Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,406.50 +11.50 (+0.82%)
As of 12:39 PM Eastern

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 contrast the two businesses based on the strength of their risk, media sentiment, valuation, institutional ownership, analyst recommendations, profitability, dividends and earnings.

In the previous week, Scottish Mortgage and Scottish Mortgage both had 1 articles in the media. Scottish Mortgage's average media sentiment score of 0.81 beat 3i Group's score of 0.25 indicating that Scottish Mortgage is being referred to more favorably in the media.

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

8.1% of Scottish Mortgage shares are held by institutional investors. Comparatively, 62.9% of 3i Group shares are held by institutional investors. 0.1% of Scottish Mortgage shares are held by company insiders. Comparatively, 2.1% of 3i Group 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.

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%

3i Group has a consensus target price of GBX 3,795, suggesting a potential upside of 66.96%. Given 3i Group's higher probable 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

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 3.5%. 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.

Scottish Mortgage has a beta of 0.833, meaning that its share price is 17% less volatile than the broader market. Comparatively, 3i Group has a beta of 1.18, meaning that its share price is 18% more volatile than the broader market.

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£3.11B5.06£1.19B£275.315.11
3i Group£5.43B4.25£3.83B£538.604.22

Summary

3i Group beats Scottish Mortgage on 11 of the 17 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 stock? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, earnings, media sentiment, institutional ownership, risk and dividends.

Legal & General Group has a consensus price target of GBX 573.71, suggesting a potential upside of 100.53%. 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

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 7.5%. 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.

In the previous week, Legal & General Group had 2 more articles in the media than Scottish Mortgage. MarketBeat recorded 3 mentions for Legal & General Group and 1 mentions for Scottish Mortgage. Scottish Mortgage's average media sentiment score of 0.81 beat Legal & General Group's score of 0.73 indicating that Scottish Mortgage is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Scottish Mortgage
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Legal & General Group
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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£3.11B5.06£1.19B£275.315.11
Legal & General Group£42.04B0.37£319.08M£9.7429.37

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%

Scottish Mortgage has a beta of 0.833, meaning that its share price is 17% less volatile than the broader market. Comparatively, Legal & General Group has a beta of 0.809, meaning that its share price is 19% less volatile than the broader market.

Summary

Scottish Mortgage and Legal & General Group tied by winning 9 of the 18 factors compared between the two stocks.

How does Scottish Mortgage compare to Schroders?

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

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
Scottish Mortgage97.38% 22.34% -3.48%
Schroders 16.44%12.35%1.86%

Schroders has a consensus price target of GBX 453.33, suggesting a potential downside of 22.57%. Given Schroders' higher possible upside, analysts clearly believe Schroders 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
Schroders
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. Schroders pays an annual dividend of GBX 21.50 per share and has a dividend yield of 3.7%. Scottish Mortgage pays out 1.6% of its earnings in the form of a dividend. Schroders pays out 64.0% 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 beta of 0.833, suggesting that its share price is 17% less volatile than the broader market. Comparatively, Schroders has a beta of 1.12, suggesting that its share price is 12% more volatile than the broader market.

In the previous week, Scottish Mortgage and Scottish Mortgage both had 1 articles in the media. Scottish Mortgage's average media sentiment score of 0.81 beat Schroders' score of 0.00 indicating that Scottish Mortgage is being referred to more favorably in the media.

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

Scottish Mortgage has higher earnings, but lower revenue 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
Scottish Mortgage£3.11B5.06£1.19B£275.315.11
Schroders£3.25B2.81£355.50M£33.6017.43

8.1% of Scottish Mortgage shares are held by institutional investors. Comparatively, 17.3% of Schroders shares are held by institutional investors. 0.1% of Scottish Mortgage shares are held by insiders. Comparatively, 1.7% of Schroders shares are held 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.

Summary

Schroders beats Scottish Mortgage on 9 of the 17 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 financial services companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, dividends, media sentiment, risk, institutional ownership, earnings and analyst recommendations.

