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Home/Stocks/Closed-end Funds

Scottish Mortgage Investment Trust PLC

SMT·Closed-end Funds·Market Cap £13.4b
Rank #36 of 48
Data from Excel Model · 48 Stocks Analysed
£12.40
+4.55% YTD
52W: £7.78 - £12.98

Score Analysis

Scottish Mortgage Investment Trust PLC is ranked #36 out of 48 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

32/48
Average Score
Liquidity
Excellent1/48
Valuation
Weak39/48
Profitability
Weak47/48
Solvency
Weak48/48
Mkt Trading
Weak30/48
Technical
Weak29/48

1. Valuation

Score: 39/48

Is SMT undervalued compared to its peers and fair value metrics?

2/5
valuation criteria met
✓
FY26e P/E Ratio
N/ARank 1/48
✓
FY27e P/E Ratio
N/ARank 1/48
✗
Price-to-Book
N/ARank 49/48
✗
Price-to-Tangible Book
N/ARank 49/48
✗
EV/EBITDA
N/ARank 49/48

Key Valuation Metrics

Current P/E
N/A
Price-to-Earnings
FY26e P/E
N/A
Forward estimate
FY27e P/E
N/A
Forward estimate
P/B Ratio
N/A
Price-to-Book
P/TBV
N/A
Price-to-Tangible Book
EV/EBITDA
N/A
Enterprise Value
FY26e EV/EBITDA
N/A
Forward estimate
FY27e EV/EBITDA
N/A
Forward estimate

2. Profitability

Score: 47/48

How profitable is SMT relative to its peers?

1/6
profitability criteria met
✗
TTM Profit Margin
N/ARank 49/48
✗
Current ROE
N/ARank 49/48
✗
Current ROA
N/ARank 49/48
✓
FY26e EPS
N/ARank 1/48
✗
TTM EPS
N/ARank 49/48
✗
Net Income Growth
Rank 49Rank 49/48
Profit Margin
N/A
ROE
N/A
FY27e ROE
N/A
ROA
N/A

3. Financial Health

Score: 48/48

How strong is SMT's balance sheet and financial position?

1/6
solvency criteria met
✗
Debt-to-Equity
N/ARank 49/48
✓
Altman Z-Score
6.89Rank 7/48
✗
Z-Score Trend
Rank 49Rank 49/48
✗
Amihud Illiquidity
Rank 49Rank 49/48
✗
Intangible/Asset
Rank 49Rank 49/48
✗
R&D/Sales
Rank 49Rank 49/48

Key Health Metrics

Quick Ratio
N/A
Below 1.0
Cash Ratio
N/A
Debt/Equity
N/A
FCF Margin
N/A

Altman Z-Score

6.89
Safe Zone
01.812.995+

4. Dividend

SMT pays a dividend yield of 0.35%.

Current Yield
0.35%
FY27e Yield
N/A
FY26e DPS
N/A
FY27e DPS
N/A

5. Technical Analysis

Score: 29/48

What do the technical indicators say about SMT?

0/4
technical criteria met
✗
CMP vs 52W High
-4.5%Rank 22/48
✗
CMP vs 52W Low
59.3%Rank 20/48
✗
RSI 14 Day
55.3Rank 32/48
✗
MA(50) > MA(200)
Yes (Bullish)Rank 31/48

RSI (14 Day)

55.3
Bullish
0 (Oversold)50100 (Overbought)

Moving Averages

MA 30-Day£12.25
MA 50-Day£12.11
MA 200-Day£11.10
SignalGolden Cross (Bullish)
MACD9.34

Risk Metrics

Beta
1.21
Higher volatility
3-Yr Std Dev
176.5%
5-Yr Std Dev
222.8%

6. Market Trading

Score: 30/48

How liquid and actively traded is SMT?

1/4
market trading criteria met
✗
5D Avg Volume
1.2MRank 36/48
✗
3M Avg Volume
1.6MRank 34/48
✗
Volume Trend
-24.3%Rank 49/48
✓
Beta
1.21Rank 13/48
Shares Outstanding
1080.6m
Free Float
N/A
Enterprise Value
$13.4b

Trading Volume