Scottish Mortgage Investment Trust (LSE:SMT) ROE % Adjusted to Book Value: 6.85% (As of Mar. 2026)


LSE:SMT Scottish Mortgage Investment Trust PLC LSE:SMT
34 GF Score
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What is Scottish Mortgage Investment Trust ROE % Adjusted to Book Value?

Scottish Mortgage Investment Trust LSE:SMT +0.74% 34 ROE % Adjusted to Book Value is 6.85% as of Mar. 2026. GuruFocus rates LSE:SMT with a GF Score™ of 34/100. The stock has 5 warning signs investors should review.

Scottish Mortgage Investment Trust's ROE % for the quarter that ended in Mar. 2026 was 6.37%. Scottish Mortgage Investment Trust's PB Ratio for the quarter that ended in Mar. 2026 was 0.93. Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 6.85%.

Scottish Mortgage Investment Trust ROE % Adjusted to Book Value Related Terms

Scottish Mortgage Investment Trust ROE % Adjusted to Book Value Historical Data

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The historical data trend for Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value Chart

Scottish Mortgage Investment Trust Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only -16.03 -26.82 11.55 10.49 25.75

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
ROE % Adjusted to Book Value 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 30.02 3.88 17.79 44.43 6.85

LSE:SMT vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value falls into.


LSE:SMT
34GF Score
Scottish Mortgage Investment Trust PLC LSE:SMT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Scottish Mortgage Investment Trust ROE % Adjusted to Book Value Calculation

Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=23.95% / 0.93
=25.75%

Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=6.37% / 0.93
=6.85%

* 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.

What does a ROE % Adjusted to Book Value of 6.85% mean?
Scottish Mortgage Investment Trust (LSE:SMT) has a ROE % Adjusted to Book Value of 6.85% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Scottish Mortgage Investment Trust and its competitors.
Is Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value too high?
Scottish Mortgage Investment Trust's current ROE % Adjusted to Book Value is 6.85%. 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 ROE % Adjusted to Book Value compare to BLK and BX?
Scottish Mortgage Investment Trust's ROE % Adjusted to Book Value of 6.85% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Scottish Mortgage Investment Trust and its competitors. Scottish Mortgage Investment Trust's current ROE % Adjusted to Book Value is 6.85%. 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 ROE % Adjusted to Book Value of 6.85%. The current ROE % Adjusted to Book Value is 6.85%. Scottish Mortgage Investment Trust's overall GF Score™ is 34/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Scottish Mortgage Investment Trust (LSE:SMT), the current ROE % Adjusted to Book Value is 6.85% 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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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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