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EPE Special Opportunities (ESO) Competitors

EPE Special Opportunities logo
GBX 222 -4.00 (-1.77%)
As of 11:02 AM Eastern
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ESO vs. IIT, JMI, MTE, JUSC, and VTA

Should you buy EPE Special Opportunities stock or one of its competitors? MarketBeat compares EPE Special Opportunities 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 EPE Special Opportunities include The Independent Investment Trust (IIT), JPMorgan UK Smaller Companies Investment Trust (JMI), Montanaro European Smaller (MTE), JPMorgan US Smaller Companies (JUSC), and Volta Finance (VTA). These companies are all part of the "asset management" industry.

How does EPE Special Opportunities compare to The Independent Investment Trust?

The Independent Investment Trust (LON:IIT) and EPE Special Opportunities (LON:ESO) are both small-cap asset management industry companies, but which is the better business? We will compare the two companies based on the strength of their risk, analyst recommendations, institutional ownership, earnings, valuation, dividends, profitability and media sentiment.

The Independent Investment Trust has a net margin of 0.00% compared to EPE Special Opportunities' net margin of -10.57%. The Independent Investment Trust's return on equity of 0.00% beat EPE Special Opportunities' return on equity.

Company Net Margins Return on Equity Return on Assets
The Independent Investment TrustN/A N/A N/A
EPE Special Opportunities -10.57%-0.41%0.41%

EPE Special Opportunities has higher revenue and earnings than The Independent Investment Trust. The Independent Investment Trust is trading at a lower price-to-earnings ratio than EPE Special Opportunities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Independent Investment Trust-£50.48M0.00N/A£0.89N/A
EPE Special Opportunities£8.03M6.81£12.80M£22.679.79

1.2% of EPE Special Opportunities shares are owned by institutional investors. 2.6% of EPE Special Opportunities shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, The Independent Investment Trust's average media sentiment score of 0.00 equaled EPE Special Opportunities'average media sentiment score.

Company Overall Sentiment
The Independent Investment Trust Neutral
EPE Special Opportunities Neutral

Summary

EPE Special Opportunities beats The Independent Investment Trust on 5 of the 8 factors compared between the two stocks.

How does EPE Special Opportunities compare to JPMorgan UK Smaller Companies Investment Trust?

EPE Special Opportunities (LON:ESO) and JPMorgan UK Smaller Companies Investment Trust (LON:JMI) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, valuation, profitability, media sentiment, institutional ownership, analyst recommendations, dividends and risk.

EPE Special Opportunities has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market. Comparatively, JPMorgan UK Smaller Companies Investment Trust has a beta of 1.3, suggesting that its share price is 30% more volatile than the broader market.

JPMorgan UK Smaller Companies Investment Trust has a net margin of 0.00% compared to EPE Special Opportunities' net margin of -10.57%. EPE Special Opportunities' return on equity of -0.41% beat JPMorgan UK Smaller Companies Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
EPE Special Opportunities-10.57% -0.41% 0.41%
JPMorgan UK Smaller Companies Investment Trust N/A -5.12%-2.62%

EPE Special Opportunities has higher revenue and earnings than JPMorgan UK Smaller Companies Investment Trust. JPMorgan UK Smaller Companies Investment Trust is trading at a lower price-to-earnings ratio than EPE Special Opportunities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
EPE Special Opportunities£8.03M6.81£12.80M£22.679.79
JPMorgan UK Smaller Companies Investment Trust-£9.18M0.00-£12.86M-£0.16N/A

1.2% of EPE Special Opportunities shares are owned by institutional investors. Comparatively, 37.4% of JPMorgan UK Smaller Companies Investment Trust shares are owned by institutional investors. 2.6% of EPE Special Opportunities shares are owned by company insiders. Comparatively, 4.9% of JPMorgan UK Smaller Companies Investment Trust shares are owned 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.

In the previous week, EPE Special Opportunities' average media sentiment score of 0.00 equaled JPMorgan UK Smaller Companies Investment Trust'saverage media sentiment score.

Company Overall Sentiment
EPE Special Opportunities Neutral
JPMorgan UK Smaller Companies Investment Trust Neutral

Summary

EPE Special Opportunities beats JPMorgan UK Smaller Companies Investment Trust on 6 of the 10 factors compared between the two stocks.

How does EPE Special Opportunities compare to Montanaro European Smaller?

EPE Special Opportunities (LON:ESO) and Montanaro European Smaller (LON:MTE) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, valuation, profitability, media sentiment, institutional ownership, analyst recommendations, dividends and risk.

In the previous week, Montanaro European Smaller had 1 more articles in the media than EPE Special Opportunities. MarketBeat recorded 1 mentions for Montanaro European Smaller and 0 mentions for EPE Special Opportunities. Montanaro European Smaller's average media sentiment score of 1.11 beat EPE Special Opportunities' score of 0.00 indicating that Montanaro European Smaller is being referred to more favorably in the news media.

Company Overall Sentiment
EPE Special Opportunities Neutral
Montanaro European Smaller Positive

1.2% of EPE Special Opportunities shares are owned by institutional investors. Comparatively, 3.5% of Montanaro European Smaller shares are owned by institutional investors. 2.6% of EPE Special Opportunities shares are owned by company insiders. Comparatively, 0.3% of Montanaro European Smaller shares are owned 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.

