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Scottish Mortgage Investment Trust plc

Financial Services GB SMT

1510.0GBX
-23.5(1.53%)

Last update at 2026-06-04T15:39:00Z

Day Range

1509.621553.50
LowHigh

52 Week Range

841.111400.00
LowHigh

Fundamentals

  • Previous Close 1533.50
  • Market Cap14711.59M
  • Volume3569787
  • P/E Ratio4.43
  • Dividend Yield0.32%
  • Revenue TTM3759.52M
  • Revenue Per Share TTM3.12
  • Gross Profit TTM 3759.52M
  • Diluted EPS TTM3.08

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Analyst Recommendations

Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Type yearly yearly yearly yearly yearly
Date 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Income before tax 1223.31M 1371.72M -2918.39400M -2542.43800M 9217.09M
Minority interest - - - - -
Net income 1217.76M 1365.96M -2922.13800M -2544.34900M 9213.66M
Selling general administrative 11.39M 4.54M 5.86M 6.82M 6.30M
Selling and marketing expenses 1.27M 1.09M 1.23M - -
Gross profit 1235.97M 1377.35M -2912.53300M -2535.62000M 9281.77M
Reconciled depreciation - - - - -
Ebit - 2776.21M -2918.39400M -2542.43800M 9217.09M
Ebitda 1223.31M 1371.72M -135.36000M -86.21000M -16.17700M
Depreciation and amortization - -1404.49000M 2783.03M 2456.23M -9233.27200M
Non operating income net other - - - - -
Operating income 1223.31M 1371.72M -2783.03400M -2456.22800M 9233.27M
Other operating expenses 68.33M 41.21M 110.56M 100.02M 34.41M
Interest expense 55.68M 54.98M 66.61M 44.65M 30.27M
Tax provision 5.55M 5.76M 3.74M 1.91M 3.44M
Interest income 4.48M 11.59M 10.46M 1.02M 0.40M
Net interest income -51.19900M -43.38700M -56.15500M -44.65100M -29.87100M
Extraordinary items - - - - -
Non recurring - - - - -
Other items - - - - -
Income tax expense 5.55M 5.76M 3.74M 1.91M 3.44M
Total revenue 1291.65M 1445.70M -2912.53300M -2535.62000M 9223.40M
Total operating expenses 12.65M 5.63M 5.86M 6.82M 6.30M
Cost of revenue 55.68M 68.35M - - -58.37400M
Total other income expense net - -32.77000M -135.36000M -86.21000M -16.17700M
Discontinued operations - - - - -
Net income from continuing ops 1217.76M 1365.96M -2922.13800M -2544.34900M 9213.66M
Net income applicable to common shares - - - -2544.34900M 9213.66M
Preferred stock and other adjustments - - - - -
Breakdown 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Type yearly yearly yearly yearly yearly
Date 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Total assets 13744.25M 14508.67M 13346.57M 16912.57M 18275.70M
Intangible assets - - - - -
Earning assets - - - - -
Other current assets - 0.51M 1.17M 3.32M 0.66M
Total liab 1661.79M 1878.86M 1848.57M 2156.57M 1286.23M
Total stockholder equity 12082.47M 12629.81M 11498.00M 14756.00M 16989.47M
Deferred long term liab - - - - -
Other current liab -441.59200M 454.29M 398.13M 525.85M 310.99M
Common stock 60.05M 74.24M 70.38M 74.24M 74.24M
Capital stock 60.05M 69.29M 70.38M 74.24M 74.24M
Retained earnings - 16.40M 3353.99M 6577.27M 10268.50M
Other liab - - - 1.17M 2.46M
Good will - - - - -
Other assets - - - 16912.57M 18275.70M
Cash 9.01M 123.76M 184.94M 229.96M 212.13M
Cash and equivalents - - - - -
Total current liabilities - 668.02M 398.13M 525.85M 310.99M
Current deferred revenue - - - - -
Net debt 1614.85M 1520.69M 1638.35M 1901.63M 1071.64M
Short term debt 441.59M 213.74M - - 144.96M
Short long term debt - - - - -
Short long term debt total 1623.87M 1644.46M 1823.29M 2131.59M 1283.77M
Other stockholder equity 12022.41M 12555.58M 8073.62M 8104.49M 6646.73M
Property plant equipment - - - - -
Total current assets 78.52M 390.14M 196.98M 243.10M 233.01M
Long term investments 13665.73M 14118.53M 13149.59M 16669.47M 18042.69M
Net tangible assets - - - 14756.00M 16989.47M
Short term investments - - - - -
Net receivables 69.51M 265.87M 12.04M 13.14M 20.88M
Long term debt - - - - 972.78M
Inventory - 377.98M -1.16900M -3.31700M -0.66300M
Accounts payable - - - - -
