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Baronsmead Venture Trust (BVT) Competitors

GBX 49.45 0.00 (0.00%)
As of 07/11/2025

BVT vs. APAX, BGFD, JII, CORD, SLS, USA, TRG, FEML, GCP, and SOI

Should you be buying Baronsmead Venture Trust stock or one of its competitors? The main competitors of Baronsmead Venture Trust include Apax Global Alpha (APAX), The Baillie Gifford Japan Trust (BGFD), JPMorgan Indian (JII), Cordiant Digital Infrastructure (CORD), Standard Life UK Smaller Companies Trust (SLS), Baillie Gifford US Growth (USA), The European Smaller Companies Trust (TRG), Fidelity Emerging Markets (FEML), GCP Infrastructure Investments (GCP), and Schroder Oriental Income (SOI). These companies are all part of the "asset management" industry.

Baronsmead Venture Trust vs. Its Competitors

Apax Global Alpha (LON:APAX) and Baronsmead Venture Trust (LON:BVT) are both small-cap financial services companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, earnings, profitability, analyst recommendations, risk, media sentiment, institutional ownership and valuation.

Baronsmead Venture Trust has higher revenue and earnings than Apax Global Alpha. Baronsmead Venture Trust is trading at a lower price-to-earnings ratio than Apax Global Alpha, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Apax Global Alpha£9.05M83.12£4.12M£0.59218.52
Baronsmead Venture Trust£17.57M10.92£13.28M£3.4214.46

Baronsmead Venture Trust has a net margin of 75.56% compared to Apax Global Alpha's net margin of 45.55%. Baronsmead Venture Trust's return on equity of 6.22% beat Apax Global Alpha's return on equity.

Company Net Margins Return on Equity Return on Assets
Apax Global Alpha45.55% 0.27% 2.57%
Baronsmead Venture Trust 75.56%6.22%1.39%

Apax Global Alpha has a beta of 0.74, indicating that its stock price is 26% less volatile than the S&P 500. Comparatively, Baronsmead Venture Trust has a beta of 0.19, indicating that its stock price is 81% less volatile than the S&P 500.

16.5% of Apax Global Alpha shares are owned by institutional investors. 14.4% of Apax Global Alpha shares are owned by company insiders. Comparatively, 0.1% of Baronsmead Venture Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Apax Global Alpha had 1 more articles in the media than Baronsmead Venture Trust. MarketBeat recorded 1 mentions for Apax Global Alpha and 0 mentions for Baronsmead Venture Trust. Baronsmead Venture Trust's average media sentiment score of 0.00 beat Apax Global Alpha's score of -0.45 indicating that Baronsmead Venture Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Apax Global Alpha Neutral
Baronsmead Venture Trust Neutral

Apax Global Alpha pays an annual dividend of GBX 11 per share and has a dividend yield of 8.5%. Baronsmead Venture Trust pays an annual dividend of GBX 4 per share and has a dividend yield of 8.1%. Apax Global Alpha pays out 1,866.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Baronsmead Venture Trust pays out 116.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Apax Global Alpha beats Baronsmead Venture Trust on 8 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BVT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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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BVT vs. The Competition

MetricBaronsmead Venture TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£191.95M£1.25B£6.16B£3.00B
Dividend Yield7.81%4.39%4.21%5.02%
P/E Ratio14.4622.1013.28150.83
Price / Sales10.922,368.071,742.00314,599.97
Price / Cash5.2360.81128.0727.97
Price / Book0.911.221.914.59
Net Income£13.28M£263.98M£1.23B£5.90B
7 Day PerformanceN/A14.34%11.16%11.51%
1 Month Performance-2.08%2.43%6.85%7.92%
1 Year Performance-9.27%5.74%17.26%32.06%

Baronsmead Venture Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BVT
Baronsmead Venture Trust
N/AGBX 49.45
flat
N/AN/A£191.95M£17.57M14.46N/ADividend Increase
APAX
Apax Global Alpha
N/AGBX 128.60
+0.3%
N/A-17.0%£750.85M£9.05M218.18N/ANews Coverage
BGFD
The Baillie Gifford Japan Trust
N/AGBX 804
flat
N/A+6.8%£733.84M£69.20M11.15N/APositive News
JII
JPMorgan Indian
N/AGBX 1,082
+0.6%
N/A+6.3%£724.80M£163.61M6.01N/A
CORD
Cordiant Digital Infrastructure
N/AGBX 93
-2.1%
N/A+23.4%£716.79M£103.12M0.85N/AHigh Trading Volume
SLS
Standard Life UK Smaller Companies Trust
N/AN/AN/AN/A£715.41M£222.48M3.3710
USA
Baillie Gifford US Growth
N/AGBX 249
-0.4%
N/A+23.6%£710.61M£89.99M8.45N/ANews Coverage
TRG
The European Smaller Companies Trust
N/AN/AN/AN/A£701.52M£340.08M2.13N/A
FEML
Fidelity Emerging Markets
N/AGBX 808
+0.1%
N/A+12.7%£690.86M£41.50M6.63N/A
GCP
GCP Infrastructure Investments
1.2298 of 5 stars
GBX 76.50
+2.4%
GBX 90
+17.6%
-7.9%£686.61M£74.34M44.031,950
SOI
Schroder Oriental Income
0.6536 of 5 stars
GBX 295
+1.4%
GBX 300
+1.7%
+4.4%£685.95M£119.46M6.46180

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This page (LON:BVT) was last updated on 7/12/2025 by MarketBeat.com Staff
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