INV vs. DNE, ADAM, VENC, ELTA, CLP, VEN, PBLT, GV2O, PU11, and JPB
Should you be buying Investment stock or one of its competitors? The main competitors of Investment include Dunedin Enterprise Investment Trust (DNE), Jade Road Investments (ADAM), Ventus VCT C (VENC), Electra Private Equity (ELTA), Clear Leisure (CLP), Ventus VCT (VEN), TOC Property Backed Lending Trust (PBLT), Gresham House Renewable Energy VCT 2 (GV2O), Puma VCT 11 (PU11), and JPMorgan Brazil Investment Trust (JPB). These companies are all part of the "asset management" industry.
Investment vs.
Dunedin Enterprise Investment Trust (LON:DNE) and Investment (LON:INV) are both small-cap financial services companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, dividends, profitability, valuation, earnings, community ranking, risk and institutional ownership.
Dunedin Enterprise Investment Trust has a beta of 0.46, indicating that its stock price is 54% less volatile than the S&P 500. Comparatively, Investment has a beta of 0.28, indicating that its stock price is 72% less volatile than the S&P 500.
Dunedin Enterprise Investment Trust has higher revenue and earnings than Investment. Dunedin Enterprise Investment Trust is trading at a lower price-to-earnings ratio than Investment, indicating that it is currently the more affordable of the two stocks.
Dunedin Enterprise Investment Trust pays an annual dividend of GBX 33 per share. Investment pays an annual dividend of GBX 4 per share and has a dividend yield of 1.1%. Dunedin Enterprise Investment Trust pays out 116.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Investment pays out 7.3% of its earnings in the form of a dividend. Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.
32.6% of Dunedin Enterprise Investment Trust shares are held by institutional investors. Comparatively, 5.1% of Investment shares are held by institutional investors. 68.6% of Dunedin Enterprise Investment Trust shares are held by insiders. Comparatively, 58.2% of Investment shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
In the previous week, Investment had 37 more articles in the media than Dunedin Enterprise Investment Trust. MarketBeat recorded 37 mentions for Investment and 0 mentions for Dunedin Enterprise Investment Trust. Investment's average media sentiment score of 0.32 beat Dunedin Enterprise Investment Trust's score of 0.00 indicating that Investment is being referred to more favorably in the news media.
Dunedin Enterprise Investment Trust received 19 more outperform votes than Investment when rated by MarketBeat users. However, 65.49% of users gave Investment an outperform vote while only 63.70% of users gave Dunedin Enterprise Investment Trust an outperform vote.
Investment has a net margin of 83.35% compared to Dunedin Enterprise Investment Trust's net margin of 78.40%. Investment's return on equity of 14.48% beat Dunedin Enterprise Investment Trust's return on equity.
Summary
Investment beats Dunedin Enterprise Investment Trust on 9 of the 16 factors compared between the two stocks.
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New MarketBeat Followers Over Time
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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.
Investment Competitors List
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This page (LON:INV) was last updated on 2/23/2025 by MarketBeat.com Staff
