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abrdn Equity Income Trust (AEI) Competitors

GBX 467 -1.00 (-0.21%)
As of 12:42 PM Eastern

AEI vs. WWH, BHMG, BNKR, ASL, and JMG

Should you buy abrdn Equity Income Trust stock or one of its competitors? abrdn Equity Income Trust's main competitors and comparable companies include Worldwide Healthcare (WWH), BH Macro GBP (BHMG), The Bankers Investment Trust (BNKR), Aberforth Smaller Companies Trust (ASL), and JPMorgan Emerging Markets (JMG). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does abrdn Equity Income Trust compare to Worldwide Healthcare?

Worldwide Healthcare (LON:WWH) and abrdn Equity Income Trust (LON:AEI) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, profitability, dividends, valuation, institutional ownership, analyst recommendations, earnings and risk.

abrdn Equity Income Trust has a net margin of 157.91% compared to Worldwide Healthcare's net margin of 85.46%. abrdn Equity Income Trust's return on equity of 18.96% beat Worldwide Healthcare's return on equity.

Company Net Margins Return on Equity Return on Assets
Worldwide Healthcare85.46% 8.01% -2.02%
abrdn Equity Income Trust 157.91%18.96%0.71%

7.9% of Worldwide Healthcare shares are held by institutional investors. Comparatively, 3.2% of abrdn Equity Income Trust shares are held by institutional investors. 0.2% of Worldwide Healthcare shares are held by insiders. Comparatively, 0.2% of abrdn Equity Income Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Worldwide Healthcare pays an annual dividend of GBX 2.40 per share and has a dividend yield of 0.6%. abrdn Equity Income Trust pays an annual dividend of GBX 23 per share and has a dividend yield of 4.9%. Worldwide Healthcare pays out 9.0% of its earnings in the form of a dividend. abrdn Equity Income Trust pays out 23.7% 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.

In the previous week, Worldwide Healthcare had 2 more articles in the media than abrdn Equity Income Trust. MarketBeat recorded 2 mentions for Worldwide Healthcare and 0 mentions for abrdn Equity Income Trust. Worldwide Healthcare's average media sentiment score of 1.64 beat abrdn Equity Income Trust's score of 0.00 indicating that Worldwide Healthcare is being referred to more favorably in the media.

Company Overall Sentiment
Worldwide Healthcare Very Positive
abrdn Equity Income Trust Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Worldwide Healthcare£118.16M11.99£227.88M£26.7014.80
abrdn Equity Income Trust£47.57M7.79-£220.80K£96.934.82

Worldwide Healthcare has a beta of 0.262, indicating that its stock price is 74% less volatile than the broader market. Comparatively, abrdn Equity Income Trust has a beta of 0.901, indicating that its stock price is 10% less volatile than the broader market.

Summary

Worldwide Healthcare beats abrdn Equity Income Trust on 8 of the 15 factors compared between the two stocks.

How does abrdn Equity Income Trust compare to BH Macro GBP?

BH Macro GBP (LON:BHMG) and abrdn Equity Income Trust (LON:AEI) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, earnings, valuation, risk, profitability and dividends.

In the previous week, BH Macro GBP's average media sentiment score of 0.00 equaled abrdn Equity Income Trust'saverage media sentiment score.

Company Overall Sentiment
BH Macro GBP Neutral
abrdn Equity Income Trust Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BH Macro GBP£277.60M4.94£53.77M£45.689.27
abrdn Equity Income Trust£47.57M7.79-£220.80K£96.934.82

BH Macro GBP has a beta of 0.1291358, suggesting that its share price is 87% less volatile than the broader market. Comparatively, abrdn Equity Income Trust has a beta of 0.901, suggesting that its share price is 10% less volatile than the broader market.

abrdn Equity Income Trust has a net margin of 157.91% compared to BH Macro GBP's net margin of 54.44%. abrdn Equity Income Trust's return on equity of 18.96% beat BH Macro GBP's return on equity.

Company Net Margins Return on Equity Return on Assets
BH Macro GBP54.44% 7.42% -0.31%
abrdn Equity Income Trust 157.91%18.96%0.71%

1.6% of BH Macro GBP shares are held by institutional investors. Comparatively, 3.2% of abrdn Equity Income Trust shares are held by institutional investors. 0.1% of BH Macro GBP shares are held by company insiders. Comparatively, 0.2% of abrdn Equity Income Trust shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

abrdn Equity Income Trust beats BH Macro GBP on 8 of the 11 factors compared between the two stocks.

