Scottish Mortgage Investment Trust (LSE:SMT) ROC (Joel Greenblatt) %: % (As of Mar. 2026)

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LSE:SMT Scottish Mortgage Investment Trust PLC LSE:SMT
40 GF Score
Price £13.16
! 2 Warning Signs
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What is Scottish Mortgage Investment Trust ROC (Joel Greenblatt) %?

Scottish Mortgage Investment Trust LSE:SMT +0.23% 40 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates LSE:SMT with a GF Score™ of 40/100. The stock has 2 warning signs investors should review. Among 628 Asset Management companies, Scottish Mortgage Investment Trust ranks worse than 159235.51% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

LSE:SMT
40GF Score
Scottish Mortgage Investment Trust PLC LSE:SMT
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Scottish Mortgage Investment Trust (LSE:SMT) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Scottish Mortgage Investment Trust and its competitors. According to the industry distribution chart, Scottish Mortgage Investment Trust ranks #999999 out of 628 companies in the Asset Management industry.
Is Scottish Mortgage Investment Trust's ROC (Joel Greenblatt) % too high?
Scottish Mortgage Investment Trust's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Scottish Mortgage Investment Trust ranks #999999 out of 628 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Scottish Mortgage Investment Trust ranks #999999 out of 628 companies for ROC (Joel Greenblatt) %. This places Scottish Mortgage Investment Trust in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.03. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.03, based on 628 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Scottish Mortgage Investment Trust and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Scottish Mortgage Investment Trust's current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % of %. The current ROC (Joel Greenblatt) % is %. Scottish Mortgage Investment Trust's overall GF Score™ is 40/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Scottish Mortgage Investment Trust (LSE:SMT), the current ROC (Joel Greenblatt) % is % 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.
40GF Score

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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