Invesco Perpetual UK Smaller (IPU) Competitors

JPMorgan Claverhouse (LON:JCH) and Invesco Perpetual UK Smaller (LON:IPU) are both small-cap financial services companies, but which is the better business? We will contrast the two companies based on the strength of their dividends, valuation, analyst recommendations, media sentiment, institutional ownership, risk, profitability, community ranking and earnings.

Which has more volatility and risk, JCH or IPU?

JPMorgan Claverhouse has a beta of 0.83, suggesting that its stock price is 17% less volatile than the S&P 500. Comparatively, Invesco Perpetual UK Smaller has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500.

Does the media refer more to JCH or IPU?

In the previous week, Invesco Perpetual UK Smaller had 1 more articles in the media than JPMorgan Claverhouse. MarketBeat recorded 1 mentions for Invesco Perpetual UK Smaller and 0 mentions for JPMorgan Claverhouse. Invesco Perpetual UK Smaller's average media sentiment score of 1.05 beat JPMorgan Claverhouse's score of 0.00 indicating that Invesco Perpetual UK Smaller is being referred to more favorably in the news media.

Company	Overall Sentiment
JPMorgan Claverhouse	Neutral
Invesco Perpetual UK Smaller	Positive

Is JCH or IPU a better dividend stock?

JPMorgan Claverhouse pays an annual dividend of GBX 35 per share and has a dividend yield of 4.8%. Invesco Perpetual UK Smaller pays an annual dividend of GBX 15 per share and has a dividend yield of 4.3%. JPMorgan Claverhouse pays out 33.7% of its earnings in the form of a dividend. Invesco Perpetual UK Smaller pays out 27.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Is JCH or IPU more profitable?

JPMorgan Claverhouse has a net margin of 92.61% compared to Invesco Perpetual UK Smaller's net margin of 89.18%. JPMorgan Claverhouse's return on equity of 14.30% beat Invesco Perpetual UK Smaller's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
JPMorgan Claverhouse	92.61%	14.30%	8.21%
Invesco Perpetual UK Smaller	89.18%	10.67%	-2.58%

Do insiders & institutionals believe in JCH or IPU?

8.8% of JPMorgan Claverhouse shares are held by institutional investors. Comparatively, 57.8% of Invesco Perpetual UK Smaller shares are held by institutional investors. 7.4% of JPMorgan Claverhouse shares are held by company insiders. Comparatively, 4.7% of Invesco Perpetual UK Smaller shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Does the MarketBeat Community favor JCH or IPU?

Invesco Perpetual UK Smaller received 20 more outperform votes than JPMorgan Claverhouse when rated by MarketBeat users. Likewise, 66.67% of users gave Invesco Perpetual UK Smaller an outperform vote while only 64.71% of users gave JPMorgan Claverhouse an outperform vote.

Company	Underperform	Outperform
JPMorgan Claverhouse	Outperform Votes 66 64.71%	Underperform Votes 36 35.29%
Invesco Perpetual UK Smaller	Outperform Votes 86 66.67%	Underperform Votes 43 33.33%

Which has better earnings & valuation, JCH or IPU?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
JPMorgan Claverhouse	£62.40M	6.49	£57.79M	£103.90	7.01
Invesco Perpetual UK Smaller	£18.42M	5.73	£16.42M	£53.68	6.45

Summary

JPMorgan Claverhouse beats Invesco Perpetual UK Smaller on 10 of the 17 factors compared between the two stocks.