6% of Legal & General Group shares are held by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are held by institutional investors. 0.6% of Legal & General Group shares are held by company insiders. Comparatively, 0.1% of Scottish Mortgage shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Scottish Mortgage has a net margin of 97.38% compared to Legal & General Group's net margin of 0.91%. Scottish Mortgage's return on equity of 22.34% beat Legal & General Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Legal & General Group0.91% 15.89% 0.18%
Scottish Mortgage 97.38%22.34%-3.48%

Legal & General Group currently has a consensus price target of GBX 265.29, indicating a potential downside of 12.38%. Given Legal & General Group's higher probable upside, equities research analysts clearly believe Legal & General Group is more favorable than Scottish Mortgage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Legal & General Group
2 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Legal & General Group pays an annual dividend of GBX 21.48 per share and has a dividend yield of 7.1%. Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. Legal & General Group pays out 220.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend.

Legal & General Group has a beta of 0.794, indicating that its stock price is 21% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.1591227, indicating that its stock price is 16% more volatile than the broader market.

In the previous week, Legal & General Group had 17 more articles in the media than Scottish Mortgage. MarketBeat recorded 17 mentions for Legal & General Group and 0 mentions for Scottish Mortgage. Legal & General Group's average media sentiment score of 1.01 beat Scottish Mortgage's score of 0.90 indicating that Legal & General Group is being referred to more favorably in the media.

Company Overall Sentiment
Legal & General Group Positive
Scottish Mortgage Positive

Summary

Legal & General Group beats Scottish Mortgage on 10 of the 18 factors compared between the two stocks.

How does Scottish Mortgage compare to Schroders?

Schroders (LON:SDR) and Scottish Mortgage (LON:SMT) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, valuation, earnings, profitability and media sentiment.

Scottish Mortgage has lower revenue, but higher earnings than Schroders. Scottish Mortgage is trading at a lower price-to-earnings ratio than Schroders, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Schroders£3.51B2.62£355.50M£43.5013.55
Scottish Mortgage£3.11B4.87£1.19B£275.315.01

In the previous week, Schroders had 2 more articles in the media than Scottish Mortgage. MarketBeat recorded 2 mentions for Schroders and 0 mentions for Scottish Mortgage. Scottish Mortgage's average media sentiment score of 0.90 beat Schroders' score of 0.69 indicating that Scottish Mortgage is being referred to more favorably in the news media.

Company Overall Sentiment
Schroders Positive
Scottish Mortgage Positive

17.2% of Schroders shares are held by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are held by institutional investors. 1.7% of Schroders shares are held by insiders. Comparatively, 0.1% of Scottish Mortgage shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Schroders pays an annual dividend of GBX 21.50 per share and has a dividend yield of 3.6%. Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. Schroders pays out 49.4% of its earnings in the form of a dividend. Scottish Mortgage pays out 1.6% 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.

Schroders has a beta of 1.081, meaning that its stock price is 8% more volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.1591227, meaning that its stock price is 16% more volatile than the broader market.

Schroders currently has a consensus target price of GBX 453.33, suggesting a potential downside of 23.09%. Given Schroders' higher probable upside, equities analysts clearly believe Schroders is more favorable than Scottish Mortgage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Schroders
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Scottish Mortgage has a net margin of 97.38% compared to Schroders' net margin of 19.94%. Scottish Mortgage's return on equity of 22.34% beat Schroders' return on equity.

Company Net Margins Return on Equity Return on Assets
Schroders19.94% 15.55% 1.86%
Scottish Mortgage 97.38%22.34%-3.48%

Summary

Schroders and Scottish Mortgage tied by winning 9 of the 18 factors compared between the two stocks.

How does Scottish Mortgage compare to M&G?

Scottish Mortgage (LON:SMT) and M&G (LON:MNG) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, earnings, profitability, risk, analyst recommendations, valuation, dividends and media sentiment.

In the previous week, M&G had 2 more articles in the media than Scottish Mortgage. MarketBeat recorded 2 mentions for M&G and 0 mentions for Scottish Mortgage. Scottish Mortgage's average media sentiment score of 0.90 beat M&G's score of 0.70 indicating that Scottish Mortgage is being referred to more favorably in the media.

Company Overall Sentiment
Scottish Mortgage Positive
M&G Positive

Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. M&G pays an annual dividend of GBX 20.20 per share and has a dividend yield of 5.6%. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend. M&G pays out 164.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Scottish Mortgage has a beta of 1.1591227, indicating that its stock price is 16% more volatile than the broader market. Comparatively, M&G has a beta of 0.941, indicating that its stock price is 6% less volatile than the broader market.

