Schroders Investment Trusts - Schroder Asian Total Return Investment (ATR) Competitors

GBX 439
-2.00 (-0.45%)
(As of 05/3/2024 ET)

ATR vs. DIG, AAS, ORIT, MWY, MTW, UEM, LIO, POLN, PAC, and JCH

Should you be buying Schroders Investment Trusts - Schroder Asian Total Return Investment stock or one of its competitors? The main competitors of Schroders Investment Trusts - Schroder Asian Total Return Investment include Dunedin Income Growth Investment Trust (DIG), abrdn Asia Focus (AAS), Octopus Renewables Infrastructure (ORIT), Mid Wynd International Inv Tr (MWY), Mattioli Woods (MTW), Utilico Emerging Markets (UEM), Liontrust Asset Management (LIO), Pollen Street Group (POLN), Pacific Assets (PAC), and JPMorgan Claverhouse (JCH). These companies are all part of the "asset management" industry.

Schroders Investment Trusts - Schroder Asian Total Return Investment vs.

Schroders Investment Trusts - Schroder Asian Total Return Investment (LON:ATR) and Dunedin Income Growth Investment Trust (LON:DIG) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, analyst recommendations, valuation, media sentiment, profitability, earnings, risk and community ranking.

In the previous week, Schroders Investment Trusts - Schroder Asian Total Return Investment had 2 more articles in the media than Dunedin Income Growth Investment Trust. MarketBeat recorded 3 mentions for Schroders Investment Trusts - Schroder Asian Total Return Investment and 1 mentions for Dunedin Income Growth Investment Trust. Schroders Investment Trusts - Schroder Asian Total Return Investment's average media sentiment score of 1.92 beat Dunedin Income Growth Investment Trust's score of 1.84 indicating that Schroders Investment Trusts - Schroder Asian Total Return Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Schroders Investment Trusts - Schroder Asian Total Return Investment
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Dunedin Income Growth Investment Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Schroders Investment Trusts - Schroder Asian Total Return Investment has higher revenue and earnings than Dunedin Income Growth Investment Trust. Dunedin Income Growth Investment Trust is trading at a lower price-to-earnings ratio than Schroders Investment Trusts - Schroder Asian Total Return Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Schroders Investment Trusts - Schroder Asian Total Return Investment£34.78M12.20£29.20M£0.271,625.93
Dunedin Income Growth Investment Trust£31.24M13.33£26.07M£0.181,583.33

Schroders Investment Trusts - Schroder Asian Total Return Investment has a net margin of 83.95% compared to Dunedin Income Growth Investment Trust's net margin of 83.44%. Schroders Investment Trusts - Schroder Asian Total Return Investment's return on equity of 6.49% beat Dunedin Income Growth Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Schroders Investment Trusts - Schroder Asian Total Return Investment83.95% 6.49% 3.86%
Dunedin Income Growth Investment Trust 83.44%5.75%3.58%

Schroders Investment Trusts - Schroder Asian Total Return Investment has a beta of 0.53, suggesting that its share price is 47% less volatile than the S&P 500. Comparatively, Dunedin Income Growth Investment Trust has a beta of 0.72, suggesting that its share price is 28% less volatile than the S&P 500.

54.4% of Schroders Investment Trusts - Schroder Asian Total Return Investment shares are held by institutional investors. Comparatively, 28.3% of Dunedin Income Growth Investment Trust shares are held by institutional investors. 3.5% of Schroders Investment Trusts - Schroder Asian Total Return Investment shares are held by insiders. Comparatively, 2.0% of Dunedin Income Growth Investment Trust shares are held 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.

Schroders Investment Trusts - Schroder Asian Total Return Investment pays an annual dividend of GBX 11 per share and has a dividend yield of 2.5%. Dunedin Income Growth Investment Trust pays an annual dividend of GBX 14 per share and has a dividend yield of 4.9%. Schroders Investment Trusts - Schroder Asian Total Return Investment pays out 4,074.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Dunedin Income Growth Investment Trust pays out 7,777.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Dunedin Income Growth Investment Trust received 29 more outperform votes than Schroders Investment Trusts - Schroder Asian Total Return Investment when rated by MarketBeat users. Likewise, 69.70% of users gave Dunedin Income Growth Investment Trust an outperform vote while only 67.19% of users gave Schroders Investment Trusts - Schroder Asian Total Return Investment an outperform vote.

CompanyUnderperformOutperform
Schroders Investment Trusts - Schroder Asian Total Return InvestmentOutperform Votes
86
67.19%
Underperform Votes
42
32.81%
Dunedin Income Growth Investment TrustOutperform Votes
115
69.70%
Underperform Votes
50
30.30%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Schroders Investment Trusts - Schroder Asian Total Return Investment
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Dunedin Income Growth Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Schroders Investment Trusts - Schroder Asian Total Return Investment beats Dunedin Income Growth Investment 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 ATR 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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ATR vs. The Competition

MetricSchroders Investment Trusts - Schroder Asian Total Return InvestmentAsset Management IndustryFinancial SectorLON Exchange
Market Cap£424.29M£789.35M£3.05B£1.56B
Dividend Yield2.61%5.31%4.59%6.92%
P/E Ratio1,625.93954.64446.561,885.27
Price / Sales12.2014,387.922,177.47400,667.99
Price / Cash89.0383.4648.4035.07
Price / Book1.011.321.482.45
Net Income£29.20M£51.93M£348.01M£176.14M
7 Day Performance1.62%1.03%0.65%0.84%
1 Month Performance-3.30%0.75%6.70%7.06%
1 Year Performance5.78%4.37%9.23%13.40%

Schroders Investment Trusts - Schroder Asian Total Return Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DIG
Dunedin Income Growth Investment Trust
0 of 5 stars
GBX 288
+0.7%
N/A-6.9%£420.97M£31.24M1,600.00N/ADividend Announcement
News Coverage
Positive News
AAS
abrdn Asia Focus
0 of 5 stars
GBX 276
+1.8%
N/A+15.3%£426.25M£45.30M1,314.29N/A
ORIT
Octopus Renewables Infrastructure
2.7191 of 5 stars
GBX 73.60
-0.3%
GBX 115
+56.3%
-29.2%£415.79M£18.40M3,680.00N/A
MWY
Mid Wynd International Inv Tr
0 of 5 stars
GBX 764
-0.5%
N/A+10.3%£411.41M£27.85M2,064.86N/APositive News
High Trading Volume
MTW
Mattioli Woods
1.0257 of 5 stars
GBX 792
flat
GBX 872.50
+10.2%
+25.2%£411.37M£115.40M4,168.42949
UEM
Utilico Emerging Markets
0 of 5 stars
GBX 226
-0.9%
N/A+5.5%£437.17M£61.72M904.00N/A
LIO
Liontrust Asset Management
0.1643 of 5 stars
GBX 675
-1.3%
GBX 755
+11.9%
-19.9%£438.35M£231.10M2,500.00241
POLN
Pollen Street Group
2.9275 of 5 stars
GBX 686
-0.6%
GBX 1,070
+56.0%
+3.5%£438.42M£103.16M1,124.5984
PAC
Pacific Assets
0 of 5 stars
GBX 363
-0.5%
N/A+5.4%£439.09M£37.50M1,728.571,557Dividend Increase
JCH
JPMorgan Claverhouse
0 of 5 stars
GBX 706
-0.3%
N/A+5.8%£407.43M£32.17M1,568.89N/A

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This page (LON:ATR) was last updated on 5/4/2024 by MarketBeat.com Staff

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