Scottish Mortgage (SMT) Competitors

GBX 1,439 -11.00 (-0.76%)

As of 12:06 PM Eastern

SMT vs. III, LGEN, SDR, PCT, and PSH

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

Scottish Mortgage has a beta of 1.1410795, meaning that its stock price is 14% more 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.

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Scottish Mortgage	£3.67B	4.25	£1.19B	£307.61	4.68
3i Group	£6.43B	3.49	£3.83B	£648.80	3.40

3i Group has a net margin of 352.44% compared to Scottish Mortgage's net margin of 97.44%. Scottish Mortgage's return on equity of 28.15% beat 3i Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Scottish Mortgage	97.44%	28.15%	-3.48%
3i Group	352.44%	23.76%	12.09%

In the previous week, 3i Group had 8 more articles in the media than Scottish Mortgage. MarketBeat recorded 9 mentions for 3i Group and 1 mentions for Scottish Mortgage. 3i Group's average media sentiment score of 0.62 beat Scottish Mortgage's score of 0.00 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)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
3i Group	1 Very Positive mention(s)	2 Positive mention(s)	1 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

8.6% of Scottish Mortgage shares are held by institutional investors. Comparatively, 63.6% of 3i Group shares are held by institutional investors. 0.1% of Scottish Mortgage shares are held by insiders. Comparatively, 2.1% of 3i Group shares are held 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.

3i Group has a consensus price target of GBX 3,795, indicating a potential upside of 72.10%. Given 3i Group's stronger consensus rating and higher probable 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)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
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 73 per share and has a dividend yield of 3.3%. Scottish Mortgage pays out 1.4% of its earnings in the form of a dividend. 3i Group pays out 11.3% 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 14 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 stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, earnings, dividends, profitability, institutional ownership, risk and valuation.

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 8.2%. Scottish Mortgage pays out 1.4% 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 a beta of 1.1410795, meaning that its stock price is 14% more 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.

Legal & General Group has a consensus price target of GBX 250.71, indicating a potential downside of 3.79%. Given Legal & General Group's stronger consensus rating and higher possible upside, analysts plainly 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)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Legal & General Group	2 Sell rating(s)	3 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.00

Scottish Mortgage 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Scottish Mortgage	£3.67B	4.25	£1.19B	£307.61	4.68
Legal & General Group	£42.04B	0.35	£319.08M	£9.74	26.76

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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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. Legal & General Group's average media sentiment score of 1.09 beat Scottish Mortgage's score of 0.00 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)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Legal & General Group	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Scottish Mortgage has a net margin of 97.44% compared to Legal & General Group's net margin of 0.91%. Scottish Mortgage's return on equity of 28.15% beat Legal & General Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Scottish Mortgage	97.44%	28.15%	-3.48%
Legal & General Group	0.91%	15.89%	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?

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

Schroders has a beta of 1.075, indicating that its share price is 8% more volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.1410795, indicating that its share price is 14% more volatile than the broader market.

Scottish Mortgage has higher revenue and 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Schroders	£3.25B	2.79	£355.50M	£33.60	17.30
Scottish Mortgage	£3.67B	4.25	£1.19B	£307.61	4.68

Schroders currently has a consensus price target of GBX 453.33, indicating a potential downside of 22.02%. Given Schroders' stronger consensus rating and higher possible upside, research 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)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

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 1.4% 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.

In the previous week, Schroders had 2 more articles in the media than Scottish Mortgage. MarketBeat recorded 3 mentions for Schroders and 1 mentions for Scottish Mortgage. Schroders' average media sentiment score of 1.09 beat Scottish Mortgage's score of 0.00 indicating that Schroders is being referred to more favorably in the media.

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

18.1% of Schroders shares are held by institutional investors. Comparatively, 8.6% 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 is poised for long-term growth.