Scottish Mortgage has higher earnings, but lower revenue than M&G. Scottish Mortgage is trading at a lower price-to-earnings ratio than M&G, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Scottish Mortgage£3.11B4.87£1.19B£275.315.01
M&G£21.71B0.40£166.98M£12.3029.55

Scottish Mortgage has a net margin of 97.38% compared to M&G's net margin of 1.73%. Scottish Mortgage's return on equity of 22.34% beat M&G's return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish Mortgage97.38% 22.34% -3.48%
M&G 1.73%9.49%0.40%

M&G has a consensus price target of GBX 677.86, indicating a potential upside of 86.48%. Given M&G's higher probable upside, analysts plainly believe M&G 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)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
M&G
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

8.1% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 42.9% of M&G shares are owned by institutional investors. 0.1% of Scottish Mortgage shares are owned by company insiders. Comparatively, 0.1% of M&G shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Scottish Mortgage and M&G tied by winning 9 of the 18 factors compared between the two stocks.

How does Scottish Mortgage compare to Polar Capital Technology Trust?

Polar Capital Technology Trust (LON:PCT) and Scottish Mortgage (LON:SMT) are both finance 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.

Polar Capital Technology Trust has higher revenue and earnings than Scottish Mortgage. Polar Capital Technology Trust 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
Polar Capital Technology Trust£3.76B1.97£1.20B£330.422.02
Scottish Mortgage£3.11B4.87£1.19B£275.315.01

Polar Capital Technology Trust has a beta of 0.8378958, suggesting that its stock price is 16% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.1591227, suggesting that its stock price is 16% more volatile than the broader market.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Polar Capital Technology Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Polar Capital Technology Trust has a net margin of 249.53% compared to Scottish Mortgage's net margin of 97.38%. Polar Capital Technology Trust's return on equity of 55.87% beat Scottish Mortgage's return on equity.

Company Net Margins Return on Equity Return on Assets
Polar Capital Technology Trust249.53% 55.87% 20.70%
Scottish Mortgage 97.38%22.34%-3.48%

7.1% of Polar Capital Technology Trust shares are held by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are held by institutional investors. 0.3% of Polar Capital Technology Trust shares are held by company insiders. Comparatively, 0.1% of Scottish Mortgage shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

In the previous week, Polar Capital Technology Trust had 1 more articles in the media than Scottish Mortgage. MarketBeat recorded 1 mentions for Polar Capital Technology Trust and 0 mentions for Scottish Mortgage. Polar Capital Technology Trust's average media sentiment score of 1.41 beat Scottish Mortgage's score of 0.90 indicating that Polar Capital Technology Trust is being referred to more favorably in the media.

Company Overall Sentiment
Polar Capital Technology Trust Positive
Scottish Mortgage Positive

Summary

Polar Capital Technology Trust beats Scottish Mortgage on 9 of the 15 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

Export
MetricScottish MortgageCapital Markets IndustryFinance SectorLON Exchange
Market Cap£14.42B£5.61B£14.06B£2.91B
Dividend Yield0.34%7.50%5.95%6.13%
P/E Ratio5.0136.9828.88368.08
Price / Sales4.871,098.53463.1483,635.64
Price / Cash47.0948.0429.9527.89
Price / Book1.543.743.747.07
Net Income£1.19B£417.17M£1.31B£5.89B
7 Day Performance4.15%1.13%0.91%0.54%
1 Month Performance-7.90%-0.15%1.29%0.25%
1 Year Performance27.59%7.21%13.80%64.64%

Scottish Mortgage Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.6551 of 5 stars		GBX 1,380.51
+2.6%		N/A+25.3%£14.42B£3.11B5.01N/A
III
3i Group
4.1841 of 5 stars		GBX 2,863
-1.7%		GBX 3,601.75
+25.8%		-30.6%£28.82B£5.43B5.321,340
LGEN
Legal & General Group
1.9917 of 5 stars		GBX 296.66
-0.3%		GBX 256
-13.7%		+19.2%£16.24B£42.04B30.4611,956
SDR
Schroders
1.748 of 5 stars		GBX 588.50
flat		GBX 453.33
-23.0%		+54.9%£9.18B£3.25B17.516,438
MNG
M&G
3.6284 of 5 stars		GBX 352.40
-0.1%		GBX 677.86
+92.4%		+40.8%£8.40B£21.71B28.656,101

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This page (LON:SMT) was last updated on 8/4/2026 by MarketBeat.com Staff.
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