How does abrdn Equity Income Trust compare to The Bankers Investment Trust?

The Bankers Investment Trust (LON:BNKR) and abrdn Equity Income Trust (LON:AEI) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, risk, media sentiment, earnings and valuation.

The Bankers Investment Trust pays an annual dividend of GBX 2.77 per share and has a dividend yield of 1.8%. abrdn Equity Income Trust pays an annual dividend of GBX 23 per share and has a dividend yield of 4.9%. The Bankers Investment Trust pays out 9.2% of its earnings in the form of a dividend. abrdn Equity Income Trust pays out 23.7% 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.

In the previous week, The Bankers Investment Trust's average media sentiment score of 0.00 equaled abrdn Equity Income Trust'saverage media sentiment score.

Company Overall Sentiment
The Bankers Investment Trust Neutral
abrdn Equity Income Trust Neutral

0.5% of The Bankers Investment Trust shares are owned by institutional investors. Comparatively, 3.2% of abrdn Equity Income Trust shares are owned by institutional investors. 0.1% of The Bankers Investment Trust shares are owned by company insiders. Comparatively, 0.2% of abrdn Equity Income Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Bankers Investment Trust£322.40M4.29£218.53M£30.134.99
abrdn Equity Income Trust£47.57M7.79-£220.80K£96.934.82

The Bankers Investment Trust has a net margin of 1,132.30% compared to abrdn Equity Income Trust's net margin of 157.91%. The Bankers Investment Trust's return on equity of 22.55% beat abrdn Equity Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
The Bankers Investment Trust1,132.30% 22.55% 6.13%
abrdn Equity Income Trust 157.91%18.96%0.71%

The Bankers Investment Trust has a beta of 0.613, meaning that its stock price is 39% less volatile than the broader market. Comparatively, abrdn Equity Income Trust has a beta of 0.901, meaning that its stock price is 10% less volatile than the broader market.

Summary

The Bankers Investment Trust beats abrdn Equity Income Trust on 7 of the 13 factors compared between the two stocks.

How does abrdn Equity Income Trust compare to Aberforth Smaller Companies Trust?

abrdn Equity Income Trust (LON:AEI) and Aberforth Smaller Companies Trust (LON:ASL) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, media sentiment, profitability, analyst recommendations, risk, valuation and dividends.

abrdn Equity Income Trust has a beta of 0.901, indicating that its share price is 10% less volatile than the broader market. Comparatively, Aberforth Smaller Companies Trust has a beta of 1.4412928, indicating that its share price is 44% more volatile than the broader market.

abrdn Equity Income Trust has a net margin of 157.91% compared to Aberforth Smaller Companies Trust's net margin of 63.47%. abrdn Equity Income Trust's return on equity of 18.96% beat Aberforth Smaller Companies Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
abrdn Equity Income Trust157.91% 18.96% 0.71%
Aberforth Smaller Companies Trust 63.47%6.52%11.67%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Equity Income Trust£47.57M7.79-£220.80K£96.934.82
Aberforth Smaller Companies Trust£94.68M14.45£255.01M£115.7815.32

3.2% of abrdn Equity Income Trust shares are held by institutional investors. Comparatively, 13.1% of Aberforth Smaller Companies Trust shares are held by institutional investors. 0.2% of abrdn Equity Income Trust shares are held by insiders. Comparatively, 0.4% of Aberforth Smaller Companies Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, Aberforth Smaller Companies Trust had 1 more articles in the media than abrdn Equity Income Trust. MarketBeat recorded 1 mentions for Aberforth Smaller Companies Trust and 0 mentions for abrdn Equity Income Trust. Aberforth Smaller Companies Trust's average media sentiment score of 1.13 beat abrdn Equity Income Trust's score of 0.00 indicating that Aberforth Smaller Companies Trust is being referred to more favorably in the news media.

