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BlackRock Energy and Resources (BERI) Competitors

BlackRock Energy and Resources logo
GBX 177 +3.00 (+1.72%)
As of 10/2/2026 12:31 PM Eastern

BERI vs. TRG, BGFD, BUT, ATR, and EWG

Should you buy BlackRock Energy and Resources stock or one of its competitors? BlackRock Energy and Resources's main competitors and comparable companies include The European Smaller Companies Trust (TRG), The Baillie Gifford Japan Trust (BGFD), Brunner (BUT), Schroder Asian Total Return Inv. (ATR), and European Wealth Group (EWG). 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 BlackRock Energy and Resources compare to The European Smaller Companies Trust?

BlackRock Energy and Resources (LON:BERI) and The European Smaller Companies Trust (LON:TRG) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, risk, media sentiment, dividends, earnings and valuation.

In the previous week, BlackRock Energy and Resources' average media sentiment score of 0.00 equaled The European Smaller Companies Trust'saverage media sentiment score.

Company Overall Sentiment
BlackRock Energy and Resources Neutral
The European Smaller Companies Trust Neutral

BlackRock Energy and Resources has a net margin of 97.08% compared to The European Smaller Companies Trust's net margin of 0.00%. BlackRock Energy and Resources' return on equity of 49.02% beat The European Smaller Companies Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock Energy and Resources97.08% 49.02% 8.64%
The European Smaller Companies Trust N/A N/A N/A

5.8% of BlackRock Energy and Resources shares are owned by institutional investors. 0.5% of BlackRock Energy and Resources shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Energy and Resources£96.55M1.83£22.38M£86.282.05
The European Smaller Companies Trust£340.08M0.00N/A£82.00N/A

BlackRock Energy and Resources pays an annual dividend of GBX 5.28 per share and has a dividend yield of 3.0%. The European Smaller Companies Trust pays an annual dividend of GBX 0.03 per share. BlackRock Energy and Resources pays out 6.1% of its earnings in the form of a dividend. The European Smaller Companies Trust pays out 0.0% 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.

Summary

BlackRock Energy and Resources beats The European Smaller Companies Trust on 7 of the 10 factors compared between the two stocks.

How does BlackRock Energy and Resources compare to The Baillie Gifford Japan Trust?

BlackRock Energy and Resources (LON:BERI) and The Baillie Gifford Japan Trust (LON:BGFD) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, institutional ownership, risk, valuation, analyst recommendations, media sentiment, dividends and earnings.

In the previous week, BlackRock Energy and Resources' average media sentiment score of 0.00 equaled The Baillie Gifford Japan Trust'saverage media sentiment score.

Company Overall Sentiment
BlackRock Energy and Resources Neutral
The Baillie Gifford Japan Trust Neutral

The Baillie Gifford Japan Trust has a net margin of 158.45% compared to BlackRock Energy and Resources' net margin of 97.08%. BlackRock Energy and Resources' return on equity of 49.02% beat The Baillie Gifford Japan Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock Energy and Resources97.08% 49.02% 8.64%
The Baillie Gifford Japan Trust 158.45%19.34%0.31%

BlackRock Energy and Resources has a beta of 1.326, meaning that its stock price is 33% more volatile than the broader market. Comparatively, The Baillie Gifford Japan Trust has a beta of 0.994, meaning that its stock price is 1% less volatile than the broader market.

BlackRock Energy and Resources pays an annual dividend of GBX 5.28 per share and has a dividend yield of 3.0%. The Baillie Gifford Japan Trust pays an annual dividend of GBX 10 per share and has a dividend yield of 0.9%. BlackRock Energy and Resources pays out 6.1% of its earnings in the form of a dividend. The Baillie Gifford Japan Trust pays out 5.3% 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.

5.8% of BlackRock Energy and Resources shares are owned by institutional investors. Comparatively, 8.8% of The Baillie Gifford Japan Trust shares are owned by institutional investors. 0.5% of BlackRock Energy and Resources shares are owned by company insiders. Comparatively, 0.2% of The Baillie Gifford Japan Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Energy and Resources£96.55M1.83£22.38M£86.282.05
The Baillie Gifford Japan Trust£154.29M4.60£65.49M£188.955.80

Summary

The Baillie Gifford Japan Trust beats BlackRock Energy and Resources on 8 of the 13 factors compared between the two stocks.

