SMT:LSE-Scottish Mortgage Investment Trust PLC (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 722.40

Change

-6.80 (-0.93)%

Market Cap

GBX 10.49B

Volume

1.52M

Avg Analyst Target

N/A

Avg User Target

GBX
Average Analyst Rating

N/A

Fundamental Analysis

Verdict


SMT Stock Forecast & Price:
Based on the Scottish Mortgage Investment Trust PLC stock forecasts from 0 analysts, the average analyst target price for Scottish Mortgage Investment Trust PLC is not available over the next 12 months. Scottish Mortgage Investment Trust PLC’s average analyst rating is not available. Stock Target Advisor’s own stock analysis of Scottish Mortgage Investment Trust PLC is Slightly Bearish, which is based on 3 positive signals and 5 negative signals. At the last closing, Scottish Mortgage Investment Trust PLC’s stock price was GBX 722.40. Scottish Mortgage Investment Trust PLC’s stock price has changed by -3.55% over the past week, -9.20% over the past month and -45.31% over the last year.

No recent analyst target price found for Scottish Mortgage Investment Trust PLC
No recent average analyst rating found for Scottish Mortgage Investment Trust PLC

About Scottish Mortgage Investment Trust PLC (SMT:LSE)

Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in public equity markets of countries across the globe. The fund seeks to invest in stocks of c ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-07-04 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
LGEN:LSE Legal & General Group PLC

+1.40 (+0.58%)

GBX14.49B 735.15 N/A
III:LSE 3I Group PLC

-17.00 (-1.54%)

GBX10.73B 266.18 N/A
SDRC:LSE Schroders plc

+15.00 (+0.67%)

GBX7.24B 1,025.35 3.08
SDR:LSE Schroders PLC

+2.00 (+0.08%)

GBX7.24B 1,219.35 3.08
SLA:LSE Standard Life Aberdeen plc

N/A

GBX5.98B 7.37 N/A
MNG:LSE M&G Plc

+0.35 (+0.18%)

GBX4.92B 6,406.67 N/A
PSH:LSE Pershing Square Holdings Ltd

-5.00 (-0.20%)

GBX4.87B 245.76 N/A
ICP:LSE Intermediate Capital Group PLC

-11.50 (-0.87%)

GBX3.83B 715.49 9.45
RCP:LSE RIT Capital Partners

+25.00 (+1.05%)

GBX3.72B 435.78 N/A
HL:LSE Hargreaves Lansdown plc

-4.00 (-0.51%)

GBX3.69B 1,387.50 9.97

ETFs Containing SMT

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -45.99% 5% F 9% F
Dividend Return 0.00% 18% F 4% F
Total Return -45.99% 5% F 9% F
Trailing 12 Months  
Capital Gain -45.62% 10% F 11% F
Dividend Return 0.00% 3% F 3% F
Total Return -45.62% 10% F 11% F
Trailing 5 Years  
Capital Gain 82.29% 94% A 92% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 82.29% 89% B+ 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 32.09% 83% B 86% B
Dividend Return 0.14% 10% F 23% F
Total Return 32.22% 79% C+ 84% B
Risk Return Profile  
Volatility (Standard Deviation) 41.60% 32% F 31% F
Risk Adjusted Return 77.46% 90% A- 88% B+
Market Capitalization 10.49B 99% A+ 85% B
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 1.91 98% A+ 98% A+
Price/Book Ratio 0.73 71% C- 78% C+
Price / Cash Flow Ratio -122.15 93% A 98% A+
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity -16.03% 7% F 17% F
Return on Invested Capital -0.01% 51% F 44% F
Return on Assets -8.73% 5% F 12% F
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Dividend Yield 0.50% 3% F 13% F
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 0.66 53% F 78% C+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector