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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 296 +4.00 (+1.37%)
(As of 12/24/2024 07:50 AM ET)

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

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), Allianz Technology Trust (ATT), JTC (JTC), Witan Investment Trust (WTAN), Murray International (MYI), Brewin Dolphin (BRW), Sanne Group (SNN), Pantheon International (PIN), Rathbones Group (RAT), and BH Macro GBP (BHMG). 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 investment? We will compare the two businesses based on the strength of their earnings, risk, dividends, media sentiment, valuation, institutional ownership, profitability, analyst recommendations and community ranking.

19.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. Comparatively, 46.0% of Personal Assets shares are owned by institutional investors. 3.5% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Comparatively, 23.4% of Personal Assets 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.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 22 per share and has a dividend yield of 7.4%. 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.

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%

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 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.

In the previous week, JPMorgan UK Small Cap Growth & Income's average media sentiment score of 0.00 equaled Personal Assets'average media sentiment score.

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

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£104.52M3.89£99.70M£0.97305.15
Personal Assets£66.59M24.32£44.26M£0.124,145.83

Summary

JPMorgan UK Small Cap Growth & Income beats Personal Assets on 9 of the 14 factors compared between the two stocks.

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£406.79M£1.09B£3.74B£1.95B
Dividend Yield6.68%4.65%4.44%5.18%
P/E Ratio305.15810.01421.571,933.54
Price / Sales3.891,464.721,754.41461,708.75
Price / CashN/A65.0352.6029.27
Price / Book0.791.151.932.33
Net Income£99.70M£64.14M£361.46M£156.79M
7 Day Performance2.07%0.94%2.66%0.67%
1 Month Performance-0.67%0.20%1.88%28.29%
1 Year PerformanceN/A7.50%10.23%154.22%

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 296
+1.4%
N/AN/A£406.79M£104.52M305.15N/A
PNL
Personal Assets
N/AGBX 497.50
+0.3%
N/A+5.7%£1.62B£66.59M4,145.83N/A
ATT
Allianz Technology Trust
N/AGBX 421
-0.2%
N/A+40.1%£1.62B£520.73M318.94N/ANews Coverage
Positive News
JTC
JTC
2.1258 of 5 stars
GBX 990
+1.0%
GBX 1,250
+26.3%
+20.8%£1.61B£283.06M5,500.001,603
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896Positive News
MYI
Murray International
N/AGBX 258
+1.6%
N/A+1.8%£1.58B£205.20M860.00N/A
BRW
Brewin Dolphin
N/AN/AN/AN/A£1.56B£415.46M3,029.412,186
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100
PIN
Pantheon International
N/AGBX 320.50
+0.6%
N/A+4.4%£1.48B£73.44M5,341.67455
RAT
Rathbones Group
N/AGBX 1,692
+2.5%
GBX 1,520
-10.2%
-4.0%£1.46B£871.80M2,773.773,500
BHMG
BH Macro GBP
N/AGBX 412.50
+1.1%
N/A+13.0%£1.45B£21.73M4,125.00N/A

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This page (LON:JUGI) was last updated on 12/26/2024 by MarketBeat.com Staff
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