Invesco Perpetual UK Smaller (IPU) Competitors

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

Do insiders and institutionals have more ownership in IPU or GHE?

57.8% of Invesco Perpetual UK Smaller shares are owned by institutional investors. Comparatively, 53.2% of Gresham House shares are owned by institutional investors. 4.7% of Invesco Perpetual UK Smaller shares are owned by company insiders. Comparatively, 30.5% of Gresham House shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Does the media prefer IPU or GHE?

In the previous week, Invesco Perpetual UK Smaller had 2 more articles in the media than Gresham House. MarketBeat recorded 2 mentions for Invesco Perpetual UK Smaller and 0 mentions for Gresham House. Invesco Perpetual UK Smaller's average media sentiment score of 0.88 beat Gresham House's score of 0.50 indicating that Invesco Perpetual UK Smaller is being referred to more favorably in the media.

Company	Overall Sentiment
Invesco Perpetual UK Smaller	Positive
Gresham House	Positive

Does the MarketBeat Community favor IPU or GHE?

Gresham House received 102 more outperform votes than Invesco Perpetual UK Smaller when rated by MarketBeat users. Likewise, 74.02% of users gave Gresham House an outperform vote while only 66.67% of users gave Invesco Perpetual UK Smaller an outperform vote.

Company	Underperform	Outperform
Invesco Perpetual UK Smaller	Outperform Votes 86 66.67%	Underperform Votes 43 33.33%
Gresham House	Outperform Votes 188 74.02%	Underperform Votes 66 25.98%

Is IPU or GHE more profitable?

Invesco Perpetual UK Smaller has a net margin of 89.18% compared to Gresham House's net margin of 16.16%. Invesco Perpetual UK Smaller's return on equity of 10.67% beat Gresham House's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Invesco Perpetual UK Smaller	89.18%	10.67%	-2.58%
Gresham House	16.16%	9.68%	3.69%

Which has stronger valuation and earnings, IPU or GHE?

Invesco Perpetual UK Smaller has higher earnings, but lower revenue than Gresham House. Gresham House is trading at a lower price-to-earnings ratio than Invesco Perpetual UK Smaller, 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
Invesco Perpetual UK Smaller	£18.42M	6.17	£16.42M	£53.68	6.95
Gresham House	£86.03M	0.00	£14.13M	£0.36	N/A

Which has more risk and volatility, IPU or GHE?

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, Gresham House has a beta of 0.61, suggesting that its stock price is 39% less volatile than the S&P 500.

Is IPU or GHE a better dividend stock?

Invesco Perpetual UK Smaller pays an annual dividend of GBX 15 per share and has a dividend yield of 4.0%. Gresham House pays an annual dividend of GBX 16 per share. Invesco Perpetual UK Smaller pays out 27.9% of its earnings in the form of a dividend. Gresham House pays out 4,444.4% 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 Gresham House on 10 of the 16 factors compared between the two stocks.