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - - - -
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income - 11610.77M - - -
Additional paid in capital - - - - -
Common stock total equity - - - - 74.24M
Preferred stock total equity - - - - -
Retained earnings total equity - - - - -
Treasury stock - - - - -
Accumulated amortization - - - - -
Non currrent assets other - -14118.53100M -13149.59200M -16669.46900M -18042.68800M
Deferred long term asset charges - - - - -
Non current assets total 13665.73M 14118.53M 13149.59M 16669.47M 18042.69M
Capital lease obligations - - - - -
Long term debt total - - - - -
Breakdown 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Type yearly yearly yearly yearly yearly
Date 2025-03-31 2024-03-31 2023-03-31 2022-03-31 2021-03-31
Investments 1768.18M 337.20M 731.03M -1034.64600M 329.92M
Change to liabilities - - - 0.00000M 0.00000M
Total cashflows from investing activities 1768.18M 337.20M - -1034.64600M 329.92M
Net borrowings 0.00000M -153.12000M - 843.67M 364.52M
Total cash from financing activities -1802.94800M -332.83500M -732.94800M 1129.13M -78.88700M
Change to operating activities - - - - -
Net income 1223.31M 1365.96M -2918.39400M -2542.43800M 9217.09M
Change in cash -114.74900M -61.18300M -45.01700M 17.83M 173.60M
Begin period cash flow 123.76M 184.94M 229.96M 212.13M 38.53M
End period cash flow 9.01M 123.76M 184.94M 229.96M 212.13M
Total cash from operating activities -82.46300M -62.39000M -63.47700M -85.90600M -57.95900M
Issuance of capital stock - - 0.00000M 518.25M 193.56M
Depreciation - - - - -
Other cashflows from investing activities - - - - 329.92M
Dividends paid 55.34M 57.66M 52.59M 49.77M 48.46M
Change to inventory - - - - -
Change to account receivables - -4.34400M -2.44900M -4.05400M 5.49M
Sale purchase of stock -1747.60600M -122.05600M -283.21300M -183.01500M -588.50200M
Other cashflows from financing activities - 337.20M -680.36300M 1109.39M 384.52M
Change to netincome - - - 2462.50M -9277.10400M
Capital expenditures 0.00000M 0.00000M 0.00000M 0.00000M 0.00000M
Change receivables - - - - -
Cash flows other operating - - - - -
Exchange rate changes - - - - -
Cash and cash equivalents changes - - - - -
Change in working capital 3.66M -4.34400M -2.44900M -4.05400M 5.49M
Stock based compensation - - - - -
Other non cash items -1309.43900M -1424.00900M 2857.37M 2460.59M -9280.53900M
Free cash flow -82.46300M -62.39000M -63.47700M -85.90600M -57.95900M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company Change (GBX) Price (GBX) Trailing PE (x) Forward PE (x) Price Sales TTM (x) Price to Book Value (x) Enterprise Value to Revenue (x)
SMT
Scottish Mortgage Investment Trust plc		 -23.5 1.53% 1510.00 4.43 - 3.91 0.98 4.15
FP
Fondul Proprietatea S.A. GDR		 - -% 4.20 - - 19.30 38.04
MNTN
Schiehallion Fund Ltd		 -0.02 0.89% 2.23 0.05 - 4.35 1.25 5.65
BHMU
BH Macro Limited		 0.04 0.91% 4.42 0.09 - 39.01 0.71 6.47
TFG
Tetragon Financial Group Ltd		 -0.1 0.80% 12.45 0.02 7.04 1.16 0.31 2.06 6.56

Reports Covered

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Profile

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. The fund invests in growth stocks of companies. It focuses on factors such as strength of management, competitive position, customer perspective, prospects for sales and margins, current and potential valuation to create its portfolio. The fund benchmarks the performance of its portfolio against the FTSE All World Index. Scottish Mortgage Investment Trust PLC was formed in 1909 and is domiciled in the United Kingdom.

Scottish Mortgage Investment Trust plc

Calton Square, Edinburgh, United Kingdom, EH1 3AN

Key Executives

Name Title Year Born
Mr. James Kennedy Anderson Joint Mang. 1959
Mr. Thomas Keith Slater C.F.A., CFA Joint Mang. NA

Disclaimer - This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
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