Scottish Mortgage Investment Trust PLC (STMZF)
Scottish Mortgage Investment Trust PLC is a closed-ended equity investment fund managed by Baillie Gifford & Co Ltd and co-managed by Baillie Gifford & Co. The listed security is common stock on OTC Markets, while the underlying business is that of an investment trust rather than an operating company. The fund invests in public equity markets across multiple countries and seeks exposure to growth-oriented companies in a range of sectors. Its portfolio construction emphasizes management quality, competitive positioning, customer perspective, and the outlook for sales, margins, and valuation. Performance is measured against the FTSE All World Index. Established in 1909 and domiciled in the United Kingdom, the trust has a long operating history in listed equity investing.
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| Ticker | Fair Value | Fair Value Upside/Downside | Fair Value Rating | Analyst Price Target | Analyst Target Upside/Downside | Overall Financial Health | Dividend Yield | P/E Ratio | Price-to-Book Ratio | Price-to-Sales Ratio | Market Cap | Enterprise Value | Total Debt / Total Capital | Free Float / Shares Outstanding | Altman Z-Score | Payout Ratio | Free Cash Flow / Net Income |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
OTC-STMZ.F
|
$23.36
|
21.2% Upside
|
Undervalued
|
Not available
|
Not available
|
Great
|
0.0%
|
5.2x
|
1.2x
|
5.0x
|
20.553 B
|
2.963 B
|
9.0%
|
54.5%
|
14.3
|
1.6%
|
-2.2%
|
