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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 281.22 +0.72 (+0.26%)
As of 04/17/2025 11:56 AM Eastern

JUGI vs. WWH, JTC, FGT, ATT, PIN, N91, BNKR, VEIL, LWDB, and TFG

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 Worldwide Healthcare (WWH), JTC (JTC), Finsbury Growth & Income (FGT), Allianz Technology Trust (ATT), Pantheon International (PIN), Ninety One Group (N91), The Bankers Investment Trust (BNKR), Vietnam Enterprise (VEIL), Law Debenture (LWDB), and Tetragon Financial (TFG). 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 Worldwide Healthcare (LON:WWH) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, institutional ownership, community ranking, dividends, profitability, earnings, valuation and media sentiment.

19.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. Comparatively, 73.6% of Worldwide Healthcare shares are owned by institutional investors. 3.5% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Comparatively, 0.4% of Worldwide Healthcare shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Worldwide Healthcare's average media sentiment score of 1.81 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Worldwide Healthcare is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Worldwide Healthcare Very Positive

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, Worldwide Healthcare has a beta of 0.29, indicating that its stock price is 71% less volatile than the S&P 500.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 22 per share and has a dividend yield of 7.8%. Worldwide Healthcare pays an annual dividend of GBX 3 per share and has a dividend yield of 1.1%. JPMorgan UK Small Cap Growth & Income pays out 28.3% of its earnings in the form of a dividend. Worldwide Healthcare pays out 7.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

JPMorgan UK Small Cap Growth & Income has a net margin of 95.39% compared to Worldwide Healthcare's net margin of 92.78%. JPMorgan UK Small Cap Growth & Income's return on equity of 25.82% beat Worldwide Healthcare's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income95.39% 25.82% 15.14%
Worldwide Healthcare 92.78%11.22%-2.02%

Worldwide Healthcare received 72 more outperform votes than JPMorgan UK Small Cap Growth & Income when rated by MarketBeat users.

CompanyUnderperformOutperform
JPMorgan UK Small Cap Growth & IncomeN/AN/A
Worldwide HealthcareOutperform Votes
72
67.29%
Underperform Votes
35
32.71%

Worldwide Healthcare 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 Worldwide Healthcare, 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£109.52M3.45£104.47M£77.673.62
Worldwide Healthcare£245.62M6.02£227.88M£42.966.47

Summary

Worldwide Healthcare beats JPMorgan UK Small Cap Growth & Income on 8 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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JUGI vs. The Competition

MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£378.14M£1.09B£3.68B£2.48B
Dividend Yield4.58%4.43%4.20%4.96%
P/E Ratio3.6223.6314.01129.79
Price / Sales3.452,224.551,657.69232,041.27
Price / CashN/A60.9450.3928.14
Price / Book0.701.103.334.39
Net Income£104.47M£260.34M£1.23B£5.83B
1 Month Performance-1.67%1.32%0.30%-1.34%
1 Year PerformanceN/A1.65%14.72%40.83%

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 281.22
+0.3%
N/AN/A£378.14M£109.52M3.62N/AGap Down
WWH
Worldwide Healthcare
N/AGBX 275.67
-0.7%
N/A-15.8%£1.47B£245.62M6.42N/A
JTC
JTC
2.6864 of 5 stars
GBX 854
-0.2%
GBX 1,400
+63.9%
-0.1%£1.44B£291.42M47.891,603
FGT
Finsbury Growth & Income
N/AGBX 872.28
+0.1%
N/A+7.2%£1.30B£101.41M14.33N/APositive News
Gap Up
ATT
Allianz Technology Trust
N/AGBX 337
+1.0%
N/A-4.1%£1.28B£511.77M2.54N/ANews Coverage
Positive News
PIN
Pantheon International
N/AGBX 274.88
-0.2%
N/A-16.1%£1.27B£72.76M41.16455
N91
Ninety One Group
N/AGBX 135
+0.4%
GBX 173
+28.1%
-17.1%£1.20B£586.81M7.771,180
BNKR
The Bankers Investment Trust
N/AGBX 107.97
-0.4%
N/A-3.8%£1.20B£231.92M5.47N/APositive News
Gap Up
VEIL
Vietnam Enterprise
N/AGBX 507.77
-0.4%
N/A-10.8%£1.16B£17.87M-342.96N/ANews Coverage
LWDB
Law Debenture
N/AGBX 869.63
-0.4%
N/A+6.7%£1.15B£203.87M8.09260News Coverage
TFG
Tetragon Financial
N/AGBX 13.90
+0.4%
N/A+40.1%£1.13B£22.12B8.92N/AHigh Trading Volume

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This page (LON:JUGI) was last updated on 4/19/2025 by MarketBeat.com Staff
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