Scottish Mortgage Investment Trust PLC Website

Scottish Mortgage Investment Trust PLC

LSE-SMT

Basic

  • Market Cap

    £11.94B

  • EV

    £13.46B

  • Shares Out

    1,330.05M

  • Revenue

    £1,445.7M

  • Employees

Margins

  • Gross

    100%

  • EBITDA

  • Operating

    97.15%

  • Pre-Tax

    94.88%

  • Net

    94.48%

  • FCF

    -4.32%

Returns (5Yr Avg)

  • ROA

    8.47%

  • ROTA

    8.78%

  • ROE

    8.78%

  • ROCE

    9.16%

  • ROIC

    8.8%

Valuation (TTM)

  • P/E

  • P/B

  • EV/Sales

  • EV/EBITDA

  • P/FCF

  • EV/Gross Profit

Valuation (NTM)

  • Price Target

  • P/E

  • PEG

  • EV/Sales

  • EV/EBITDA

  • P/FCF

Financial Health

  • Cash

    £123.76M

  • Net Debt

    £1,520.69M

  • Debt/Equity

    0.13

  • EBIT/Interest

    25.55

Growth (CAGR)

  • Rev 3Yr

    -46.2%

  • Rev 5Yr

    8.72%

  • Rev 10Yr

    11.52%

  • Dil EPS 3Yr

    -46.43%

  • Dil EPS 5Yr

    9.7%

  • Dil EPS 10Yr

    9.91%

  • Rev Fwd 2Yr

  • EBITDA Fwd 2Yr

  • EPS Fwd 2Yr

  • EPS LT Growth Est

Dividends

  • Yield

  • Payout

    4.36%

  • DPS

    £0.04

  • DPS Growth 3Yr

    7.43%

  • DPS Growth 5Yr

    6.26%

  • DPS Growth 10Yr

    3.87%

  • DPS Growth Fwd 2Yr

Select a metric from the list below to chart it

Mar '15

Mar '16

Mar '17

Mar '18

Mar '19

Mar '20

Mar '21

Mar '22

Mar '23

Mar '24

Gain (Loss) on Sale of Investment, Total

1,018.4

9,265.4

-2,421

-2,790.3

1,405.7

Interest And Invest. Income

28.9

16.3

23.3

49

40

Total Revenues

1,047.3

9,281.8

-2,397.8

-2,741.2

1,445.7

Total Revenues % Chg.

10%

786.2%

14.3%

Gross Profit

1,047.3

9,281.8

-2,397.8

-2,741.2

1,445.7

Selling General & Admin Expenses, Total

28.8

48.5

58.5

41.8

41.2

Other Operating Expenses, Total

28.8

48.5

58.5

41.8

41.2

Operating Income

1,018.6

9,233.3

-2,456.2

-2,783

1,404.5

Interest Expense, Total

-31.3

-30.3

-44.7

-66.6

-55

Net Interest Expenses

-31.3

-30.3

-44.7

-66.6

-55

Currency Exchange Gains (Loss)

-12.9

14.1

-41.6

-68.7

22.2

EBT, Excl. Unusual Items

974.3

9,217.1

-2,542.4

-2,918.4

1,371.7

EBT, Incl. Unusual Items

974.3

9,217.1

-2,542.4

-2,918.4

1,371.7

Income Tax Expense

1.2

3.4

1.9

3.7

5.8

Earnings From Continuing Operations

973.1

9,213.7

-2,544.3

-2,922.1

1,366

Net Income

973.1

9,213.7

-2,544.3

-2,922.1

1,366

Net Income to Common Incl Extra Items

973.1

9,213.7

-2,544.3

-2,922.1

1,366

Net Income to Common Excl. Extra Items

973.1

9,213.7

-2,544.3

-2,922.1

1,366

Total Shares Outstanding

1,453.3

1,421.6

1,444.1

1,407.6

1,385.9

Weighted Avg. Shares Outstanding

1,472

1,455.9

1,426.9

1,428.2

1,404.2

Weighted Avg. Shares Outstanding Dil

1,472

1,455.9

1,426.9

1,428.2

1,404.2

EPS

0.7

6.3

-1.8

-2

1

EPS Diluted

0.7

6.3

-1.8

-2

1

Effective Tax Rate

0.1%

0%

-0.1%

-0.1%

0.4%