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New Star Investment Trust (NSI) Competitors

New Star Investment Trust logo
GBX 107.01 +0.01 (+0.01%)
(As of 12/20/2024 11:42 AM ET)

NSI vs. LIO, JAGI, BGEU, JPS, WPCT, BGHS, CGL, JUSC, STS, and BRFI

Should you be buying New Star Investment Trust stock or one of its competitors? The main competitors of New Star Investment Trust include Liontrust Asset Management (LIO), JPMorgan Asia Growth & Income (JAGI), Baillie Gifford European Growth Trust (BGEU), JPMorgan Japan Small Cap Growth & Income plc (JPS.L) (JPS), Woodford Patient Capital Trust (WPCT), Boussard & Gavaudan GBP (BGHS), Castelnau Group (CGL), JPMorgan US Smaller Companies (JUSC), STS Global Income & Growth Trust (STS), and BlackRock Frontiers (BRFI). These companies are all part of the "asset management" industry.

New Star Investment Trust vs.

New Star Investment Trust (LON:NSI) and Liontrust Asset Management (LON:LIO) 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 analyst recommendations, risk, dividends, profitability, earnings, institutional ownership, media sentiment, valuation and community ranking.

1.3% of New Star Investment Trust shares are owned by institutional investors. Comparatively, 56.1% of Liontrust Asset Management shares are owned by institutional investors. 76.1% of New Star Investment Trust shares are owned by company insiders. Comparatively, 11.9% of Liontrust Asset Management shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Liontrust Asset Management has a consensus target price of GBX 485, indicating a potential upside of 6.13%. Given Liontrust Asset Management's stronger consensus rating and higher probable upside, analysts plainly believe Liontrust Asset Management is more favorable than New Star Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Star Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Liontrust Asset Management
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

New Star Investment Trust has a net margin of 68.60% compared to Liontrust Asset Management's net margin of -1.76%. New Star Investment Trust's return on equity of 2.60% beat Liontrust Asset Management's return on equity.

Company Net Margins Return on Equity Return on Assets
New Star Investment Trust68.60% 2.60% 1.81%
Liontrust Asset Management -1.76%-1.78%5.02%

In the previous week, Liontrust Asset Management had 1 more articles in the media than New Star Investment Trust. MarketBeat recorded 1 mentions for Liontrust Asset Management and 0 mentions for New Star Investment Trust. Liontrust Asset Management's average media sentiment score of 1.66 beat New Star Investment Trust's score of 0.00 indicating that Liontrust Asset Management is being referred to more favorably in the news media.

Company Overall Sentiment
New Star Investment Trust Neutral
Liontrust Asset Management Very Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Star Investment Trust£4.73M16.07£3.25M£0.052,140.20
Liontrust Asset Management£197.89M1.48-£3.49M-£0.05-9,140.00

Liontrust Asset Management received 390 more outperform votes than New Star Investment Trust when rated by MarketBeat users. Likewise, 74.73% of users gave Liontrust Asset Management an outperform vote while only 54.55% of users gave New Star Investment Trust an outperform vote.

CompanyUnderperformOutperform
New Star Investment TrustOutperform Votes
18
54.55%
Underperform Votes
15
45.45%
Liontrust Asset ManagementOutperform Votes
408
74.73%
Underperform Votes
138
25.27%

New Star Investment Trust has a beta of 0.3, suggesting that its stock price is 70% less volatile than the S&P 500. Comparatively, Liontrust Asset Management has a beta of 1.33, suggesting that its stock price is 33% more volatile than the S&P 500.

New Star Investment Trust pays an annual dividend of GBX 3 per share and has a dividend yield of 2.8%. Liontrust Asset Management pays an annual dividend of GBX 72 per share and has a dividend yield of 15.8%. New Star Investment Trust pays out 6,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Liontrust Asset Management pays out -144,000.0% of its earnings in the form of a dividend. Liontrust Asset Management is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Liontrust Asset Management beats New Star Investment Trust on 12 of the 19 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£76.00M£1.08B£3.73B£1.89B
Dividend Yield2.24%4.70%4.43%5.46%
P/E Ratio2,140.20802.06418.741,846.95
Price / Sales16.071,453.231,744.90390,245.05
Price / Cash3.5464.8952.5328.65
Price / Book0.601.141.372.79
Net Income£3.25M£64.78M£361.47M£155.66M
7 Day Performance-0.46%-1.95%-1.62%-2.02%
1 Month Performance7.01%-0.25%0.23%21.50%
1 Year Performance-8.54%7.18%9.87%29.47%

New Star Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NSI
New Star Investment Trust
N/AGBX 107.01
+0.0%
N/A-8.5%£76.00M£4.73M2,140.20N/A
LIO
Liontrust Asset Management
0.8827 of 5 stars
GBX 487.50
-0.3%
GBX 485
-0.5%
-25.7%£311.56M£197.89M-9,750.00241
JAGI
JPMorgan Asia Growth & Income
N/AGBX 381
-0.3%
N/A+12.9%£308.57M£1.27M-7,620.00N/A
BGEU
Baillie Gifford European Growth Trust
N/AGBX 86.70
-0.6%
N/A-9.2%£306.40M£27.20M1,237.14N/ANews Coverage
Positive News
JPS
JPMorgan Japan Small Cap Growth & Income plc (JPS.L)
N/AGBX 561
-0.2%
N/AN/A£305.80M£-1,017,000.00-48.36N/A
WPCT
Woodford Patient Capital Trust
N/AGBX 33.60
-2.0%
N/AN/A£305.30M£56.03M5.33N/A
BGHS
Boussard & Gavaudan GBP
N/AGBX 2,420
+9,900.0%
N/AN/A£300.90M£-12,390,000.00-1,890.63N/AGap Up
CGL
Castelnau Group
N/AGBX 94
flat
N/A+24.5%£300.22M£1.99M-3,133.33N/ANews Coverage
JUSC
JPMorgan US Smaller Companies
N/AGBX 486
-1.4%
N/A+17.8%£299.23M£17.06M2,557.89N/A
STS
STS Global Income & Growth Trust
N/AGBX 234
-0.4%
N/A+6.4%£298.35M£13.41M2,118.186Positive News
BRFI
BlackRock Frontiers
N/AGBX 156.50
-0.3%
N/A+6.4%£296.30M£98.29M521.67N/A

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This page (LON:NSI) was last updated on 12/22/2024 by MarketBeat.com Staff
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