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Scottish Mortgage Investment Trust PLC (SMT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Scottish Mortgage Investment Trust PLC

SMTMarket cap $23BPrice $21.5

Country🇬🇧United Kingdom

SectorFinancials

IndustryCapital Markets

Invests globally in disruptive growth companies, both public and private, betting big on tomorrow's winners rather than today's blue chips. Its early stakes in Amazon and Tesla turned a Baillie Gifford trust into a household name for growth investing.

In Bastion Portfolios?

52W Return+45%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-208%1

Revenue Forecast

Rev CAGR (1y)+75%10

Rev CAGR (3y)+54%10

Rev CAGR (5y)+38%10

Earnings Forecast

EPS Growth Y+1+50%9

EPS Growth Y+2+55%9

EPS Growth Y+3+35%9

Quality

Margins

EBIT Margin99%10

Net Income Margin97%10

Free Cash Flow Margin-2%2

Debt

Net Debt/EBITDAna–

Efficiency

ROE24%8

ROA21%10

Earnings Stability55

GEAR+VERY STRONG99

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)410

P/E Ratio (Forward 3y)210

P/BV1.39

EV Multiples

EV/EBITDA Fwd110

EV/EBIT Fwd110

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return+8%10

3 month return+12%9

YTD return+37%9

Mid term

Price vs 52wHigh98%10

1 year return+42%9

Long term

3 year return+143%8

5 year return+21%5

Risk Shield

Price Risk

Beta1.04

Volatility23%9

Free Cash Flow

Free Cash Flow Margin-2%2

Free Cash Flow Yield0.0%10

Quality

ROCE22%10

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

SMTScottish Mortgage Investment Trust

Revenue FY26$4.2B

GROWTH RATING↗

VERY STRONG93 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-208%1

Revenue, next 1Y+75%10

Revenue, next 3Y, CAGR+54%10

Revenue, next 5Y, CAGR+38%10

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+50%9

EPS growth, FY28E+55%9

EPS growth, FY29E+35%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 93% of companies worldwide.

Revenue is set to grow 54%/yr over the next 3 years, ahead of most of the market.10/10

After shrinking over the last 3 years, revenue is set to grow 54%/yr from here.

The runway holds up: revenue is set to grow 38%/yr over five years.10/10

Earnings are set to grow in step with sales (EPS about 50%/yr vs revenue 54%/yr).

WATCH

None flagged.

WEAKNESSES

Revenue fell 208%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Hyper Compounder

A top-tier grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

SMTScottish Mortgage Investment Trust

Total return Current389%

Price return Current368%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+8%10

3-month return+12%9

YTD return+37%9

MID & LONG-TERM▾SCORE

% of 52-week high98%10

1-year return+42%9

3-year return+143%8

5-year return+21%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +143% over three years and +21% over five, ahead of 60% of the market.

It's up 42% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+8%), over three months (+12%) and so far this year (+37%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Scottish Mortgage Investment Trust PLC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

SMTScottish Mortgage Investment Trust

Revenue FY26$4.2B

GROWTH RATING↗

VERY STRONG93 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-208%1

Revenue, next 1Y+75%10

Revenue, next 3Y, CAGR+54%10

Revenue, next 5Y, CAGR+38%10

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+50%9

EPS growth, FY28E+55%9

EPS growth, FY29E+35%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 93% of companies worldwide.

Revenue is set to grow 54%/yr over the next 3 years, ahead of most of the market.10/10

After shrinking over the last 3 years, revenue is set to grow 54%/yr from here.

The runway holds up: revenue is set to grow 38%/yr over five years.10/10

Earnings are set to grow in step with sales (EPS about 50%/yr vs revenue 54%/yr).

WATCH

None flagged.

WEAKNESSES

Revenue fell 208%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Hyper Compounder

A top-tier grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

SMTScottish Mortgage Investment Trust

Total return Current389%

Price return Current368%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+8%10

3-month return+12%9

YTD return+37%9

MID & LONG-TERM▾SCORE

% of 52-week high98%10

1-year return+42%9

3-year return+143%8

5-year return+21%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +143% over three years and +21% over five, ahead of 60% of the market.

It's up 42% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+8%), over three months (+12%) and so far this year (+37%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Scottish Mortgage Investment Trust PLC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community