What is Scottish Mortgage Investment Trust PEG Ratio?
Scottish Mortgage Investment TrustLSE:SMT -2.91%40 PEG Ratio is 4.52 as of Jul. 08, 2026, which is 904% above its 10-year median of 0.45. GuruFocus rates LSE:SMT with a GF Score™ of 40/100. The stock has 5 warning signs investors should review. Among 498 Asset Management companies, Scottish Mortgage Investment Trust ranks worse than 74.1% on this metric.
PE Ratio without NRI / 5-Year Book Value Growth Rate*
* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
LSE:SMT'
s PEG Ratio Range Over the Past 10 Years
Min: 0.05 Med: 0.45 Max: 4.69
Current: 4.56
During the past 13 years, Scottish Mortgage Investment Trust's highest PEG Ratio was 4.69. The lowest was 0.05. And the median was 0.45.
LSE:SMT's PEG Ratio is ranked worse than 74.1% of 498
companies
in the Asset Management industry
Industry Median: 1.715
vs LSE:SMT: 4.56
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Scottish Mortgage Investment Trust (LSE:SMT) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
Scottish Mortgage Investment Trust PEG Ratio Related Terms
Scottish Mortgage Investment Trust PEG Ratio Historical Data
* 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 PEG Ratio Chart
For the Asset Management subindustry, Scottish Mortgage Investment Trust's PEG Ratio, along with its competitors' market caps and PEG Ratio 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 PEG Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Scottish Mortgage Investment Trust's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Scottish Mortgage Investment Trust's PEG Ratio falls into.
* 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.
* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Scottish Mortgage Investment Trust (LSE:SMT) has a PEG Ratio of 4.52 as of Jul. 08, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Scottish Mortgage Investment Trust and its competitors. This is 904% above median its historical median of 0.45. Over the past decade, Scottish Mortgage Investment Trust's PEG Ratio has ranged from 0.05 to 4.69. According to the industry distribution chart, Scottish Mortgage Investment Trust ranks #369 out of 498 companies in the Asset Management industry, placing it in the top 74.1%.
Is Scottish Mortgage Investment Trust's PEG Ratio too high?
Scottish Mortgage Investment Trust's current PEG Ratio of 4.52 is 904% above median its 10-year median of 0.45. Over the past 10 years, this metric has ranged from a low of 0.05 to a high of 4.69. The Asset Management industry median PEG Ratio is 1.72. Scottish Mortgage Investment Trust's value of 4.52 is 163.6% above this industry median. Based on the distribution chart, Scottish Mortgage Investment Trust ranks #369 out of 498 companies in the Asset Management industry, which is below the industry midpoint. Overall, Scottish Mortgage Investment Trust has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Scottish Mortgage Investment Trust's PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Scottish Mortgage Investment Trust ranks #369 out of 498 companies for PEG Ratio. This places Scottish Mortgage Investment Trust in the lower half of its industry. The industry median PEG Ratio is 1.72. Scottish Mortgage Investment Trust's value of 4.52 is 163.6% above this benchmark. Historically, Scottish Mortgage Investment Trust's own PEG Ratio has ranged from 0.05 to 4.69 over the past decade. While the company's 10-year median is 0.45 vs. the industry median of 1.72, Scottish Mortgage Investment Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 498 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Scottish Mortgage Investment Trust's current PEG Ratio of 4.52 is 163.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Scottish Mortgage Investment Trust and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Scottish Mortgage Investment Trust's current PEG Ratio is 4.52, which is 904% above median its own 10-year median of 0.45. 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 PEG Ratio of 4.52. The current PEG Ratio is 4.52, which is 904% above median its 10-year median of 0.45 and 163.6% above the Asset Management industry median of 1.72. Scottish Mortgage Investment Trust's overall GF Score™ is 40/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Scottish Mortgage Investment Trust (LSE:SMT), the current PEG Ratio is 4.52 as of Jul. 08, 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
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.
40GF Score
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