Scottish Mortgage Investment Trust/£SMT
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About Scottish Mortgage Investment Trust
Scottish Mortgage Investment Trust is a publicly traded investment trust based in Edinburgh, Scotland. It primarily focuses on investing in global public and private companies, spanning various industries such as technology, healthcare, and consumer goods. The trust is known for its long-term investment approach, emphasizing high-growth potential companies. Founded in 1909, Scottish Mortgage Investment Trust is managed by Baillie Gifford, a renowned independent investment management firm. Its extensive geographic footprint includes investments in North America, Europe, and Asia. The trust's strategic positioning is underscored by its ability to enter early and maintain significant positions in high-performing companies globally.
Ticker
£SMT
Sector
Primary listing
LSE
Employees
-
Headquarters
Website
SMT Metrics
BasicAdvanced
£13B
12.13
£0.95
0.79
£0.04
0.38%
Price and volume
Market cap
£13B
Beta
0.79
52-week high
£11.59
52-week low
£7.78
Average daily volume
2.4M
Dividend rate
£0.04
Financial strength
Current ratio
0.164
Quick ratio
0.164
Long term debt to equity
9.785
Total debt to equity
13.44
Dividend payout ratio (TTM)
4.54%
Interest coverage (TTM)
22.72%
Profitability
Gross margin (TTM)
100.00%
Net profit margin (TTM)
93.24%
Operating margin (TTM)
96.87%
Effective tax rate (TTM)
0.45%
Management effectiveness
Return on assets (TTM)
5.56%
Return on equity (TTM)
9.86%
Valuation
Price to earnings (TTM)
12.134
Price to revenue (TTM)
11.314
Price to book
1.14
Price to tangible book (TTM)
1.14
Price to free cash flow (TTM)
-179.182
Free cash flow yield (TTM)
-0.56%
Free cash flow per share (TTM)
-0.064
Dividend yield (TTM)
0.38%
Growth
Revenue change (TTM)
-9.66%
Earnings per share change (TTM)
-2.78%
3-year revenue growth (CAGR)
-18.33%
10-year revenue growth (CAGR)
5.20%
3-year earnings per share growth (CAGR)
-19.05%
10-year earnings per share growth (CAGR)
4.88%
3-year dividend per share growth (CAGR)
6.85%
10-year dividend per share growth (CAGR)
4.10%
What the Analysts think about SMT
Analyst ratings (Buy, Hold, Sell) for Scottish Mortgage Investment Trust stock.
Bulls say / Bears say
The trust generated an NAV total return of 11.2% for the year to 31 March 2025, comfortably outpacing the FTSE All-World Index’s 5.5% and reflecting robust stock selection. (AIC)
Over the past decade, NAV per share has risen 320% against the FTSE All-World’s 182% gain, demonstrating the managers’ long-term value creation. (LSE RNS)
Management has repurchased £1.71 billion of shares (13.3% of issued capital) over the year, actively narrowing the NAV discount and enhancing shareholder value. (Hargreaves Lansdown)
Share price total return of 6.0% lagged the NAV’s 11.2% gain for the year to 31 March 2025, underscoring persistent investor caution despite portfolio strength. (AIC)
The share price discount to NAV widened from 4.5% to 9.0% over the year and stood at 11.6% as at 31 March 2025, indicating a continued valuation disconnect. (AIC)
Revenue reserves have been largely depleted—down to £3 million at year-end—which may constrain the trust’s ability to sustain future dividend growth. (AIC)
Data summarised monthly by Lightyear AI. Last updated on 4 Oct 2025.
SMT Financial Performance
Revenues and expenses
SMT Earnings Performance
Company profitability
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.
Capital at risk
Upcoming events
No upcoming events
FAQs
What’s the current market cap for Scottish Mortgage Investment Trust stock?
Scottish Mortgage Investment Trust (SMT) has a market cap of £13B as of October 06, 2025.
What is the P/E ratio for Scottish Mortgage Investment Trust stock?
The price to earnings (P/E) ratio for Scottish Mortgage Investment Trust (SMT) stock is 12.13 as of October 06, 2025.
Does Scottish Mortgage Investment Trust stock pay dividends?
Yes, the Scottish Mortgage Investment Trust (SMT) stock pays dividends to shareholders. As of October 06, 2025, the dividend rate is £0.0438 and the yield is 0.38%. Scottish Mortgage Investment Trust has a payout ratio of 4.54% on a trailing twelve-month basis.
When is the next Scottish Mortgage Investment Trust dividend payment date?
The next Scottish Mortgage Investment Trust (SMT) dividend payment date is unconfirmed.
What is the beta indicator for Scottish Mortgage Investment Trust?
Scottish Mortgage Investment Trust (SMT) has a beta rating of 0.79. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.