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Chelverton UK Dividend Trust (SDV) Competitors

GBX 145.39 -1.11 (-0.76%)
As of 02/21/2025 09:51 AM Eastern

SDV vs. HHV, AADV, IPE, LIV, DUKE, SSIT, MHN, ADIG, NTN, and CYN

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Hargreave Hale AIM VCT (HHV), Albion Development VCT (AADV), Invesco Enhanced Income (IPE), Livermore Investments Group (LIV), Duke Capital (DUKE), Seraphim Space Investment Trust (SSIT), Menhaden Resource Efficiency (MHN), abrdn Diversified Income & Growth (ADIG), Northern 3 VCT (NTN), and CQS Natural Resources Growth and Income (CYN). These companies are all part of the "asset management" industry.

Chelverton UK Dividend Trust vs.

Chelverton UK Dividend Trust (LON:SDV) and Hargreave Hale AIM VCT (LON:HHV) are both small-cap financial services companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, media sentiment, institutional ownership, community ranking, risk, valuation, dividends, earnings and analyst recommendations.

Chelverton UK Dividend Trust pays an annual dividend of GBX 13 per share and has a dividend yield of 8.9%. Hargreave Hale AIM VCT pays an annual dividend of GBX 3 per share and has a dividend yield of 8.5%. Chelverton UK Dividend Trust pays out 33.0% of its earnings in the form of a dividend. Hargreave Hale AIM VCT pays out -166.7% 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.

5.7% of Chelverton UK Dividend Trust shares are owned by institutional investors. 36.9% of Chelverton UK Dividend Trust shares are owned by company insiders. Comparatively, 0.2% of Hargreave Hale AIM VCT shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Chelverton UK Dividend Trust has higher revenue and earnings than Hargreave Hale AIM VCT. Hargreave Hale AIM VCT is trading at a lower price-to-earnings ratio than Chelverton UK Dividend Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Chelverton UK Dividend Trust£10.66M3.06£8.87M£39.363.69
Hargreave Hale AIM VCT-£2.49M-51.76-£6.58M-£1.80-19.59

Hargreave Hale AIM VCT has a net margin of 264.25% compared to Chelverton UK Dividend Trust's net margin of 83.24%. Chelverton UK Dividend Trust's return on equity of 25.12% beat Hargreave Hale AIM VCT's return on equity.

Company Net Margins Return on Equity Return on Assets
Chelverton UK Dividend Trust83.24% 25.12% 0.90%
Hargreave Hale AIM VCT 264.25%-4.34%-8.44%

Hargreave Hale AIM VCT received 20 more outperform votes than Chelverton UK Dividend Trust when rated by MarketBeat users. Likewise, 66.67% of users gave Hargreave Hale AIM VCT an outperform vote while only 54.39% of users gave Chelverton UK Dividend Trust an outperform vote.

CompanyUnderperformOutperform
Chelverton UK Dividend TrustOutperform Votes
62
54.39%
Underperform Votes
52
45.61%
Hargreave Hale AIM VCTOutperform Votes
82
66.67%
Underperform Votes
41
33.33%

In the previous week, Hargreave Hale AIM VCT had 4 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 4 mentions for Hargreave Hale AIM VCT and 0 mentions for Chelverton UK Dividend Trust. Hargreave Hale AIM VCT's average media sentiment score of 0.76 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Hargreave Hale AIM VCT is being referred to more favorably in the news media.

Company Overall Sentiment
Chelverton UK Dividend Trust Neutral
Hargreave Hale AIM VCT Positive

Chelverton UK Dividend Trust has a beta of 1.39, indicating that its stock price is 39% more volatile than the S&P 500. Comparatively, Hargreave Hale AIM VCT has a beta of 0.38, indicating that its stock price is 62% less volatile than the S&P 500.

Summary

Chelverton UK Dividend Trust beats Hargreave Hale AIM VCT on 11 of the 17 factors compared between the two stocks.

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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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SDV vs. The Competition

MetricChelverton UK Dividend TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£32.64M£1.23B£4.24B£2.64B
Dividend Yield8.91%4.47%4.22%4.98%
P/E Ratio3.6926.9916.06162.45
Price / Sales3.062,362.261,769.81313,812.36
Price / Cash67.1260.5748.8928.15
Price / Book0.911.153.405.16
Net Income£8.87M£256.58M£1.27B£5.75B
7 Day Performance1.53%-0.37%-0.23%-1.02%
1 Month Performance-1.89%0.51%1.72%-0.86%
1 Year Performance1.67%10.13%14.51%39.56%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 145.39
-0.8%
N/A+1.7%£32.64M£10.66M3.69N/A
HHV
Hargreave Hale AIM VCT
N/AGBX 35.50
flat
N/A-15.4%£129.81M£-2,491,074.52-19.72N/ADividend Increase
AADV
Albion Development VCT
N/AN/AN/AN/A£129.08M£8.80M9.71N/ANews Coverage
IPE
Invesco Enhanced Income
N/AN/AN/AN/A£128.76M£-4,535,000.00-14.19N/AGap Up
LIV
Livermore Investments Group
N/AGBX 62
-4.6%
N/AN/A£128.31M£29.73M6.554Gap Down
DUKE
Duke Capital
3.1278 of 5 stars
GBX 30.25
flat
GBX 46
+52.1%
-3.1%£125.51M£29.70M0.30N/A
SSIT
Seraphim Space Investment Trust
N/AGBX 51.60
-0.4%
N/A+9.6%£124.80M£-1,452,248.7118.51N/APositive News
MHN
Menhaden Resource Efficiency
N/AGBX 156.88
-0.1%
N/A+51.2%£123.66M£2.24M7.66147,000
ADIG
abrdn Diversified Income & Growth
N/AGBX 44.40
-0.4%
N/A-41.7%£123.56M£-2,677,646.81-19.22N/AGap Down
NTN
Northern 3 VCT
N/AGBX 84
flat
N/AN/A£122.45M£3.13M74.155
CYN
CQS Natural Resources Growth and Income
N/AGBX 194
-0.5%
N/A+23.5%£121.99M£12.63M13.7940Positive News

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