Free Trial

Scottish Mortgage (SMT) Competitors

GBX 856
+14.00 (+1.66%)
(As of 10/3/2024 ET)

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

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

Scottish Mortgage vs.

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

3i Group pays an annual dividend of GBX 61 per share and has a dividend yield of 1.9%. Scottish Mortgage pays an annual dividend of GBX 4 per share and has a dividend yield of 0.5%. 3i Group pays out 1,536.5% 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 -769.2% of its earnings in the form of a dividend.

69.7% 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 insiders. Comparatively, 3.3% of Scottish Mortgage shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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

3i Group has a net margin of 96.46% compared to Scottish Mortgage's net margin of 0.00%. 3i Group's return on equity of 20.73% beat Scottish Mortgage's return on equity.

Company Net Margins Return on Equity Return on Assets
3i Group96.46% 20.73% 12.09%
Scottish Mortgage N/A -6.27%-3.48%

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£3.98B7.83£3.84B£3.97814.36
Scottish Mortgage-£712.34M-16.48-£724.05M-£0.52-1,635.58

3i Group presently has a consensus price target of GBX 3,148, suggesting a potential downside of 3.48%. Given 3i Group's higher probable upside, equities 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
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

3i Group received 287 more outperform votes than Scottish Mortgage when rated by MarketBeat users. Likewise, 70.57% of users gave 3i Group an outperform vote while only 67.84% of users gave Scottish Mortgage an outperform vote.

CompanyUnderperformOutperform
3i GroupOutperform Votes
422
70.57%
Underperform Votes
176
29.43%
Scottish MortgageOutperform Votes
135
67.84%
Underperform Votes
64
32.16%

In the previous week, 3i Group had 4 more articles in the media than Scottish Mortgage. MarketBeat recorded 10 mentions for 3i Group and 6 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 0.71 beat Scottish Mortgage's score of 0.64 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)
4 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Scottish Mortgage
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

3i Group beats Scottish Mortgage on 17 of the 19 factors compared between the two stocks.

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£11.74B£747.97M£3.04B£1.41B
Dividend Yield0.49%13.26%4.56%11.66%
P/E Ratio-1,635.58761.91429.211,557.34
Price / Sales-16.4813,797.372,890.52175,671.88
Price / Cash47.0980.0148.4332.84
Price / Book1.081.701.512.82
Net Income-£724.05M£56.10M£393.01M£152.22M
7 Day Performance2.25%0.63%0.23%-0.07%
1 Month Performance4.79%0.99%1.28%1.53%
1 Year Performance28.01%12.67%17.16%78.19%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
0.5352 of 5 stars
GBX 856
+1.7%
N/A+25.4%£11.81B£-712,340,000.00-1,646.15N/A
III
3i Group
1.4871 of 5 stars
GBX 3,389
+1.1%
GBX 3,148
-7.1%
+61.5%£32.68B£3.98B853.651,340News Coverage
LGEN
Legal & General Group
3.209 of 5 stars
N/AGBX 279
+∞
+4.0%£13.40B£12.32B4,590.0011,956Insider Buying
News Coverage
PSH
Pershing Square
N/AGBX 3,588
-0.6%
N/A+17.2%£6.60B£3.14B340.42N/ADividend Increase
Gap Up
ICP
Intermediate Capital Group
0.2697 of 5 stars
GBX 2,146.57
+1.6%
N/A+60.9%£6.24B£831.60M2,787.76579
SDRC
Schroders
N/AN/AN/A+0.0%£6.12B£3.14B1,071.785,750High Trading Volume
SDR
Schroders
1.7642 of 5 stars
N/AGBX 432
+∞
-12.7%£5.65B£2.93B1,470.836,438
HL
Hargreaves Lansdown
1.3257 of 5 stars
GBX 1,110
0.0%
GBX 1,048.20
-5.6%
+43.8%£5.26B£764.90M1,790.321,850High Trading Volume
FCIT
F&C Investment Trust
N/AGBX 1,034
+1.0%
N/A+17.5%£5.07B£1.02B538.54N/ADividend Announcement
Positive News
MNG
M&G
0.7201 of 5 stars
GBX 210
+1.1%
GBX 223.33
+6.3%
+6.3%£5.00B£6.21B3,000.006,101
STJ
St. James's Place
1.1667 of 5 stars
N/AGBX 784.25
+∞
-9.9%£3.99B£26.80B-73,450.002,298

Related Companies and Tools


This page (LON:SMT) was last updated on 10/3/2024 by MarketBeat.com Staff
From Our Partners