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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,510 -23.50 (-1.53%)
As of 12:50 PM Eastern
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SMT vs. III, LGEN, SDR, PCT, and MNG

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), Polar Capital Technology Trust (PCT), and M&G (MNG). These companies are all part of the "asset management" industry.

How does Scottish Mortgage compare to 3i Group?

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

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
Scottish Mortgage£3.11B5.27£1.19B£275.315.48
3i Group£5.43B4.11£3.83B£538.604.07

3i Group has a consensus target price of GBX 3,795, indicating a potential upside of 73.29%. Given 3i Group's higher possible upside, analysts plainly 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

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%

8.6% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 63.6% 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, 3i Group had 4 more articles in the media than Scottish Mortgage. MarketBeat recorded 6 mentions for 3i Group and 2 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 1.14 beat Scottish Mortgage's score of 0.48 indicating that 3i 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)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
3i Group
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Scottish Mortgage has a beta of 0.809, meaning that its stock price is 19% less volatile than the broader market. Comparatively, 3i Group has a beta of 1.145, meaning that its stock price is 15% more volatile than the broader market.

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 3.6%. 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.

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?

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

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 21.48 per share and has a dividend yield of 8.0%. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend. 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 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£3.11B5.27£1.19B£275.315.48
Legal & General Group£42.04B0.36£319.08M£9.7427.64

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
Scottish Mortgage97.38% 22.34% -3.48%
Legal & General Group 0.91%15.89%0.18%

8.6% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 40.5% of Legal & General Group shares are owned by institutional investors. 0.1% of Scottish Mortgage shares are owned by company insiders. Comparatively, 0.6% of Legal & General 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.

Scottish Mortgage has a beta of 0.809, meaning that its stock price is 19% less volatile than the broader market. Comparatively, Legal & General Group has a beta of 0.804, meaning that its stock price is 20% less volatile than the broader market.

In the previous week, Legal & General Group had 11 more articles in the media than Scottish Mortgage. MarketBeat recorded 13 mentions for Legal & General Group and 2 mentions for Scottish Mortgage. Legal & General Group's average media sentiment score of 1.15 beat Scottish Mortgage's score of 0.48 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)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Legal & General Group
8 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Legal & General Group has a consensus price target of GBX 250.71, indicating a potential downside of 6.87%. Given Legal & General Group's higher probable 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
2 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00

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 financial services companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, media sentiment, earnings, institutional ownership, profitability, risk, dividends and analyst recommendations.

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£3.25B2.81£355.50M£33.6017.43
Scottish Mortgage£3.11B5.27£1.19B£275.315.48

Schroders presently has a consensus target price of GBX 453.33, indicating a potential downside of 22.57%. 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

Scottish Mortgage has a net margin of 97.38% compared to Schroders' net margin of 16.44%. Scottish Mortgage's return on equity of 22.34% beat Schroders' return on equity.

Company Net Margins Return on Equity Return on Assets
Schroders16.44% 12.35% 1.86%
Scottish Mortgage 97.38%22.34%-3.48%

18.1% of Schroders shares are owned by institutional investors. Comparatively, 8.6% of Scottish Mortgage shares are owned by institutional investors. 1.7% of Schroders shares are owned by insiders. Comparatively, 0.1% of Scottish Mortgage shares are owned by 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.

In the previous week, Scottish Mortgage had 1 more articles in the media than Schroders. MarketBeat recorded 2 mentions for Scottish Mortgage and 1 mentions for Schroders. Schroders' average media sentiment score of 0.67 beat Scottish Mortgage's score of 0.48 indicating that Schroders is being referred to more favorably in the media.

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

Schroders has a beta of 1.075, suggesting that its stock price is 8% more volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 0.809, suggesting that its stock price is 19% less volatile than the broader market.

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 64.0% 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.

Summary

Schroders beats Scottish Mortgage on 10 of the 18 factors compared between the two stocks.

How does Scottish Mortgage compare to Polar Capital Technology Trust?

Scottish Mortgage (LON:SMT) and Polar Capital Technology Trust (LON:PCT) are both financial services companies, but which is the better business? We will contrast the two companies based on the strength of their risk, institutional ownership, earnings, media sentiment, dividends, valuation, analyst recommendations and profitability.

