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Personal Assets Trust (PNL) Competitors

GBX 483.50
-2.00 (-0.41%)
(As of 05/28/2024 ET)

PNL vs. FEV, HVPE, WTAN, JAM, RAT, TEM, QLT, MYI, PIN, and BPT

Should you be buying Personal Assets Trust stock or one of its competitors? The main competitors of Personal Assets Trust include Fidelity European Trust (FEV), HarbourVest Global Private Equity (HVPE), Witan Investment Trust (WTAN), JPMorgan American (JAM), Rathbones Group (RAT), Templeton Emerging Markets Investment Trust (TEM), Quilter (QLT), Murray International (MYI), Pantheon International (PIN), and Bridgepoint Group (BPT). These companies are all part of the "asset management" industry.

Personal Assets Trust vs.

Fidelity European Trust (LON:FEV) and Personal Assets Trust (LON:PNL) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, risk, dividends, institutional ownership, earnings, profitability, community ranking, valuation and media sentiment.

Fidelity European Trust has a beta of 0.8, meaning that its stock price is 20% less volatile than the S&P 500. Comparatively, Personal Assets Trust has a beta of 0.19, meaning that its stock price is 81% less volatile than the S&P 500.

Fidelity European Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 2.0%. Personal Assets Trust pays an annual dividend of GBX 6 per share and has a dividend yield of 1.2%. Fidelity European Trust pays out 1,379.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Personal Assets Trust pays out 12,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidelity European Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Fidelity European Trust has higher revenue and earnings than Personal Assets Trust. Fidelity European Trust is trading at a lower price-to-earnings ratio than Personal Assets Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity European Trust£263.57M6.22£238.69M£0.58691.38
Personal Assets Trust-£3.02M-553.80£20.74M£0.059,670.00

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelity European Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Personal Assets Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

In the previous week, Personal Assets Trust had 3 more articles in the media than Fidelity European Trust. MarketBeat recorded 3 mentions for Personal Assets Trust and 0 mentions for Fidelity European Trust. Fidelity European Trust's average media sentiment score of 1.38 beat Personal Assets Trust's score of 0.00 indicating that Personal Assets Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Fidelity European Trust Neutral
Personal Assets Trust Positive

Personal Assets Trust received 46 more outperform votes than Fidelity European Trust when rated by MarketBeat users. However, 65.26% of users gave Fidelity European Trust an outperform vote while only 61.02% of users gave Personal Assets Trust an outperform vote.

CompanyUnderperformOutperform
Fidelity European TrustOutperform Votes
62
65.26%
Underperform Votes
33
34.74%
Personal Assets TrustOutperform Votes
108
61.02%
Underperform Votes
69
38.98%

69.2% of Fidelity European Trust shares are owned by institutional investors. Comparatively, 35.2% of Personal Assets Trust shares are owned by institutional investors. 0.8% of Fidelity European Trust shares are owned by insiders. Comparatively, 2.9% of Personal Assets Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Fidelity European Trust has a net margin of 90.56% compared to Fidelity European Trust's net margin of 0.00%. Personal Assets Trust's return on equity of 16.08% beat Fidelity European Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity European Trust90.56% 16.08% 10.56%
Personal Assets Trust N/A 1.17%-0.50%

Summary

Fidelity European Trust beats Personal Assets Trust on 12 of the 17 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 PNL 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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PNL vs. The Competition

MetricPersonal Assets TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.67B£748.38M£3.00B£1.44B
Dividend Yield1.17%13.03%4.63%11.12%
P/E Ratio9,670.00956.57481.381,689.47
Price / Sales-553.802,909.702,442.33276,683.34
Price / Cash37.4654.0747.7826.84
Price / Book1.031.691.552.72
Net Income£20.74M£46.18M£383.49M£166.67M
7 Day Performance-1.43%-0.49%5.86%4.38%
1 Month Performance-0.31%2.29%1.85%4.05%
1 Year Performance2.00%6.62%23.49%13.51%

Personal Assets Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FEV
Fidelity European Trust
0 of 5 stars
GBX 405.50
-0.7%
N/A+13.5%£1.66B£263.57M699.14N/APositive News
HVPE
HarbourVest Global Private Equity
0 of 5 stars
GBX 2,265
-0.2%
N/A+4.8%£1.74B£171.22M-3,431.82N/A
WTAN
Witan Investment Trust
0 of 5 stars
GBX 268
-0.7%
N/A+15.3%£1.63B£207.95M957.146Positive News
JAM
JPMorgan American
0 of 5 stars
GBX 982
-0.9%
N/A+32.4%£1.79B£191.56M991.92N/A
RAT
Rathbones Group
0.5834 of 5 stars
GBX 1,762
-1.1%
GBX 1,520
-13.7%
-8.6%£1.60B£676.20M3,454.903,500Gap Up
TEM
Templeton Emerging Markets Investment Trust
0 of 5 stars
GBX 163.80
-0.8%
N/A+8.8%£1.82B£200.31M1,170.00N/APositive News
QLT
Quilter
0.2203 of 5 stars
GBX 113.30
+2.1%
GBX 93.33
-17.6%
+45.5%£1.57B£4.63B3,776.672,983Gap Down
MYI
Murray International
0 of 5 stars
GBX 253.50
-1.0%
N/A-4.4%£1.56B£151.82M1,207.14N/ADividend Announcement
PIN
Pantheon International
0 of 5 stars
GBX 328.50
+0.2%
N/AN/A£1.55B£-16,870,000.00-3,285.00455
BPT
Bridgepoint Group
0.3672 of 5 stars
GBX 235.60
-1.1%
GBX 249.50
+5.9%
+8.4%£1.87B£321.60M2,617.78391News Coverage

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This page (LON:PNL) was last updated on 5/28/2024 by MarketBeat.com Staff

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