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Fidelity Investment Trust - Fidelity Special Values (FSV) Competitors

GBX 310
0.00 (0.00%)
(As of 05/31/2024 ET)

FSV vs. PCT, ATST, UKW, 3IN, EMG, ABDN, STJ, RCP, JGGI, and HICL

Should you be buying Fidelity Investment Trust - Fidelity Special Values stock or one of its competitors? The main competitors of Fidelity Investment Trust - Fidelity Special Values include Polar Capital Technology Trust (PCT), Alliance Trust (ATST), Greencoat UK Wind (UKW), 3i Infrastructure (3IN), Man Group (EMG), abrdn (ABDN), St. James's Place (STJ), RIT Capital Partners (RCP), JPMorgan Global Growth & Income (JGGI), and HICL Infrastructure (HICL). These companies are all part of the "asset management" industry.

Fidelity Investment Trust - Fidelity Special Values vs.

Polar Capital Technology Trust (LON:PCT) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both financial services companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, analyst recommendations, institutional ownership, media sentiment, valuation, earnings, community ranking and profitability.

Polar Capital Technology Trust has a net margin of 94.25% compared to Polar Capital Technology Trust's net margin of 77.11%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 17.53% beat Polar Capital Technology Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Polar Capital Technology Trust94.25% 17.53% 10.78%
Fidelity Investment Trust - Fidelity Special Values 77.11%5.80%4.22%

In the previous week, Polar Capital Technology Trust and Polar Capital Technology Trust both had 1 articles in the media. Polar Capital Technology Trust's average media sentiment score of 1.93 beat Fidelity Investment Trust - Fidelity Special Values' score of 1.08 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Polar Capital Technology Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fidelity Investment Trust - Fidelity Special Values
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Polar Capital Technology Trust has a beta of 0.54, meaning that its share price is 46% less volatile than the S&P 500. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.11, meaning that its share price is 11% more volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Polar Capital Technology Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Polar Capital Technology Trust has higher revenue and earnings than Fidelity Investment Trust - Fidelity Special Values. Polar Capital Technology Trust is trading at a lower price-to-earnings ratio than Fidelity Investment Trust - Fidelity Special Values, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Polar Capital Technology Trust£540M6.67£508.93M£4.01745.64
Fidelity Investment Trust - Fidelity Special Values£70.44M14.26£54.31M£0.171,823.53

42.9% of Polar Capital Technology Trust shares are held by institutional investors. Comparatively, 60.8% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. 1.2% of Polar Capital Technology Trust shares are held by insiders. Comparatively, 0.9% of Fidelity Investment Trust - Fidelity Special Values shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Fidelity Investment Trust - Fidelity Special Values received 23 more outperform votes than Polar Capital Technology Trust when rated by MarketBeat users. Likewise, 76.81% of users gave Fidelity Investment Trust - Fidelity Special Values an outperform vote while only 64.34% of users gave Polar Capital Technology Trust an outperform vote.

CompanyUnderperformOutperform
Polar Capital Technology TrustOutperform Votes
83
64.34%
Underperform Votes
46
35.66%
Fidelity Investment Trust - Fidelity Special ValuesOutperform Votes
106
76.81%
Underperform Votes
32
23.19%

Summary

Polar Capital Technology Trust and Fidelity Investment Trust - Fidelity Special Values tied by winning 7 of the 14 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FSV and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FSV vs. The Competition

MetricFidelity Investment Trust - Fidelity Special ValuesAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.00B£905.36M£3.20B£1.85B
Dividend Yield3.18%4.74%4.53%5.58%
P/E Ratio1,823.53972.83451.712,081.01
Price / Sales14.261,641.362,030.25363,138.88
Price / Cash10.9360.6150.7127.37
Price / Book1.061.201.442.74
Net Income£54.31M£50.48M£345.76M£173.87M
7 Day Performance0.65%-0.23%-0.17%0.17%
1 Month Performance4.38%1.92%1.84%3.37%
1 Year Performance11.51%6.74%15.68%15.40%

Fidelity Investment Trust - Fidelity Special Values Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PCT
Polar Capital Technology Trust
0 of 5 stars
GBX 2,990
-2.3%
N/A+35.0%£3.60B£540M745.642,021News Coverage
ATST
Alliance Trust
0 of 5 stars
GBX 1,204
-0.2%
N/A+22.4%£3.42B£649.98M576.083Positive News
UKW
Greencoat UK Wind
0 of 5 stars
GBX 140.90
+0.5%
N/A-5.3%£3.23B£234.38M335.48N/APositive News
3IN
3i Infrastructure
0 of 5 stars
GBX 338.50
-0.7%
N/A+6.3%£3.12B£344M914.86N/A
EMG
Man Group
1.1108 of 5 stars
GBX 263.60
+0.5%
GBX 309
+17.2%
+19.6%£3.06B£1.17B1,757.331,790Insider Buying
News Coverage
ABDN
abrdn
0 of 5 stars
GBX 155.05
+0.1%
N/A-21.9%£2.76B£1.47B-777.254,719High Trading Volume
STJ
St. James's Place
2.8033 of 5 stars
GBX 499.60
-1.3%
GBX 646.75
+29.5%
-55.7%£2.74B£19.01B-24,980.002,298High Trading Volume
RCP
RIT Capital Partners
0 of 5 stars
GBX 1,828
-0.1%
N/A-1.0%£2.64B£142.40M4,154.5562Positive News
JGGI
JPMorgan Global Growth & Income
0 of 5 stars
GBX 537
-0.6%
N/A+18.3%£2.56B£345.48M617.24N/A
HICL
HICL Infrastructure
0 of 5 stars
GBX 124.40
+2.0%
N/A-13.5%£2.53B£73.10M1,244.00N/AInsider Buying

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This page (LON:FSV) was last updated on 6/2/2024 by MarketBeat.com Staff

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