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Equity
Scottish Mortgage Investment Trust plc(SMT)
GBX --+0.00%
Reward68High
Risk53Moderate
75%Data
Strong 97% profit margin · Revenue down 53% YoY
SMT
+0.0 · +0.00%
GBX · LSE
Scottish Mortgage Investment Trust plc | Financial Services
Market Cap:15.84Bn
ⓘ
Reward Rating
68
High
Reward Assessment
75% data coverage
Top 25% of stocksView factors
ⓘ
Risk Rating
53
Moderate
Risk Assessment
5 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on SMT to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for SMT, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Scottish Mortgage Investment Trust plc?

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

What is Scottish Mortgage Investment Trust plc?

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. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 15.84B, and a P/E ratio of 5.3x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: High (68)
Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap15.84B
P/E Ratio5.3127
Dividend Yield0.32%
Beta0.854
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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