How does BlackRock Energy and Resources compare to Brunner?

Brunner (LON:BUT) and BlackRock Energy and Resources (LON:BERI) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, earnings, risk, analyst recommendations, profitability, dividends and valuation.

Brunner pays an annual dividend of GBX 25 per share and has a dividend yield of 1.6%. BlackRock Energy and Resources pays an annual dividend of GBX 5.28 per share and has a dividend yield of 3.0%. Brunner pays out 10.5% of its earnings in the form of a dividend. BlackRock Energy and Resources pays out 6.1% 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. BlackRock Energy and Resources is clearly the better dividend stock, given its higher yield and lower payout ratio.

Brunner has a beta of 0.822, suggesting that its stock price is 18% less volatile than the broader market. Comparatively, BlackRock Energy and Resources has a beta of 1.326, suggesting that its stock price is 33% more volatile than the broader market.

5.1% of Brunner shares are held by institutional investors. Comparatively, 5.8% of BlackRock Energy and Resources shares are held by institutional investors. 0.8% of Brunner shares are held by insiders. Comparatively, 0.5% of BlackRock Energy and Resources shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Brunner has higher revenue and earnings than BlackRock Energy and Resources. BlackRock Energy and Resources is trading at a lower price-to-earnings ratio than Brunner, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brunner£105.27M6.34£105.32M£238.786.52
BlackRock Energy and Resources£96.55M1.83£22.38M£86.282.05

In the previous week, Brunner had 2 more articles in the media than BlackRock Energy and Resources. MarketBeat recorded 2 mentions for Brunner and 0 mentions for BlackRock Energy and Resources. Brunner's average media sentiment score of 0.41 beat BlackRock Energy and Resources' score of 0.00 indicating that Brunner is being referred to more favorably in the media.

Company Overall Sentiment
Brunner Neutral
BlackRock Energy and Resources Neutral

BlackRock Energy and Resources has a net margin of 97.08% compared to Brunner's net margin of 96.94%. BlackRock Energy and Resources' return on equity of 49.02% beat Brunner's return on equity.

Company Net Margins Return on Equity Return on Assets
Brunner96.94% 15.14% 11.63%
BlackRock Energy and Resources 97.08%49.02%8.64%

Summary

Brunner beats BlackRock Energy and Resources on 9 of the 15 factors compared between the two stocks.

How does BlackRock Energy and Resources compare to Schroder Asian Total Return Inv.?

BlackRock Energy and Resources (LON:BERI) and Schroder Asian Total Return Inv. (LON:ATR) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their earnings, media sentiment, dividends, valuation, analyst recommendations, institutional ownership, risk and profitability.

In the previous week, BlackRock Energy and Resources' average media sentiment score of 0.00 equaled Schroder Asian Total Return Inv.'saverage media sentiment score.

Company Overall Sentiment
BlackRock Energy and Resources Neutral
Schroder Asian Total Return Inv. Neutral

BlackRock Energy and Resources has a beta of 1.326, indicating that its stock price is 33% more volatile than the broader market. Comparatively, Schroder Asian Total Return Inv. has a beta of 0.972, indicating that its stock price is 3% less volatile than the broader market.

Schroder Asian Total Return Inv. has a net margin of 115.78% compared to BlackRock Energy and Resources' net margin of 97.08%. BlackRock Energy and Resources' return on equity of 49.02% beat Schroder Asian Total Return Inv.'s return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock Energy and Resources97.08% 49.02% 8.64%
Schroder Asian Total Return Inv. 115.78%41.91%4.75%

Schroder Asian Total Return Inv. has lower revenue, but higher earnings than BlackRock Energy and Resources. BlackRock Energy and Resources is trading at a lower price-to-earnings ratio than Schroder Asian Total Return Inv., indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Energy and Resources£96.55M1.83£22.38M£86.282.05
Schroder Asian Total Return Inv.£66.61M9.98£66.84M£68.5710.47

5.8% of BlackRock Energy and Resources shares are owned by institutional investors. Comparatively, 13.7% of Schroder Asian Total Return Inv. shares are owned by institutional investors. 0.5% of BlackRock Energy and Resources shares are owned by insiders. Comparatively, 0.5% of Schroder Asian Total Return Inv. shares are owned 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.

