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Scottish Mortgage (SMT) Competitors

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GBX 1,469 -9.00 (-0.61%)
As of 11:58 AM Eastern

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

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£3.11B5.01£1.19B£275.315.34

8.1% of Scottish Mortgage shares are held by institutional investors. 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.

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%

In the previous week, London Stock Exchange Group plc (LSE.L) and London Stock Exchange Group plc (LSE.L) both had 1 articles in the media. Scottish Mortgage's average media sentiment score of 0.64 beat London Stock Exchange Group plc (LSE.L)'s score of 0.32 indicating that Scottish Mortgage is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
London Stock Exchange Group plc (LSE.L)
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

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.

Given London Stock Exchange Group plc (LSE.L)'s higher possible upside, equities research analysts plainly 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 11 of the 14 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 superior business? We will contrast the two businesses based on the strength of their analyst recommendations, media sentiment, profitability, earnings, institutional ownership, valuation, dividends 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£3.11B5.01£1.19B£275.315.34
3i Group£5.43B4.94£3.83B£538.604.88

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%

In the previous week, Scottish Mortgage and Scottish Mortgage both had 1 articles in the media. 3i Group's average media sentiment score of 1.37 beat Scottish Mortgage's score of 0.64 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
3i Group
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 1.07, suggesting that its share price is 7% more volatile than the broader market. Comparatively, 3i Group has a beta of 1.6311139, suggesting that its share price is 63% 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 3.0%. 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 a consensus price target of GBX 3,601.75, indicating a potential upside of 36.90%. 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
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

8.1% of Scottish Mortgage shares are held by institutional investors. Comparatively, 63.9% of 3i Group shares are held by institutional investors. 0.1% of Scottish Mortgage shares are held by insiders. Comparatively, 2.2% of 3i Group 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.

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

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£3.11B5.01£1.19B£275.315.34
Legal & General Group£61.24B0.26£319.08M£35.848.11

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 is poised for long-term growth.

Legal & General Group has a consensus target price of GBX 276.86, indicating a potential downside of 4.74%. Given Legal & General Group's higher possible 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
4 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.71

Scottish Mortgage has a beta of 1.07, suggesting that its share price is 7% more volatile than the broader market. Comparatively, Legal & General Group has a beta of 0.793, suggesting that its share price is 21% less 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%. Legal & General Group pays an annual dividend of GBX 21.79 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 60.8% 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.

In the previous week, Legal & General Group had 5 more articles in the media than Scottish Mortgage. MarketBeat recorded 6 mentions for Legal & General Group and 1 mentions for Scottish Mortgage. Legal & General Group's average media sentiment score of 1.10 beat Scottish Mortgage's score of 0.64 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Legal & General Group
4 Very Positive mention(s)
2 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%. 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
Scottish Mortgage97.38% 22.34% -3.48%
Legal & General Group 0.91%27.28%0.18%

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?

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

In the previous week, Schroders had 7 more articles in the media than Scottish Mortgage. MarketBeat recorded 8 mentions for Schroders and 1 mentions for Scottish Mortgage. Schroders' average media sentiment score of 0.93 beat Scottish Mortgage's score of 0.64 indicating that Schroders 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
Schroders
1 Very Positive mention(s)
4 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 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
Scottish Mortgage97.38% 22.34% -3.48%
Schroders 20.13%15.55%1.86%

Schroders has a consensus target price of GBX 453.33, indicating a potential downside of 22.52%. Given Schroders' higher probable 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 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£3.11B5.01£1.19B£275.315.34
Schroders£3.51B2.60£355.50M£43.5013.45

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 49.4% 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 1.07, indicating that its stock price is 7% more volatile than the broader market. Comparatively, Schroders has a beta of 1.076, indicating that its stock price is 8% more volatile than the broader market.

8.1% of Scottish Mortgage shares are held by institutional investors. Comparatively, 16.9% of Schroders shares are held by institutional investors. 0.1% of Scottish Mortgage shares are held by company insiders. Comparatively, 1.7% of Schroders 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.

Summary

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

M&G has a beta of 0.949, suggesting that its share price is 5% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.07, suggesting that its share price is 7% more volatile than the broader market.

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

Scottish Mortgage has lower revenue, but higher earnings than M&G. M&G 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
M&G£24.97B0.32£166.98M-£4.80N/A
Scottish Mortgage£3.11B5.01£1.19B£275.315.34

M&G currently has a consensus price target of GBX 677.86, indicating a potential upside of 104.17%. 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

In the previous week, M&G and M&G both had 1 articles in the media. M&G's average media sentiment score of 0.87 beat Scottish Mortgage's score of 0.64 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
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
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 M&G's net margin of -0.44%. 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&G-0.44% -3.86% 0.40%
Scottish Mortgage 97.38%22.34%-3.48%

M&G pays an annual dividend of GBX 20.50 per share and has a dividend yield of 6.2%. Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. M&G pays out -427.1% 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. M&G is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Scottish Mortgage beats M&G 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

MetricScottish MortgageCapital Markets IndustryFinance SectorLON Exchange
Market Cap£15.58B£5.46B£14.00B£2.86B
Dividend Yield0.31%7.50%5.95%6.25%
P/E Ratio5.3430.2325.53367.07
Price / Sales5.011,230.36510.6889,848.89
Price / Cash47.0947.9230.3027.89
Price / Book1.633.522.756.25
Net Income£1.19B£417.39M£1.32B£5.89B
7 Day Performance-1.14%-1.68%-1.24%-1.10%
1 Month Performance2.33%-2.06%-0.33%-0.59%
1 Year Performance32.40%2.21%8.21%19.55%

Scottish Mortgage Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMT
Scottish Mortgage
1.4787 of 5 stars
GBX 1,469
-0.6%
N/A+33.2%£15.58B£3.11B5.34N/A
LSE
London Stock Exchange Group plc (LSE.L)
N/AN/AN/AN/A£30.31B£2.41B76.694,965
III
3i Group
3.874 of 5 stars
GBX 2,735
-1.9%
GBX 3,601.75
+31.7%
-30.4%£27.86B£5.43B5.081,340
LGEN
Legal & General Group
2.6606 of 5 stars
GBX 289.50
-1.3%
GBX 276.86
-4.4%
+20.4%£15.70B£61.24B8.0811,956
SDR
Schroders
1.7524 of 5 stars
GBX 585.50
flat
GBX 453.33
-22.6%
+55.8%£9.13B£3.51B13.466,438

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This page (LON:SMT) was last updated on 9/14/2026 by MarketBeat.com Staff.
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