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Jupiter Fund Management (JUP) Competitors

Jupiter Fund Management logo
GBX 77.90 -1.60 (-2.01%)
As of 11:51 AM Eastern

JUP vs. WTAN, BRW, JTC, FEV, SNN, PIN, RAT, BHMG, BNKR, and HRI

Should you be buying Jupiter Fund Management stock or one of its competitors? The main competitors of Jupiter Fund Management include Witan Investment Trust (WTAN), Brewin Dolphin (BRW), JTC (JTC), Fidelity European Trust (FEV), Sanne Group (SNN), Pantheon International (PIN), Rathbones Group (RAT), BH Macro GBP (BHMG), The Bankers Investment Trust (BNKR), and Herald (HRI). These companies are all part of the "asset management" industry.

Jupiter Fund Management vs.

Jupiter Fund Management (LON:JUP) and Witan Investment Trust (LON:WTAN) are both small-cap financial services companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, community ranking, dividends, risk, earnings, media sentiment and valuation.

Jupiter Fund Management has a beta of 1.42, suggesting that its share price is 42% more volatile than the S&P 500. Comparatively, Witan Investment Trust has a beta of 0.7, suggesting that its share price is 30% less volatile than the S&P 500.

Witan Investment Trust has lower revenue, but higher earnings than Jupiter Fund Management. Jupiter Fund Management is trading at a lower price-to-earnings ratio than Witan Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jupiter Fund Management£361.50M1.11-£8.90M-£0.02-3,895.00
Witan Investment Trust£246.38M0.00£220.34M£0.36N/A

In the previous week, Jupiter Fund Management had 2 more articles in the media than Witan Investment Trust. MarketBeat recorded 2 mentions for Jupiter Fund Management and 0 mentions for Witan Investment Trust. Jupiter Fund Management's average media sentiment score of 0.62 beat Witan Investment Trust's score of 0.00 indicating that Jupiter Fund Management is being referred to more favorably in the media.

Company Overall Sentiment
Jupiter Fund Management Positive
Witan Investment Trust Neutral

Jupiter Fund Management received 516 more outperform votes than Witan Investment Trust when rated by MarketBeat users. However, 67.63% of users gave Witan Investment Trust an outperform vote while only 59.80% of users gave Jupiter Fund Management an outperform vote.

CompanyUnderperformOutperform
Jupiter Fund ManagementOutperform Votes
610
59.80%
Underperform Votes
410
40.20%
Witan Investment TrustOutperform Votes
94
67.63%
Underperform Votes
45
32.37%

46.7% of Jupiter Fund Management shares are held by institutional investors. Comparatively, 8.5% of Witan Investment Trust shares are held by institutional investors. 25.2% of Jupiter Fund Management shares are held by company insiders. Comparatively, 8.2% of Witan Investment Trust 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.

Witan Investment Trust has a net margin of 89.43% compared to Jupiter Fund Management's net margin of -2.46%. Witan Investment Trust's return on equity of 13.68% beat Jupiter Fund Management's return on equity.

Company Net Margins Return on Equity Return on Assets
Jupiter Fund Management-2.46% -1.08% 4.00%
Witan Investment Trust 89.43%13.68%7.95%

Jupiter Fund Management pays an annual dividend of GBX 7 per share and has a dividend yield of 9.0%. Witan Investment Trust pays an annual dividend of GBX 6 per share. Jupiter Fund Management pays out -35,000.0% of its earnings in the form of a dividend. Witan Investment Trust pays out 1,666.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Jupiter Fund Management is clearly the better dividend stock, given its higher yield and lower payout ratio.

Jupiter Fund Management presently has a consensus price target of GBX 87.40, indicating a potential upside of 12.20%. Given Jupiter Fund Management's stronger consensus rating and higher possible upside, analysts plainly believe Jupiter Fund Management is more favorable than Witan Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jupiter Fund Management
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
Witan Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Jupiter Fund Management beats Witan Investment Trust on 11 of the 18 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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JUP vs. The Competition

MetricJupiter Fund ManagementAsset Management IndustryFinancial SectorLON Exchange
Market Cap£400.62M£1.14B£3.84B£2.06B
Dividend Yield7.67%4.67%4.44%5.16%
P/E Ratio-3,895.00811.36431.291,911.79
Price / Sales1.111,478.272,090.77358,692.12
Price / Cash1.4665.9052.9729.26
Price / Book0.501.181.953.07
Net Income-£8.90M£63.39M£440.82M£185.53M
7 Day Performance-1.09%0.37%0.88%-0.22%
1 Month Performance-7.92%0.73%2.61%0.97%
1 Year Performance-4.42%10.27%15.14%29.97%

Jupiter Fund Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUP
Jupiter Fund Management
2.3378 of 5 stars
GBX 77.90
-2.0%
GBX 87.40
+12.2%
-2.5%£400.62M£361.50M-3,895.00522
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
JTC
JTC
2.0058 of 5 stars
GBX 952
-1.0%
GBX 1,250
+31.3%
+24.9%£1.55B£283.06M5,288.891,603High Trading Volume
FEV
Fidelity European Trust
N/AGBX 378
-0.8%
N/A+5.5%£1.54B£263.57M651.72N/ANews Coverage
Positive News
High Trading Volume
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100
PIN
Pantheon International
N/AGBX 318
-0.6%
N/A+2.4%£1.47B£73.44M5,300.00455
RAT
Rathbones Group
0.9988 of 5 stars
GBX 1,670
-0.4%
GBX 1,520
-9.0%
+6.7%£1.44B£871.80M2,737.703,500
BHMG
BH Macro GBP
N/AGBX 405.06
+0.3%
N/A+8.0%£1.42B£21.73M4,050.58N/ANews Coverage
High Trading Volume
BNKR
The Bankers Investment Trust
N/AGBX 120.80
-1.3%
N/A+19.5%£1.39B£162.30M2,416.00N/APositive News
Gap Down
HRI
Herald
N/AGBX 2,330.59
-1.8%
N/A+16.2%£1.23B£204.98M687.496,600

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This page (LON:JUP) was last updated on 2/4/2025 by MarketBeat.com Staff
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