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Chelverton UK Dividend Trust (SDV) Competitors

GBX 161.43 +0.43 (+0.27%)
(As of 11/22/2024 10:32 AM ET)

SDV vs. MIX, HHV, BGCG, MERC, IPU, MGCI, AATG, SUPP, DGI9, and FTF

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Mobeus Income & Growth VCT (MIX), Hargreave Hale AIM VCT (HHV), Baillie Gifford China Growth Trust (BGCG), Mercia Asset Management (MERC), Invesco Perpetual UK Smaller (IPU), M&G Credit Income Investment (MGCI), Albion Technology & Gen VCT (AATG), Schroder UK Public Private Trust (SUPP), Digital 9 Infrastructure (DGI9), and Foresight Enterprise VCT (FTF). These companies are all part of the "asset management" industry.

Chelverton UK Dividend Trust vs.

Mobeus Income & Growth VCT (LON:MIX) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap financial services companies, but which is the superior business? We will contrast the two businesses based on the strength of their media sentiment, community ranking, valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership and risk.

Mobeus Income & Growth VCT has higher revenue and earnings than Chelverton UK Dividend Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mobeus Income & Growth VCT£10.24M13.66£7.50M£0.041,325.00
Chelverton UK Dividend Trust£1.63M21.59-£2.60MN/AN/A

In the previous week, Mobeus Income & Growth VCT had 1 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 1 mentions for Mobeus Income & Growth VCT and 0 mentions for Chelverton UK Dividend Trust. Mobeus Income & Growth VCT's average media sentiment score of 0.76 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Mobeus Income & Growth VCT is being referred to more favorably in the media.

Company Overall Sentiment
Mobeus Income & Growth VCT Positive
Chelverton UK Dividend Trust Neutral

Mobeus Income & Growth VCT has a net margin of 73.26% compared to Chelverton UK Dividend Trust's net margin of -0.25%. Mobeus Income & Growth VCT's return on equity of 7.83% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Mobeus Income & Growth VCT73.26% 7.83% 4.94%
Chelverton UK Dividend Trust -0.25%-0.01%0.90%

Chelverton UK Dividend Trust received 10 more outperform votes than Mobeus Income & Growth VCT when rated by MarketBeat users. However, 65.82% of users gave Mobeus Income & Growth VCT an outperform vote while only 54.39% of users gave Chelverton UK Dividend Trust an outperform vote.

CompanyUnderperformOutperform
Mobeus Income & Growth VCTOutperform Votes
52
65.82%
Underperform Votes
27
34.18%
Chelverton UK Dividend TrustOutperform Votes
62
54.39%
Underperform Votes
52
45.61%

Mobeus Income & Growth VCT pays an annual dividend of GBX 8 per share and has a dividend yield of 15.1%. Chelverton UK Dividend Trust pays an annual dividend of GBX 13 per share and has a dividend yield of 8.1%. Mobeus Income & Growth VCT pays out 20,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Mobeus Income & Growth VCT has a beta of 0.09, meaning that its stock price is 91% less volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 1.39, meaning that its stock price is 39% more volatile than the S&P 500.

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

Summary

Mobeus Income & Growth VCT beats Chelverton UK Dividend Trust 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£35.19M£975.54M£3.80B£1.80B
Dividend Yield7.43%5.69%4.37%6.69%
P/E Ratio656.31758.48400.951,781.77
Price / Sales21.593,917.352,502.62284,241.44
Price / Cash67.1248.5843.3623.85
Price / Book1.031.681.462.93
Net Income-£2.60M£59.78M£455.76M£183.68M
7 Day Performance-0.40%0.65%1.17%-0.04%
1 Month Performance-0.96%0.61%1.99%-0.46%
1 Year Performance13.13%11.11%15.68%25.05%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 161.43
+0.3%
N/A+14.4%£35.19M£1.63M656.31N/A
MIX
Mobeus Income & Growth VCT
N/AGBX 53
flat
N/A-0.9%£139.84M£10.24M1,325.00N/A
HHV
Hargreave Hale AIM VCT
N/AGBX 37.80
flat
N/A-11.7%£137.82M£-18,330,000.00-540.00N/ADividend Increase
BGCG
Baillie Gifford China Growth Trust
N/AGBX 224
-0.4%
N/A+5.2%£137.40M£-81,010,000.00-167.91N/A
MERC
Mercia Asset Management
2.3941 of 5 stars
GBX 31.25
+1.5%
GBX 64
+104.8%
+12.5%£134.77M£30.43M-1,562.403,320
IPU
Invesco Perpetual UK Smaller
N/AGBX 398
+0.1%
N/A-0.2%£134.64M£-5,560,000.00-1,809.09N/ANews Coverage
Positive News
MGCI
M&G Credit Income Investment
N/AGBX 95.20
+0.2%
N/A+6.2%£134.16M£15.36M1,055.56N/AHigh Trading Volume
AATG
Albion Technology & Gen VCT
N/AGBX 70
-2.1%
N/A-2.8%£133.32M£7.68M3,500.00N/AGap Down
SUPP
Schroder UK Public Private Trust
N/AGBX 14.73
+13.3%
N/A+0.0%£132.89M£-66,850,000.00-77.50N/ANews Coverage
Gap Up
DGI9
Digital 9 Infrastructure
N/AGBX 15.34
flat
GBX 50
+225.9%
-62.6%£132.72MN/A1,534.00N/A
FTF
Foresight Enterprise VCT
N/AGBX 49
-3.0%
N/A-17.9%£130.71M£14.45M1,225.00N/ADividend Increase
Gap Down

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This page (LON:SDV) was last updated on 11/24/2024 by MarketBeat.com Staff
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