OTC Markets OTCPK - Delayed Quote USD

Scottish Mortgage Investment Trust PLC (STMZF)

13.70
+0.30
+(2.24%)
At close: May 28 at 12:25:01 PM EDT
Loading Chart for STMZF
  • Previous Close 13.40
  • Open 13.60
  • Bid --
  • Ask --
  • Day's Range 13.60 - 13.70
  • 52 Week Range 9.60 - 14.50
  • Volume 1,233
  • Avg. Volume 2,690
  • Market Cap (intraday) 20.97B
  • Beta (5Y Monthly) 0.80
  • PE Ratio (TTM) --
  • EPS (TTM) -2.19
  • Earnings Date May 22, 2025
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est --

Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in public equity markets of countries across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies. It focuses on factors such as strength of management, competitive position, customer perspective, prospects for sales and margins, current and potential valuation to create its portfolio. The fund benchmarks the performance of its portfolio against the FTSE All World Index. Scottish Mortgage Investment Trust PLC was formed in 1909 and is domiciled in the United Kingdom.

www.scottishmortgage.com

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Full Time Employees

March 31

Fiscal Year Ends

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Sector

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Industry

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Performance Overview: STMZF

Trailing total returns as of 5/30/2025, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

STMZF
0.00%
MSCI WORLD (^990100-USD-STRD)
4.18%

1-Year Return

STMZF
20.89%
MSCI WORLD (^990100-USD-STRD)
12.94%

3-Year Return

STMZF
0.00%
MSCI WORLD (^990100-USD-STRD)
0.00%

5-Year Return

STMZF
0.00%
MSCI WORLD (^990100-USD-STRD)
79.84%

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Statistics: STMZF

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Valuation Measures

Annual
As of
  • Market Cap

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  • Enterprise Value

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  • Trailing P/E

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  • Forward P/E

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  • PEG Ratio (5yr expected)

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  • Price/Sales (ttm)

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  • Price/Book (mrq)

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  • Enterprise Value/Revenue

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  • Enterprise Value/EBITDA

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Financial Highlights

Profitability and Income Statement

  • Profit Margin

    93.24%

  • Return on Assets (ttm)

    5.56%

  • Return on Equity (ttm)

    9.85%

  • Revenue (ttm)

    1.31B

  • Net Income Avi to Common (ttm)

    1.22B

  • Diluted EPS (ttm)

    -2.19

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    9.01M

  • Total Debt/Equity (mrq)

    13.44%

  • Levered Free Cash Flow (ttm)

    758.04M

Research Analysis: STMZF

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Company Insights: STMZF

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