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Chelverton UK Dividend Trust (SDV) Competitors

GBX 157 -1.00 (-0.63%)
(As of 12/24/2024 05:45 AM ET)

SDV vs. FTF, BERI, MAJE, MGCI, SUPP, SSIT, IPU, ADIG, IPE, and AATG

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Foresight Enterprise VCT (FTF), BlackRock Energy and Resources (BERI), Majedie Investments (MAJE), M&G Credit Income Investment (MGCI), Schroder UK Public Private Trust (SUPP), Seraphim Space Investment Trust (SSIT), Invesco Perpetual UK Smaller (IPU), abrdn Diversified Income & Growth (ADIG), Invesco Enhanced Income (IPE), and Albion Technology & Gen VCT (AATG). These companies are all part of the "asset management" industry.

Chelverton UK Dividend Trust vs.

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

Foresight Enterprise VCT has higher revenue and earnings than Chelverton UK Dividend Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Chelverton UK Dividend Trust£1.63M21.00-£2.60MN/AN/A
Foresight Enterprise VCT£14.45M9.43£9.06M£0.041,277.25

In the previous week, Foresight Enterprise VCT had 1 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 1 mentions for Foresight Enterprise VCT and 0 mentions for Chelverton UK Dividend Trust. Chelverton UK Dividend Trust's average media sentiment score of 0.00 equaled Foresight Enterprise VCT'saverage media sentiment score.

Company Overall Sentiment
Chelverton UK Dividend Trust Neutral
Foresight Enterprise VCT Neutral

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, Foresight Enterprise VCT has a beta of -0.03, indicating that its stock price is 103% less volatile than the S&P 500.

Foresight Enterprise VCT has a net margin of 62.68% compared to Chelverton UK Dividend Trust's net margin of -0.25%. Foresight Enterprise VCT's return on equity of 5.90% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Chelverton UK Dividend Trust-0.25% -0.01% 0.90%
Foresight Enterprise VCT 62.68%5.90%3.66%

Foresight Enterprise VCT received 115 more outperform votes than Chelverton UK Dividend Trust when rated by MarketBeat users. Likewise, 77.97% of users gave Foresight Enterprise 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%
Foresight Enterprise VCTOutperform Votes
177
77.97%
Underperform Votes
50
22.03%

Chelverton UK Dividend Trust pays an annual dividend of GBX 13 per share and has a dividend yield of 8.3%. Foresight Enterprise VCT pays an annual dividend of GBX 7 per share and has a dividend yield of 13.7%. Foresight Enterprise VCT pays out 17,500.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

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, 0.1% of Foresight Enterprise VCT shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Foresight Enterprise VCT beats Chelverton UK Dividend Trust on 10 of the 15 factors compared between the two stocks.

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£34.23M£1.09B£3.74B£1.95B
Dividend Yield7.43%4.65%4.44%5.18%
P/E Ratio656.31810.01421.571,933.54
Price / Sales21.001,464.721,754.41461,708.75
Price / Cash67.1265.0352.6029.27
Price / Book1.011.151.932.33
Net Income-£2.60M£64.14M£361.46M£156.79M
7 Day Performance-1.88%0.94%2.66%0.67%
1 Month Performance-2.48%0.20%1.88%28.29%
1 Year Performance3.29%7.50%10.23%154.22%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 157
-0.6%
N/A+3.3%£34.23M£1.63M656.31N/A
FTF
Foresight Enterprise VCT
N/AGBX 51.09
+1.2%
N/A-18.3%£136.29M£14.45M1,277.25N/ANews Coverage
Negative News
High Trading Volume
BERI
BlackRock Energy and Resources
N/AGBX 111.50
+0.5%
N/A-2.1%£136.13M£27.41M619.44N/A
MAJE
Majedie Investments
N/AGBX 255.90
+3.2%
N/A+16.1%£135.63M£18.33M825.483Gap Up
High Trading Volume
MGCI
M&G Credit Income Investment
N/AGBX 96
-1.0%
N/A+6.6%£135.28M£15.36M1,066.67N/A
SUPP
Schroder UK Public Private Trust
N/AN/AN/AN/A£132.89M£-66,850,000.00-77.50N/AGap Up
SSIT
Seraphim Space Investment Trust
N/AGBX 55.60
+1.5%
N/A+62.4%£131.88MN/A0.00N/AGap Up
IPU
Invesco Perpetual UK Smaller
N/AGBX 386.02
-1.0%
N/A-8.0%£130.59M£-5,560,000.00-1,754.62N/A
ADIG
abrdn Diversified Income & Growth
N/AGBX 43.10
-0.2%
N/A-47.2%£129.85M£-2,900,000.00-2,155.00N/A
IPE
Invesco Enhanced Income
N/AN/AN/AN/A£128.76M£-4,535,000.00-14.19N/AGap Up
AATG
Albion Technology & Gen VCT
N/AGBX 66.50
-2.9%
N/A-4.3%£126.66M£7.68M3,325.00N/AGap Down

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This page (LON:SDV) was last updated on 12/26/2024 by MarketBeat.com Staff
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