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Baillie Gifford UK Growth Trust (BGUK) Competitors

Baillie Gifford UK Growth Trust logo
GBX 175 -1.00 (-0.57%)
As of 04/17/2025 12:46 PM Eastern

BGUK vs. HRI, AGT, RICA, JFJ, JEO, BRWM, CGT, APEO, ASHM, and NBPE

Should you be buying Baillie Gifford UK Growth Trust stock or one of its competitors? The main competitors of Baillie Gifford UK Growth Trust include Herald (HRI), AVI Global Trust (AGT), Ruffer Investment (RICA), JPMorgan Japanese (JFJ), European Opportunities Trust (JEO), BlackRock World Mining Trust (BRWM), Capital Gearing (CGT), abrdn Private Equity Opportunities (APEO), Ashmore Group (ASHM), and NB Private Equity Partners (NBPE). These companies are all part of the "asset management" industry.

Baillie Gifford UK Growth Trust vs.

Herald (LON:HRI) and Baillie Gifford UK Growth Trust (LON:BGUK) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, earnings, profitability, institutional ownership, risk, valuation, community ranking, media sentiment and analyst recommendations.

In the previous week, Baillie Gifford UK Growth Trust's average media sentiment score of 0.00 beat Herald's score of -0.34 indicating that Baillie Gifford UK Growth Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Herald Neutral
Baillie Gifford UK Growth Trust Neutral

Herald received 89 more outperform votes than Baillie Gifford UK Growth Trust when rated by MarketBeat users. However, 70.00% of users gave Baillie Gifford UK Growth Trust an outperform vote while only 67.76% of users gave Herald an outperform vote.

CompanyUnderperformOutperform
HeraldOutperform Votes
103
67.76%
Underperform Votes
49
32.24%
Baillie Gifford UK Growth TrustOutperform Votes
14
70.00%
Underperform Votes
6
30.00%

Herald has a net margin of 107.72% compared to Baillie Gifford UK Growth Trust's net margin of 94.25%. Baillie Gifford UK Growth Trust's return on equity of 19.81% beat Herald's return on equity.

Company Net Margins Return on Equity Return on Assets
Herald107.72% 14.78% 9.22%
Baillie Gifford UK Growth Trust 94.25%19.81%0.31%

31.8% of Herald shares are held by institutional investors. Comparatively, 45.0% of Baillie Gifford UK Growth Trust shares are held by institutional investors. 5.4% of Herald shares are held by insiders. Comparatively, 3.2% of Baillie Gifford UK Growth Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Herald has higher revenue and earnings than Baillie Gifford UK Growth Trust. Baillie Gifford UK Growth Trust is trading at a lower price-to-earnings ratio than Herald, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herald£162.63M5.80£175.20M£346.545.40
Baillie Gifford UK Growth Trust£56.32M4.22£53.08M£39.024.49

Herald has a beta of 0.88, suggesting that its share price is 12% less volatile than the S&P 500. Comparatively, Baillie Gifford UK Growth Trust has a beta of 1.04, suggesting that its share price is 4% more volatile than the S&P 500.

Summary

Herald beats Baillie Gifford UK Growth Trust on 9 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 {thisCompany.Symbol} 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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BGUK vs. The Competition

MetricBaillie Gifford UK Growth TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£237.72M£1.09B£3.68B£2.48B
Dividend Yield2.87%4.43%4.20%4.96%
P/E Ratio4.4923.6314.01129.79
Price / Sales4.222,224.551,657.69232,041.27
Price / Cash167.0060.9450.3928.14
Price / Book0.881.103.334.39
Net Income£53.08M£260.34M£1.23B£5.83B
1 Month Performance-4.37%1.32%0.30%-1.34%
1 Year Performance11.46%1.65%14.72%40.83%

Baillie Gifford UK Growth Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BGUK
Baillie Gifford UK Growth Trust
N/AGBX 175
-0.6%
N/A+10.1%£237.72M£56.32M4.49N/APositive News
HRI
Herald
N/AGBX 1,867.52
-1.0%
N/A-9.0%£942.14M£162.63M5.396,600
AGT
AVI Global Trust
N/AGBX 215.99
-1.1%
N/A-4.4%£937.57M£219.59M4.34N/APositive News
RICA
Ruffer Investment
N/AGBX 280.50
+0.2%
N/A+2.4%£902.58M£16.91M102.03N/A
JFJ
JPMorgan Japanese
N/AGBX 542.40
-1.6%
N/A+8.6%£890.85M£198.16M4.58N/APositive News
JEO
European Opportunities Trust
N/AN/AN/AN/A£886.70M£-62,326,000.00-12.93N/A
BRWM
BlackRock World Mining Trust
N/AGBX 460.69
-0.1%
N/A-17.3%£882.24M£8.73M-65.91147,000
CGT
Capital Gearing
N/AGBX 4,736.35
-0.3%
N/A+1.8%£880.84M£17.92M19.26N/ANews Coverage
APEO
abrdn Private Equity Opportunities
N/AN/AN/AN/A£880.29M£80.21M1,435.00N/A
ASHM
Ashmore Group
2.8047 of 5 stars
GBX 127.90
-0.8%
GBX 174
+36.0%
-28.5%£857.09M£199.65M9.06283News Coverage
NBPE
NB Private Equity Partners
N/AGBX 1,470
-1.2%
N/A-8.4%£852.61M£12.90M-38.56N/ANews Coverage

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This page (LON:BGUK) was last updated on 4/19/2025 by MarketBeat.com Staff
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