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Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,437.25 -8.75 (-0.61%)
As of 04:50 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). These companies are all part of the "asset management" industry.

How does Scottish Mortgage compare to 3i Group?

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

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
3i Group1,236.92% 17.91% 12.09%
Scottish Mortgage 97.38%22.34%-3.48%

3i Group currently has a consensus target price of GBX 3,601.75, indicating a potential upside of 36.53%. 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
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

63.1% of 3i Group shares are held by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are held by institutional investors. 2.1% of 3i Group 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 will outperform the market over the long term.

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£5.43B4.89£3.83B£538.604.90
Scottish Mortgage£3.11B5.06£1.19B£275.315.21

In the previous week, Scottish Mortgage had 1 more articles in the media than 3i Group. MarketBeat recorded 1 mentions for Scottish Mortgage and 0 mentions for 3i Group. Scottish Mortgage's average media sentiment score of 0.63 beat 3i Group's score of 0.00 indicating that Scottish Mortgage is being referred to more favorably in the news media.

Company Overall Sentiment
3i Group Neutral
Scottish Mortgage Positive

3i Group pays an annual dividend of GBX 79 per share and has a dividend yield of 3.0%. 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 a beta of 1.5806366, indicating that its stock price is 58% more 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.

Summary

3i Group beats Scottish Mortgage on 11 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 financial services companies, but which is the better investment? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, media sentiment, risk, earnings and valuation.

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£42.04B0.38£319.08M£9.7429.82
Scottish Mortgage£3.11B5.06£1.19B£275.315.21

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 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.

Legal & General Group pays an annual dividend of GBX 21.48 per share and has a dividend yield of 7.4%. 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 presently has a consensus price target of GBX 251, indicating a potential downside of 13.57%. 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
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

In the previous week, Legal & General Group had 3 more articles in the media than Scottish Mortgage. MarketBeat recorded 4 mentions for Legal & General Group and 1 mentions for Scottish Mortgage. Scottish Mortgage's average media sentiment score of 0.63 beat Legal & General Group's score of 0.22 indicating that Scottish Mortgage is being referred to more favorably in the news media.

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

Summary

Legal & General Group and Scottish Mortgage tied by winning 9 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 compare the two businesses based on the strength of their dividends, media sentiment, valuation, institutional ownership, analyst recommendations, profitability, risk and earnings.

In the previous week, Schroders and Schroders both had 1 articles in the media. Scottish Mortgage's average media sentiment score of 0.63 beat Schroders' 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
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
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 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%

Schroders currently has a consensus target price of GBX 453.33, indicating a potential downside of 22.77%. Given Schroders' higher probable upside, equities analysts plainly 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

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.

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£3.25B2.82£355.50M£33.6017.47
Scottish Mortgage£3.11B5.06£1.19B£275.315.21

17.2% 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 insiders. Comparatively, 0.1% of Scottish Mortgage shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Schroders has a beta of 1.081, indicating that its stock price is 8% more 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.

Summary

Scottish Mortgage beats Schroders on 9 of the 17 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.

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 0.72 beat Scottish Mortgage's score of 0.63 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)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Scottish Mortgage
0 Very Positive mention(s)
1 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 5.8%. 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.

M&G presently has a consensus target price of GBX 677.86, indicating a potential upside of 94.76%. 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%

42.9% 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.

M&G has a beta of 0.941, indicating that its stock price is 6% 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.

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£21.71B0.38£166.98M£12.3028.30
Scottish Mortgage£3.11B5.06£1.19B£275.315.21

Summary

M&G 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 investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, valuation, institutional ownership, media sentiment and earnings.

In the previous week, Polar Capital Technology Trust had 1 more articles in the media than Scottish Mortgage. MarketBeat recorded 2 mentions for Polar Capital Technology Trust and 1 mentions for Scottish Mortgage. Polar Capital Technology Trust's average media sentiment score of 1.31 beat Scottish Mortgage's score of 0.63 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Polar Capital Technology Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

8.1% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 7.1% of Polar Capital Technology Trust shares are owned by institutional investors. 0.1% of Scottish Mortgage shares are owned by company insiders. Comparatively, 0.3% of Polar Capital Technology Trust shares are owned 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.

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
Scottish Mortgage97.38% 22.34% -3.48%
Polar Capital Technology Trust 249.53%55.87%20.70%

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£3.11B5.06£1.19B£275.315.21
Polar Capital Technology Trust£2.14B3.49£1.20B£188.583.58

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

Scottish Mortgage has a beta of 1.1591227, suggesting that its share price is 16% more volatile than the broader market. Comparatively, Polar Capital Technology Trust has a beta of 0.9269671, suggesting that its share price is 7% less volatile than the broader market.

Summary

Scottish Mortgage beats Polar Capital Technology Trust on 8 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 MortgageAsset Management IndustryFinancial SectorLON Exchange
Market Cap£15.72B£2.52B£6.20B£2.77B
Dividend Yield0.31%6.00%5.23%6.12%
P/E Ratio5.2162.8530.10368.62
Price / Sales5.061,852.921,182.9884,725.91
Price / Cash47.0960.3388.6827.87
Price / Book1.591.406.467.49
Net Income£1.19B£265.27M£1.13B£5.89B
7 Day Performance-0.86%0.55%0.41%0.85%
1 Month Performance-0.09%0.02%0.01%-1.30%
1 Year Performance36.10%8.04%15.56%62.32%

Scottish Mortgage Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.4677 of 5 stars		GBX 1,437.25
-0.6%		N/A+37.8%£15.76B£3.11B5.22N/A
III
3i Group
3.7215 of 5 stars		GBX 2,595
-1.1%		GBX 3,601.75
+38.8%		-37.1%£26.12B£5.43B4.821,340
LGEN
Legal & General Group
1.6754 of 5 stars		GBX 287.81
-1.8%		GBX 251
-12.8%		+14.2%£15.76B£42.04B29.5511,956
SDR
Schroders
1.4974 of 5 stars		GBX 586.50
flat		GBX 453.33
-22.7%		+51.5%£9.15B£3.25B17.466,438
MNG
M&G
3.9809 of 5 stars		GBX 342.18
-1.1%		GBX 677.86
+98.1%		+35.1%£8.15B£21.71B27.826,101

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This page (LON:SMT) was last updated on 7/15/2026 by MarketBeat.com Staff.
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