BlackRock Energy and Resources pays an annual dividend of GBX 5.28 per share and has a dividend yield of 3.0%. Schroder Asian Total Return Inv. pays an annual dividend of GBX 11.50 per share and has a dividend yield of 1.6%. BlackRock Energy and Resources pays out 6.1% of its earnings in the form of a dividend. Schroder Asian Total Return Inv. pays out 16.8% 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. BlackRock Energy and Resources is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

BlackRock Energy and Resources beats Schroder Asian Total Return Inv. on 8 of the 13 factors compared between the two stocks.

How does BlackRock Energy and Resources compare to European Wealth Group?

BlackRock Energy and Resources (LON:BERI) and European Wealth Group (LON:EWG) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, earnings, risk, valuation, analyst recommendations, profitability, institutional ownership and media sentiment.

BlackRock Energy and Resources has higher earnings, but lower revenue than European Wealth Group. BlackRock Energy and Resources is trading at a lower price-to-earnings ratio than European Wealth Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Energy and Resources£96.55M1.83£22.38M£86.282.05
European Wealth Group£2.31B0.29N/A£0.29332.41

5.8% of BlackRock Energy and Resources shares are owned by institutional investors. Comparatively, 6.8% of European Wealth Group shares are owned by institutional investors. 0.5% of BlackRock Energy and Resources shares are owned by insiders. Comparatively, 47.4% of European Wealth Group shares are owned by 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.

European Wealth Group has a consensus price target of GBX 137, indicating a potential upside of 42.12%. Given European Wealth Group's stronger consensus rating and higher probable upside, analysts plainly believe European Wealth Group is more favorable than BlackRock Energy and Resources.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BlackRock Energy and Resources
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
European Wealth Group
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.50

In the previous week, BlackRock Energy and Resources' average media sentiment score of 0.00 equaled European Wealth Group'saverage media sentiment score.

Company Overall Sentiment
BlackRock Energy and Resources Neutral
European Wealth Group Neutral

BlackRock Energy and Resources has a net margin of 97.08% compared to European Wealth Group's net margin of 0.00%. BlackRock Energy and Resources' return on equity of 49.02% beat European Wealth Group's return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock Energy and Resources97.08% 49.02% 8.64%
European Wealth Group N/A N/A N/A

Summary

European Wealth Group beats BlackRock Energy and Resources on 7 of the 12 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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BERI vs. The Competition

MetricBlackRock Energy and ResourcesCapital Markets IndustryFinance SectorLON Exchange
Market Cap£176.22M£5.16B£13.12B£2.46B
Dividend Yield3.50%7.57%6.04%6.25%
P/E Ratio2.0529.4524.42366.74
Price / Sales1.831,200.87500.0889,426.67
Price / Cash27.2047.6745.5127.89
Price / Book1.353.482.706.83
Net Income£22.38M£416.56M£1.32B£5.89B
7 Day Performance-0.84%-0.74%-1.04%-0.72%
1 Month Performance-4.19%-2.71%-3.20%-1.01%
1 Year Performance28.26%9.00%10.47%22.82%

BlackRock Energy and Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BERI
BlackRock Energy and Resources
N/AGBX 177
+1.7%
N/A+28.3%£176.22M£96.55M2.05N/A
TRG
The European Smaller Companies Trust
N/AN/AN/AN/A£701.52M£340.08M2.13N/A
BGFD
The Baillie Gifford Japan Trust
N/AGBX 1,080.60
-0.3%
N/A+19.4%£699.09M£154.29M5.72N/A
BUT
Brunner
N/AGBX 1,591.14
+2.1%
N/A+7.9%£681.95M£105.27M6.66N/A
ATR
Schroder Asian Total Return Inv.
N/AGBX 724.48
-0.6%
N/A+30.5%£670.46M£66.61M10.5713,500

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This page (LON:BERI) was last updated on 10/4/2026 by MarketBeat.com Staff.
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