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Home CompaniesScottish Mortgage Investment Trust PLC

Scottish Mortgage Investment Trust PLC

PortfolioPortfolio WatchlistWatchlist
Company price
19.28 USD 0.00(0%)
Last update at 2026-11-05T21:00:00Z
VOLUME
200
Market Cap
15153.24M

Momentum Score

…

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.

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

Day Price Range
19.28
Low
19.65
High
52 Week Price Range
7.64
Low
10.10
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High

Key Metrics*

Previous Close
19.28
Dividend Yield
-
Revenue TTM
-2741.22M
Revenue Per Share
-1.92
Gross Profit TTM
-2397.76M
Debt / Equity
-
ROE
-22.26%
Net Debt
-
ROCE
-31.28%
Diluted EPS TTM
-2.19

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-03-31 2021-03-31 2020-03-31 2019-03-31 2018-03-31
Type yearly yearly yearly yearly yearly
Date 2022-03-31 2021-03-31 2020-03-31 2019-03-31 2018-03-31
Income before tax - - - 883.46M 1211.27M
Minority interest - - - 0.00M 0.00M
Net income - - - 883.28M 1211.22M
Selling general administrative - - - 26.22M 21.91M
Gross profit - - - 951.72M 1234.01M
Ebit -2456.23M 9233.27M 1018.56M 925.50M 1212.10M
Non operating income net other - - - 0.00M 0.00M
Operating income - - - 925.50M 1212.10M
Other operating expenses - - - 0.00M 0.00M
Interest expense 0.00M 0.00M 0.00M 0.00M 0.00M
Extraordinary items - - - 0.00M 0.00M
Non recurring - - - 0.00M 0.00M
Other items - - - 0.00M 0.00M
Income tax expense 1.91M 3.44M 1.21M 0.18M 0.05M
Total revenue - - - 951.72M 1234.01M
Total operating expenses - - - 26.22M 21.91M
Cost of revenue - - - 0.00M 0.00M
Total other income expense net - - - -42.05M -0.83M
Discontinued operations - - - 0.00M 0.00M
Net income from continuing ops - - - 883.28M 1211.22M
Net income applicable to common shares -2544.35M 9213.66M 973.06M 883.28M 1211.22M
Preferred stock and other adjustments - - - 0.00M 0.00M
Breakdown 2023-03-31 2022-03-31 2021-03-31 2020-03-31 2019-03-31
Type yearly yearly yearly yearly yearly
Date 2023-03-31 2022-03-31 2021-03-31 2020-03-31 2019-03-31
Total assets - - - - 8162.30M
Intangible assets - - - - 0.00M
Other current assets - 2.14M - - 0.00M
Total liab - - - - 732.37M
Total stockholder equity - - - - 7429.93M
Deferred long term liab - - - - 0.00M
Other current liab 13.23M 12.76M 34.55M 8.97M 23.32M
Common stock - 74.24M 74.24M 74.24M 73.71M
Retained earnings 3353.99M 6577.27M 10268.50M 4731.15M 3988.06M
Other liab - 1.17M 2.46M - 0.00M
Good will - - - - 0.00M
Other assets - - - - 0.00M
Cash - - - - 35.59M
Total current liabilities - 525.85M 310.99M 329.71M 309.02M
Short term debt - - - - 0.00M
Short long term debt - - - - 280.11M
Other stockholder equity 7141.37M 7176.09M 5864.96M 2674.73M 2657.59M
Property plant equipment - - - - 0.00M
Total current assets - 243.10M 233.01M 86.95M 63.48M
Long term investments - - - - 8098.82M
Net tangible assets - 14756.00M 16989.47M 8244.63M 7429.93M
Short term investments - - - - 0.00M
Net receivables - 11.00M 20.88M 48.42M 27.89M
Long term debt - - - - 423.35M
Inventory - - - - 0.00M
Accounts payable - - - - 0.00M
Total permanent equity - - - - 0.00M
Noncontrolling interest in consolidated entity - - - - 0.00M
Temporary equity redeemable noncontrolling interests - - - - 0.00M
Accumulated other comprehensive income - - - - 0.00M
Additional paid in capital - - - - 0.00M
Common stock total equity - - - - 0.00M
Preferred stock total equity - - - - 0.00M
Retained earnings total equity - - - - 0.00M
Treasury stock - - - - 0.00M
Accumulated amortization - - - - 0.00M
Non currrent assets other - - - - 0.00M
Deferred long term asset charges - - - - 0.00M
Non current assets total - - - - 0.00M
Capital lease obligations - - - - 0.00M
Long term debt total - - - - 0.00M
Breakdown 2022-03-31 2021-03-31 2020-03-31 2019-03-31 2018-03-31
Type yearly yearly yearly yearly yearly
Date 2022-03-31 2021-03-31 2020-03-31 2019-03-31 2018-03-31
Investments -1034.65M 329.92M 2.13M -540.97M -137.76M
Change to liabilities 0.00M 0.00M 0.00M 0.00M 0.00M
Total cashflows from investing activities -1034.65M 329.92M 2.13M -540.97M -137.76M
Net borrowings 843.67M 364.52M 188.22M 197.99M 4.15M
Total cash from financing activities 1129.13M -78.89M 29.87M 556.81M 112.28M
Change to operating activities - - - 0.00M 0.00M
Net income -2544.35M 9213.66M 973.06M 883.28M 1211.22M
Change in cash 17.83M 173.60M 2.94M 0.61M -41.67M
Total cash from operating activities -85.91M -57.96M -31.71M -23.26M -9.73M
Depreciation - - - 0.00M 0.00M
Other cashflows from investing activities - - - 0.00M 0.00M
Dividends paid 49.77M 48.46M 46.09M 43.99M 41.67M
Change to inventory - - - 0.00M 0.00M
Change to account receivables -4.05M 5.49M 0.60M 1.45M 4.29M
Sale purchase of stock - - - 0.00M 0.00M
Other cashflows from financing activities - - - 0.00M 0.00M
Change to netincome 2462.50M -9277.10M -1005.37M -907.99M -1225.25M
Capital expenditures 0.00M 0.00M 0.00M 0.00M 0.00M
Change receivables - - - 0.00M 0.00M
Cash flows other operating - - - 0.00M 0.00M
Exchange rate changes - - - 0.00M 0.00M
Cash and cash equivalents changes - - - 0.00M 0.00M

Peer Comparison*

Sector: Industry:

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
STMZF
Scottish Mortgage Investment Trust PLC		 -
-%		 19.28 - - 2.56 -
DOGEF
Orsted A/S		 0.65
3.04%		 22.00 28.82 0.66 6.50 0.07
TBB
AT&T Inc. 5.35% GLB NTS 66		 0.02
0.11%		 18.32 4.60 - - -
CCZ
Comcast Holdings Corp		 0.17
0.27%		 62.32 55.07 - - -
BKZHY
Santander Bank Polska S.A		 -
-%		 40.16 8.37 10.95 3.39 1.53

Profile*

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. 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.

Calton Square, Edinburgh, United Kingdom, EH1 3AN

44 13 1275 2000

https://www.scottishmortgage.com

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.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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