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New Star Investment Trust (NSI) Competitors

New Star Investment Trust logo
GBX 109.40 -0.60 (-0.55%)
As of 02/20/2025 11:22 AM Eastern

NSI vs. BIPS, BBH, BGEU, FAS, AUSC, CTUK, NBLS, LWI, SST, and AAIF

Should you be buying New Star Investment Trust stock or one of its competitors? The main competitors of New Star Investment Trust include Invesco Bond Income Plus (BIPS), Bellevue Healthcare (BBH), Baillie Gifford European Growth Trust (BGEU), Fidelity Asian Values (FAS), abrdn UK Smaller Companies Growth Trust (AUSC), CT UK Capital And Income Investment Trust (CTUK), NB Global Floating Rate Income Fund GBP (NBLS.L) (NBLS), Lowland (LWI), Scottish Oriental Smaller Cos (SST), and abrdn Asian Income Fund (AAIF). These companies are all part of the "asset management" industry.

New Star Investment Trust vs.

Invesco Bond Income Plus (LON:BIPS) and New Star Investment Trust (LON:NSI) are both small-cap financial services companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, dividends, media sentiment, earnings, risk, community ranking, valuation, institutional ownership and profitability.

In the previous week, New Star Investment Trust had 1 more articles in the media than Invesco Bond Income Plus. MarketBeat recorded 1 mentions for New Star Investment Trust and 0 mentions for Invesco Bond Income Plus. New Star Investment Trust's average media sentiment score of 1.68 beat Invesco Bond Income Plus' score of 0.00 indicating that New Star Investment Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Invesco Bond Income Plus Neutral
New Star Investment Trust Very Positive

11.7% of Invesco Bond Income Plus shares are owned by institutional investors. Comparatively, 1.3% of New Star Investment Trust shares are owned by institutional investors. 0.0% of Invesco Bond Income Plus shares are owned by insiders. Comparatively, 76.1% of New Star Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Invesco Bond Income Plus pays an annual dividend of GBX 12 per share and has a dividend yield of 7.0%. New Star Investment Trust pays an annual dividend of GBX 3 per share and has a dividend yield of 2.7%. Invesco Bond Income Plus pays out 61.5% of its earnings in the form of a dividend. New Star Investment Trust pays out 15.6% 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.

Invesco Bond Income Plus has a beta of 0.4, meaning that its share price is 60% less volatile than the S&P 500. Comparatively, New Star Investment Trust has a beta of 0.3, meaning that its share price is 70% less volatile than the S&P 500.

Invesco Bond Income Plus has a net margin of 157.83% compared to New Star Investment Trust's net margin of 92.75%. Invesco Bond Income Plus' return on equity of 11.70% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco Bond Income Plus157.83% 11.70% 5.67%
New Star Investment Trust 92.75%11.02%1.81%

New Star Investment Trust received 18 more outperform votes than Invesco Bond Income Plus when rated by MarketBeat users.

CompanyUnderperformOutperform
Invesco Bond Income PlusN/AN/A
New Star Investment TrustOutperform Votes
18
54.55%
Underperform Votes
15
45.45%

Invesco Bond Income Plus has higher revenue and earnings than New Star Investment Trust. New Star Investment Trust is trading at a lower price-to-earnings ratio than Invesco Bond Income Plus, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Bond Income Plus£25.14M13.85£39.68M£19.538.78
New Star Investment Trust£16.99M4.91£15.76M£19.275.68

Summary

Invesco Bond Income Plus beats New Star Investment Trust on 11 of the 16 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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NSI vs. The Competition

MetricNew Star Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£83.38M£1.23B£4.25B£2.64B
Dividend Yield0.24%4.47%4.22%4.98%
P/E Ratio5.6826.9916.07162.45
Price / Sales4.912,362.261,769.81314,061.87
Price / Cash3.5460.5748.9928.13
Price / Book0.561.153.405.16
Net Income£15.76M£256.58M£1.27B£5.76B
7 Day Performance-4.65%-0.36%-0.23%-1.01%
1 Month Performance-4.04%0.52%1.72%-0.85%
1 Year Performance-10.33%10.14%14.56%39.61%

New Star Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NSI
New Star Investment Trust
N/AGBX 109.40
-0.5%
N/A-8.1%£83.38M£16.99M5.68N/APositive News
BIPS
Invesco Bond Income Plus
N/AGBX 172.07
+0.0%
N/A+3.0%£349.42M£25.14M8.81N/ADividend Announcement
BBH
Bellevue Healthcare
N/AGBX 140.90
-0.6%
N/A-6.5%£347.26M£-9,595,061.74-21.43N/A
BGEU
Baillie Gifford European Growth Trust
N/AGBX 99.84
-0.8%
N/A+4.2%£345.17M£46.84M7.57N/ADividend Increase
News Coverage
Positive News
FAS
Fidelity Asian Values
N/AGBX 491.55
+0.3%
N/A+2.0%£342.22M£22.46M30.02N/ANews Coverage
AUSC
abrdn UK Smaller Companies Growth Trust
N/AGBX 505.32
-0.9%
N/A+14.4%£341.09M£54.96M6.84N/A
CTUK
CT UK Capital And Income Investment Trust
N/AGBX 333
-0.6%
N/A+8.6%£337.28M£59.57M6.06N/A
NBLS
NB Global Floating Rate Income Fund GBP (NBLS.L)
N/AN/AN/AN/A£337.13MN/A0.00N/A
LWI
Lowland
N/AGBX 131.83
-0.7%
N/A+16.4%£336.23M£58.88M6.19N/ANews Coverage
SST
Scottish Oriental Smaller Cos
N/AGBX 1,442.48
+0.9%
N/A+9.0%£335.73M£78.23M5.51320Dividend Increase
AAIF
abrdn Asian Income Fund
N/AGBX 224.12
+1.4%
N/A+12.0%£334.47M£49.66M7.92N/A

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This page (LON:NSI) was last updated on 2/22/2025 by MarketBeat.com Staff
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