Scottish Mortgage Investment Stock Net Income
| STMZF Stock | USD 16.67 0.08 0.48% |
As of the 13th of February 2026, Scottish Mortgage has the Coefficient Of Variation of 660.6, risk adjusted performance of 0.1285, and Semi Deviation of 1.39. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Scottish Mortgage, as well as the relationship between them. Please validate Scottish Mortgage variance, value at risk, as well as the relationship between the Value At Risk and skewness to decide if Scottish Mortgage is priced more or less accurately, providing market reflects its prevalent price of 16.67 per share. Given that Scottish Mortgage has jensen alpha of 0.2155, we advise you to double-check Scottish Mortgage Investment's current market performance to make sure the company can sustain itself at a future point.
Scottish Mortgage's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Scottish Mortgage's valuation are provided below:Scottish Mortgage Investment does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Scottish |
Scottish Mortgage 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Scottish Mortgage's pink sheet what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Scottish Mortgage.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Scottish Mortgage on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Scottish Mortgage Investment or generate 0.0% return on investment in Scottish Mortgage over 90 days. Scottish Mortgage is related to or competes with HAL Trust, Sumitomo Mitsui, Sumitomo Mitsui, Alliance Trust, Jupiter Fund, Vinacapital Vietnam, and Pender Growth. Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford Co L... More
Scottish Mortgage Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Scottish Mortgage's pink sheet current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Scottish Mortgage Investment upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.99 | |||
| Information Ratio | 0.107 | |||
| Maximum Drawdown | 10.0 | |||
| Value At Risk | (3.03) | |||
| Potential Upside | 3.17 |
Scottish Mortgage Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Scottish Mortgage's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Scottish Mortgage's standard deviation. In reality, there are many statistical measures that can use Scottish Mortgage historical prices to predict the future Scottish Mortgage's volatility.| Risk Adjusted Performance | 0.1285 | |||
| Jensen Alpha | 0.2155 | |||
| Total Risk Alpha | 0.1069 | |||
| Sortino Ratio | 0.0979 | |||
| Treynor Ratio | 0.377 |
Scottish Mortgage February 13, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1285 | |||
| Market Risk Adjusted Performance | 0.387 | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.39 | |||
| Downside Deviation | 1.99 | |||
| Coefficient Of Variation | 660.6 | |||
| Standard Deviation | 1.82 | |||
| Variance | 3.31 | |||
| Information Ratio | 0.107 | |||
| Jensen Alpha | 0.2155 | |||
| Total Risk Alpha | 0.1069 | |||
| Sortino Ratio | 0.0979 | |||
| Treynor Ratio | 0.377 | |||
| Maximum Drawdown | 10.0 | |||
| Value At Risk | (3.03) | |||
| Potential Upside | 3.17 | |||
| Downside Variance | 3.95 | |||
| Semi Variance | 1.93 | |||
| Expected Short fall | (1.35) | |||
| Skewness | 0.5761 | |||
| Kurtosis | 2.16 |
Scottish Mortgage Backtested Returns
Scottish Mortgage appears to be very steady, given 3 months investment horizon. Scottish Mortgage owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the firm had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Scottish Mortgage Investment, which you can use to evaluate the volatility of the company. Please review Scottish Mortgage's Coefficient Of Variation of 660.6, risk adjusted performance of 0.1285, and Semi Deviation of 1.39 to confirm if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Scottish Mortgage holds a performance score of 12. The entity has a beta of 0.7, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Scottish Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Scottish Mortgage is expected to be smaller as well. Please check Scottish Mortgage's value at risk, as well as the relationship between the skewness and price action indicator , to make a quick decision on whether Scottish Mortgage's existing price patterns will revert.
Auto-correlation | 0.67 |
Good predictability
Scottish Mortgage Investment has good predictability. Overlapping area represents the amount of predictability between Scottish Mortgage time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Scottish Mortgage price movement. The serial correlation of 0.67 indicates that around 67.0% of current Scottish Mortgage price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.67 | |
| Spearman Rank Test | 0.7 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Scottish Mortgage Investment reported net income of (2.54 Billion). This is much lower than that of the sector and significantly lower than that of the Net Income industry. The net income for all United States stocks is notably higher than that of the company.
Scottish Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Scottish Mortgage's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the pink sheets which would be a good addition to a portfolio. Peer analysis of Scottish Mortgage could also be used in its relative valuation, which is a method of valuing Scottish Mortgage by comparing valuation metrics of similar companies.Scottish Mortgage is currently under evaluation in net income category among its peers.
Scottish Fundamentals
| Return On Equity | -0.49 | |||
| Return On Asset | -0.27 | |||
| Operating Margin | 1.01 % | |||
| Current Valuation | 29.1 B | |||
| Shares Outstanding | 1.45 B | |||
| Shares Owned By Insiders | 3.54 % | |||
| Shares Owned By Institutions | 9.23 % | |||
| Price To Earning | 1.75 X | |||
| Price To Sales | 2.56 X | |||
| Revenue | (7.48 B) | |||
| Gross Profit | (2.4 B) | |||
| Net Income | (2.54 B) | |||
| Cash And Equivalents | 229.96 M | |||
| Cash Per Share | 0.16 X | |||
| Total Debt | 2.13 B | |||
| Debt To Equity | 0.14 % | |||
| Current Ratio | 0.46 X | |||
| Book Value Per Share | 8.42 X | |||
| Cash Flow From Operations | (85.91 M) | |||
| Earnings Per Share | (2.19) X | |||
| Number Of Employees | 10 | |||
| Beta | 0.7 | |||
| Market Capitalization | 13.92 B | |||
| Z Score | 3.6 | |||
| Last Dividend Paid | 0.037 |
About Scottish Mortgage Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Scottish Mortgage Investment's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Scottish Mortgage using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Scottish Mortgage Investment based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Information on Investing in Scottish Pink Sheet
Scottish Mortgage financial ratios help investors to determine whether Scottish Pink Sheet is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Scottish with respect to the benefits of owning Scottish Mortgage security.