SMT/UK Stock Overview
A closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 1/6 |
| Dividends | 0/6 |
Scottish Mortgage Investment Trust PLC Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£11.04 |
| 52 Week High | UK£11.04 |
| 52 Week Low | UK£8.95 |
| Beta | 0.75 |
| 1 Month Change | 0% |
| 3 Month Change | 23.35% |
| 1 Year Change | 20.39% |
| 3 Year Change | -33.77% |
| 5 Year Change | n/a |
| Change since IPO | 30.81% |
Recent News & Updates
Recent updates
Shareholder Returns
| SMT/UK | PE Capital Markets | PE Market | |
|---|---|---|---|
| 7D | 0% | -0.3% | 1.6% |
| 1Y | 20.4% | 22.6% | 14.8% |
Return vs Industry: SMT/UK underperformed the PE Capital Markets industry which returned 22.6% over the past year.
Return vs Market: SMT/UK exceeded the PE Market which returned 14.8% over the past year.
Price Volatility
| SMT/UK volatility | |
|---|---|
| SMT/UK Average Weekly Movement | 6.7% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in PE Market | 9.7% |
| 10% least volatile stocks in PE Market | 1.1% |
Stable Share Price: SMT/UK has not had significant price volatility in the past 3 months.
Volatility Over Time: SMT/UK's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of PE stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1909 | n/a | n/a | 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
| SMT/UK fundamental statistics | |
|---|---|
| Market cap | US$15.15b |
| Earnings (TTM) | -US$920.28m |
| Revenue (TTM) | n/a |
-16.7x
P/S Ratio-16.5x
P/E RatioIs SMT/UK overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SMT/UK income statement (TTM) | |
|---|---|
| Revenue | -UK£712.34m |
| Cost of Revenue | UK£0 |
| Gross Profit | -UK£712.34m |
| Other Expenses | UK£11.71m |
| Earnings | -UK£724.05m |
Last Reported Earnings
Sep 30, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.54 |
| Gross Margin | 100.00% |
| Net Profit Margin | 101.64% |
| Debt/Equity Ratio | 15.4% |
How did SMT/UK perform over the long term?
See historical performance and comparison