SMT PEER ANALYSIS

Scottish Mortgage Investment Trust plc — metric-by-metric comparison with peers and the industry median

SMTScottish Mortgage Investment Trust plc

🇬🇧 UK · LSE · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

SMTIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	SMT	GOZDE	BULGS	INVEO	KFS	ALTI	Ind. Median
P/E	5.25●	—	8.02	—	—	—	19.08
P/B	1.18	0.36●	1.45	0.87	10.22	0.59	2.11
EV/EBITDA	5.72●	—	6.01	113.47	54.89	—	10.38
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	SMT	GOZDE	BULGS	INVEO	KFS	ALTI	Ind. Median
Current Ratio	0.31	0.76	123.95●	0.12	4.61	11.66	3.81
Debt/Equity	11.6%	0.0%●	0.1%	44.4%	266.0%	12.5%	18.1%
NetDebt/EBITDA	0.51	0.00	-0.73●	35.23	9.51	-0.45	0.18

Profitability
Metric	SMT	GOZDE	BULGS	INVEO	KFS	ALTI	Ind. Median
Net Margin	97.4%●	-1,340,136.1%	75.2%	-34.3%	-6.8%	-41.8%	16.7%
ROE	23.9%●	-24.0%	22.0%	-0.8%	-40.7%	-17.7%	9.4%
ROA	21.2%	-21.9%	21.9%●	-0.6%	-4.7%	-9.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	SMT	GOZDE	BULGS	INVEO	KFS	ALTI	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	154.7%●	—	-25.2%	—	—	—	14.6%
Div. Yield	0.3%	0.0%	0.0%	0.0%	0.4%	1.4%●	1.4%
Payout	1.6%	0.0%	0.0%	0.0%	-11.9%	-4.5%	11.6%

Valuation
Metric	SMT	LGEN	III	SDR	PSH	MNG	Ind. Median
P/E	5.25	35.28	5.06	17.46	2.41●	29.24	19.08
P/B	1.18	7.70	0.87	2.12	0.60●	2.82	2.11
EV/EBITDA	5.72	23.13	5.11	6.96	2.98●	5.58	10.38
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	SMT	LGEN	III	SDR	PSH	MNG	Ind. Median
Current Ratio	0.31	59.08	131.80●	92.37	2.14	1.92	3.81
Debt/Equity	11.6%	1,100.0%	4.1%●	20.7%	24.4%	220.4%	18.1%
NetDebt/EBITDA	0.51	7.25	0.12	-4.40●	0.65	1.03	0.18

Profitability
Metric	SMT	LGEN	III	SDR	PSH	MNG	Ind. Median
Net Margin	97.4%	4.0%	1,236.9%●	16.4%	86.3%	1.4%	16.7%
ROE	23.9%	17.1%	19.1%	12.2%	26.7%●	9.4%	9.4%
ROA	21.2%	0.1%	18.1%	2.4%	21.4%●	0.2%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	SMT	LGEN	III	SDR	PSH	MNG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	154.7%	160.7%●	5.1%	24.7%	53.2%	—	14.6%
Div. Yield	0.3%	7.5%●	3.3%	3.7%	1.7%	6.0%	1.4%
Payout	1.6%	250.4%	14.5%	62.5%	3.8%	159.6%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.