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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 304 +2.00 (+0.66%)
(As of 11/22/2024 12:32 PM ET)

JUGI vs. PNL, JTC, FGT, WTAN, BRW, MYI, ATT, 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 Personal Assets (PNL), JTC (JTC), Finsbury Growth & Income (FGT), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Murray International (MYI), Allianz Technology Trust (ATT), 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.

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Personal Assets (LON:PNL) are both small-cap financial services companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, profitability, community ranking, earnings, valuation and media sentiment.

JPMorgan UK Small Cap Growth & Income has a net margin of 95.39% compared to Personal Assets' net margin of 66.46%. JPMorgan UK Small Cap Growth & Income's return on equity of 26.26% beat Personal Assets' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income95.39% 26.26% 15.14%
Personal Assets 66.46%2.49%1.96%

JPMorgan UK Small Cap Growth & Income has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500. Comparatively, Personal Assets has a beta of 0.19, indicating that its stock price is 81% less volatile than the S&P 500.

Personal Assets received 108 more outperform votes than JPMorgan UK Small Cap Growth & Income when rated by MarketBeat users.

CompanyUnderperformOutperform
JPMorgan UK Small Cap Growth & IncomeN/AN/A
Personal AssetsOutperform Votes
108
61.02%
Underperform Votes
69
38.98%

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 22 per share and has a dividend yield of 7.2%. Personal Assets pays an annual dividend of GBX 6 per share and has a dividend yield of 1.2%. JPMorgan UK Small Cap Growth & Income pays out 2,268.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Personal Assets pays out 5,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. JPMorgan UK Small Cap Growth & Income is clearly the better dividend stock, given its higher yield and lower payout ratio.

19.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 46.0% of Personal Assets shares are held by institutional investors. 3.5% of JPMorgan UK Small Cap Growth & Income shares are held by company insiders. Comparatively, 23.4% of Personal Assets shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan UK Small Cap Growth & Income£104.52M4.00£99.70M£0.97313.40
Personal Assets£66.59M24.29£44.26M£0.124,141.67

In the previous week, Personal Assets had 2 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 2 mentions for Personal Assets and 0 mentions for JPMorgan UK Small Cap Growth & Income. Personal Assets' average media sentiment score of 0.72 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Personal Assets is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Personal Assets Positive

Summary

JPMorgan UK Small Cap Growth & Income beats Personal Assets on 9 of the 16 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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JUGI vs. The Competition

MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£417.79M£941.31M£3.72B£1.69B
Dividend Yield6.68%6.26%4.38%7.50%
P/E Ratio313.40753.83408.311,695.25
Price / Sales4.003,856.742,523.83262,003.91
Price / CashN/A47.6442.4626.18
Price / Book0.811.691.462.96
Net Income£99.70M£60.15M£448.48M£177.49M
7 Day Performance1.33%0.61%1.18%-0.01%
1 Month Performance-7.88%0.40%1.97%-0.42%
1 Year PerformanceN/A10.82%16.06%26.31%

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 304
+0.7%
N/AN/A£417.79M£104.52M313.40N/A
PNL
Personal Assets
N/AGBX 498
+0.5%
N/A+6.4%£1.62B£66.59M4,129.17N/A
JTC
JTC
1.097 of 5 stars
GBX 984
-0.4%
GBX 1,250
+27.0%
+33.8%£1.60B£283.06M5,488.891,603
FGT
Finsbury Growth & Income
N/AGBX 871.06
+0.5%
N/A+5.9%£1.60B£143.78M1,423.77N/ANews Coverage
Positive News
WTAN
Witan Investment Trust
N/AGBX 266
flat
N/A+15.7%£1.58B£246.38M738.896
BRW
Brewin Dolphin
N/AGBX 515
flat
N/AN/A£1.56B£415.46M3,029.412,186
MYI
Murray International
N/AGBX 255.03
+0.2%
N/A+3.0%£1.56B£205.20M848.33N/ADividend Announcement
ATT
Allianz Technology Trust
N/AGBX 399.35
+0.6%
N/A+41.7%£1.53B£520.73M300.76N/APositive News
SNN
Sanne Group
N/AGBX 921
flat
N/A+0.0%£1.50B£194.16M-204.6720,100
PIN
Pantheon International
N/AGBX 318.04
+1.1%
N/A+5.9%£1.47B£73.44M5,241.67455News Coverage
RAT
Rathbones Group
0.7127 of 5 stars
GBX 1,701.36
+0.9%
GBX 1,520
-10.7%
+5.9%£1.47B£871.80M2,763.933,500News Coverage

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This page (LON:JUGI) was last updated on 11/23/2024 by MarketBeat.com Staff
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