Go Pro

Baillie Gifford UK Growth Trust (BGUK) Competitors

Baillie Gifford UK Growth Trust logo
GBX 212 -1.00 (-0.47%)
As of 07:40 AM Eastern

BGUK vs. JEO, PHI, APEO, RICA, and JUP

Should you buy Baillie Gifford UK Growth Trust stock or one of its competitors? MarketBeat compares Baillie Gifford UK Growth Trust with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Baillie Gifford UK Growth Trust include European Opportunities Trust (JEO), Pacific Horizon Investment Trust (PHI), abrdn Private Equity Opportunities (APEO), Ruffer Investment (RICA), and Jupiter Fund Management (JUP). These companies are all part of the "asset management" industry.

How does Baillie Gifford UK Growth Trust compare to European Opportunities Trust?

Baillie Gifford UK Growth Trust (LON:BGUK) and European Opportunities Trust (LON:JEO) are both small-cap asset management industry companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, media sentiment, earnings, institutional ownership, dividends, analyst recommendations, valuation and risk.

Baillie Gifford UK Growth Trust pays an annual dividend of GBX 5.70 per share and has a dividend yield of 2.7%. European Opportunities Trust pays an annual dividend of GBX 0.04 per share. Baillie Gifford UK Growth Trust pays out 19.6% of its earnings in the form of a dividend. European Opportunities Trust pays out -0.1% 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.

Baillie Gifford UK Growth Trust has higher revenue and earnings than European Opportunities Trust. European Opportunities 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£35.41M6.39£53.08M£29.127.28
European Opportunities Trust-£62.33M0.00N/A-£65.20N/A

Baillie Gifford UK Growth Trust has a net margin of 91.43% compared to European Opportunities Trust's net margin of 0.00%. Baillie Gifford UK Growth Trust's return on equity of 13.49% beat European Opportunities Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford UK Growth Trust91.43% 13.49% 0.31%
European Opportunities Trust N/A N/A N/A

In the previous week, Baillie Gifford UK Growth Trust had 1 more articles in the media than European Opportunities Trust. MarketBeat recorded 1 mentions for Baillie Gifford UK Growth Trust and 0 mentions for European Opportunities Trust. Baillie Gifford UK Growth Trust's average media sentiment score of 1.45 beat European Opportunities 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 Positive
European Opportunities Trust Neutral

8.1% of Baillie Gifford UK Growth Trust shares are held by institutional investors. 0.5% of Baillie Gifford UK Growth Trust shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Baillie Gifford UK Growth Trust beats European Opportunities Trust on 11 of the 12 factors compared between the two stocks.

How does Baillie Gifford UK Growth Trust compare to Pacific Horizon Investment Trust?

Baillie Gifford UK Growth Trust (LON:BGUK) and Pacific Horizon Investment Trust (LON:PHI) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their profitability, valuation, dividends, earnings, institutional ownership, analyst recommendations, media sentiment and risk.

Baillie Gifford UK Growth Trust has a beta of 0.948, meaning that its stock price is 5% less volatile than the broader market. Comparatively, Pacific Horizon Investment Trust has a beta of 1.2724831, meaning that its stock price is 27% more volatile than the broader market.

Baillie Gifford UK Growth Trust pays an annual dividend of GBX 5.70 per share and has a dividend yield of 2.7%. Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. Baillie Gifford UK Growth Trust pays out 19.6% of its earnings in the form of a dividend. Pacific Horizon Investment Trust pays out 0.5% 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, Pacific Horizon Investment Trust had 3 more articles in the media than Baillie Gifford UK Growth Trust. MarketBeat recorded 4 mentions for Pacific Horizon Investment Trust and 1 mentions for Baillie Gifford UK Growth Trust. Pacific Horizon Investment Trust's average media sentiment score of 1.78 beat Baillie Gifford UK Growth Trust's score of 1.45 indicating that Pacific Horizon Investment Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Baillie Gifford UK Growth Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Pacific Horizon Investment Trust
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Baillie Gifford UK Growth Trust has higher earnings, but lower revenue than Pacific Horizon Investment Trust. Pacific Horizon Investment 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£35.41M6.39£53.08M£29.127.28
Pacific Horizon Investment Trust£243.03M3.51£26.66M£288.483.75

8.1% of Baillie Gifford UK Growth Trust shares are owned by institutional investors. Comparatively, 8.3% of Pacific Horizon Investment Trust shares are owned by institutional investors. 0.5% of Baillie Gifford UK Growth Trust shares are owned by insiders. Comparatively, 1.9% of Pacific Horizon Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Pacific Horizon Investment Trust has a net margin of 97.19% compared to Baillie Gifford UK Growth Trust's net margin of 91.43%. Pacific Horizon Investment Trust's return on equity of 34.20% beat Baillie Gifford UK Growth Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford UK Growth Trust91.43% 13.49% 0.31%
Pacific Horizon Investment Trust 97.19%34.20%3.98%

Summary

Pacific Horizon Investment Trust beats Baillie Gifford UK Growth Trust on 11 of the 15 factors compared between the two stocks.

