Scottish Mortgage (Germany) Performance
| 1IZ1 Stock | EUR 11.68 0.10 0.86% |
On a scale of 0 to 100, Scottish Mortgage holds a performance score of 15. The entity has a beta of -0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Scottish Mortgage are expected to decrease at a much lower rate. During the bear market, Scottish Mortgage is likely to outperform the market. Please check Scottish Mortgage's downside deviation, information ratio, total risk alpha, as well as the relationship between the coefficient of variation and jensen alpha , to make a quick decision on whether Scottish Mortgage's existing price patterns will revert.
Risk-Adjusted Performance
15 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Scottish Mortgage Investment are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, Scottish Mortgage reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Total Cashflows From Investing Activities | -1 B | |
| Dividend Yield | 0.0046 |
Scottish |
Scottish Mortgage Relative Risk vs. Return Landscape
If you would invest 1,012 in Scottish Mortgage Investment on October 6, 2024 and sell it today you would earn a total of 146.00 from holding Scottish Mortgage Investment or generate 14.43% return on investment over 90 days. Scottish Mortgage Investment is generating 0.2317% of daily returns assuming 1.1828% volatility of returns over the 90 days investment horizon. Simply put, 10% of all stocks have less volatile historical return distribution than Scottish Mortgage, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Scottish Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Scottish Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Scottish Mortgage Investment, and traders can use it to determine the average amount a Scottish Mortgage's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1959
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| Small Returns | 1IZ1 | |||
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Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Scottish Mortgage is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Scottish Mortgage by adding it to a well-diversified portfolio.
Scottish Mortgage Fundamentals Growth
Scottish Stock prices reflect investors' perceptions of the future prospects and financial health of Scottish Mortgage, and Scottish Mortgage fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Scottish Stock performance.
| Return On Equity | -0.49 | |||
| Return On Asset | -0.27 | |||
| Operating Margin | 1.01 % | |||
| Current Valuation | 25.26 B | |||
| Price To Earning | 2.41 X | |||
| Revenue | (7.48 B) | |||
| Cash And Equivalents | 212.13 M | |||
| Cash Per Share | 0.15 X | |||
| Total Debt | 1.24 B | |||
| Debt To Equity | 0.07 % | |||
| Book Value Per Share | 8.42 X | |||
| Cash Flow From Operations | (85.91 M) | |||
| Earnings Per Share | (2.08) X | |||
About Scottish Mortgage Performance
By analyzing Scottish Mortgage's fundamental ratios, stakeholders can gain valuable insights into Scottish Mortgage's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Scottish Mortgage has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Scottish Mortgage has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford Co Ltd. Scottish Mortgage Investment Trust PLC was formed in 1909 and is domiciled in the United Kingdom. SCOTTISH MORTG is traded on Frankfurt Stock Exchange in Germany.Things to note about Scottish Mortgage performance evaluation
Checking the ongoing alerts about Scottish Mortgage for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Scottish Mortgage help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Scottish Mortgage has high likelihood to experience some financial distress in the next 2 years | |
| Scottish Mortgage Investment has accumulated 1.24 B in total debt with debt to equity ratio (D/E) of 0.07, which may suggest the company is not taking enough advantage from borrowing. Scottish Mortgage has a current ratio of 0.74, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Scottish Mortgage until it has trouble settling it off, either with new capital or with free cash flow. So, Scottish Mortgage's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Scottish Mortgage sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Scottish to invest in growth at high rates of return. When we think about Scottish Mortgage's use of debt, we should always consider it together with cash and equity. | |
| Net Loss for the year was (2.54 B) with loss before overhead, payroll, taxes, and interest of (2.4 B). | |
| Scottish Mortgage Investment has accumulated about 212.13 M in cash with (85.91 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.15. |
- Analyzing Scottish Mortgage's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Scottish Mortgage's stock is overvalued or undervalued compared to its peers.
- Examining Scottish Mortgage's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Scottish Mortgage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Scottish Mortgage's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Scottish Mortgage's stock. These opinions can provide insight into Scottish Mortgage's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Scottish Stock analysis
When running Scottish Mortgage's price analysis, check to measure Scottish Mortgage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Scottish Mortgage is operating at the current time. Most of Scottish Mortgage's value examination focuses on studying past and present price action to predict the probability of Scottish Mortgage's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Scottish Mortgage's price. Additionally, you may evaluate how the addition of Scottish Mortgage to your portfolios can decrease your overall portfolio volatility.
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