Scottish Mortgage Investment Trust/£SMT
07:00
09:10
11:15
13:25
15:30
1D1W1MYTD1Y5YMAX
About Scottish Mortgage Investment Trust
Ticker
£SMT
Sector
Primary listing
LSE
Industry
Headquarters
Employees
-
ISIN
GB00BLDYK618
Website
SMT Metrics
BasicAdvanced
£12B
10.93
£0.95
0.78
£0.04
0.41%
Price and volume
Market cap
£12B
Beta
0.78
52-week high
£11.43
52-week low
£7.33
Average daily volume
1.7M
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)
96.20%
Effective tax rate (TTM)
0.45%
Management effectiveness
Return on assets (TTM)
5.60%
Return on equity (TTM)
9.86%
Valuation
Price to earnings (TTM)
10.934
Price to revenue (TTM)
10.195
Price to book
1.03
Price to tangible book (TTM)
1.03
Price to free cash flow (TTM)
-161.459
Free cash flow yield (TTM)
-0.62%
Free cash flow per share (TTM)
-6.40%
Dividend yield (TTM)
0.41%
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
Scottish Mortgage Investment Trust (SMT) reported a positive net asset value (NAV) total return of 11.5% for the financial year ending March 31, 2024, indicating strong portfolio performance. (morningstar.co.uk)
The trust has strategically reduced its holdings in companies like NVIDIA after significant gains, reallocating profits into firms poised to benefit from AI advancements, such as Meta and Shopify. (scottishmortgage.com)
SMT maintains a diversified AI exposure across hardware, infrastructure, and application sectors, positioning itself to capitalize on the widespread adoption of AI technologies. (scottishmortgage.com)
SMT's heavy investment in US tech giants like Nvidia, Amazon, and Tesla has led to significant losses amid recent tech sector downturns, with shares dropping 5.3% following a sharp sell-off. (proactiveinvestors.co.uk)
The trust's focus on US technology companies resulted in an 8% share price decline after the announcement of sweeping tariffs by President Trump, highlighting vulnerability to geopolitical risks. (proactiveinvestors.co.uk)
SMT was displaced from its position as the most-bought investment trust on major UK platforms, indicating waning retail investor confidence in tech-focused funds. (proactiveinvestors.co.uk)
Data summarised monthly by Lightyear AI. Last updated on 9 Jun 2025.
SMT Financial Performance
Revenues and expenses
SMT Earnings Performance
Company profitability
SMT News
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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
Jul10
Scottish Mortgage Investment Trust
Dividend·Payment
£0.0278Per share
FAQs
What’s the current market cap for Scottish Mortgage Investment Trust stock?
Scottish Mortgage Investment Trust (SMT) has a market cap of £12B as of July 01, 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 10.93 as of July 01, 2025.
Does Scottish Mortgage Investment Trust stock pay dividends?
Yes, the Scottish Mortgage Investment Trust (SMT) stock pays dividends to shareholders. As of July 01, 2025, the dividend rate is £0.0424 and the yield is 0.41%. 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 is scheduled for July 10, 2025.
What is the beta indicator for Scottish Mortgage Investment Trust?
Scottish Mortgage Investment Trust (SMT) has a beta rating of 0.78. 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.