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Invesco Perpetual UK Smaller (IPU) Competitors

Invesco Perpetual UK Smaller logo
GBX 341 0.00 (0.00%)
As of 04/17/2025

IPU vs. UEM, BHIU, FSG, ATR, CHIU, IPO, PCGH, DIG, PAC, and JAI

Should you be buying Invesco Perpetual UK Smaller stock or one of its competitors? The main competitors of Invesco Perpetual UK Smaller include Utilico Emerging Markets Trust (UEM), BMO UK High Income Trust (BHIU), Foresight Group (FSG), Schroder Asian Total Return Inv. (ATR), CT UK High Income Trust (CHIU), IP Group (IPO), Polar Capital Glb Healthcare (PCGH), Dunedin Income Growth Investment Trust (DIG), Pacific Assets (PAC), and JP Morgan Asian Investment Trust (JAI). These companies are all part of the "asset management" industry.

Invesco Perpetual UK Smaller vs.

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

Utilico Emerging Markets 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 Utilico Emerging Markets 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£18.42M5.64£16.42M£53.686.35
Utilico Emerging Markets Trust£33.05M12.12£20.98M£11.0219.28

In the previous week, Invesco Perpetual UK Smaller's average media sentiment score of 0.00 equaled Utilico Emerging Markets Trust'saverage media sentiment score.

Company Overall Sentiment
Invesco Perpetual UK Smaller Neutral
Utilico Emerging Markets Trust Neutral

57.8% of Invesco Perpetual UK Smaller shares are owned by institutional investors. Comparatively, 54.5% of Utilico Emerging Markets Trust shares are owned by institutional investors. 4.7% of Invesco Perpetual UK Smaller shares are owned by company insiders. Comparatively, 1.8% of Utilico Emerging Markets Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Utilico Emerging Markets Trust received 38 more outperform votes than Invesco Perpetual UK Smaller when rated by MarketBeat users. However, 66.67% of users gave Invesco Perpetual UK Smaller an outperform vote while only 65.26% of users gave Utilico Emerging Markets Trust an outperform vote.

CompanyUnderperformOutperform
Invesco Perpetual UK SmallerOutperform Votes
86
66.67%
Underperform Votes
43
33.33%
Utilico Emerging Markets TrustOutperform Votes
124
65.26%
Underperform Votes
66
34.74%

Invesco Perpetual UK Smaller has a beta of 1.03, meaning that its stock price is 3% more volatile than the S&P 500. Comparatively, Utilico Emerging Markets Trust has a beta of 0.59, meaning that its stock price is 41% less volatile than the S&P 500.

Invesco Perpetual UK Smaller has a net margin of 89.18% compared to Utilico Emerging Markets Trust's net margin of 63.48%. Invesco Perpetual UK Smaller's return on equity of 10.67% beat Utilico Emerging Markets Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco Perpetual UK Smaller89.18% 10.67% -2.58%
Utilico Emerging Markets Trust 63.48%4.12%7.22%

Invesco Perpetual UK Smaller pays an annual dividend of GBX 15 per share and has a dividend yield of 4.4%. Utilico Emerging Markets Trust pays an annual dividend of GBX 9 per share and has a dividend yield of 4.2%. Invesco Perpetual UK Smaller pays out 27.9% of its earnings in the form of a dividend. Utilico Emerging Markets Trust pays out 81.6% 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.

Summary

Invesco Perpetual UK Smaller beats Utilico Emerging Markets Trust on 9 of the 15 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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IPU vs. The Competition

MetricInvesco Perpetual UK SmallerAsset Management IndustryFinancial SectorLON Exchange
Market Cap£103.95M£1.13B£3.79B£2.53B
Dividend Yield5.53%4.45%4.21%4.96%
P/E Ratio6.3524.5414.26134.07
Price / Sales5.642,324.681,727.88226,854.53
Price / Cash33.2361.1450.2928.07
Price / Book0.641.123.384.48
Net Income£16.42M£261.65M£1.24B£5.82B
7 Day Performance0.89%1.62%8.73%8.72%
1 Month Performance-1.16%3.43%8.71%7.31%
1 Year Performance-16.01%2.48%10.32%25.12%

Invesco Perpetual UK Smaller Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IPU
Invesco Perpetual UK Smaller
N/AGBX 341
flat
N/A-15.6%£103.95M£18.42M6.35N/AGap Down
UEM
Utilico Emerging Markets Trust
N/AGBX 210
-0.5%
N/A-5.6%£395.80M£33.05M19.05N/A
BHIU
BMO UK High Income Trust
N/AN/AN/AN/A£391.68M£3.93M16,900.00N/AGap Up
FSG
Foresight Group
3.3343 of 5 stars
GBX 340
-0.3%
GBX 600
+76.5%
-17.3%£391.08M£136.55M15.39314Dividend Cut
News Coverage
ATR
Schroder Asian Total Return Inv.
N/AGBX 412
-0.5%
N/A-3.2%£385.32M£75.15M5.7613,500News Coverage
Gap Down
CHIU
CT UK High Income Trust
N/AN/AN/AN/A£383.24M£12.28M3,677.78N/A
IPO
IP Group
2.1599 of 5 stars
GBX 40.15
+0.6%
GBX 126
+213.8%
-9.5%£383.17M£-196,613,791.31-1.8095
PCGH
Polar Capital Glb Healthcare
N/AGBX 317
+0.3%
N/A-13.2%£382.38M£84.70M4.90N/ADividend Increase
DIG
Dunedin Income Growth Investment Trust
N/AGBX 284
+0.4%
N/A+2.1%£381.12M£40.96M10.47N/ADividend Announcement
News Coverage
Positive News
PAC
Pacific Assets
N/AGBX 314
-0.9%
N/A-9.9%£378.19M£60.20M8.871,740
JAI
JP Morgan Asian Investment Trust
N/AN/AN/AN/A£377.27M£25.05M17.51N/A

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This page (LON:IPU) was last updated on 4/25/2025 by MarketBeat.com Staff
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