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Invesco Perpetual UK Smaller (IPU) Competitors

GBX 390 +4.00 (+1.04%)
(As of 12/20/2024 11:48 AM ET)

IPU vs. PHI, EOT, IPO, THRG, HONY, NAS, POLR, CGI, FSG, and JLEN

Should you be buying Invesco Perpetual UK Smaller stock or one of its competitors? The main competitors of Invesco Perpetual UK Smaller include Pacific Horizon Investment Trust (PHI), European Opportunities Trust (EOT), IP Group (IPO), BlackRock Throgmorton Trust (THRG), Pollen Street (HONY), North Atlantic Smaller Cos (NAS), Polar Capital (POLR), Canadian General Investments (CGI), Foresight Group (FSG), and JLEN Environmental Assets Group (JLEN). These companies are all part of the "asset management" industry.

Invesco Perpetual UK Smaller vs.

Invesco Perpetual UK Smaller (LON:IPU) and Pacific Horizon Investment Trust (LON:PHI) are both small-cap financial services companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, risk, media sentiment, earnings, community ranking, dividends, analyst recommendations, institutional ownership and valuation.

57.8% of Invesco Perpetual UK Smaller shares are held by institutional investors. Comparatively, 23.1% of Pacific Horizon Investment Trust shares are held by institutional investors. 4.7% of Invesco Perpetual UK Smaller shares are held by company insiders. Comparatively, 0.7% of Pacific Horizon Investment Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Invesco Perpetual UK Smaller pays an annual dividend of GBX 15 per share and has a dividend yield of 3.8%. Pacific Horizon Investment Trust pays an annual dividend of GBX 3 per share and has a dividend yield of 0.5%. Invesco Perpetual UK Smaller pays out -6,818.2% of its earnings in the form of a dividend. Pacific Horizon Investment Trust pays out 1,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Invesco Perpetual UK Smaller is clearly the better dividend stock, given its higher yield and lower payout ratio.

Pacific Horizon Investment Trust has higher revenue and earnings than Invesco Perpetual UK Smaller. Invesco Perpetual UK Smaller is trading at a lower price-to-earnings ratio than Pacific Horizon Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Perpetual UK Smaller-£5.56M-23.73-£7.35M-£0.22-1,772.73
Pacific Horizon Investment Trust£42.42M12.23£26.91M£0.301,910.00

Pacific Horizon Investment Trust has a net margin of 63.44% compared to Invesco Perpetual UK Smaller's net margin of 0.00%. Pacific Horizon Investment Trust's return on equity of 4.55% beat Invesco Perpetual UK Smaller's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco Perpetual UK SmallerN/A -4.37% -2.58%
Pacific Horizon Investment Trust 63.44%4.55%3.98%

Invesco Perpetual UK Smaller received 9 more outperform votes than Pacific Horizon Investment Trust when rated by MarketBeat users. Likewise, 66.67% of users gave Invesco Perpetual UK Smaller an outperform vote while only 65.81% of users gave Pacific Horizon Investment Trust an outperform vote.

CompanyUnderperformOutperform
Invesco Perpetual UK SmallerOutperform Votes
86
66.67%
Underperform Votes
43
33.33%
Pacific Horizon Investment TrustOutperform Votes
77
65.81%
Underperform Votes
40
34.19%

Invesco Perpetual UK Smaller has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500. Comparatively, Pacific Horizon Investment Trust has a beta of 0.75, suggesting that its stock price is 25% less volatile than the S&P 500.

In the previous week, Invesco Perpetual UK Smaller had 1 more articles in the media than Pacific Horizon Investment Trust. MarketBeat recorded 1 mentions for Invesco Perpetual UK Smaller and 0 mentions for Pacific Horizon Investment Trust. Invesco Perpetual UK Smaller's average media sentiment score of 0.57 beat Pacific Horizon Investment Trust's score of 0.00 indicating that Invesco Perpetual UK Smaller is being referred to more favorably in the media.

Company Overall Sentiment
Invesco Perpetual UK Smaller Positive
Pacific Horizon Investment Trust Neutral

Summary

Invesco Perpetual UK Smaller beats Pacific Horizon Investment Trust on 9 of the 17 factors compared between the two stocks.

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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IPU vs. The Competition

MetricInvesco Perpetual UK SmallerAsset Management IndustryFinancial SectorLON Exchange
Market Cap£131.94M£1.09B£3.73B£1.91B
Dividend Yield3.77%4.69%4.43%5.45%
P/E Ratio-1,772.73803.44418.741,867.09
Price / Sales-23.731,454.431,744.90393,302.55
Price / Cash33.2364.6052.5328.64
Price / Book0.821.141.372.81
Net Income-£7.35M£64.95M£361.47M£155.77M
7 Day Performance-2.50%-1.95%-1.62%-2.02%
1 Month Performance-2.99%-0.25%0.23%21.67%
1 Year Performance-7.80%7.21%9.87%29.76%

Invesco Perpetual UK Smaller Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IPU
Invesco Perpetual UK Smaller
N/AGBX 390
+1.0%
N/A-9.2%£131.94M£-5,560,000.00-1,772.73N/ANews Coverage
PHI
Pacific Horizon Investment Trust
N/AGBX 579
-0.3%
N/A+5.9%£524.28M£42.42M1,930.0018,800
EOT
European Opportunities Trust
N/AGBX 814
-0.4%
N/A-11.9%£520.47M£111.39M720.35N/A
IPO
IP Group
2.2939 of 5 stars
N/AGBX 126
+∞
-9.0%£520.37M£-212,500,000.00-239.5595News Coverage
THRG
BlackRock Throgmorton Trust
N/AGBX 588
-1.3%
N/A-5.7%£519.91M£98.34M618.95N/ANews Coverage
Positive News
HONY
Pollen Street
N/AGBX 790
+0.5%
N/AN/A£507.26MN/A975.31N/A
NAS
North Atlantic Smaller Cos
N/AGBX 3,780
-0.5%
N/A-7.4%£501.98M£11.28M23,625.00N/A
POLR
Polar Capital
0.585 of 5 stars
GBX 521
-0.8%
GBX 542.50
+4.1%
+11.0%£494.48M£197.25M1,236.43135
CGI
Canadian General Investments
N/AGBX 2,350
flat
N/A+8.3%£490.21M£201.31M522.94N/A
FSG
Foresight Group
2.4207 of 5 stars
GBX 415
-0.7%
GBX 580
+39.8%
-2.9%£478.50M£141.33M1,886.36314News Coverage
Gap Down
JLEN
JLEN Environmental Assets Group
N/AGBX 71.80
-1.6%
N/A-30.6%£474.98M£-3,830,000.00-3,650.00N/AHigh Trading Volume

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This page (LON:IPU) was last updated on 12/22/2024 by MarketBeat.com Staff
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