Go Pro
→ Silicon Valley Insider: 'Forget AI Stocks' (From Brownstone Research) (Ad)tc pixel Free SMT Stock Alerts

Scottish Mortgage (SMT) Competitors

Scottish Mortgage logo
GBX 1,458.50 -5.50 (-0.38%)
As of 12:12 PM Eastern
Compare

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)?

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

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

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
London Stock Exchange Group plc (LSE.L)£2.41B0.00N/A£112.40N/A
Scottish Mortgage£3.11B5.03£1.19B£275.315.30

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
London Stock Exchange Group plc (LSE.L)N/A N/A N/A
Scottish Mortgage 97.38%22.34%-3.48%

London Stock Exchange Group plc (LSE.L) pays an annual dividend of GBX 73 per share. 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 out 64.9% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

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 0.67 beat London Stock Exchange Group plc (LSE.L)'s score of 0.00 indicating that Scottish Mortgage is being referred to more favorably in the news media.

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

Given London Stock Exchange Group plc (LSE.L)'s higher possible upside, research analysts clearly 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
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
Scottish Mortgage
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

Scottish Mortgage beats London Stock Exchange Group plc (LSE.L) on 12 of the 15 factors compared between the two stocks.

How does Scottish Mortgage compare to 3i Group?

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

8.1% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 63.3% 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

3i Group has a consensus price target of GBX 3,601.75, suggesting a potential upside of 22.76%. 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

Scottish Mortgage has a beta of 1.088, meaning that its share price is 9% more volatile than the broader market. Comparatively, 3i Group has a beta of 1.6311139, meaning that its share price is 63% more volatile than the broader market.

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. Scottish Mortgage's average media sentiment score of 0.67 beat 3i Group's score of 0.13 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
0 Very Positive mention(s)
1 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)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 2.7%. 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.

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
Scottish Mortgage£3.11B5.03£1.19B£275.315.30
3i Group£5.43B5.42£3.83B£538.605.45

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
Scottish Mortgage97.38% 22.34% -3.48%
3i Group 94.84%17.91%12.09%

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?

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

Legal & General Group has a beta of 0.796, suggesting that its share price is 20% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.088, suggesting that its share price is 9% more volatile than the broader market.

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

Legal & General Group currently has a consensus price target of GBX 276.86, indicating a potential downside of 3.96%. Given Legal & General Group's higher probable upside, research analysts plainly 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
4 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.71
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 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
Legal & General Group0.91% 27.28% 0.18%
Scottish Mortgage 97.38%22.34%-3.48%

Legal & General Group pays an annual dividend of GBX 21.48 per share and has a dividend yield of 7.5%. 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.

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£61.24B0.26£319.08M£9.7429.60
Scottish Mortgage£3.11B5.03£1.19B£275.315.30

In the previous week, Legal & General Group had 4 more articles in the media than Scottish Mortgage. MarketBeat recorded 5 mentions for Legal & General Group and 1 mentions for Scottish Mortgage. Legal & General Group's average media sentiment score of 0.80 beat Scottish Mortgage's score of 0.67 indicating that Legal & General Group is being referred to more favorably in the media.

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

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 better business? We will compare the two companies based on the strength of their risk, valuation, institutional ownership, earnings, analyst recommendations, dividends, profitability and media sentiment.

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.

Schroders has a beta of 1.077, suggesting that its share price is 8% more volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.088, suggesting that its share price is 9% more volatile than the broader market.

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%

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£3.51B2.59£355.50M£43.5013.41
Scottish Mortgage£3.11B5.03£1.19B£275.315.30

In the previous week, Schroders had 4 more articles in the media than Scottish Mortgage. MarketBeat recorded 5 mentions for Schroders and 1 mentions for Scottish Mortgage. Schroders' average media sentiment score of 0.98 beat Scottish Mortgage's score of 0.67 indicating that Schroders is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Schroders
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

Schroders currently has a consensus target price of GBX 453.33, indicating a potential downside of 22.31%. Given Schroders' higher probable upside, 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

16.9% of Schroders shares are held by institutional investors. Comparatively, 8.1% of Scottish Mortgage shares are held by institutional investors. 1.7% of Schroders shares are held by insiders. Comparatively, 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 will outperform the market over the long term.

Summary

Schroders beats Scottish Mortgage on 10 of the 18 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 finance companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, media sentiment, valuation, profitability, analyst recommendations, institutional ownership, risk and dividends.

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%

M&G currently has a consensus price target of GBX 677.86, indicating a potential upside of 94.01%. Given M&G's higher possible upside, 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

In the previous week, M&G and M&G both had 1 articles in the media. M&G's average media sentiment score of 0.98 beat Scottish Mortgage's score of 0.67 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
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)
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.

37.1% 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 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 company is poised for long-term growth.

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£12.3028.41
Scottish Mortgage£3.11B5.03£1.19B£275.315.30

M&G has a beta of 0.953, suggesting that its share price is 5% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.088, suggesting that its share price is 9% more volatile than the broader market.

Summary

M&G beats Scottish Mortgage on 9 of the 17 factors compared between the two stocks.

Get Scottish Mortgage News Delivered to You Automatically

Sign up to receive the latest news and ratings for SMT and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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

Export
MetricScottish MortgageCapital Markets IndustryFinance SectorLON Exchange
Market Cap£15.63B£5.67B£13.94B£2.92B
Dividend Yield0.31%7.39%5.89%6.17%
P/E Ratio5.3039.0029.62367.62
Price / Sales5.031,277.56522.4983,465.25
Price / Cash47.0948.3130.7127.89
Price / Book1.623.752.867.11
Net Income£1.19B£417.46M£1.31B£5.89B
7 Day Performance0.55%-0.16%0.65%0.51%
1 Month Performance10.83%1.94%2.70%3.12%
1 Year Performance33.20%5.58%10.48%22.15%

Scottish Mortgage Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.5045 of 5 stars		GBX 1,458.50
-0.4%		N/A+33.7%£15.63B£3.11B5.30N/A
LSE
London Stock Exchange Group plc (LSE.L)
N/AN/AN/AN/A£30.31B£2.41B76.694,965
III
3i Group
3.6667 of 5 stars		GBX 2,785
-0.6%		GBX 3,601.75
+29.3%		-29.7%£27.87B£5.43B5.171,340
LGEN
Legal & General Group
2.3538 of 5 stars		GBX 300.50
-0.1%		GBX 276.86
-7.9%		+11.4%£16.41B£61.24B30.8511,956
SDR
Schroders
1.7796 of 5 stars		GBX 584
+0.1%		GBX 453.33
-22.4%		+47.3%£9.11B£3.51B13.436,438

Related Companies and Tools

Related Companies
Top 10 Stock Comparisons

This page (LON:SMT) was last updated on 8/24/2026 by MarketBeat.com Staff.
From Our Partners
SEPT 25th — Become 1 of 1,806,000 New “Musk Millionaires”
James Altucher says Elon Musk is preparing an unprecedented project set to surface on September 25. Altuche...
Paradigm Press | Sponsoredtc pixel
I found Rolls-Royce at $2 - now I see the same setup again
In 2022, Karim Rahemtulla recommended Rolls-Royce under $2 - a misunderstood aerospace name the market had wri...
Monument Traders Alliance | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
The dollar just broke
Bloomberg research shows the U.S. dollar's share of global reserves has fallen to the lowest level this centur...
Porter & Company | Sponsoredtc pixel