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Canadian General Investments (CGI) Competitors

GBX 2,300 -20.00 (-0.86%)
As of 04:28 AM Eastern

CGI vs. CLDN, MRC, AJB, TEM, WWH, ATT, FGT, PNL, WTAN, and JTC

Should you be buying Canadian General Investments stock or one of its competitors? The main competitors of Canadian General Investments include Caledonia Investments (CLDN), The Mercantile Investment Trust (MRC), AJ Bell (AJB), Templeton Emerging Markets Investment Trust (TEM), Worldwide Healthcare (WWH), Allianz Technology Trust (ATT), Finsbury Growth & Income (FGT), Personal Assets (PNL), Witan Investment Trust (WTAN), and JTC (JTC). These companies are all part of the "asset management" industry.

Canadian General Investments vs.

Canadian General Investments (LON:CGI) and Caledonia Investments (LON:CLDN) 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, media sentiment, risk, community ranking, profitability, institutional ownership, analyst recommendations, earnings and valuation.

Caledonia Investments received 98 more outperform votes than Canadian General Investments when rated by MarketBeat users. However, 65.67% of users gave Canadian General Investments an outperform vote while only 60.94% of users gave Caledonia Investments an outperform vote.

CompanyUnderperformOutperform
Canadian General InvestmentsOutperform Votes
44
65.67%
Underperform Votes
23
34.33%
Caledonia InvestmentsOutperform Votes
142
60.94%
Underperform Votes
91
39.06%

In the previous week, Caledonia Investments had 2 more articles in the media than Canadian General Investments. MarketBeat recorded 4 mentions for Caledonia Investments and 2 mentions for Canadian General Investments. Canadian General Investments' average media sentiment score of 1.16 beat Caledonia Investments' score of 0.71 indicating that Canadian General Investments is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Canadian General Investments
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Caledonia Investments
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Canadian General Investments has a beta of 1.18, meaning that its stock price is 18% more volatile than the S&P 500. Comparatively, Caledonia Investments has a beta of 0.77, meaning that its stock price is 23% less volatile than the S&P 500.

Caledonia Investments has a net margin of 86.28% compared to Canadian General Investments' net margin of 80.99%. Canadian General Investments' return on equity of 13.23% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Canadian General Investments80.99% 13.23% 8.12%
Caledonia Investments 86.28%7.07%4.23%

Canadian General Investments pays an annual dividend of GBX 56 per share and has a dividend yield of 2.4%. Caledonia Investments pays an annual dividend of GBX 70 per share and has a dividend yield of 2.0%. Canadian General Investments pays out 1,284.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Caledonia Investments pays out 1,897.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Canadian General Investments is clearly the better dividend stock, given its higher yield and lower payout ratio.

Caledonia Investments has higher revenue and earnings than Canadian General Investments. Canadian General Investments is trading at a lower price-to-earnings ratio than Caledonia Investments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Canadian General Investments£201.31M2.40£163.04M£4.36532.11
Caledonia Investments£236.20M7.94£203.80M£3.69945.80

36.6% of Canadian General Investments shares are owned by institutional investors. Comparatively, 11.9% of Caledonia Investments shares are owned by institutional investors. 16.0% of Canadian General Investments shares are owned by company insiders. Comparatively, 40.2% of Caledonia Investments shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

Canadian General Investments beats Caledonia Investments on 9 of the 17 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 {thisCompany.Symbol} 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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CGI vs. The Competition

MetricCanadian General InvestmentsAsset Management IndustryFinancial SectorLON Exchange
Market Cap£483.95M£1.09B£3.71B£2.00B
Dividend Yield2.66%4.65%4.44%5.04%
P/E Ratio532.11803.17421.471,918.18
Price / Sales2.401,467.371,840.96485,532.95
Price / Cash0.4065.4252.6929.52
Price / Book0.371.151.822.92
Net Income£163.04M£64.65M£363.66M£158.87M
7 Day Performance1.22%-1.03%-0.97%-1.23%
1 Month Performance0.87%-1.57%-0.56%24.17%
1 Year Performance15.71%7.82%10.41%35.49%

Canadian General Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CGI
Canadian General Investments
N/AGBX 2,300
-0.9%
N/A+15.7%£479.78M£201.31M527.52N/A
CLDN
Caledonia Investments
N/AGBX 3,513.88
-1.2%
N/A+0.4%£1.89B£236.20M952.2774
MRC
The Mercantile Investment Trust
N/AGBX 235.40
-0.5%
N/A+4.5%£1.82B£97.69M2,354.002,800Positive News
AJB
AJ Bell
1.2062 of 5 stars
GBX 430.50
-4.8%
GBX 487.50
+13.2%
+38.3%£1.78B£244.98M2,152.501,373Dividend Increase
Gap Up
High Trading Volume
TEM
Templeton Emerging Markets Investment Trust
N/AGBX 165.05
-0.7%
N/A+11.7%£1.77B£173.08M1,375.42N/APositive News
WWH
Worldwide Healthcare
N/AGBX 319.50
-0.6%
N/A+2.0%£1.72B£-56,290,000.00-2,130.00N/APositive News
ATT
Allianz Technology Trust
N/AGBX 433.20
-0.1%
N/A+38.0%£1.66B£520.73M328.18N/APositive News
FGT
Finsbury Growth & Income
N/AGBX 894.33
-0.1%
N/A+6.9%£1.64B£143.78M1,466.12N/APositive News
PNL
Personal Assets
N/AGBX 497.37
+0.1%
N/A+6.5%£1.62B£66.59M4,144.78N/APositive News
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896
JTC
JTC
1.3901 of 5 stars
GBX 971
-1.0%
GBX 1,250
+28.7%
+19.2%£1.58B£283.06M5,394.441,603

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This page (LON:CGI) was last updated on 1/13/2025 by MarketBeat.com Staff
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