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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,590 +11.00 (+0.70%)
As of 10/2/2026 12:31 PM Eastern
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SMT vs. LSE, III, LGEN, SDR, and MNG

Should you buy Scottish Mortgage stock or one of its competitors? Scottish Mortgage's main competitors and comparable companies include London Stock Exchange Group plc (LSE.L) (LSE), 3i Group (III), Legal & General Group (LGEN), Schroders (SDR), and M&G (MNG). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Scottish Mortgage compare to London Stock Exchange Group plc (LSE.L)?

Scottish Mortgage (LON:SMT) and London Stock Exchange Group plc (LSE.L) (LON:LSE) are both large-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, valuation, institutional ownership, risk, profitability, earnings, media sentiment and analyst recommendations.

Scottish Mortgage has a net margin of 97.38% compared to London Stock Exchange Group plc (LSE.L)'s net margin of 0.00%. Scottish Mortgage's return on equity of 22.34% beat London Stock Exchange Group plc (LSE.L)'s return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish Mortgage97.38% 22.34% -3.48%
London Stock Exchange Group plc (LSE.L) N/A N/A N/A

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

Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. London Stock Exchange Group plc (LSE.L) pays an annual dividend of GBX 73 per share. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend. London Stock Exchange Group plc (LSE.L) pays out 64.9% 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. Scottish Mortgage is clearly the better dividend stock, given its higher yield and lower payout ratio.

Scottish Mortgage has higher revenue and earnings than London Stock Exchange Group plc (LSE.L). London Stock Exchange Group plc (LSE.L) 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
Scottish Mortgage£3.11B5.42£1.19B£275.315.78
London Stock Exchange Group plc (LSE.L)£2.41B0.00N/A£112.40N/A

Given London Stock Exchange Group plc (LSE.L)'s higher possible upside, analysts plainly believe London Stock Exchange Group plc (LSE.L) 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
London Stock Exchange Group plc (LSE.L)
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Scottish Mortgage had 1 more articles in the media than London Stock Exchange Group plc (LSE.L). MarketBeat recorded 1 mentions for Scottish Mortgage and 0 mentions for London Stock Exchange Group plc (LSE.L). Scottish Mortgage's average media sentiment score of 0.00 equaled London Stock Exchange Group plc (LSE.L)'saverage media sentiment score.

Company Overall Sentiment
Scottish Mortgage Neutral
London Stock Exchange Group plc (LSE.L) Neutral

Summary

Scottish Mortgage beats London Stock Exchange Group plc (LSE.L) on 11 of the 14 factors compared between the two stocks.

How does Scottish Mortgage compare to 3i Group?

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

3i Group pays an annual dividend of GBX 79 per share and has a dividend yield of 3.1%. Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. 3i Group pays out 14.7% 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.

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£5.43B4.79£3.83B£538.604.74
Scottish Mortgage£3.11B5.42£1.19B£275.315.78

63.9% of 3i Group shares are owned by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are owned by institutional investors. 2.2% of 3i Group shares are owned by insiders. Comparatively, 0.1% of Scottish Mortgage shares are owned by 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, 3i Group had 3 more articles in the media than Scottish Mortgage. MarketBeat recorded 4 mentions for 3i Group and 1 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 0.60 beat Scottish Mortgage's score of 0.00 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
1 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Scottish Mortgage
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

3i Group currently has a consensus target price of GBX 3,601.75, suggesting a potential upside of 40.97%. Given 3i Group's higher probable upside, research analysts plainly believe 3i Group is more favorable than Scottish Mortgage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
3i Group
1 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.60
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 3i Group's net margin of 94.84%. 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
3i Group94.84% 17.91% 12.09%
Scottish Mortgage 97.38%22.34%-3.48%

3i Group has a beta of 1.6311139, suggesting that its share price is 63% more volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.07, suggesting that its share price is 7% more volatile than the broader market.

Summary

3i Group beats Scottish Mortgage on 12 of the 18 factors compared between the two stocks.

How does Scottish Mortgage compare to Legal & General Group?

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

In the previous week, Legal & General Group had 16 more articles in the media than Scottish Mortgage. MarketBeat recorded 17 mentions for Legal & General Group and 1 mentions for Scottish Mortgage. Legal & General Group's average media sentiment score of 1.23 beat Scottish Mortgage's score of 0.00 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
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Legal & General Group
12 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Scottish Mortgage has a net margin of 97.38% compared to Legal & General Group's net margin of 0.91%. Legal & General Group's return on equity of 27.28% beat Scottish Mortgage's return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish Mortgage97.38% 22.34% -3.48%
Legal & General Group 0.91%27.28%0.18%

Legal & General Group has a consensus target price of GBX 276.86, suggesting a potential downside of 3.28%. Given Legal & General Group's higher possible upside, analysts clearly believe Legal & General 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
Legal & General Group
4 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.71

8.1% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 70.6% of Legal & General Group shares are owned by institutional investors. 0.1% of Scottish Mortgage shares are owned by insiders. Comparatively, 0.6% of Legal & General Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. Legal & General Group pays an annual dividend of GBX 21.79 per share and has a dividend yield of 7.6%. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend. Legal & General Group pays out 60.8% 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.

