abrdn Equity Income Trust (AEI) Competitors

GBX 300
-4.00 (-1.32%)
(As of 04:35 PM ET)

AEI vs. IPU, DORE, DUKE, IGC, KPC, HHV, MGCI, MAJE, CVCG, and AMAT

Should you be buying abrdn Equity Income Trust stock or one of its competitors? The main competitors of abrdn Equity Income Trust include Invesco Perpetual UK Smaller (IPU), Downing Renewables & Infrastructure (DORE), Duke Capital (DUKE), India Capital Growth (IGC), Keystone Positive Change Investment Trust (KPC), Hargreave Hale AIM VCT (HHV), M&G Credit Income Investment (MGCI), Majedie Investments (MAJE), CVC Income & Growth (CVCG), and Amati AIM VCT (AMAT). These companies are all part of the "asset management" industry.

abrdn Equity Income Trust vs.

Invesco Perpetual UK Smaller (LON:IPU) and abrdn Equity Income Trust (LON:AEI) are both small-cap financial services companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, community ranking, dividends, media sentiment, valuation, profitability, institutional ownership, risk and analyst recommendations.

Invesco Perpetual UK Smaller has a beta of 1.03, meaning that its share price is 3% more volatile than the S&P 500. Comparatively, abrdn Equity Income Trust has a beta of 0.89, meaning that its share price is 11% less volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco Perpetual UK Smaller
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
abrdn Equity Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Invesco Perpetual UK Smaller pays an annual dividend of GBX 18 per share and has a dividend yield of 4.4%. abrdn Equity Income Trust pays an annual dividend of GBX 23 per share and has a dividend yield of 7.7%. Invesco Perpetual UK Smaller pays out -2,400.0% of its earnings in the form of a dividend. abrdn Equity Income Trust pays out -9,200.0% 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. abrdn Equity Income Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

35.2% of Invesco Perpetual UK Smaller shares are held by institutional investors. Comparatively, 38.5% of abrdn Equity Income Trust shares are held by institutional investors. 4.4% of Invesco Perpetual UK Smaller shares are held by insiders. Comparatively, 2.2% of abrdn Equity Income Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

abrdn Equity Income Trust has higher revenue and earnings than Invesco Perpetual UK Smaller. abrdn Equity Income Trust is trading at a lower price-to-earnings ratio than Invesco Perpetual UK Smaller, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Perpetual UK Smaller-£23.58M-5.82-£25.25M-£0.75-541.33
abrdn Equity Income Trust-£9.40M-15.21-£12.15M-£0.25-1,200.00

Invesco Perpetual UK Smaller received 86 more outperform votes than abrdn Equity Income Trust when rated by MarketBeat users.

CompanyUnderperformOutperform
Invesco Perpetual UK SmallerOutperform Votes
86
66.67%
Underperform Votes
43
33.33%
abrdn Equity Income TrustN/AN/A

Invesco Perpetual UK Smaller's return on equity of -7.17% beat abrdn Equity Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco Perpetual UK SmallerN/A -14.42% -9.00%
abrdn Equity Income Trust N/A -7.17%-3.47%

In the previous week, abrdn Equity Income Trust's average media sentiment score of 0.00 equaled Invesco Perpetual UK Smaller'saverage media sentiment score.

Company Overall Sentiment
Invesco Perpetual UK Smaller Neutral
abrdn Equity Income Trust Neutral

Summary

abrdn Equity Income Trust beats Invesco Perpetual UK Smaller on 8 of the 13 factors compared between the two stocks.

New MarketBeat Followers Over Time

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

Metricabrdn Equity Income TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£142.95M£731.94M£3.05B£1.42B
Dividend Yield7.76%6.59%4.64%8.79%
P/E Ratio-1,200.00936.61460.921,765.54
Price / Sales-15.2114,127.622,645.06335,695.86
Price / Cash45.1381.0447.8733.04
Price / Book0.911.751.482.48
Net Income-£12.15M£52.11M£414.45M£181.54M
7 Day Performance0.67%0.56%0.66%0.40%
1 Month Performance9.09%-0.65%-0.04%8.65%
1 Year Performance-10.98%2.45%7.72%17.14%

abrdn Equity Income Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IPU
Invesco Perpetual UK Smaller
0 of 5 stars
GBX 402.50
-1.1%
N/A-4.3%£136.17M£-23,580,000.00-536.67N/A
DORE
Downing Renewables & Infrastructure
0 of 5 stars
GBX 74.32
+0.7%
N/A-32.5%£135.93MN/A1,238.67N/AGap Up
DUKE
Duke Capital
2.2198 of 5 stars
GBX 32.44
+0.6%
GBX 55
+69.5%
+1.6%£134.77M£25.41M1,081.33N/A
IGC
India Capital Growth
0 of 5 stars
GBX 162.01
-1.8%
N/A+37.7%£141.63M£35.79M462.9050
KPC
Keystone Positive Change Investment Trust
0 of 5 stars
GBX 219.78
+0.4%
N/A+5.3%£133.43M£11.50M1,465.18N/ADividend Increase
HHV
Hargreave Hale AIM VCT
0 of 5 stars
GBX 41
flat
N/A-15.0%£141.77M£-25,840,000.00-455.56N/ADividend Increase
MGCI
M&G Credit Income Investment
0 of 5 stars
GBX 92.79
+1.5%
N/A-1.5%£131.59M£8.96M1,855.80N/ADividend Increase
News Coverage
Positive News
MAJE
Majedie Investments
0 of 5 stars
GBX 247
-0.8%
N/A+15.8%£130.91M£21.04M796.773News Coverage
Positive News
CVCG
CVC Income & Growth
0 of 5 stars
GBX 113.95
+0.8%
N/A+20.0%£145.01MN/A2,279.00N/A
AMAT
Amati AIM VCT
0 of 5 stars
GBX 85.50
+0.6%
N/A-26.4%£129.17M£-40,860,000.00-294.832,021

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This page (LON:AEI) was last updated on 4/25/2024 by MarketBeat.com Staff

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