Scottish Mortgage Investment Trust (LSE:SMT) - Stock Price, News & Analysis

SMT Stock Overview

Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.

SMT fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	0/6
Past Performance	0/6
Financial Health	1/6
Dividends	0/6

My Notes

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Scottish Mortgage Investment Trust PLC Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Scottish Mortgage Investment Trust
Historical stock prices
Current Share Price	UK£6.66
52 Week High	UK£9.38
52 Week Low	UK£6.05
Beta	0.68
1 Month Change	5.88%
3 Month Change	-5.51%
1 Year Change	-16.31%
3 Year Change	-11.40%
5 Year Change	27.43%
Change since IPO	2,195.86%

Recent updates

Shareholder Returns

	SMT	GB Capital Markets	GB Market
7D	3.3%	-0.5%	-2.8%
1Y	-16.3%	5.8%	-6.2%

Return vs Industry: SMT underperformed the UK Capital Markets industry which returned 5.8% over the past year.

Return vs Market: SMT underperformed the UK Market which returned -6.2% over the past year.

Price Volatility

Is SMT's price volatile compared to industry and market?
SMT volatility
SMT Average Weekly Movement	3.3%
Capital Markets Industry Average Movement	4.0%
Market Average Movement	4.9%
10% most volatile stocks in GB Market	10.9%
10% least volatile stocks in GB Market	2.6%

Stable Share Price: SMT is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 3% a week.

Volatility Over Time: SMT's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1909	n/a	n/a	https://www.scottishmortgage.com

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 companies operating across diversified sectors.

Scottish Mortgage Investment Trust PLC Fundamentals Summary

How do Scottish Mortgage Investment Trust's earnings and revenue compare to its market cap?
SMT fundamental statistics
Market Cap	UK£9.48b
Earnings (TTM)	-UK£2.92b
Revenue (TTM)	n/a

-3.4x

P/S Ratio

-3.2x

P/E Ratio

Is SMT overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report
SMT income statement (TTM)
Revenue	-UK£2.74b
Cost of Revenue	UK£0
Gross Profit	-UK£2.74b
Other Expenses	UK£180.92m
Earnings	-UK£2.92b

Last Reported Earnings

Mar 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)	-2.08
Gross Margin	100.00%
Net Profit Margin	106.60%
Debt/Equity Ratio	15.9%

How did SMT perform over the long term?

See historical performance and comparison

Dividends

0.6%

Current Dividend Yield

-2%

Payout Ratio

Does SMT pay a reliable dividends?

See SMT dividend history and benchmarks

When do you need to buy SMT by to receive an upcoming dividend?
Scottish Mortgage Investment Trust dividend dates
Ex Dividend Date	Jun 01 2023
Dividend Pay Date	Jul 04 2023
Days until Ex dividend	0 days
Days until Dividend pay date	33 days