Scottish Mortgage has a net margin of 97.44% compared to Schroders' net margin of 16.44%. Scottish Mortgage's return on equity of 28.15% beat Schroders' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Schroders	16.44%	12.35%	1.86%
Scottish Mortgage	97.44%	28.15%	-3.48%

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

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Scottish Mortgage	£3.67B	4.25	£1.19B	£307.61	4.68
Polar Capital Technology Trust	£2.14B	3.49	£1.20B	£188.58	3.56

Scottish Mortgage has a beta of 1.1410795, meaning that its stock price is 14% more volatile than the broader market. Comparatively, Polar Capital Technology Trust has a beta of 0.91290385, meaning that its stock price is 9% less volatile than the broader market.

In the previous week, Scottish Mortgage and Scottish Mortgage both had 1 articles in the media. Polar Capital Technology Trust's average media sentiment score of 1.58 beat Scottish Mortgage's score of 0.00 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)	0 Positive mention(s)	1 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)	Very Positive

Polar Capital Technology Trust has a net margin of 294.06% compared to Scottish Mortgage's net margin of 97.44%. 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 Mortgage	97.44%	28.15%	-3.48%
Polar Capital Technology Trust	294.06%	43.14%	20.70%

8.6% of Scottish Mortgage shares are owned by institutional investors. Comparatively, 7.0% of Polar Capital Technology Trust shares are owned by institutional investors. 0.1% of Scottish Mortgage shares are owned by company insiders. Comparatively, 0.0% of Polar Capital Technology Trust shares are owned by company 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.

Summary

Scottish Mortgage beats Polar Capital Technology Trust on 7 of the 12 factors compared between the two stocks.

How does Scottish Mortgage compare to Pershing Square?

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

In the previous week, Scottish Mortgage had 1 more articles in the media than Pershing Square. MarketBeat recorded 1 mentions for Scottish Mortgage and 0 mentions for Pershing Square. Pershing Square's average media sentiment score of 0.00 equaled Scottish Mortgage'saverage media sentiment score.

Company	Overall Sentiment
Pershing Square	Neutral
Scottish Mortgage	Neutral

Pershing Square has higher earnings, but lower revenue than Scottish Mortgage. Pershing Square is trading at a lower price-to-earnings ratio than Scottish Mortgage, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Pershing Square	£2.57B	2.75	£2.71B	£1.41 thousand	2.87
Scottish Mortgage	£3.67B	4.25	£1.19B	£307.61	4.68

Pershing Square has a beta of 0.85510576, meaning that its stock price is 14% less volatile than the broader market. Comparatively, Scottish Mortgage has a beta of 1.1410795, meaning that its stock price is 14% more volatile than the broader market.

Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.6%. Scottish Mortgage pays an annual dividend of GBX 4.38 per share and has a dividend yield of 0.3%. Pershing Square pays out 4.7% of its earnings in the form of a dividend. Scottish Mortgage pays out 1.4% 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 net margin of 97.44% compared to Pershing Square's net margin of 94.13%. Scottish Mortgage's return on equity of 28.15% beat Pershing Square's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Pershing Square	94.13%	16.97%	11.83%
Scottish Mortgage	97.44%	28.15%	-3.48%

5.9% of Pershing Square shares are owned by institutional investors. Comparatively, 8.6% of Scottish Mortgage shares are owned by institutional investors. 1.3% of Pershing Square 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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

Scottish Mortgage beats Pershing Square on 9 of the 14 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.

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.

