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Equity
Scottish Mortgage Investment Trust PLC(STMZF)
USD --+0.00%
Reward53Moderate
Risk33Moderate
📊50%Data
Strong 97% profit margin · Revenue growing 1104% YoY
STMZF
+0.0 · +0.00%
USD · PINK
Scottish Mortgage Investment Trust PLC |
Balanced
Market Cap:25.79Bn
ℹ️
Reward Rating
53
Moderate
Bottom 50% (model universe)
50% data coverage
ℹ️
Risk Rating
33
Moderate
Risk Assessment
75% data coverage
ℹ️

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.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on STMZF 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.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

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.

STMZF · Verdict

Moderate reward · moderate risk

STMZF leads on balance sheet with the rest of the factors in line with peers.

Based on 63% data coverage

STMZF · Verdict

What’s working & what to watch

Strengths 1

  • Balance sheet89/100

    Top decile vs peers

No major weaknesses flagged.

Model-based scoring. For information only — not financial advice.

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 PINK in USA, with a market capitalisation of 25.79B.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Moderate (53)

The scoring profile indicates limited reward potential at this time, with valuation and profitability offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorN/A
Market Cap25.79B
P/E RatioN/A
Dividend Yield0.26%
52 Week High17.64
52 Week Low9.8276
Last AnnualMarch
IPO DateN/A
IncorporatedUSA
Shares Outstanding1B
No. of EmployeesN/A
IndustryN/A
ExchangePINK
Beta0.819
CurrencyUSD
Websitewww.scottishmortgage.com
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