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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 306 +2.00 (+0.66%)
As of 12:00 PM Eastern

JUGI vs. ATT, PNL, MYI, JTC, WTAN, BRW, FEV, SNN, PIN, and RAT

Should you be buying JPMorgan UK Small Cap Growth & Income stock or one of its competitors? The main competitors of JPMorgan UK Small Cap Growth & Income include Allianz Technology Trust (ATT), Personal Assets (PNL), Murray International (MYI), JTC (JTC), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Fidelity European Trust (FEV), Sanne Group (SNN), Pantheon International (PIN), and Rathbones Group (RAT). These companies are all part of the "asset management" industry.

JPMorgan UK Small Cap Growth & Income vs.

Allianz Technology Trust (LON:ATT) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) 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 risk, media sentiment, profitability, analyst recommendations, institutional ownership, earnings, valuation, dividends and community ranking.

In the previous week, JPMorgan UK Small Cap Growth & Income had 2 more articles in the media than Allianz Technology Trust. MarketBeat recorded 2 mentions for JPMorgan UK Small Cap Growth & Income and 0 mentions for Allianz Technology Trust. JPMorgan UK Small Cap Growth & Income's average media sentiment score of 1.70 beat Allianz Technology Trust's score of 1.55 indicating that JPMorgan UK Small Cap Growth & Income is being referred to more favorably in the news media.

Company Overall Sentiment
Allianz Technology Trust Very Positive
JPMorgan UK Small Cap Growth & Income Very Positive

Allianz Technology Trust has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. JPMorgan UK Small Cap Growth & Income is trading at a lower price-to-earnings ratio than Allianz Technology Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Allianz Technology Trust£520.73M3.20£511.54M£1.32329.17
JPMorgan UK Small Cap Growth & Income£104.52M4.02£99.70M£0.97315.46

Allianz Technology Trust has a net margin of 98.24% compared to JPMorgan UK Small Cap Growth & Income's net margin of 95.39%. Allianz Technology Trust's return on equity of 35.90% beat JPMorgan UK Small Cap Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
Allianz Technology Trust98.24% 35.90% 22.44%
JPMorgan UK Small Cap Growth & Income 95.39%26.26%15.14%

Allianz Technology Trust has a beta of 0.52, suggesting that its share price is 48% less volatile than the S&P 500. Comparatively, JPMorgan UK Small Cap Growth & Income has a beta of 1.36, suggesting that its share price is 36% more volatile than the S&P 500.

31.7% of Allianz Technology Trust shares are owned by institutional investors. Comparatively, 19.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 2.1% of Allianz Technology Trust shares are owned by insiders. Comparatively, 3.5% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Allianz Technology Trust received 79 more outperform votes than JPMorgan UK Small Cap Growth & Income when rated by MarketBeat users.

CompanyUnderperformOutperform
Allianz Technology TrustOutperform Votes
79
66.95%
Underperform Votes
39
33.05%
JPMorgan UK Small Cap Growth & IncomeN/AN/A

Summary

Allianz Technology Trust beats JPMorgan UK Small Cap Growth & Income on 9 of the 14 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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JUGI vs. The Competition

MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£420.54M£1.17B£3.93B£2.06B
Dividend Yield6.68%4.66%4.43%5.16%
P/E Ratio315.46815.92430.401,931.82
Price / Sales4.021,484.722,113.11354,603.63
Price / CashN/A66.0952.8629.25
Price / Book0.811.191.913.10
Net Income£99.70M£63.37M£440.80M£185.48M
7 Day Performance1.32%0.03%0.26%0.29%
1 Month Performance3.73%2.52%3.44%2.93%
1 Year PerformanceN/A10.07%14.30%156.17%

JPMorgan UK Small Cap Growth & Income Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUGI
JPMorgan UK Small Cap Growth & Income
N/AGBX 306
+0.7%
N/AN/A£420.54M£104.52M315.46N/AEarnings Report
Positive News
ATT
Allianz Technology Trust
N/AGBX 435
+1.4%
N/A+34.4%£1.67B£520.73M329.55N/APositive News
PNL
Personal Assets
N/AGBX 506
+0.4%
N/A+7.2%£1.65B£66.59M4,216.67N/ANews Coverage
MYI
Murray International
N/AGBX 267
flat
N/A+9.9%£1.63B£205.20M890.00N/ADividend Announcement
News Coverage
JTC
JTC
1.9907 of 5 stars
GBX 977.90
+0.4%
GBX 1,250
+27.8%
+19.7%£1.59B£283.06M5,432.761,603
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896
BRW
Brewin Dolphin
N/AN/AN/AN/A£1.56B£415.46M3,029.412,186
FEV
Fidelity European Trust
N/AGBX 376
+1.2%
N/A+6.7%£1.54B£263.57M648.28N/APositive News
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100
PIN
Pantheon International
N/AGBX 320
+0.3%
N/A+3.2%£1.48B£73.44M5,333.33455News Coverage
Positive News
RAT
Rathbones Group
1.0306 of 5 stars
GBX 1,700
+1.9%
GBX 1,520
-10.6%
+1.3%£1.47B£871.80M2,786.893,500Analyst Forecast
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This page (LON:JUGI) was last updated on 1/30/2025 by MarketBeat.com Staff
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