Edition:
United States

Scottish Mortgage Investment Trust PLC (SMT.L)

SMT.L on London Stock Exchange

557.50GBp
20 Jul 2018
Change (% chg)

-4.00 (-0.71%)
Prev Close
561.50
Open
559.00
Day's High
561.50
Day's Low
554.00
Volume
2,243,727
Avg. Vol
3,386,165
52-wk High
563.07
52-wk Low
401.50

Revenue & Earnings Per Share

Consensus Estimates Analysis

  # of Estimates Mean High Low 1 Year Ago
Sales and Profit Figures in US Dollar (USD);

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 6.39 5.80 19.45
P/E High - Last 5 Yrs. 5.52 23.83 24.33
P/E Low - Last 5 Yrs. 3.72 3.13 12.00
Beta 0.97 0.94 1.44
Price to Sales (TTM) 6.35 14.26 6.08
Price to Book (MRQ) 1.26 1.04 2.80
Price to Tangible Book (MRQ) 1.29 2.54 2.97
Price to Cash Flow (TTM) -- 0.35 25.61
% Owned Institutions -- 0.00 0.00

Dividends

  Company industry sector
Dividend Yield -- 1.65 2.49
Dividend Yield - 5 Year Avg 0.96 1.47 2.10
Dividend 5 Year Growth Rate 1.86 9.29 23.92
Payout Ratio(TTM) 3.54 8.94 34.86

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago -23.19 1,417.68 11.96
Sales (TTM) vs TTM 1 Yr. Ago -6.27 343.12 8.82
Sales - 5 Yr. Growth Rate 33.72 64.50 14.03
EPS (MRQ) vs Qtr. 1 Yr. Ago -28.31 946.89 33.77
EPS (TTM) vs TTM 1 Yr. Ago -11.54 -- --
EPS - 5 Yr. Growth Rate 33.39 44.76 10.77
Capital Spending - 5 Yr. Growth Rate -- 0.03 1.25

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 0.84 0.06
Current Ratio (MRQ) 0.16 28.99 2.22
LT Debt to Equity (MRQ) 4.11 0.59 31.83
Total Debt to Equity (MRQ) 8.02 3.98 63.12
Interest Coverage (TTM) -- 2,624.49 12.28

Profitability Ratios

  Company industry sector
Gross Margin (TTM) 96.82 89.57 3.26
Gross Margin - 5 Yr. Avg. 95.90 89.84 3.17
EBITD Margin (TTM) 96.50 -- --
EBITD - 5 Yr. Avg 95.46 85.96 46.87
Operating Margin (TTM) 96.50 90.16 39.22
Operating Margin - 5 Yr. Avg. 95.46 86.86 39.96
Pre-Tax Margin (TTM) 96.50 89.85 39.59
Pre-Tax Margin - 5 Yr. Avg. 95.46 87.23 40.43
Net Profit Margin (TTM) 96.50 90.11 31.60
Net Profit Margin - 5 Yr. Avg. 95.28 87.36 32.09
Effective Tax Rate (TTM) 0.00 0.17 20.66
Effective Tax Rate - 5 Yr. Avg. 0.20 0.31 20.82

Efficiency

  Company industry sector
Revenue/Employee (TTM) -- 1,312,205 59,234,760
Net Income/Employee (TTM) -- 1,008,457 22,001,904
Receivable Turnover (TTM) 131.72 2,692,959.34 10,641.26
Inventory Turnover (TTM) -- 0.07 1.09
Asset Turnover (TTM) 0.21 0.20 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 20.06 19.40 2.82
Return on Assets - 5 Yr. Avg. 17.70 15.29 2.79
Return on Investment (TTM) 21.13 20.66 0.53
Return on Investment - 5 Yr. Avg. 18.79 16.47 0.49
Return on Equity (TTM) 21.90 20.78 16.48
Return on Equity - 5 Yr. Avg. 19.98 16.54 18.56
  1 Year 3 Year 5 Year
Sales % -6.27 18.49 33.72
EPS (TTM) % -11.56 13.99 33.39
Dividend % 2.33 1.57 1.86
Note: Units in Millions of US Dollars

Performance for Scottish Mortgage Investment Trust PLC

Period %
Actual
% vs.
S&P 500
Rank In
Industry
Industry
Rank
4 Week 3.24 3.39 99 36
13 Week 20.36 15.74 99 50
26 Week 18.57 19.02 99 41
52 Week 35.81 31.65 99 47
YTD 24.16 24.09 99 39
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 23.34%
# of Holders: 73
Total Shares Held: 334,188,573
3 Mo. Net Change: 2,986,296
# New Positions: 4
# Closed Positions: 4
# Increased Positions: 17
# Reduced Positions: 19
# Net Buyers: -2
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