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Invesco Perpetual UK Smaller (IPU) Competitors

Invesco Perpetual UK Smaller logo
GBX 374 -3.50 (-0.93%)
As of 01/21/2025 11:46 AM Eastern

IPU vs. THRG, CGI, NAS, POLN, JPGI, AAS, ATR, POLR, JLEN, and GHE

Should you be buying Invesco Perpetual UK Smaller stock or one of its competitors? The main competitors of Invesco Perpetual UK Smaller include BlackRock Throgmorton Trust (THRG), Canadian General Investments (CGI), North Atlantic Smaller Cos (NAS), Pollen Street Group (POLN), Jpmorgan Global Growth & Income (JPGI), abrdn Asia Focus (AAS), Schroder Asian Total Return Inv. (ATR), Polar Capital (POLR), JLEN Environmental Assets Group (JLEN), and Gresham House (GHE). These companies are all part of the "asset management" industry.

Invesco Perpetual UK Smaller vs.

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

BlackRock Throgmorton 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 BlackRock Throgmorton Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Throgmorton Trust£98.34M5.24£88.42M£0.95613.68
Invesco Perpetual UK Smaller-£5.56M-22.76-£7.35M-£0.22-1,700.00

BlackRock Throgmorton Trust received 2 more outperform votes than Invesco Perpetual UK Smaller when rated by MarketBeat users. Likewise, 70.97% of users gave BlackRock Throgmorton Trust an outperform vote while only 66.67% of users gave Invesco Perpetual UK Smaller an outperform vote.

CompanyUnderperformOutperform
BlackRock Throgmorton TrustOutperform Votes
88
70.97%
Underperform Votes
36
29.03%
Invesco Perpetual UK SmallerOutperform Votes
86
66.67%
Underperform Votes
43
33.33%

BlackRock Throgmorton Trust pays an annual dividend of GBX 15 per share and has a dividend yield of 2.6%. Invesco Perpetual UK Smaller pays an annual dividend of GBX 15 per share and has a dividend yield of 4.0%. BlackRock Throgmorton Trust pays out 1,578.9% 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 pays out -6,818.2% of its earnings in the form of a dividend. Invesco Perpetual UK Smaller is clearly the better dividend stock, given its higher yield and lower payout ratio.

BlackRock Throgmorton Trust has a net margin of 89.91% compared to Invesco Perpetual UK Smaller's net margin of 0.00%. BlackRock Throgmorton Trust's return on equity of 13.98% beat Invesco Perpetual UK Smaller's return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock Throgmorton Trust89.91% 13.98% 8.87%
Invesco Perpetual UK Smaller N/A -4.37%-2.58%

BlackRock Throgmorton Trust has a beta of 1.2, meaning that its stock price is 20% more volatile than the S&P 500. Comparatively, Invesco Perpetual UK Smaller has a beta of 1.03, meaning that its stock price is 3% more volatile than the S&P 500.

28.8% of BlackRock Throgmorton Trust shares are owned by institutional investors. Comparatively, 57.8% of Invesco Perpetual UK Smaller shares are owned by institutional investors. 11.7% of BlackRock Throgmorton Trust shares are owned by company insiders. Comparatively, 4.7% of Invesco Perpetual UK Smaller shares are owned by company 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, BlackRock Throgmorton Trust had 6 more articles in the media than Invesco Perpetual UK Smaller. MarketBeat recorded 7 mentions for BlackRock Throgmorton Trust and 1 mentions for Invesco Perpetual UK Smaller. BlackRock Throgmorton Trust's average media sentiment score of 1.79 beat Invesco Perpetual UK Smaller's score of 1.05 indicating that BlackRock Throgmorton Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock Throgmorton Trust
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Invesco Perpetual UK Smaller
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

BlackRock Throgmorton Trust beats Invesco Perpetual UK Smaller on 14 of the 17 factors compared between the two stocks.

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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£126.52M£1.12B£3.86B£2.04B
Dividend Yield3.77%4.65%4.43%5.16%
P/E Ratio-1,700.00810.49428.561,926.65
Price / Sales-22.761,498.542,647.35384,006.48
Price / Cash33.2366.0853.1729.21
Price / Book0.781.171.913.08
Net Income-£7.35M£61.96M£440.86M£183.60M
7 Day Performance1.63%1.92%2.84%3.09%
1 Month Performance-4.10%2.11%4.93%3.42%
1 Year Performance-12.00%11.23%14.90%165.41%

Invesco Perpetual UK Smaller Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IPU
Invesco Perpetual UK Smaller
N/AGBX 374
-0.9%
N/A-12.0%£126.52M£-5,560,000.00-1,700.00N/APositive News
THRG
BlackRock Throgmorton Trust
N/AGBX 558
+0.7%
N/A-1.7%£493.38M£98.34M587.37N/APositive News
CGI
Canadian General Investments
N/AGBX 2,321
+0.0%
N/A+10.3%£484.16M£201.31M532.34N/APositive News
NAS
North Atlantic Smaller Cos
N/AGBX 3,640
+0.8%
N/A+0.0%£483.39M£11.28M22,750.00N/AGap Up
POLN
Pollen Street Group
1.606 of 5 stars
GBX 774
+1.8%
GBX 905
+16.9%
+35.1%£479.88M£108.82M1,105.7184
JPGI
Jpmorgan Global Growth & Income
N/AN/AN/AN/A£472.52M£93.27M5.01N/APositive News
High Trading Volume
AAS
abrdn Asia Focus
N/AGBX 301
+1.0%
N/A+14.1%£462.19M£28.64M3,344.44N/A
ATR
Schroder Asian Total Return Inv.
N/AGBX 481
+0.2%
N/A+20.2%£460.51M£41.66M1,374.2913,500
POLR
Polar Capital
1.118 of 5 stars
GBX 482.50
-0.1%
GBX 542.50
+12.4%
+17.8%£457.94M£197.25M1,148.81135News Coverage
JLEN
JLEN Environmental Assets Group
N/AGBX 68.90
-2.3%
N/A-27.8%£455.79M£-3,830,000.00-3,445.00N/AHigh Trading Volume
GHE
Gresham House
N/AN/AN/AN/A£451.55M£86.03M3,055.56216

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This page (LON:IPU) was last updated on 1/22/2025 by MarketBeat.com Staff
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