Company Overall Sentiment
abrdn Equity Income Trust Neutral
Aberforth Smaller Companies Trust Positive

abrdn Equity Income Trust pays an annual dividend of GBX 23 per share and has a dividend yield of 4.9%. Aberforth Smaller Companies Trust pays an annual dividend of GBX 46.80 per share and has a dividend yield of 2.6%. abrdn Equity Income Trust pays out 23.7% of its earnings in the form of a dividend. Aberforth Smaller Companies Trust pays out 40.4% 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.

Summary

Aberforth Smaller Companies Trust beats abrdn Equity Income Trust on 11 of the 15 factors compared between the two stocks.

How does abrdn Equity Income Trust compare to JPMorgan Emerging Markets?

abrdn Equity Income Trust (LON:AEI) and JPMorgan Emerging Markets (LON:JMG) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, valuation, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends.

abrdn Equity Income Trust pays an annual dividend of GBX 23 per share and has a dividend yield of 4.9%. JPMorgan Emerging Markets pays an annual dividend of GBX 1.95 per share and has a dividend yield of 1.4%. abrdn Equity Income Trust pays out 23.7% of its earnings in the form of a dividend. JPMorgan Emerging Markets pays out 42.1% 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.

abrdn Equity Income Trust has a net margin of 157.91% compared to JPMorgan Emerging Markets' net margin of 95.26%. JPMorgan Emerging Markets' return on equity of 19.61% beat abrdn Equity Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
abrdn Equity Income Trust157.91% 18.96% 0.71%
JPMorgan Emerging Markets 95.26%19.61%1.55%

abrdn Equity Income Trust has a beta of 0.901, meaning that its share price is 10% less volatile than the broader market. Comparatively, JPMorgan Emerging Markets has a beta of 0.93, meaning that its share price is 7% less volatile than the broader market.

3.2% of abrdn Equity Income Trust shares are owned by institutional investors. Comparatively, 14.8% of JPMorgan Emerging Markets shares are owned by institutional investors. 0.2% of abrdn Equity Income Trust shares are owned by company insiders. Comparatively, 0.0% of JPMorgan Emerging Markets shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Equity Income Trust£47.57M7.79-£220.80K£96.934.82
JPMorgan Emerging Markets£56.31M23.64£80.10M£4.6329.33

In the previous week, JPMorgan Emerging Markets had 1 more articles in the media than abrdn Equity Income Trust. MarketBeat recorded 1 mentions for JPMorgan Emerging Markets and 0 mentions for abrdn Equity Income Trust. JPMorgan Emerging Markets' average media sentiment score of 0.75 beat abrdn Equity Income Trust's score of 0.00 indicating that JPMorgan Emerging Markets is being referred to more favorably in the news media.

Company Overall Sentiment
abrdn Equity Income Trust Neutral
JPMorgan Emerging Markets Positive

Summary

JPMorgan Emerging Markets beats abrdn Equity Income Trust on 10 of the 15 factors compared between the two stocks.

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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 TrustCapital Markets IndustryFinance SectorLON Exchange
Market Cap£370.54M£5.71B£14.06B£2.93B
Dividend Yield4.90%7.40%5.89%6.17%
P/E Ratio4.8232.5526.70367.32
Price / Sales7.791,229.32516.4883,741.35
Price / Cash45.1348.3338.5027.89
Price / Book1.412.132.187.02
Net Income-£220.80K£417.46M£1.31B£5.89B
7 Day Performance1.52%0.60%1.38%0.89%
1 Month Performance2.26%2.36%2.93%3.27%
1 Year Performance24.53%7.75%11.49%22.28%

abrdn Equity Income Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AEI
abrdn Equity Income Trust
N/AGBX 467
-0.2%
N/A+24.6%£370.54M£47.57M4.8230
WWH
Worldwide Healthcare
N/AGBX 391.50
-1.3%
N/A+18.7%£1.40B£118.16M14.66N/A
BHMG
BH Macro GBP
N/AGBX 425
flat
N/A+5.1%£1.38B£277.60M9.30N/A
BNKR
The Bankers Investment Trust
N/AGBX 149.20
flat
N/A+20.3%£1.37B£322.40M4.95N/A
ASL
Aberforth Smaller Companies Trust
N/AGBX 1,764
+0.8%
N/A+14.3%£1.36B£94.68M15.24N/A

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This page (LON:AEI) was last updated on 8/26/2026 by MarketBeat.com Staff.
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