Scottish Mortgage has higher earnings, but lower revenue 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
Scottish Mortgage£3.11B5.42£1.19B£275.315.78
Legal & General Group£61.24B0.25£319.08M£35.847.99

Scottish Mortgage has a beta of 1.07, indicating that its share price is 7% more volatile than the broader market. Comparatively, Legal & General Group has a beta of 0.793, indicating that its share price is 21% less volatile than the broader market.

Summary

Legal & General Group beats Scottish Mortgage on 11 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 superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, media sentiment, profitability, earnings and valuation.

Schroders has a beta of 1.076, meaning that its stock price is 8% more volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.07, meaning that its stock price is 7% more volatile than the broader market.

In the previous week, Schroders had 3 more articles in the media than Scottish Mortgage. MarketBeat recorded 4 mentions for Schroders and 1 mentions for Scottish Mortgage. Schroders' average media sentiment score of 0.00 equaled Scottish Mortgage'saverage media sentiment score.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Schroders
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Scottish Mortgage
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

16.9% of Schroders shares are owned by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are owned by institutional investors. 1.7% of Schroders shares are owned by company insiders. Comparatively, 0.1% of Scottish Mortgage shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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£43.5013.54
Scottish Mortgage£3.11B5.42£1.19B£275.315.78

Schroders pays an annual dividend of GBX 21.50 per share and has a dividend yield of 3.7%. 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.

Scottish Mortgage has a net margin of 97.38% compared to Schroders' net margin of 20.13%. Scottish Mortgage's return on equity of 22.34% beat Schroders' return on equity.

Company Net Margins Return on Equity Return on Assets
Schroders20.13% 15.55% 1.86%
Scottish Mortgage 97.38%22.34%-3.48%

Schroders currently has a consensus price target of GBX 453.33, indicating a potential downside of 23.03%. Given Schroders' higher possible 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

Summary

Schroders beats Scottish Mortgage on 10 of the 17 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 analyst recommendations, profitability, institutional ownership, risk, media sentiment, dividends, valuation and earnings.

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 20.50 per share and has a dividend yield of 6.5%. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend. M&G pays out -427.1% 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. M&G is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

In the previous week, M&G had 3 more articles in the media than Scottish Mortgage. MarketBeat recorded 4 mentions for M&G and 1 mentions for Scottish Mortgage. M&G's average media sentiment score of 0.94 beat Scottish Mortgage's score of 0.00 indicating that M&G 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)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
M&G
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

M&G has a consensus target price of GBX 685, suggesting a potential upside of 118.50%. 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

Scottish Mortgage has a beta of 1.07, meaning that its share price is 7% more volatile than the broader market. Comparatively, M&G has a beta of 0.949, meaning that its share price is 5% less volatile than the broader market.

Scottish Mortgage has a net margin of 97.38% compared to M&G's net margin of -0.44%. 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 -0.44%-3.86%0.40%

Scottish Mortgage has higher earnings, but lower revenue than M&G. M&G 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
Scottish Mortgage£3.11B5.42£1.19B£275.315.78
M&G£24.97B0.30£166.98M-£4.80N/A

Summary

Scottish Mortgage and M&G tied by winning 9 of the 18 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£16.62B£5.16B£13.12B£2.46B
Dividend Yield0.29%7.57%6.04%6.25%
P/E Ratio5.7829.4524.42366.74
Price / Sales5.421,200.87500.0889,426.66
Price / Cash47.0947.6745.5127.89
Price / Book1.773.482.706.83
Net Income£1.19B£416.56M£1.32B£5.89B
7 Day Performance1.21%-0.74%-1.04%-0.72%
1 Month Performance6.00%-2.71%-3.20%-1.01%
1 Year Performance38.93%9.00%10.47%22.82%

Scottish Mortgage Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
0.9858 of 5 stars		GBX 1,590
+0.7%		N/A+38.9%£16.62B£3.11B5.78N/A
LSE
London Stock Exchange Group plc (LSE.L)
N/AN/AN/AN/A£30.31B£2.41B76.694,965
III
3i Group
3.5829 of 5 stars		GBX 2,667
+0.6%		GBX 3,601.75
+35.0%		-41.0%£27.17B£5.43B4.951,340
LGEN
Legal & General Group
2.7443 of 5 stars		GBX 293.40
-0.3%		GBX 276.86
-5.6%		+21.3%£15.91B£61.24B8.1910,500
SDR
Schroders
1.3607 of 5 stars		GBX 589
flat		GBX 453.33
-23.0%		+49.6%£9.18B£3.51B13.546,438

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This page (LON:SMT) was last updated on 10/4/2026 by MarketBeat.com Staff.
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