SMT vs. The Competition

Export

Metric	Scottish Mortgage	Asset Management Industry	Financial Sector	LON Exchange
Market Cap	£15.60B	£2.34B	£5.72B	£2.75B
Dividend Yield	0.31%	5.95%	5.24%	6.07%
P/E Ratio	4.68	25.19	15.97	365.90
Price / Sales	4.25	2,063.07	1,293.12	88,017.01
Price / Cash	47.09	60.17	90.61	27.89
Price / Book	1.60	1.35	4.38	7.74
Net Income	£1.19B	£265.53M	£1.15B	£5.89B
7 Day Performance	0.42%	-0.75%	-0.22%	0.27%
1 Month Performance	1.37%	1.93%	1.60%	2.05%
1 Year Performance	44.62%	12.63%	21.01%	86.43%

Scottish Mortgage Competitors List

Export

Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SMT Scottish Mortgage	N/A	GBX 1,439 -0.8%	N/A	+44.4%	£15.60B	£3.67B	4.68	N/A
III 3i Group	4.0261 of 5 stars	GBX 2,407.51 +0.3%	GBX 3,770 +56.6%	-52.4%	£24.51B	£6.43B	3.71	1,340	News Coverage Earnings Report Analyst Forecast Insider Trade
LGEN Legal & General Group	1.9378 of 5 stars	GBX 248 +1.2%	GBX 250.71 +1.1%	+10.1%	£13.83B	£42.04B	25.46	11,956	Positive News
SDR Schroders	1.8374 of 5 stars	GBX 581 +0.1%	GBX 453.33 -22.0%	+66.7%	£9.06B	£3.25B	17.29	6,438	Positive News
PCT Polar Capital Technology Trust	N/A	GBX 673.50 +2.7%	N/A	+107.4%	£7.50B	£2.14B	3.57	120	Positive News High Trading Volume

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This page (LON:SMT) was last updated on 5/15/2026 by MarketBeat.com Staff.

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Scottish Mortgage (SMT) Competitors

SMT vs. III, LGEN, SDR, PCT, and PSH

How does Scottish Mortgage compare to 3i Group?

Summary

How does Scottish Mortgage compare to Legal & General Group?

Summary

How does Scottish Mortgage compare to Schroders?

Summary

How does Scottish Mortgage compare to Polar Capital Technology Trust?

Summary

How does Scottish Mortgage compare to Pershing Square?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SMT vs. The Competition

Scottish Mortgage Competitors List

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Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Scottish Mortgage (SMT) Competitors

SMT vs. III, LGEN, SDR, PCT, and PSH

How does Scottish Mortgage compare to 3i Group?

Which has more volatility & risk, SMT or III?

Which has stronger valuation & earnings, SMT or III?

Is SMT or III more profitable?

Does the media favor SMT or III?

Do institutionals and insiders hold more shares of SMT or III?

Do analysts prefer SMT or III?

Is SMT or III a better dividend stock?

Summary

How does Scottish Mortgage compare to Legal & General Group?

Is SMT or LGEN a better dividend stock?

Which has more risk and volatility, SMT or LGEN?

Do analysts prefer SMT or LGEN?

Which has higher valuation and earnings, SMT or LGEN?

Do institutionals & insiders hold more shares of SMT or LGEN?

Does the media refer more to SMT or LGEN?

Is SMT or LGEN more profitable?

Summary

How does Scottish Mortgage compare to Schroders?

Which has more volatility & risk, SDR or SMT?

Which has higher valuation and earnings, SDR or SMT?

Do analysts rate SDR or SMT?

Is SDR or SMT a better dividend stock?

Does the media favor SDR or SMT?

Do institutionals & insiders have more ownership in SDR or SMT?

Is SDR or SMT more profitable?

Summary

How does Scottish Mortgage compare to Polar Capital Technology Trust?

Which has better earnings and valuation, SMT or PCT?

Which has more volatility & risk, SMT or PCT?

Does the media prefer SMT or PCT?

Is SMT or PCT more profitable?

Do institutionals & insiders have more ownership in SMT or PCT?

Summary

How does Scottish Mortgage compare to Pershing Square?

Does the media favor PSH or SMT?

Which has preferable earnings & valuation, PSH or SMT?

Which has more volatility & risk, PSH or SMT?

Is PSH or SMT a better dividend stock?

Is PSH or SMT more profitable?

Do insiders and institutionals believe in PSH or SMT?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SMT vs. The Competition

Scottish Mortgage Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools