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Business Description
Scottish Mortgage Investment Trust PLC
ISIN : GB00BLDYK618
Description
Scottish Mortgage Investment Trust PLC is an investment trust company. The company's objective is to maximize total return from a portfolio of long-term investments chosen on a global basis enabling the company to provide capital and dividend growth. It focuses on investment in quoted securities irrespective of any geographical, industry, and sector exposure. The portfolio also invests in fixed-income securities, convertible securities, funds, unquoted entities, and other assets.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.05 | |||||
| Equity-to-Asset | 0.88 | |||||
| Debt-to-Equity | 0.13 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 6/9 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -46.3 | |||||
| 3-Year EPS without NRI Growth Rate | -46.4 | |||||
| 3-Year FCF Growth Rate | -3.2 | |||||
| 3-Year Book Growth Rate | -8.6 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 48.93 | |||||
| 9-Day RSI | 45.8 | |||||
| 14-Day RSI | 44.5 | |||||
| 3-1 Month Momentum % | 12.47 | |||||
| 6-1 Month Momentum % | 26.33 | |||||
| 12-1 Month Momentum % | 20.48 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 0.43 | |||||
| Dividend Payout Ratio | 0.03 | |||||
| 3-Year Dividend Growth Rate | 7.5 | |||||
| Forward Dividend Yield % | 0.43 | |||||
| 5-Year Yield-on-Cost % | 0.57 | |||||
| 3-Year Average Share Buyback Ratio | 0.8 | |||||
| Shareholder Yield % | 10.37 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 99.29 | |||||
| FCF Margin % | -3.58 | |||||
| ROE % | 16.48 | |||||
| ROA % | 14.37 | |||||
| Years of Profitability over Past 10-Year | 7 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 6.97 | |||||
| PE Ratio without NRI | 6.97 | |||||
| Shiller PE Ratio | 10.79 | |||||
| PEG Ratio | 0.59 | |||||
| PS Ratio | 6.91 | |||||
| PB Ratio | 1.06 | |||||
| Price-to-Tangible-Book | 1.05 | |||||
| EV-to-Revenue | 6.74 | |||||
| EV-to-FCF | -188.8 | |||||
| Price-to-Projected-FCF | 1.43 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.85 | |||||
| Price-to-Graham-Number | 0.57 | |||||
| FCF Yield % | -0.6 | |||||
| Forward Rate of Return (Yacktman) % | 11.4 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
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Annualized Return % Â
Total Annual Return % Â
Scottish Mortgage Investment Trust PLC Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 1,971.305 | ||
| EPS (TTM) (£) | 1.402 | ||
| Beta | 1.16 | ||
| 3-Year Sharpe Ratio | 0.03 | ||
| 3-Year Sortino Ratio | 0.05 | ||
| Volatility % | 21.81 | ||
| 14-Day RSI | 44.5 | ||
| 14-Day ATR (£) | 0.25406 | ||
| 20-Day SMA (£) | 9.7869 | ||
| 12-1 Month Momentum % | 20.48 | ||
| 52-Week Range (£) | 7.33431 - 11.42505 | ||
| Shares Outstanding (Mil) | 1,203.72 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Scottish Mortgage Investment Trust PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Scottish Mortgage Investment Trust PLC Stock Events
| Event | Date | Price (£) | ||
|---|---|---|---|---|
| No Event Data | ||||
Scottish Mortgage Investment Trust PLC Frequently Asked Questions
What is Scottish Mortgage Investment Trust PLC(LSE:SMT)'s stock price today?
The current price of LSE:SMT is £9.78. The 52 week high of LSE:SMT is £11.43 and 52 week low is £7.33.
When is next earnings date of Scottish Mortgage Investment Trust PLC(LSE:SMT)?
The next earnings date of Scottish Mortgage Investment Trust PLC(LSE:SMT) is 2025-05-23 Est..
Does Scottish Mortgage Investment Trust PLC(LSE:SMT) pay dividends? If so, how much?
The Dividend Yield %  of Scottish Mortgage Investment Trust PLC(LSE:SMT) is 0.43% (As of Today), Highest Dividend Payout Ratio of Scottish Mortgage Investment Trust PLC(LSE:SMT) was 0.05. The lowest was 0.01. And the median was 0.04. The  Forward Dividend Yield % of Scottish Mortgage Investment Trust PLC(LSE:SMT) is 0.43%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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