Jupiter Fund Management (JUP) Competitors

GBX 78.70
+0.20 (+0.25%)
(As of 05/3/2024 07:36 PM ET)

JUP vs. NAIT, JEMI, ANII, JCH, HEFT, MTW, MWY, PINT, ORIT, and FAS

Should you be buying Jupiter Fund Management stock or one of its competitors? The main competitors of Jupiter Fund Management include North American Income Trust (NAIT), JPMorgan Global Emerg Mkts (JEMI), abrdn New India Investment Trust (ANII), JPMorgan Claverhouse (JCH), Henderson European Focus Trust (HEFT), Mattioli Woods (MTW), Mid Wynd International Inv Tr (MWY), Pantheon Infrastructure (PINT), Octopus Renewables Infrastructure (ORIT), and Fidelity Asian Values (FAS). These companies are all part of the "asset management" industry.

Jupiter Fund Management vs.

North American Income Trust (LON:NAIT) and Jupiter Fund Management (LON:JUP) are both small-cap financial services companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, earnings, dividends, media sentiment, analyst recommendations, institutional ownership, community ranking, risk and valuation.

51.1% of North American Income Trust shares are held by institutional investors. Comparatively, 54.5% of Jupiter Fund Management shares are held by institutional investors. 8.1% of North American Income Trust shares are held by company insiders. Comparatively, 26.1% of Jupiter Fund Management shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Jupiter Fund Management has a consensus target price of GBX 78.67, indicating a potential downside of 0.04%. Given North American Income Trust's higher possible upside, analysts clearly believe Jupiter Fund Management is more favorable than North American Income Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
North American Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Jupiter Fund Management
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

North American Income Trust has higher earnings, but lower revenue than Jupiter Fund Management. Jupiter Fund Management is trading at a lower price-to-earnings ratio than North American Income Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
North American Income Trust£8.48M46.65£2.24M£0.0214,400.00
Jupiter Fund Management£368.80M1.09-£12.90M-£0.03-2,623.33

Jupiter Fund Management received 523 more outperform votes than North American Income Trust when rated by MarketBeat users. However, 67.44% of users gave North American Income Trust an outperform vote while only 60.10% of users gave Jupiter Fund Management an outperform vote.

CompanyUnderperformOutperform
North American Income TrustOutperform Votes
87
67.44%
Underperform Votes
42
32.56%
Jupiter Fund ManagementOutperform Votes
610
60.10%
Underperform Votes
405
39.90%

In the previous week, North American Income Trust had 1 more articles in the media than Jupiter Fund Management. MarketBeat recorded 2 mentions for North American Income Trust and 1 mentions for Jupiter Fund Management. Jupiter Fund Management's average media sentiment score of 1.42 beat North American Income Trust's score of 0.24 indicating that North American Income Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
North American Income Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jupiter Fund Management
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

North American Income Trust has a net margin of 26.37% compared to North American Income Trust's net margin of -3.50%. Jupiter Fund Management's return on equity of 0.49% beat North American Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
North American Income Trust26.37% 0.49% 0.56%
Jupiter Fund Management -3.50%-1.58%4.51%

North American Income Trust has a beta of 0.7, suggesting that its stock price is 30% less volatile than the S&P 500. Comparatively, Jupiter Fund Management has a beta of 1.39, suggesting that its stock price is 39% more volatile than the S&P 500.

North American Income Trust pays an annual dividend of GBX 11 per share and has a dividend yield of 3.8%. Jupiter Fund Management pays an annual dividend of GBX 7 per share and has a dividend yield of 8.9%. North American Income Trust pays out 55,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Jupiter Fund Management pays out -23,333.3% of its earnings in the form of a dividend. Jupiter Fund Management is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

North American Income Trust and Jupiter Fund Management tied by winning 9 of the 18 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 JUP 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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JUP vs. The Competition

MetricJupiter Fund ManagementAsset Management IndustryFinancial SectorLON Exchange
Market Cap£402.22M£715.94M£2.89B£1.41B
Dividend Yield7.91%13.31%4.65%11.95%
P/E Ratio-2,623.33915.10464.561,732.25
Price / Sales1.0913,627.302,634.83350,832.38
Price / Cash1.4678.5347.8832.84
Price / Book0.511.732.222.56
Net Income-£12.90M£49.49M£371.40M£178.82M
7 Day Performance-0.38%11.71%7.12%4.63%
1 Month Performance-9.75%1.21%0.91%2.40%
1 Year Performance-38.52%3.92%8.15%12.72%

Jupiter Fund Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NAIT
North American Income Trust
0 of 5 stars
GBX 286
-1.4%
N/A+4.9%£392.82M£8.48M14,300.00N/APositive News
JEMI
JPMorgan Global Emerg Mkts
0 of 5 stars
GBX 132
-1.5%
N/A+6.7%£390.59MN/A-3,300.00N/AGap Up
ANII
abrdn New India Investment Trust
0 of 5 stars
GBX 750
+0.5%
N/A+41.9%£402.23M£-29,550,000.00-1,250.00N/APositive News
JCH
JPMorgan Claverhouse
0 of 5 stars
GBX 706
-0.3%
N/A+6.5%£407.43M£32.17M1,568.89N/A
HEFT
Henderson European Focus Trust
0 of 5 stars
GBX 179.50
-1.4%
N/A+15.1%£381.92M£42.10M1,055.88N/ADividend Increase
Positive News
MTW
Mattioli Woods
0 of 5 stars
GBX 792
flat
GBX 872.50
+10.2%
+25.2%£411.37M£115.40M4,168.42949
MWY
Mid Wynd International Inv Tr
0 of 5 stars
GBX 764
-0.5%
N/A+10.9%£411.41M£27.85M2,064.86N/APositive News
High Trading Volume
PINT
Pantheon Infrastructure
0 of 5 stars
GBX 80.80
flat
N/A-7.5%£379.40MN/A0.00N/A
ORIT
Octopus Renewables Infrastructure
2.7564 of 5 stars
GBX 73.60
-0.3%
GBX 115
+56.3%
-29.2%£415.79M£18.40M3,680.00N/A
FAS
Fidelity Asian Values
0 of 5 stars
GBX 518
-1.5%
N/A+2.7%£371.51M£48.58M941.82N/AGap Down

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This page (LON:JUP) was last updated on 5/6/2024 by MarketBeat.com Staff

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