Polar Capital Technology Trust has lower revenue, but higher 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
Scottish Mortgage£3.11B5.27£1.19B£275.315.48
Polar Capital Technology Trust£2.14B3.69£1.20B£188.583.76

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
Polar Capital Technology Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Polar Capital Technology Trust has a net margin of 294.06% compared to Scottish Mortgage's net margin of 97.38%. Polar Capital Technology Trust's return on equity of 43.14% beat Scottish Mortgage's return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish Mortgage97.38% 22.34% -3.48%
Polar Capital Technology Trust 294.06%43.14%20.70%

8.6% of Scottish Mortgage shares are held by institutional investors. Comparatively, 7.0% of Polar Capital Technology Trust shares are held by institutional investors. 0.1% of Scottish Mortgage shares are held by insiders. Comparatively, 0.0% of Polar Capital Technology Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

In the previous week, Scottish Mortgage had 1 more articles in the media than Polar Capital Technology Trust. MarketBeat recorded 2 mentions for Scottish Mortgage and 1 mentions for Polar Capital Technology Trust. Polar Capital Technology Trust's average media sentiment score of 1.13 beat Scottish Mortgage's score of 0.48 indicating that Polar Capital Technology Trust 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)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Polar Capital Technology Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Scottish Mortgage has a beta of 0.809, indicating that its share price is 19% less volatile than the broader market. Comparatively, Polar Capital Technology Trust has a beta of 0.92025226, indicating that its share price is 8% less volatile than the broader market.

Summary

Scottish Mortgage beats Polar Capital Technology Trust on 9 of the 15 factors compared between the two stocks.

How does Scottish Mortgage compare to M&G?

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

M&G has a beta of 0.967, suggesting that its stock price is 3% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 0.809, suggesting that its stock price is 19% less volatile than the broader market.

M&G pays an annual dividend of GBX 20.20 per share and has a dividend yield of 6.5%. Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. 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 pays out 1.6% of its earnings in the form of a dividend.

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
M&G1.73% 9.49% 0.40%
Scottish Mortgage 97.38%22.34%-3.48%

58.2% of M&G shares are held by institutional investors. Comparatively, 8.6% of Scottish Mortgage shares are held by institutional investors. 0.1% of M&G shares are held by insiders. Comparatively, 0.1% of Scottish Mortgage shares are held by 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.

In the previous week, M&G and M&G both had 2 articles in the media. M&G's average media sentiment score of 1.11 beat Scottish Mortgage's score of 0.48 indicating that M&G is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
M&G
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Scottish Mortgage
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Scottish Mortgage has lower revenue, but higher earnings 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
M&G£21.71B0.34£166.98M£12.3025.39
Scottish Mortgage£3.11B5.27£1.19B£275.315.48

M&G presently has a consensus target price of GBX 297.57, indicating a potential downside of 4.72%. Given M&G's higher probable upside, equities research analysts plainly believe M&G is more favorable than Scottish Mortgage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
M&G
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

M&G beats Scottish Mortgage on 9 of the 17 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 MortgageAsset Management IndustryFinancial SectorLON Exchange
Market Cap£16.37B£2.45B£5.76B£2.78B
Dividend Yield0.30%6.02%5.28%6.12%
P/E Ratio5.4825.8816.39363.21
Price / Sales5.272,119.581,122.0587,415.85
Price / Cash47.0960.1591.3227.85
Price / Book1.681.386.527.70
Net Income£1.19B£264.62M£1.14B£5.89B
7 Day Performance0.52%-0.19%0.24%0.20%
1 Month PerformanceN/A-32.88%-7.39%N/A
1 Year Performance50.55%11.37%19.69%74.70%

Scottish Mortgage Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.477 of 5 stars		GBX 1,510
-1.5%		N/A+53.6%£16.37B£3.11B5.48N/A
III
3i Group
4.6917 of 5 stars		GBX 2,351
+1.6%		GBX 3,795
+61.4%		-47.7%£23.93B£5.43B3.621,340
LGEN
Legal & General Group
2.3552 of 5 stars		GBX 272.40
+0.4%		GBX 250.71
-8.0%		+5.7%£15.19B£42.04B27.9711,956
SDR
Schroders
1.5229 of 5 stars		GBX 583.50
+0.1%		GBX 453.33
-22.3%		+60.0%£9.10B£3.25B17.376,438
PCT
Polar Capital Technology Trust
N/AGBX 708.75
+1.2%		N/A+118.4%£7.90B£2.14B3.76120

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This page (LON:SMT) was last updated on 6/4/2026 by MarketBeat.com Staff.
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