How does Baillie Gifford UK Growth Trust compare to abrdn Private Equity Opportunities?

Baillie Gifford UK Growth Trust (LON:BGUK) and abrdn Private Equity Opportunities (LON:APEO) 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, risk, profitability, dividends, analyst recommendations, valuation, institutional ownership and media sentiment.

Baillie Gifford UK Growth Trust has a net margin of 91.43% compared to abrdn Private Equity Opportunities' net margin of 76.01%. Baillie Gifford UK Growth Trust's return on equity of 13.49% beat abrdn Private Equity Opportunities' return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford UK Growth Trust91.43% 13.49% 0.31%
abrdn Private Equity Opportunities 76.01%5.18%3.35%

abrdn Private Equity Opportunities has higher revenue and earnings than Baillie Gifford UK Growth Trust. abrdn Private Equity Opportunities 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£35.41M6.39£53.08M£29.127.28
abrdn Private Equity Opportunities£80.21M0.00£60.96M£0.40N/A

In the previous week, Baillie Gifford UK Growth Trust had 1 more articles in the media than abrdn Private Equity Opportunities. MarketBeat recorded 1 mentions for Baillie Gifford UK Growth Trust and 0 mentions for abrdn Private Equity Opportunities. Baillie Gifford UK Growth Trust's average media sentiment score of 1.45 beat abrdn Private Equity Opportunities' 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 Positive
abrdn Private Equity Opportunities Neutral

Baillie Gifford UK Growth Trust has a beta of 0.948, indicating that its share price is 5% less volatile than the broader market. Comparatively, abrdn Private Equity Opportunities has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market.

Baillie Gifford UK Growth Trust pays an annual dividend of GBX 5.70 per share and has a dividend yield of 2.7%. abrdn Private Equity Opportunities pays an annual dividend of GBX 17 per share. Baillie Gifford UK Growth Trust pays out 19.6% of its earnings in the form of a dividend. abrdn Private Equity Opportunities pays out 4,250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Baillie Gifford UK Growth Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

8.1% of Baillie Gifford UK Growth Trust shares are held by institutional investors. Comparatively, 72.2% of abrdn Private Equity Opportunities shares are held by institutional investors. 0.5% of Baillie Gifford UK Growth Trust shares are held by insiders. Comparatively, 3.7% of abrdn Private Equity Opportunities 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.

Summary

Baillie Gifford UK Growth Trust beats abrdn Private Equity Opportunities on 8 of the 14 factors compared between the two stocks.

How does Baillie Gifford UK Growth Trust compare to Ruffer Investment?

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

Baillie Gifford UK Growth Trust has a net margin of 91.43% compared to Ruffer Investment's net margin of 62.53%. Baillie Gifford UK Growth Trust's return on equity of 13.49% beat Ruffer Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford UK Growth Trust91.43% 13.49% 0.31%
Ruffer Investment 62.53%4.37%0.45%

8.1% of Baillie Gifford UK Growth Trust shares are owned by institutional investors. Comparatively, 7.7% of Ruffer Investment shares are owned by institutional investors. 0.5% of Baillie Gifford UK Growth Trust shares are owned by company insiders. Comparatively, 0.4% of Ruffer Investment shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Baillie Gifford UK Growth Trust has a beta of 0.948, meaning that its share price is 5% less volatile than the broader market. Comparatively, Ruffer Investment has a beta of 0.201, meaning that its share price is 80% less volatile than the broader market.

In the previous week, Baillie Gifford UK Growth Trust had 1 more articles in the media than Ruffer Investment. MarketBeat recorded 1 mentions for Baillie Gifford UK Growth Trust and 0 mentions for Ruffer Investment. Baillie Gifford UK Growth Trust's average media sentiment score of 1.45 beat Ruffer Investment'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 Positive
Ruffer Investment Neutral

Baillie Gifford UK Growth Trust has higher earnings, but lower revenue than Ruffer Investment. Baillie Gifford UK Growth Trust is trading at a lower price-to-earnings ratio than Ruffer Investment, 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£35.41M6.39£53.08M£29.127.28
Ruffer Investment£91.91M9.35£8.78M£28.3510.28

Baillie Gifford UK Growth Trust pays an annual dividend of GBX 5.70 per share and has a dividend yield of 2.7%. Ruffer Investment pays an annual dividend of GBX 6.20 per share and has a dividend yield of 2.1%. Baillie Gifford UK Growth Trust pays out 19.6% of its earnings in the form of a dividend. Ruffer Investment pays out 21.9% 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. Baillie Gifford UK Growth Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Baillie Gifford UK Growth Trust beats Ruffer Investment on 11 of the 15 factors compared between the two stocks.

