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Baillie Gifford UK Growth Trust (BGUK) Competitors

Baillie Gifford UK Growth Trust logo
GBX 208 0.00 (0.00%)
As of 11:58 AM Eastern

BGUK vs. AGT, JFJ, GSS, BRWM, TRY, BPCR, JPE, BBGI, OCI, and TMPL

Should you be buying Baillie Gifford UK Growth Trust stock or one of its competitors? The main competitors of Baillie Gifford UK Growth Trust include AVI Global Trust (AGT), JPMorgan Japanese (JFJ), Genesis Emerging Markets Fund (GSS), BlackRock World Mining Trust (BRWM), TR Property Investment Trust (TRY), BioPharma Credit (BPCR), JPMorgan Elect plc ­- Managed Growth (JPE), BBGI Global Infrastructure (BBGI), Oakley Capital Investments (OCI), and Temple Bar (TMPL). These companies are all part of the "asset management" industry.

Baillie Gifford UK Growth Trust vs. Its Competitors

Baillie Gifford UK Growth Trust (LON:BGUK) and AVI Global Trust (LON:AGT) are both small-cap financial services companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, profitability, dividends, analyst recommendations, risk, media sentiment and institutional ownership.

Baillie Gifford UK Growth Trust pays an annual dividend of GBX 6 per share and has a dividend yield of 2.9%. AVI Global Trust pays an annual dividend of GBX 4 per share and has a dividend yield of 1.5%. Baillie Gifford UK Growth Trust pays out 15.4% of its earnings in the form of a dividend. AVI Global Trust pays out 8.0% 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.

AVI Global Trust has higher revenue and earnings than Baillie Gifford UK Growth Trust. AVI Global Trust is trading at a lower price-to-earnings ratio than Baillie Gifford UK Growth Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Baillie Gifford UK Growth Trust£56.32M5.02£53.08M£39.025.33
AVI Global Trust£219.59M5.11£215.81M£49.825.19

45.0% of Baillie Gifford UK Growth Trust shares are held by institutional investors. Comparatively, 34.4% of AVI Global Trust shares are held by institutional investors. 3.2% of Baillie Gifford UK Growth Trust shares are held by company insiders. Comparatively, 4.6% of AVI Global Trust shares are held by company 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.

In the previous week, Baillie Gifford UK Growth Trust had 1 more articles in the media than AVI Global Trust. MarketBeat recorded 1 mentions for Baillie Gifford UK Growth Trust and 0 mentions for AVI Global Trust. Baillie Gifford UK Growth Trust's average media sentiment score of 1.83 beat AVI Global Trust's score of 0.00 indicating that Baillie Gifford UK Growth Trust is being referred to more favorably in the media.

Company Overall Sentiment
Baillie Gifford UK Growth Trust Very Positive
AVI Global Trust Neutral

AVI Global Trust has a net margin of 98.28% compared to Baillie Gifford UK Growth Trust's net margin of 94.25%. AVI Global Trust's return on equity of 20.08% beat Baillie Gifford UK Growth Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford UK Growth Trust94.25% 19.81% 0.31%
AVI Global Trust 98.28%20.08%7.00%

Baillie Gifford UK Growth Trust has a beta of 1.04, suggesting that its share price is 4% more volatile than the S&P 500. Comparatively, AVI Global Trust has a beta of 0.78, suggesting that its share price is 22% less volatile than the S&P 500.

Summary

AVI Global Trust beats Baillie Gifford UK Growth Trust on 9 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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BGUK vs. The Competition

MetricBaillie Gifford UK Growth TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£282.55M£1.31B£6.36B£3.07B
Dividend Yield2.87%4.39%4.18%5.02%
P/E Ratio5.3322.4014.15167.81
Price / Sales5.022,511.491,818.93340,578.77
Price / Cash167.0060.70127.2327.97
Price / Book1.051.452.264.55
Net Income£53.08M£265.04M£1.23B£5.90B
7 Day Performance2.21%0.28%0.55%0.75%
1 Month Performance4.79%14.75%9.21%11.48%
1 Year Performance22.35%8.79%23.10%69.41%

Baillie Gifford UK Growth Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BGUK
Baillie Gifford UK Growth Trust
N/AGBX 208
flat
N/A+24.6%£282.55M£56.32M5.33N/ANews Coverage
Positive News
AGT
AVI Global Trust
N/AGBX 260.39
+2.1%
N/A+16.1%£1.13B£219.59M5.23N/APositive News
JFJ
JPMorgan Japanese
N/AGBX 647
+0.9%
N/A+27.0%£1.06B£198.16M5.46N/A
GSS
Genesis Emerging Markets Fund
N/AN/AN/AN/A£1.06B£250.40M6.181,626Gap Down
BRWM
BlackRock World Mining Trust
N/AGBX 551
-2.3%
N/A+8.6%£1.06B£8.73M-78.83147,000Positive News
TRY
TR Property Investment Trust
N/AGBX 327.74
+0.8%
N/A-2.4%£1.04B£311.14M3.6626Positive News
BPCR
BioPharma Credit
N/AGBX 0.87
-0.8%
N/A-3.1%£1.03B£12.99B9.86N/ANews Coverage
JPE
JPMorgan Elect plc ­- Managed Growth
N/AN/AN/AN/A£1.00B£104.78M1,250.00N/A
BBGI
BBGI Global Infrastructure
N/AGBX 138.50
flat
N/AN/A£984.71M£67.98M17.931,160
OCI
Oakley Capital Investments
N/AGBX 550.81
+0.1%
N/A+12.0%£971.68M£99.08M11.04N/A
TMPL
Temple Bar
N/AGBX 335.94
+0.4%
N/A+28.1%£961.06M£157.64M6.24N/A

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This page (LON:BGUK) was last updated on 8/6/2025 by MarketBeat.com Staff
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