Stock 1IZ1 SCOTTISH MORTGAGE INVESTMENT TRUST PLC
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Financials Scottish Mortgage Investment Trust Plc BOERSE MUENCHEN

Equities

1IZ1

GB00BLDYK618

Investment Trusts

Real-time BOERSE MUENCHEN
Other stock markets
 03:43:09 2024-07-10 pm EDT 		5-day change 1st Jan Change
10.86 EUR +3.13% Intraday chart for Scottish Mortgage Investment Trust Plc +1.69% +14.92%
May. 23 Tesla investor Scottish Mortgage to back Musk's $56 billion pay package RE
May. 23 Scottish Mortgage Investment Trust PLC Reports Earnings Results for the Full Year Ended March 31, 2024 CI

Valuation

Fiscal Period: March 2019 2020 2021 2022 2023 2024
Capitalization 1 7,548 8,334 16,164 14,817 9,552 12,390
Enterprise Value (EV) 1 8,216 9,203 17,189 16,718 11,190 13,910
P/E ratio 8.36 x 8.68 x 1.8 x -5.75 x -3.32 x 9.19 x
Yield 0.61% 0.57% 0.3% 0.35% 0.6% 0.47%
Capitalization / Revenue 7.93 x 7.96 x 1.74 x -6.18 x -3.48 x 8.57 x
EV / Revenue 8.63 x 8.79 x 1.85 x -6.97 x -4.08 x 9.62 x
EV / EBITDA - - - - - -
EV / FCF 14.9 x 15.8 x 2.96 x -10.6 x -6.28 x 17.5 x
FCF Yield 6.73% 6.33% 33.8% -9.44% -15.9% 5.71%
Price to Book 1.02 x 1.01 x 0.95 x 1 x 0.83 x 0.98 x
Nbr of stocks (in thousands) 1,474,256 1,453,260 1,421,619 1,444,132 1,407,619 1,385,868
Reference price 2 5.120 5.735 11.37 10.26 6.786 8.940
Announcement Date 7/2/19 5/28/20 5/12/21 5/26/22 5/16/23 6/3/24
1GBP in Million2GBP
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: March 2019 2020 2021 2022 2023 2024
Net sales 1 951.7 1,047 9,282 -2,398 -2,741 1,446
EBITDA - - - - - -
EBIT 1 925.5 1,019 9,233 -2,456 -2,783 1,404
Operating Margin 97.24% 97.25% 99.48% 102.44% 101.53% 97.15%
Earnings before Tax (EBT) 1 883.5 974.3 9,217 -2,542 -2,918 1,372
Net income 1 883.3 973.1 9,214 -2,544 -2,922 1,366
Net margin 92.81% 92.91% 99.27% 106.11% 106.6% 94.48%
EPS 2 0.6122 0.6610 6.328 -1.783 -2.046 0.9727
Free Cash Flow 1 553.3 582.8 5,811 -1,578 -1,782 794.2
FCF margin 58.13% 55.64% 62.6% 65.81% 65% 54.93%
FCF Conversion (EBITDA) - - - - - -
FCF Conversion (Net income) 62.64% 59.89% 63.07% - - 58.14%
Dividend per Share 2 0.0313 0.0325 0.0342 0.0359 0.0410 0.0424
Announcement Date 7/2/19 5/28/20 5/12/21 5/26/22 5/16/23 6/3/24
1GBP in Million2GBP
Estimates

Balance Sheet Analysis

Fiscal Period: March 2019 2020 2021 2022 2023 2024
Net Debt 1 668 868 1,025 1,902 1,638 1,521
Net Cash position 1 - - - - - -
Leverage (Debt/EBITDA) - - - - - -
Free Cash Flow 1 553 583 5,811 -1,578 -1,782 794
ROE (net income / shareholders' equity) 13% 12.4% 73% -16% -22.3% 11.3%
ROA (Net income/ Total Assets) 7.79% 7.35% 42.1% -8.73% -11.5% 6.3%
Assets 1 11,335 13,244 21,907 29,161 25,417 21,673
Book Value Per Share 2 5.040 5.670 12.00 10.20 8.170 9.110
Cash Flow per Share 2 0.0200 0.0300 0.1500 0.1600 0.1300 0.0900
Capex - - - - - -
Capex / Sales - - - - - -
Announcement Date 7/2/19 5/28/20 5/12/21 5/26/22 5/16/23 6/3/24
1GBP in Million2GBP
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Change in Enterprise Value/EBITDA

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
9
Average target price
-
Consensus

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Investment Trusts
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