How does Baillie Gifford UK Growth Trust compare to Jupiter Fund Management?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jupiter Fund Management£465.70M1.80-£8.84M£17.909.42
Baillie Gifford UK Growth Trust£35.41M6.39£53.08M£29.127.28

In the previous week, Jupiter Fund Management had 2 more articles in the media than Baillie Gifford UK Growth Trust. MarketBeat recorded 3 mentions for Jupiter Fund Management and 1 mentions for Baillie Gifford UK Growth Trust. Baillie Gifford UK Growth Trust's average media sentiment score of 1.45 beat Jupiter Fund Management's score of 0.60 indicating that Baillie Gifford UK Growth Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jupiter Fund Management
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Baillie Gifford UK Growth Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Jupiter Fund Management currently has a consensus target price of GBX 155.33, indicating a potential downside of 7.87%. Given Jupiter Fund Management's stronger consensus rating and higher probable upside, equities research analysts plainly believe Jupiter Fund Management is more favorable than Baillie Gifford UK Growth Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jupiter Fund Management
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Baillie Gifford UK Growth Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Jupiter Fund Management has a beta of 1.301, suggesting that its share price is 30% more volatile than the broader market. Comparatively, Baillie Gifford UK Growth Trust has a beta of 0.948, suggesting that its share price is 5% less volatile than the broader market.

37.6% of Jupiter Fund Management shares are held by institutional investors. Comparatively, 8.1% of Baillie Gifford UK Growth Trust shares are held by institutional investors. 4.1% of Jupiter Fund Management shares are held by insiders. Comparatively, 0.5% of Baillie Gifford UK Growth Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Jupiter Fund Management pays an annual dividend of GBX 4.30 per share and has a dividend yield of 2.6%. Baillie Gifford UK Growth Trust pays an annual dividend of GBX 5.70 per share and has a dividend yield of 2.7%. Jupiter Fund Management pays out 24.0% of its earnings in the form of a dividend. Baillie Gifford UK Growth Trust pays out 19.6% 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. Baillie Gifford UK Growth Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Baillie Gifford UK Growth Trust has a net margin of 91.43% compared to Jupiter Fund Management's net margin of 21.19%. Baillie Gifford UK Growth Trust's return on equity of 13.49% beat Jupiter Fund Management's return on equity.

Company Net Margins Return on Equity Return on Assets
Jupiter Fund Management21.19% 11.49% 4.00%
Baillie Gifford UK Growth Trust 91.43%13.49%0.31%

Summary

Jupiter Fund Management beats Baillie Gifford UK Growth Trust on 10 of the 18 factors compared between the two stocks.

Get Baillie Gifford UK Growth Trust News Delivered to You Automatically

Sign up to receive the latest news and ratings for BGUK and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

BGUK vs. The Competition

MetricBaillie Gifford UK Growth TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£226.15M£2.42B£6.16B£2.77B
Dividend Yield2.90%6.01%5.23%6.16%
P/E Ratio7.2861.8229.72368.08
Price / Sales6.391,856.851,184.9384,617.57
Price / Cash167.0060.3388.6427.87
Price / Book1.071.396.467.46
Net Income£53.08M£265.27M£1.13B£5.89B
7 Day Performance-1.40%-0.15%-0.18%-0.45%
1 Month Performance0.95%0.15%0.25%-1.22%
1 Year Performance5.47%7.55%14.96%61.53%

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 212
-0.5%
N/A+6.5%£226.15M£35.41M7.28N/A
JEO
European Opportunities Trust
N/AN/AN/AN/A£886.70M-£62.33MN/AN/A
PHI
Pacific Horizon Investment Trust
N/AGBX 1,122
+0.4%
N/A+74.2%£881.38M£243.03M3.8918,800
APEO
abrdn Private Equity Opportunities
N/AN/AN/AN/A£880.29M£80.21M1,435.00N/A
RICA
Ruffer Investment
N/AGBX 291.57
-0.5%
N/A+3.7%£863.95M£91.91M10.28N/A

Related Companies and Tools


This page (LON:BGUK) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners