Witan Investment Trust (WTAN) Competitors

GBX 263
+4.50 (+1.74%)
(As of 05/3/2024 ET)

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

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

Witan Investment Trust vs.

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

7.2% of Witan Investment Trust shares are held by institutional investors. Comparatively, 69.2% of Fidelity European Trust shares are held by institutional investors. 8.0% of Witan Investment Trust shares are held by insiders. Comparatively, 0.8% of Fidelity European Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Witan Investment Trust has a beta of 0.74, indicating that its share price is 26% less volatile than the S&P 500. Comparatively, Fidelity European Trust has a beta of 0.8, indicating that its share price is 20% less volatile than the S&P 500.

Witan Investment Trust received 32 more outperform votes than Fidelity European Trust when rated by MarketBeat users. Likewise, 67.63% of users gave Witan Investment Trust an outperform vote while only 65.26% of users gave Fidelity European Trust an outperform vote.

CompanyUnderperformOutperform
Witan Investment TrustOutperform Votes
94
67.63%
Underperform Votes
45
32.37%
Fidelity European TrustOutperform Votes
62
65.26%
Underperform Votes
33
34.74%

In the previous week, Witan Investment Trust had 4 more articles in the media than Fidelity European Trust. MarketBeat recorded 5 mentions for Witan Investment Trust and 1 mentions for Fidelity European Trust. Fidelity European Trust's average media sentiment score of 1.66 beat Witan Investment Trust's score of 0.45 indicating that Fidelity European Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Witan Investment Trust
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidelity European 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

Witan Investment Trust pays an annual dividend of GBX 6 per share and has a dividend yield of 2.3%. Fidelity European Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 2.0%. Witan Investment Trust pays out 2,142.9% 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 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.

Fidelity European Trust has a net margin of 90.56% compared to Witan Investment Trust's net margin of 87.27%. Fidelity European Trust's return on equity of 16.08% beat Witan Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Witan Investment Trust87.27% 11.70% 6.77%
Fidelity European Trust 90.56%16.08%10.56%

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Witan Investment Trust£207.95M7.70£181.48M£0.28939.29
Fidelity European Trust£263.57M6.07£238.69M£0.58675.00

Summary

Fidelity European Trust beats Witan Investment Trust on 10 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WTAN 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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WTAN vs. The Competition

MetricWitan Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.60B£794.77M£2.97B£1.57B
Dividend Yield2.36%5.29%4.57%6.85%
P/E Ratio939.29967.13449.751,890.76
Price / Sales7.7014,596.102,209.63403,328.15
Price / Cash40.3484.0948.8735.11
Price / Book1.051.311.472.45
Net Income£181.48M£51.95M£331.65M£176.32M
7 Day Performance4.37%1.07%0.67%0.85%
1 Month Performance5.41%0.77%6.77%7.10%
1 Year Performance15.60%4.38%9.19%13.53%

Witan Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FEV
Fidelity European Trust
0 of 5 stars
GBX 389.50
-0.3%
N/A+9.4%£1.59B£263.57M671.55N/ANews Coverage
PIN
Pantheon International
0 of 5 stars
GBX 326.50
-0.2%
N/A+28.2%£1.54B£-16,870,000.00-3,265.00455Insider Buying
News Coverage
MYI
Murray International
0 of 5 stars
GBX 249
-1.6%
N/A-5.1%£1.54B£151.82M1,185.71N/ADividend Announcement
QLT
Quilter
0.2928 of 5 stars
GBX 109.80
-1.0%
GBX 93.33
-15.0%
+28.5%£1.53B£4.63B3,660.002,983
RAT
Rathbones Group
0.5686 of 5 stars
GBX 1,638
-0.5%
GBX 1,520
-7.2%
-11.8%£1.49B£676.20M3,211.763,500
PNL
Personal Assets Trust
0 of 5 stars
GBX 483
-0.4%
N/A+0.3%£1.67B£-3,020,000.009,660.00N/ANews Coverage
JTC
JTC
0.3047 of 5 stars
GBX 855
-0.8%
GBX 940
+9.9%
+11.3%£1.42B£228.50M5,029.411,603News Coverage
TEM
Templeton Emerging Mkts Invmt Tr TEMIT
0 of 5 stars
GBX 155.80
-0.9%
N/A+11.0%£1.74B£200.31M1,112.86N/A
JAM
JPMorgan American
0 of 5 stars
GBX 959
-0.5%
N/A+36.3%£1.75B£191.56M968.69N/A
HVPE
HarbourVest Global Private Equity
0 of 5 stars
GBX 2,295
-0.6%
N/A+11.7%£1.77B£171.22M-3,530.77N/ANews Coverage

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

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