The Baillie Gifford Japan Trust (BGFD) Competitors

GBX 719
+12.00 (+1.70%)
(As of 04/26/2024 ET)

BGFD vs. BRSC, SEIT, ESCT, BRGE, GCP, JEDT, IPX, FEML, TMPL, and APAX

Should you be buying The Baillie Gifford Japan Trust stock or one of its competitors? The main competitors of The Baillie Gifford Japan Trust include BlackRock Smaller Companies (BRSC), SDCL Energy Efficiency Income (SEIT), The European Smaller Companies Trust (ESCT), BlackRock Greater Europe (BRGE), GCP Infrastructure Investment (GCP), JPMorgan European Discovery Trust (JEDT), Impax Asset Management Group (IPX), Fidelity Emerging Markets (FEML), Temple Bar (TMPL), and Apax Global Alpha (APAX). These companies are all part of the "asset management" industry.

The Baillie Gifford Japan Trust vs.

The Baillie Gifford Japan Trust (LON:BGFD) and BlackRock Smaller Companies Trust (LON:BRSC) 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 valuation, media sentiment, analyst recommendations, institutional ownership, risk, dividends, earnings, profitability and community ranking.

The Baillie Gifford Japan Trust has higher earnings, but lower revenue than BlackRock Smaller Companies Trust. The Baillie Gifford Japan Trust is trading at a lower price-to-earnings ratio than BlackRock Smaller Companies Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Baillie Gifford Japan Trust-£51.38M-12.60-£43.24M-£0.46-1,563.04
BlackRock Smaller Companies Trust-£36.80M-17.99-£44.14M-£2.88-486.11

The Baillie Gifford Japan Trust has a beta of 0.74, suggesting that its share price is 26% less volatile than the S&P 500. Comparatively, BlackRock Smaller Companies Trust has a beta of 1.09, suggesting that its share price is 9% more volatile than the S&P 500.

The Baillie Gifford Japan Trust's return on equity of -5.68% beat BlackRock Smaller Companies Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
The Baillie Gifford Japan TrustN/A -5.68% -3.90%
BlackRock Smaller Companies Trust N/A -6.16%-3.33%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Baillie Gifford Japan Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
BlackRock Smaller Companies Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

The Baillie Gifford Japan Trust pays an annual dividend of GBX 10 per share and has a dividend yield of 1.4%. BlackRock Smaller Companies Trust pays an annual dividend of GBX 41 per share and has a dividend yield of 2.9%. The Baillie Gifford Japan Trust pays out -2,173.9% of its earnings in the form of a dividend. BlackRock Smaller Companies Trust pays out -1,423.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

The Baillie Gifford Japan Trust received 8 more outperform votes than BlackRock Smaller Companies Trust when rated by MarketBeat users. However, 61.39% of users gave BlackRock Smaller Companies Trust an outperform vote while only 58.33% of users gave The Baillie Gifford Japan Trust an outperform vote.

CompanyUnderperformOutperform
The Baillie Gifford Japan TrustOutperform Votes
70
58.33%
Underperform Votes
50
41.67%
BlackRock Smaller Companies TrustOutperform Votes
62
61.39%
Underperform Votes
39
38.61%

In the previous week, BlackRock Smaller Companies Trust had 1 more articles in the media than The Baillie Gifford Japan Trust. MarketBeat recorded 1 mentions for BlackRock Smaller Companies Trust and 0 mentions for The Baillie Gifford Japan Trust. BlackRock Smaller Companies Trust's average media sentiment score of 1.14 beat The Baillie Gifford Japan Trust's score of 0.00 indicating that BlackRock Smaller Companies Trust is being referred to more favorably in the news media.

Company Overall Sentiment
The Baillie Gifford Japan Trust Neutral
BlackRock Smaller Companies Trust Positive

51.8% of The Baillie Gifford Japan Trust shares are held by institutional investors. Comparatively, 40.8% of BlackRock Smaller Companies Trust shares are held by institutional investors. 1.4% of The Baillie Gifford Japan Trust shares are held by insiders. Comparatively, 4.0% of BlackRock Smaller Companies Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

BlackRock Smaller Companies Trust beats The Baillie Gifford Japan Trust on 9 of the 16 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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BGFD vs. The Competition

MetricThe Baillie Gifford Japan TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£647.17M£885.87M£3.38B£1.69B
Dividend Yield1.35%12.68%4.56%10.53%
P/E Ratio-1,563.04994.08453.841,992.45
Price / Sales-12.602,099.492,205.60383,615.58
Price / Cash63.5657.2948.8326.35
Price / Book0.911.623.502.57
Net Income-£43.24M£56.54M£404.99M£184.68M
7 Day Performance1.99%1.14%1.05%1.58%
1 Month Performance-3.88%-0.59%5.82%9.78%
1 Year Performance-3.36%2.59%6.95%9.97%

The Baillie Gifford Japan Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BRSC
BlackRock Smaller Companies
0 of 5 stars
GBX 1,340
-1.5%
N/A+7.0%£633.69M£-36,800,000.00-465.28N/A
SEIT
SDCL Energy Efficiency Income
0 of 5 stars
GBX 57.70
+0.3%
N/A-35.2%£628.93M£-7,800,000.00-2,885.00N/A
ESCT
The European Smaller Companies Trust
0 of 5 stars
GBX 168
-1.5%
N/A+8.2%£672.54M£91.68M840.00305News Coverage
BRGE
BlackRock Greater Europe
0 of 5 stars
GBX 618
-1.3%
N/A+15.5%£620.91M£98.53M679.12N/A
GCP
GCP Infrastructure Investment
0 of 5 stars
GBX 70.80
-1.1%
N/A-18.8%£614.41M£42.56M2,360.001,950Dividend Announcement
Insider Buying
News Coverage
JEDT
JPMorgan European Discovery Trust
0 of 5 stars
GBX 455
-1.9%
N/A+11.2%£681.77M£39.60M2,527.78N/A
IPX
Impax Asset Management Group
0 of 5 stars
GBX 466.50
-1.7%
GBX 700
+50.1%
-42.2%£598.61M£178.37M1,555.00300Dividend Increase
FEML
Fidelity Emerging Markets
0 of 5 stars
N/AN/AN/A£598.53M£40.57M5,053.85N/AGap Down
TMPL
Temple Bar
0 of 5 stars
GBX 244.50
-1.8%
N/A+10.4%£703.11M£59.70M1,528.13N/ANews Coverage
APAX
Apax Global Alpha
0 of 5 stars
GBX 143.80
-0.4%
N/A-16.0%£706.20M£-3,990,000.00-2,876.00N/AHigh Trading Volume

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This page (LON:BGFD) was last updated on 4/28/2024 by MarketBeat.com Staff

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