Scottish Mortgage Investment Trust (SMT) Competitors

SMT vs. LGEN, PSH, ICP, SDR, FCIT, MNG, HL, PCT, ATST, and UKW

Should you be buying Scottish Mortgage Investment Trust stock or one of its competitors? The main competitors of Scottish Mortgage Investment Trust include Legal & General Group (LGEN), Pershing Square (PSH), Intermediate Capital Group (ICP), Schroders (SDR), F&C Investment Trust (FCIT), M&G (MNG), Hargreaves Lansdown (HL), Polar Capital Technology Trust (PCT), Alliance Trust (ATST), and Greencoat UK Wind (UKW). These companies are all part of the "asset management" industry.

Scottish Mortgage Investment Trust vs.

Legal & General Group (LON:LGEN) and Scottish Mortgage Investment Trust (LON:SMT) are both large-cap financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, community ranking, earnings, risk, institutional ownership, profitability and dividends.

Legal & General Group received 1106 more outperform votes than Scottish Mortgage Investment Trust when rated by MarketBeat users. Likewise, 71.82% of users gave Legal & General Group an outperform vote while only 67.84% of users gave Scottish Mortgage Investment Trust an outperform vote.

CompanyUnderperformOutperform
Legal & General GroupOutperform Votes
1241
71.82%
Underperform Votes
487
28.18%
Scottish Mortgage Investment TrustOutperform Votes
135
67.84%
Underperform Votes
64
32.16%

47.2% of Legal & General Group shares are owned by institutional investors. Comparatively, 19.0% of Scottish Mortgage Investment Trust shares are owned by institutional investors. 0.9% of Legal & General Group shares are owned by insiders. Comparatively, 3.3% of Scottish Mortgage Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, Legal & General Group and Legal & General Group both had 2 articles in the media. Scottish Mortgage Investment Trust's average media sentiment score of 1.28 beat Legal & General Group's score of 0.83 indicating that Legal & General Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Legal & General Group
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Scottish Mortgage Investment Trust
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Legal & General Group has higher revenue and earnings than Scottish Mortgage Investment Trust. Scottish Mortgage Investment Trust is trading at a lower price-to-earnings ratio than Legal & General Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Legal & General Group£11.99B1.24£435M£0.073,560.00
Scottish Mortgage Investment Trust-£712.34M-17.31-£724.05M-£0.52-1,718.46

Legal & General Group pays an annual dividend of GBX 20 per share and has a dividend yield of 8.0%. Scottish Mortgage Investment Trust pays an annual dividend of GBX 4 per share and has a dividend yield of 0.4%. Legal & General Group pays out 28,571.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Scottish Mortgage Investment Trust pays out -769.2% of its earnings in the form of a dividend.

Legal & General Group presently has a consensus price target of GBX 307.80, indicating a potential upside of 23.69%. Given Scottish Mortgage Investment Trust's higher probable upside, research analysts plainly believe Legal & General Group is more favorable than Scottish Mortgage Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Legal & General Group
0 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
3.00
Scottish Mortgage Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Legal & General Group has a net margin of 3.81% compared to Legal & General Group's net margin of 0.00%. Scottish Mortgage Investment Trust's return on equity of 8.59% beat Legal & General Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Legal & General Group3.81% 8.59% 0.18%
Scottish Mortgage Investment Trust N/A -6.27%-3.48%

Legal & General Group has a beta of 1.34, indicating that its stock price is 34% more volatile than the S&P 500. Comparatively, Scottish Mortgage Investment Trust has a beta of 0.75, indicating that its stock price is 25% less volatile than the S&P 500.

Summary

Legal & General Group beats Scottish Mortgage Investment Trust on 16 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMT vs. The Competition

MetricScottish Mortgage Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£12.33B£739.60M£2.97B£1.43B
Dividend Yield0.49%13.28%4.61%11.93%
P/E Ratio-1,718.46926.29475.161,671.07
Price / Sales-17.3113,823.312,603.36310,290.20
Price / Cash47.0979.6448.1832.85
Price / Book1.131.751.562.66
Net Income-£724.05M£49.36M£371.03M£176.37M
7 Day Performance4.20%1.64%1.21%1.23%
1 Month Performance1.99%12.74%7.29%6.78%
1 Year Performance44.46%5.36%8.75%8.45%

Scottish Mortgage Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LGEN
Legal & General Group
1.9934 of 5 stars
GBX 246.60
+2.4%
GBX 307.80
+24.8%
+8.6%£14.75B£11.99B3,522.8611,956Positive News
Gap Up
PSH
Pershing Square
0 of 5 stars
GBX 4,174
+2.1%
N/A+54.3%£7.81B£3.10B364.86N/ANews Coverage
ICP
Intermediate Capital Group
0 of 5 stars
GBX 2,152
+1.0%
N/A+68.5%£6.25B£831.60M2,794.81579Gap Up
SDR
Schroders
1.2393 of 5 stars
GBX 360.60
+1.6%
GBX 432
+19.8%
-22.1%£5.81B£2.99B1,502.506,438Gap Up
High Trading Volume
FCIT
F&C Investment Trust
0 of 5 stars
GBX 1,022
+1.4%
N/A+14.9%£5.19B£402M1,572.31N/ADividend Announcement
News Coverage
Positive News
MNG
M&G
0.0617 of 5 stars
GBX 202.40
+1.0%
GBX 222.60
+10.0%
+0.8%£4.80B£6.28B1,686.676,101Positive News
High Trading Volume
HL
Hargreaves Lansdown
1.5114 of 5 stars
GBX 812
+0.4%
GBX 921.20
+13.4%
+4.1%£3.85B£753.30M1,176.812,277High Trading Volume
PCT
Polar Capital Technology Trust
0 of 5 stars
GBX 3,015
+2.0%
N/A+52.0%£3.64B£540M751.872,021
ATST
Alliance Trust
0 of 5 stars
GBX 1,256
+1.6%
N/A+27.6%£3.57B£444.31M878.323News Coverage
Positive News
UKW
Greencoat UK Wind
0 of 5 stars
GBX 143.30
-0.2%
N/A-9.3%£3.31B£548.27M341.19N/ANews Coverage

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This page (LON:SMT) was last updated on 5/9/2024 by MarketBeat.com Staff

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