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Invesco Perpetual UK Smaller (IPU) Competitors

Invesco Perpetual UK Smaller logo
GBX 410
+4.00 (+0.99%)
(As of 11/1/2024 ET)

IPU vs. BRGE, PCFT, JEDT, AAA, FSG, ARW, THRG, EOT, CHRY, and PHI

Should you be buying Invesco Perpetual UK Smaller stock or one of its competitors? The main competitors of Invesco Perpetual UK Smaller include BlackRock Greater Europe (BRGE), Polar Capital Global Financials (PCFT), JPMorgan European Discovery (JEDT), All Active Asset Capital (AAA), Foresight Group (FSG), Arrow Global Group (ARW), BlackRock Throgmorton Trust (THRG), European Opportunities Trust (EOT), Chrysalis Investments (CHRY), and Pacific Horizon Investment Trust (PHI). These companies are all part of the "asset management" industry.

Invesco Perpetual UK Smaller vs.

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

Invesco Perpetual UK Smaller received 16 more outperform votes than BlackRock Greater Europe when rated by MarketBeat users. However, 72.16% of users gave BlackRock Greater Europe an outperform vote while only 66.67% of users gave Invesco Perpetual UK Smaller an outperform vote.

CompanyUnderperformOutperform
Invesco Perpetual UK SmallerOutperform Votes
86
66.67%
Underperform Votes
43
33.33%
BlackRock Greater EuropeOutperform Votes
70
72.16%
Underperform Votes
27
27.84%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco Perpetual UK Smaller
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
BlackRock Greater Europe
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

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, BlackRock Greater Europe has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500.

BlackRock Greater Europe 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 Greater Europe, 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-24.95-£7.35M-£0.22-1,863.64
BlackRock Greater Europe£124.08M4.43£116.34M£1.15483.48

BlackRock Greater Europe has a net margin of 93.77% compared to Invesco Perpetual UK Smaller's net margin of 0.00%. BlackRock Greater Europe's return on equity of 17.45% 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%
BlackRock Greater Europe 93.77%17.45%10.60%

In the previous week, Invesco Perpetual UK Smaller's average media sentiment score of 0.00 equaled BlackRock Greater Europe'saverage media sentiment score.

Company Overall Sentiment
Invesco Perpetual UK Smaller Neutral
BlackRock Greater Europe Neutral

Invesco Perpetual UK Smaller pays an annual dividend of GBX 15 per share and has a dividend yield of 3.7%. BlackRock Greater Europe pays an annual dividend of GBX 7 per share and has a dividend yield of 1.3%. Invesco Perpetual UK Smaller pays out -6,818.2% of its earnings in the form of a dividend. BlackRock Greater Europe pays out 608.7% 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.

57.8% of Invesco Perpetual UK Smaller shares are held by institutional investors. Comparatively, 9.4% of BlackRock Greater Europe shares are held by institutional investors. 4.7% of Invesco Perpetual UK Smaller shares are held by company insiders. Comparatively, 3.4% of BlackRock Greater Europe shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

BlackRock Greater Europe beats Invesco Perpetual UK Smaller 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£138.70M£887.22M£3.42B£1.60B
Dividend Yield3.77%13.11%4.49%10.93%
P/E Ratio-1,863.64786.36412.881,755.31
Price / Sales-24.9514,622.902,694.03232,682.53
Price / Cash33.2390.8450.6736.19
Price / Book0.861.221.392.88
Net Income-£7.35M£59.76M£348.49M£145.32M
7 Day Performance-0.36%-0.61%-0.54%0.11%
1 Month Performance-1.60%-1.08%-0.55%-0.11%
1 Year Performance4.59%12.78%17.29%15.48%

Invesco Perpetual UK Smaller Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IPU
Invesco Perpetual UK Smaller
N/AGBX 410
+1.0%
N/A+6.0%£138.70M£-5,560,000.00-1,863.64N/A
BRGE
BlackRock Greater Europe
N/AGBX 558
-0.4%
N/A+17.5%£551.81M£124.08M485.22N/A
PCFT
Polar Capital Global Financials
N/AGBX 180.60
+0.1%
N/A+37.9%£548.55M£126.59M488.11N/A
JEDT
JPMorgan European Discovery
N/AN/AN/A+26.9%£547.21M£49.74M1,754.13N/ANews Coverage
AAA
All Active Asset Capital
N/AN/AN/A+0.0%£545.58M£13,161.00-176.67N/A
FSG
Foresight Group
3.0186 of 5 stars
GBX 473
+2.4%
GBX 580
+22.6%
+21.2%£545.37M£141.33M2,150.00314Dividend Cut
Positive News
High Trading Volume
ARW
Arrow Global Group
N/AGBX 307
flat
N/AN/A£544.66M£269.20M35.2922,300News Coverage
THRG
BlackRock Throgmorton Trust
N/AGBX 601
+1.3%
N/A+12.9%£531.40M£98.34M632.63N/ANews Coverage
EOT
European Opportunities Trust
N/AGBX 819
-1.2%
N/A+7.3%£523.67M£111.39M724.78N/A
CHRY
Chrysalis Investments
N/AGBX 87.20
+1.2%
N/A+51.4%£518.97MN/A-101.40N/A
PHI
Pacific Horizon Investment Trust
N/AGBX 572
-0.2%
N/A+10.6%£517.95M£42.42M1,906.6718,800News Coverage

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This page (LON:IPU) was last updated on 11/2/2024 by MarketBeat.com Staff
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