Scottish Mortgage Investment Trust (LSE:SMT) OCF Margin %: -9.32% (As of Mar. 2026)


LSE:SMT Scottish Mortgage Investment Trust PLC LSE:SMT
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What is Scottish Mortgage Investment Trust OCF Margin %?

Scottish Mortgage Investment Trust LSE:SMT +0.61% 34 OCF Margin % is -9.32% as of Mar. 2026. GuruFocus rates LSE:SMT with a GF Score™ of 34/100. The stock has 4 warning signs investors should review. Among 1,461 Asset Management companies, Scottish Mortgage Investment Trust ranks worse than 66.39% on this metric.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. Scottish Mortgage Investment Trust's Cash Flow from Operations for the six months ended in Mar. 2026 was £-42 Mil. Scottish Mortgage Investment Trust's Revenue for the six months ended in Mar. 2026 was £445 Mil. Therefore, Scottish Mortgage Investment Trust's OCF Margin % for the quarter that ended in Mar. 2026 was -9.32%.

As of today, Scottish Mortgage Investment Trust's current OCF Yield % is -0.44%.

The historical rank and industry rank for Scottish Mortgage Investment Trust's OCF Margin % or its related term are showing as below:

LSE:SMT' s OCF Margin % Range Over the Past 10 Years
Min: -6.67   Med: -1.52   Max: 3.39
Current: -2.21

During the past 13 years, the highest OCF Margin % of Scottish Mortgage Investment Trust was 3.39%. The lowest was -6.67%. And the median was -1.52%.

LSE:SMT's OCF Margin % is ranked worse than
66.39% of 1461 companies
in the Asset Management industry
Industry Median: 15.72 vs LSE:SMT: -2.21

Scottish Mortgage Investment Trust OCF Margin % Related Terms

Scottish Mortgage Investment Trust OCF Margin % Historical Data

* Premium members only.

The historical data trend for Scottish Mortgage Investment Trust's OCF Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Scottish Mortgage Investment Trust OCF Margin % Chart

Scottish Mortgage Investment Trust Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
OCF Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.39 2.18 -4.53 -6.67 -2.21

Scottish Mortgage Investment Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
OCF Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -2.03 -15.60 -4.68 -1.02 -9.32

LSE:SMT vs BLK, BX, KKR: OCF Margin % Comparison

For the Asset Management subindustry, Scottish Mortgage Investment Trust's OCF Margin %, along with its competitors' market caps and OCF Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Scottish Mortgage Investment Trust OCF Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Scottish Mortgage Investment Trust's OCF Margin % distribution charts can be found below:

* The bar in red indicates where Scottish Mortgage Investment Trust's OCF Margin % falls into.


LSE:SMT
34GF Score
Scottish Mortgage Investment Trust PLC LSE:SMT
OCF Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Scottish Mortgage Investment Trust OCF Margin % Calculation

OCF Margin % is the ratio of Cash Flow from Operations divided by net sales or Revenue, usually presented in percent.

Scottish Mortgage Investment Trust's OCF Margin for the fiscal year that ended in Mar. 2026 is calculated as

OCF Margin=Cash Flow from Operations (A: Mar. 2026 )/Revenue (A: Mar. 2026 )
=-68.721/3109.087
=-2.21 %

Scottish Mortgage Investment Trust's OCF Margin for the quarter that ended in Mar. 2026 is calculated as

OCF Margin=Cash Flow from Operations (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=-41.511/445.405
=-9.32 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about OCF Margin % →
What does a OCF Margin % of -9.32% mean?
Scottish Mortgage Investment Trust (LSE:SMT) has a OCF Margin % of -9.32% as of Mar. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Scottish Mortgage Investment Trust and its competitors. According to the industry distribution chart, Scottish Mortgage Investment Trust ranks #970 out of 1461 companies in the Asset Management industry, placing it in the top 66.4%.
Is Scottish Mortgage Investment Trust's OCF Margin % too high?
Scottish Mortgage Investment Trust's current OCF Margin % is -9.32%. Based on the distribution chart, Scottish Mortgage Investment Trust ranks #970 out of 1461 companies in the Asset Management industry, which is below the industry midpoint. Overall, Scottish Mortgage Investment Trust has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Scottish Mortgage Investment Trust's OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Scottish Mortgage Investment Trust ranks #970 out of 1461 companies for OCF Margin %. This places Scottish Mortgage Investment Trust in the lower half of its industry. The industry median OCF Margin % is 15.72. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.72, based on 1,461 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Scottish Mortgage Investment Trust and its competitors. For the Asset Management industry, the median OCF Margin % is 15.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Scottish Mortgage Investment Trust's current OCF Margin % is -9.32%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Scottish Mortgage Investment Trust stock overvalued right now?
Scottish Mortgage Investment Trust (LSE:SMT) has a current OCF Margin % of -9.32%. The current OCF Margin % is -9.32%. Scottish Mortgage Investment Trust's overall GF Score™ is 34/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Scottish Mortgage Investment Trust (LSE:SMT), the current OCF Margin % is -9.32% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Scottish Mortgage Investment Trust Business Description

Address 1 Greenside Row, Calton Square, Edinburgh, GBR, EH1 3AN
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. The company 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.
34GF Score

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OCF Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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