STMZ.F Stock Overview
Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| 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£10.45 |
| 52 Week High | UK£11.49 |
| 52 Week Low | UK£7.67 |
| Beta | 0.75 |
| 1 Month Change | -5.56% |
| 3 Month Change | 5.45% |
| 1 Year Change | 32.78% |
| 3 Year Change | -38.13% |
| 5 Year Change | n/a |
| Change since IPO | 122.34% |
Recent News & Updates
Recent updates
Shareholder Returns
| STMZ.F | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 1.2% | -0.7% | -3.2% |
| 1Y | 32.8% | 23.2% | 19.3% |
Return vs Industry: STMZ.F exceeded the US Capital Markets industry which returned 23.2% over the past year.
Return vs Market: STMZ.F exceeded the US Market which returned 19.3% over the past year.
Price Volatility
| STMZ.F volatility | |
|---|---|
| STMZ.F Average Weekly Movement | 4.3% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: STMZ.F has not had significant price volatility in the past 3 months.
Volatility Over Time: STMZ.F's weekly volatility (4%) has been stable over the past year.
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
| STMZ.F fundamental statistics | |
|---|---|
| Market cap | US$14.17b |
| Earnings (TTM) | -US$900.03m |
| Revenue (TTM) | n/a |
-15.7x
P/S Ratio-15.5x
P/E RatioIs STMZ.F overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| STMZ.F 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) | -0.53 |
| Gross Margin | 100.00% |
| Net Profit Margin | 101.64% |
| Debt/Equity Ratio | 15.4% |
How did STMZ.F perform over the long term?
See historical performance and comparison