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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 325
+1.00 (+0.31%)
(As of 11/4/2024 ET)

JUGI vs. HVPE, JTC, PNL, WTAN, BRW, FGT, MYI, SNN, FEV, 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 HarbourVest Global Private Equity (HVPE), JTC (JTC), Personal Assets (PNL), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Finsbury Growth & Income (FGT), Murray International (MYI), Sanne Group (SNN), Fidelity European Trust (FEV), 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 HarbourVest Global Private Equity (LON:HVPE) 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 valuation, community ranking, dividends, profitability, earnings, analyst recommendations, risk, institutional ownership and media sentiment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JPMorgan UK Small Cap Growth & Income
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
HarbourVest Global Private Equity
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

JPMorgan UK Small Cap Growth & Income has a beta of 1.36, indicating that its share price is 36% more volatile than the S&P 500. Comparatively, HarbourVest Global Private Equity has a beta of 0.62, indicating that its share price is 38% less volatile than the S&P 500.

HarbourVest Global Private Equity received 63 more outperform votes than JPMorgan UK Small Cap Growth & Income when rated by MarketBeat users.

CompanyUnderperformOutperform
JPMorgan UK Small Cap Growth & IncomeN/AN/A
HarbourVest Global Private EquityOutperform Votes
63
63.64%
Underperform Votes
36
36.36%

19.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 21.0% of HarbourVest Global Private Equity shares are held by institutional investors. 3.5% of JPMorgan UK Small Cap Growth & Income shares are held by insiders. Comparatively, 0.1% of HarbourVest Global Private Equity shares are held by 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.

In the previous week, JPMorgan UK Small Cap Growth & Income had 4 more articles in the media than HarbourVest Global Private Equity. MarketBeat recorded 5 mentions for JPMorgan UK Small Cap Growth & Income and 1 mentions for HarbourVest Global Private Equity. JPMorgan UK Small Cap Growth & Income's average media sentiment score of 1.64 beat HarbourVest Global Private Equity's score of 0.67 indicating that JPMorgan UK Small Cap Growth & Income is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
JPMorgan UK Small Cap Growth & Income
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
HarbourVest Global Private Equity
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

JPMorgan UK Small Cap Growth & Income has a net margin of 95.39% compared to HarbourVest Global Private Equity's net margin of 81.19%. JPMorgan UK Small Cap Growth & Income's return on equity of 26.26% beat HarbourVest Global Private Equity's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income95.39% 26.26% 15.14%
HarbourVest Global Private Equity 81.19%3.12%2.14%

HarbourVest Global Private Equity 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 HarbourVest Global Private Equity, 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£104.52M4.27£99.70M£0.97335.05
HarbourVest Global Private Equity£149.21M11.39£121.15M£1.161,930.34

Summary

JPMorgan UK Small Cap Growth & Income and HarbourVest Global Private Equity tied by winning 7 of the 14 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£446.65M£771.90M£3.15B£1.40B
Dividend Yield6.68%13.42%4.61%11.82%
P/E Ratio335.05750.17430.771,566.51
Price / Sales4.2713,489.952,979.48210,807.99
Price / CashN/A53.5448.0026.69
Price / Book0.861.691.442.86
Net Income£99.70M£57.11M£394.92M£153.77M
7 Day Performance0.15%0.02%6.07%4.77%
1 Month Performance-2.11%-0.86%-0.50%3.36%
1 Year PerformanceN/A11.93%16.04%107.07%

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 325
+0.3%
N/AN/A£446.65M£104.52M335.05N/ADividend Announcement
Positive News
HVPE
HarbourVest Global Private Equity
N/AGBX 2,285
-1.9%
N/A+0.0%£1.73B£149.21M1,969.83N/A
JTC
JTC
1.157 of 5 stars
GBX 1,040
-0.8%
GBX 1,250
+20.2%
+43.0%£1.69B£283.06M5,777.781,603News Coverage
PNL
Personal Assets
N/AGBX 493.50
-0.4%
N/A+5.5%£1.61B£66.59M4,112.50N/A
WTAN
Witan Investment Trust
N/AGBX 266
flat
N/AN/A£1.58B£246.38M738.896
BRW
Brewin Dolphin
N/AGBX 515
flat
N/AN/A£1.56B£415.46M3,029.412,186
FGT
Finsbury Growth & Income
N/AGBX 847
-1.4%
N/A+3.4%£1.55B£143.78M1,388.52N/APositive News
MYI
Murray International
N/AGBX 250
-2.0%
N/A+7.3%£1.53B£205.20M833.33N/ADividend Announcement
SNN
Sanne Group
N/AGBX 921
flat
N/AN/A£1.50B£194.16M-204.6720,100News Coverage
FEV
Fidelity European Trust
N/AGBX 361.50
-1.4%
N/A+9.2%£1.48B£263.57M623.28N/AHigh Trading Volume
RAT
Rathbones Group
0.9609 of 5 stars
GBX 1,686
-2.4%
GBX 1,520
-9.8%
+6.6%£1.45B£871.80M2,763.933,500Gap Up

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This page (LON:JUGI) was last updated on 11/4/2024 by MarketBeat.com Staff
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