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SMT

Scottish Mortgage Investment Trust LSE:SMT Stock Report

Last Price

UK£6.66

Market Cap

UK£9.5b

7D

3.3%

1Y

-16.3%

Updated

31 May, 2023

Data

Company Financials

Scottish Mortgage Investment Trust PLC

LSE:SMT Stock Report

Mkt Cap: UK£9.5b

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
Valuation3/6
Future Growth0/6
Past Performance0/6
Financial Health1/6
Dividends0/6

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 PriceUK£6.66
52 Week HighUK£9.38
52 Week LowUK£6.05
Beta0.68
1 Month Change5.88%
3 Month Change-5.51%
1 Year Change-16.31%
3 Year Change-11.40%
5 Year Change27.43%
Change since IPO2,195.86%

Recent News & Updates

Recent updates

Shareholder Returns

SMTGB Capital MarketsGB Market
7D3.3%-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 Movement3.3%
Capital Markets Industry Average Movement4.0%
Market Average Movement4.9%
10% most volatile stocks in GB Market10.9%
10% least volatile stocks in GB Market2.6%

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

FoundedEmployeesCEOWebsite
1909n/an/ahttps://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 CapUK£9.48b
Earnings (TTM)-UK£2.92b
Revenue (TTM)n/a

-3.4x

P/S Ratio

-3.2x

P/E Ratio

Earnings & Revenue

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

Last Reported Earnings

Mar 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)-2.08
Gross Margin100.00%
Net Profit Margin106.60%
Debt/Equity Ratio15.9%

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 DateJun 01 2023
Dividend Pay DateJul 04 2023
Days until Ex dividend0 days
Days until Dividend pay date33 days

Does SMT pay a reliable dividends?

See SMT dividend history and benchmarks