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Chelverton UK Dividend Trust (SDV) Competitors

GBX 161.50
-2.50 (-1.52%)
(As of 11/4/2024 ET)

SDV vs. HHV, BGCG, JARA, AATG, KPC, MGCI, FTF, SUPP, DUKE, and IPE

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), Baillie Gifford China Growth Trust (BGCG), JPMorgan Global Core Real Assets (JARA), Albion Technology & Gen VCT (AATG), Keystone Positive Change Investment Trust (KPC), M&G Credit Income Investment (MGCI), Foresight Enterprise VCT (FTF), Schroder UK Public Private Trust (SUPP), Duke Capital (DUKE), and Invesco Enhanced Income (IPE). 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 business? We will compare the two businesses based on the strength of their valuation, risk, community ranking, profitability, institutional ownership, media sentiment, earnings, dividends and analyst recommendations.

Hargreave Hale AIM VCT has a net margin of 0.00% compared to Chelverton UK Dividend Trust's net margin of -0.25%. Chelverton UK Dividend Trust's return on equity of -0.01% beat Hargreave Hale AIM VCT's return on equity.

Company Net Margins Return on Equity Return on Assets
Chelverton UK Dividend Trust-0.25% -0.01% 0.90%
Hargreave Hale AIM VCT N/A -13.58%-8.44%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Chelverton UK Dividend Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Hargreave Hale AIM VCT
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

In the previous week, Hargreave Hale AIM VCT had 1 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 1 mentions for Hargreave Hale AIM VCT and 0 mentions for Chelverton UK Dividend Trust. Hargreave Hale AIM VCT's average media sentiment score of 1.11 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 higher revenue and earnings than Hargreave Hale AIM VCT.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Chelverton UK Dividend Trust£1.63M21.60-£2.60MN/AN/A
Hargreave Hale AIM VCT-£18.33M-7.56-£22.44M-£0.07-542.86

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%

Chelverton UK Dividend Trust pays an annual dividend of GBX 13 per share and has a dividend yield of 8.0%. Hargreave Hale AIM VCT pays an annual dividend of GBX 3 per share and has a dividend yield of 7.9%. Hargreave Hale AIM VCT pays out -4,285.7% of its earnings in the form of a dividend.

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

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

Summary

Chelverton UK Dividend Trust beats Hargreave Hale AIM VCT on 10 of the 16 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£35.21M£780.45M£3.17B£1.40B
Dividend Yield7.43%13.21%4.61%11.77%
P/E Ratio656.31751.71430.141,584.23
Price / Sales21.6013,569.582,967.58214,277.95
Price / Cash67.1253.9448.2626.96
Price / Book1.041.701.442.88
Net Income-£2.60M£57.25M£395.64M£155.21M
7 Day Performance-0.34%-0.26%-0.56%0.54%
1 Month Performance-4.02%-1.17%-0.73%-0.39%
1 Year Performance17.03%11.96%15.99%103.11%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 161.50
-1.5%
N/A+18.8%£35.21M£1.63M656.31N/A
HHV
Hargreave Hale AIM VCT
N/AGBX 38
flat
N/AN/A£138.55M£-18,330,000.00-542.86N/ADividend Increase
High Trading Volume
BGCG
Baillie Gifford China Growth Trust
N/AGBX 225.65
+1.4%
N/A+8.8%£138.41M£-81,010,000.00-168.40N/A
JARA
JPMorgan Global Core Real Assets
N/AGBX 66.58
+1.5%
N/A+1.5%£137.04M£-9,160,000.00-1,331.60N/AGap Up
AATG
Albion Technology & Gen VCT
N/AGBX 71.50
flat
N/AN/A£136.18M£7.68M3,575.00N/A
KPC
Keystone Positive Change Investment Trust
N/AGBX 230
-2.5%
N/AN/A£136.11M£7.36M2,875.00N/ADividend Increase
MGCI
M&G Credit Income Investment
N/AGBX 96
-1.6%
N/A+4.9%£135.28M£15.36M1,066.67N/A
FTF
Foresight Enterprise VCT
N/AGBX 50.50
-11.4%
N/A-16.5%£134.71M£14.45M1,262.50N/ADividend Increase
Gap Up
SUPP
Schroder UK Public Private Trust
N/AGBX 14.73
+13.3%
N/AN/A£132.89M£-66,850,000.00-77.50N/AGap Up
DUKE
Duke Capital
2.4257 of 5 stars
GBX 31.70
+1.3%
GBX 55
+73.5%
-0.8%£132.11M£25.39M1,056.67N/A
IPE
Invesco Enhanced Income
N/AGBX 73.80
+2,020.7%
N/AN/A£128.76M£-4,535,000.00-14.19N/ANews Coverage
Gap Up

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This page (LON:SDV) was last updated on 11/4/2024 by MarketBeat.com Staff
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