Polar Capital Technology Trust has higher earnings, but lower revenue 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£2.14B3.65£1.20B£188.583.73
Scottish Mortgage£3.11B5.06£1.19B£275.315.11

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
Polar Capital Technology Trust294.06% 43.14% 20.70%
Scottish Mortgage 97.38%22.34%-3.48%

7.3% of Polar Capital Technology Trust shares are owned by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are owned by institutional investors. 0.0% of Polar Capital Technology Trust 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, hedge funds and endowments believe a stock is poised for long-term growth.

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 beta of 0.92025226, meaning that its share price is 8% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 0.833, meaning that its share price is 17% less volatile than the broader market.

In the previous week, Scottish Mortgage had 1 more articles in the media than Polar Capital Technology Trust. MarketBeat recorded 1 mentions for Scottish Mortgage and 0 mentions for Polar Capital Technology Trust. Scottish Mortgage's average media sentiment score of 0.81 beat Polar Capital Technology Trust's score of 0.00 indicating that Scottish Mortgage is being referred to more favorably in the news media.

Company Overall Sentiment
Polar Capital Technology Trust Neutral
Scottish Mortgage Positive

Summary

Scottish Mortgage beats Polar Capital Technology Trust on 10 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 superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, risk, media sentiment, dividends and earnings.

68.7% of M&G shares are held by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are held by institutional investors. 0.1% of M&G 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, M&G had 2 more articles in the media than Scottish Mortgage. MarketBeat recorded 3 mentions for M&G and 1 mentions for Scottish Mortgage. Scottish Mortgage's average media sentiment score of 0.81 beat M&G's score of 0.00 indicating that Scottish Mortgage is being referred to more favorably in the news media.

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

M&G pays an annual dividend of GBX 20.20 per share and has a dividend yield of 6.1%. 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 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£21.71B0.37£166.98M£12.3027.07
Scottish Mortgage£3.11B5.06£1.19B£275.315.11

M&G has a beta of 0.952, indicating that its stock price is 5% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 0.833, indicating that its stock price is 17% less volatile than the broader market.

M&G presently has a consensus target price of GBX 677.86, indicating a potential upside of 103.62%. Given M&G's higher possible upside, equities research analysts clearly 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

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%

Summary

M&G beats Scottish Mortgage on 10 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

MetricScottish MortgageAsset Management IndustryFinancial SectorLON Exchange
Market Cap£15.74B£2.42B£6.02B£2.77B
Dividend Yield0.31%6.03%5.27%6.16%
P/E Ratio5.1125.7316.19366.61
Price / Sales5.062,047.311,077.7786,103.13
Price / Cash47.0960.3285.1527.87
Price / Book1.561.386.657.85
Net Income£1.19B£265.27M£1.14B£5.89B
7 Day Performance-6.03%-0.61%-0.50%-0.97%
1 Month Performance-6.11%-0.25%0.69%-0.79%
1 Year Performance39.95%9.52%19.23%68.88%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.262 of 5 stars
GBX 1,406.50
+0.8%
N/A+41.7%£15.74B£3.11B5.11N/A
III
3i Group
4.2552 of 5 stars
GBX 2,360
+1.6%
GBX 3,795
+60.8%
-43.4%£23.94B£5.43B4.381,340
LGEN
Legal & General Group
3.4733 of 5 stars
GBX 282.20
+0.1%
GBX 573.71
+103.3%
+13.6%£15.49B£42.04B28.9711,956
SDR
Schroders
1.3156 of 5 stars
GBX 585
flat
GBX 453.33
-22.5%
+62.1%£9.12B£3.25B17.416,438
PCT
Polar Capital Technology Trust
N/AGBX 718.50
+0.3%
N/A+103.5%£8.00B£2.14B3.81120

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This page (LON:SMT) was last updated on 6/24/2026 by MarketBeat.com Staff.
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