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Baillie Gifford UK Growth Trust (BGUK) Competitors

Baillie Gifford UK Growth Trust logo
GBX 201 -2.00 (-0.99%)
As of 12:27 PM Eastern

BGUK vs. OCI, ICGT, APAX, JEO, RICA, APEO, MUT, SDP, TFIF, and SAIN

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 Oakley Capital Investments (OCI), ICG Enterprise Trust (ICGT), Apax Global Alpha (APAX), European Opportunities Trust (JEO), Ruffer Investment (RICA), abrdn Private Equity Opportunities (APEO), Murray Income Trust (MUT), Schroder Investment Trust - Schroder AsiaPacific Fund (SDP), TwentyFour Income (TFIF), and Scottish American Investment (SAIN). 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 Oakley Capital Investments (LON:OCI) are both small-cap asset management industry companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, risk, earnings, institutional ownership, media sentiment, profitability, dividends and analyst recommendations.

Baillie Gifford UK Growth Trust has a net margin of 94.25% compared to Oakley Capital Investments' net margin of 88.84%. Baillie Gifford UK Growth Trust's return on equity of 19.81% beat Oakley Capital Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford UK Growth Trust94.25% 19.81% 0.31%
Oakley Capital Investments 88.84%7.17%4.33%

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, Oakley Capital Investments has a beta of 0.69, suggesting that its share price is 31% less volatile than the S&P 500.

Baillie Gifford UK Growth Trust pays an annual dividend of GBX 0.06 per share and has a dividend yield of 0.0%. Oakley Capital Investments pays an annual dividend of GBX 0.05 per share and has a dividend yield of 0.0%. Baillie Gifford UK Growth Trust pays out 46.5% of its earnings in the form of a dividend. Oakley Capital Investments pays out 26.2% 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, Baillie Gifford UK Growth Trust had 2 more articles in the media than Oakley Capital Investments. MarketBeat recorded 2 mentions for Baillie Gifford UK Growth Trust and 0 mentions for Oakley Capital Investments. Baillie Gifford UK Growth Trust's average media sentiment score of 1.72 beat Oakley Capital Investments' 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
Oakley Capital Investments Neutral

10.3% of Baillie Gifford UK Growth Trust shares are held by institutional investors. Comparatively, 25.6% of Oakley Capital Investments shares are held by institutional investors. 0.4% of Baillie Gifford UK Growth Trust shares are held by company insiders. Comparatively, 12.5% of Oakley Capital Investments shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Oakley Capital Investments has higher revenue and earnings than Baillie Gifford UK Growth Trust. Baillie Gifford UK Growth Trust is trading at a lower price-to-earnings ratio than Oakley Capital Investments, 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£17.50M13.85£53.08M£0.121,669.44
Oakley Capital Investments£61.48M15.70£88.03M£0.173,300.29

Summary

Oakley Capital Investments 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£242.45M£1.34B£6.34B£2.60B
Dividend Yield2.82%4.58%4.30%5.28%
P/E Ratio1,669.443,085.331,331.854,388.05
Price / Sales13.851,972.331,365.25100,187.79
Price / Cash167.0060.47127.5927.90
Price / Book1.011.373.538.71
Net Income£53.08M£264.59M£1.22B£5.89B
7 Day Performance-0.50%-0.71%-0.11%-0.06%
1 Month PerformanceN/A0.40%2.51%2.40%
1 Year Performance14.86%8.08%40.24%145.49%

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 201
-1.0%
N/A+15.3%£242.45M£17.50M1,669.44N/APositive News
High Trading Volume
OCI
Oakley Capital Investments
N/AGBX 567.80
+1.4%
N/A+12.1%£971.91M£32.33M378,531.33N/AHigh Trading Volume
ICGT
ICG Enterprise Trust
N/AGBX 1,470
-0.3%
N/A+23.9%£924.25M£117.70M897.38N/ANews Coverage
Earnings Report
APAX
Apax Global Alpha
N/AGBX 191.50
flat
N/AN/A£923.78M-£44.79M-1,750.46N/A
JEO
European Opportunities Trust
N/AN/AN/AN/A£886.70M-£62.33M-12.93N/A
RICA
Ruffer Investment
N/AGBX 297
+0.3%
N/A+5.0%£885.29M-£2.33M-20,625.00N/A
APEO
abrdn Private Equity Opportunities
N/AN/AN/AN/A£880.29M£80.21M1,435.00N/A
MUT
Murray Income Trust
N/AGBX 897
-0.6%
N/A+7.8%£878.09M£27.79M3,691.36147,000Dividend Cut
SDP
Schroder Investment Trust - Schroder AsiaPacific Fund
N/AGBX 648
+0.5%
N/A+21.5%£877.52M£55.98M2,044.81N/APositive News
TFIF
TwentyFour Income
N/AGBX 114
flat
N/A+7.3%£876.70M£106.24M814.29N/ANews Coverage
SAIN
Scottish American Investment
N/AGBX 513
+0.4%
N/A-0.4%£868.30M£13.77M9,015.82N/A

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This page (LON:BGUK) was last updated on 10/10/2025 by MarketBeat.com Staff
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