26 May 2026

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Scottish Mortgage Investment Trust PLC (SMT)

Rank #96 of 100 - Financials - UK Equities

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Scottish Mortgage Investment Trust PLC

SMT.L·Financials·Market Cap £16.1b

Rank #96 of 100

Data from Excel Model · 100 Stocks Analysed

£14.88

+23.95% YTD

52W: £9.64 - £14.76

Score Analysis

Scottish Mortgage Investment Trust PLC is ranked #96 out of 100 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

55/100

Average Score

Liquidity

Weak82/100

Valuation

Good27/100

Profitability

Weak95/100

Solvency

Weak84/100

Asset Efficiency

Good39/100

Mkt Trading

Fair54/100

Technical

Excellent6/100

1. Valuation

Score: 27/100

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

2/5

valuation criteria met

✗

FY26e P/E Ratio

N/ARank 101/100

✗

FY27e P/E Ratio

N/ARank 101/100

✓

Price-to-Book

0.94xRank 11/100

✓

Price-to-Tangible Book

0.94xRank 8/100

✗

EV/EBITDA

10.1xRank 48/100

Key Valuation Metrics

Current P/E

4.7x

Price-to-Earnings

FY26e P/E

N/A

Forward estimate

FY27e P/E

N/A

Forward estimate

P/B Ratio

0.94x

Price-to-Book

P/TBV

0.94x

Price-to-Tangible Book

EV/EBITDA

10.1x

Enterprise Value

FY26e EV/EBITDA

N/A

Forward estimate

FY27e EV/EBITDA

N/A

Forward estimate

2. Profitability

Score: 95/100

How profitable is SMT relative to its peers?

0/6

profitability criteria met

✗

TTM Profit Margin

97.3%Rank 97/100

–

Current ROE

9.9%

–

Current ROA

N/A

✗

FY26e EPS

N/ARank 101/100

–

TTM EPS

N/A

–

Net Income Growth

N/A

Profit Margin

97.3%

ROE

9.9%

FY27e ROE

N/A

ROA

N/A

3. Financial Health

Score: 84/100

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

0/4

solvency criteria met

–

Debt-to-Equity

13.4%

–

Interest Coverage

N/A

✗

Debt/EBITDA

Rank 78Rank 78/100

–

Altman Z-Score

5.24

Key Health Metrics

Quick Ratio

N/A

Below 1.0

Cash Ratio

0.16

Debt/Equity

13%

FCF Margin

-0.1%

Altman Z-Score

5.24

Safe Zone

01.812.995+

4. Asset Efficiency

Score: 39/100

How efficiently does SMT deploy its assets and intellectual capital?

0/2

asset efficiency criteria met

–

Intangible/Asset

Intangible assets as a proportion of total assets — lower indicates more tangible, capital-efficient operations

N/A

–

R&D/Sales

Research & development spend relative to revenue — balanced R&D investment signals sustainable growth

N/A

Overall Asset Efficiency Rank

Rank within sector peers#39/100

Best (1)Worst (100)

What This Measures

Intangible/Asset — a lower ratio suggests the company's value is backed by tangible assets rather than goodwill or intangibles, reducing balance sheet risk.

R&D/Sales — captures the proportion of revenue reinvested into research and development, indicating innovation intensity and future growth investment.