Montanaro European Smaller has a net margin of 20,362.04% compared to EPE Special Opportunities' net margin of -10.57%. Montanaro European Smaller's return on equity of 9.88% beat EPE Special Opportunities' return on equity.

Company Net Margins Return on Equity Return on Assets
EPE Special Opportunities-10.57% -0.41% 0.41%
Montanaro European Smaller 20,362.04%9.88%2.99%

Montanaro European Smaller has higher revenue and earnings than EPE Special Opportunities. Montanaro European Smaller is trading at a lower price-to-earnings ratio than EPE Special Opportunities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
EPE Special Opportunities£8.03M6.81£12.80M£22.679.79
Montanaro European Smaller£29.23M7.44£53.01M£17.929.67

EPE Special Opportunities has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market. Comparatively, Montanaro European Smaller has a beta of 1.18, suggesting that its share price is 18% more volatile than the broader market.

Summary

Montanaro European Smaller beats EPE Special Opportunities on 10 of the 13 factors compared between the two stocks.

How does EPE Special Opportunities compare to JPMorgan US Smaller Companies?

JPMorgan US Smaller Companies (LON:JUSC) and EPE Special Opportunities (LON:ESO) are both small-cap financial services companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, earnings, valuation, risk, profitability, institutional ownership, analyst recommendations and media sentiment.

In the previous week, JPMorgan US Smaller Companies had 1 more articles in the media than EPE Special Opportunities. MarketBeat recorded 1 mentions for JPMorgan US Smaller Companies and 0 mentions for EPE Special Opportunities. JPMorgan US Smaller Companies' average media sentiment score of 0.00 equaled EPE Special Opportunities'average media sentiment score.

Company Overall Sentiment
JPMorgan US Smaller Companies Neutral
EPE Special Opportunities Neutral

3.1% of JPMorgan US Smaller Companies shares are held by institutional investors. Comparatively, 1.2% of EPE Special Opportunities shares are held by institutional investors. 0.6% of JPMorgan US Smaller Companies shares are held by company insiders. Comparatively, 2.6% of EPE Special Opportunities shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

JPMorgan US Smaller Companies has a beta of 0.641, meaning that its share price is 36% less volatile than the broader market. Comparatively, EPE Special Opportunities has a beta of 0.9, meaning that its share price is 10% less volatile than the broader market.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to EPE Special Opportunities' net margin of -10.57%. EPE Special Opportunities' return on equity of -0.41% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan US Smaller Companies109.83% -14.73% 3.11%
EPE Special Opportunities -10.57%-0.41%0.41%

EPE Special Opportunities has higher revenue and earnings than JPMorgan US Smaller Companies. JPMorgan US Smaller Companies is trading at a lower price-to-earnings ratio than EPE Special Opportunities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan US Smaller Companies-£33.89M-6.45£11.79M-£60.38N/A
EPE Special Opportunities£8.03M6.81£12.80M£22.679.79

Summary

EPE Special Opportunities beats JPMorgan US Smaller Companies on 8 of the 12 factors compared between the two stocks.

How does EPE Special Opportunities compare to Volta Finance?

EPE Special Opportunities (LON:ESO) and Volta Finance (LON:VTA) are both small-cap asset management industry companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, dividends, risk, profitability, institutional ownership, valuation, analyst recommendations and media sentiment.

In the previous week, Volta Finance's average media sentiment score of 0.75 beat EPE Special Opportunities' score of 0.00 indicating that Volta Finance is being referred to more favorably in the news media.

Company Overall Sentiment
EPE Special Opportunities Neutral
Volta Finance Positive

1.2% of EPE Special Opportunities shares are owned by institutional investors. Comparatively, 41.8% of Volta Finance shares are owned by institutional investors. 2.6% of EPE Special Opportunities shares are owned by insiders. Comparatively, 0.4% of Volta Finance shares are owned by 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.

Volta Finance has higher revenue and earnings than EPE Special Opportunities. Volta Finance is trading at a lower price-to-earnings ratio than EPE Special Opportunities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
EPE Special Opportunities£8.03M6.81£12.80M£22.679.79
Volta Finance£6.26B0.04£4.50B£1.234.88

Volta Finance has a net margin of 83.53% compared to EPE Special Opportunities' net margin of -10.57%. Volta Finance's return on equity of 13.36% beat EPE Special Opportunities' return on equity.

Company Net Margins Return on Equity Return on Assets
EPE Special Opportunities-10.57% -0.41% 0.41%
Volta Finance 83.53%13.36%10.35%

EPE Special Opportunities has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market. Comparatively, Volta Finance has a beta of 0.287, suggesting that its share price is 71% less volatile than the broader market.

Summary

Volta Finance beats EPE Special Opportunities on 7 of the 12 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 ESO 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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ESO vs. The Competition

Export
MetricEPE Special OpportunitiesAsset Management IndustryFinancial SectorLON Exchange
Market Cap£54.71M£2.38B£5.76B£2.79B
Dividend YieldN/A5.99%5.27%6.09%
P/E Ratio9.7925.2115.78366.15
Price / Sales6.811,964.78933.9888,429.84
Price / Cash1.7960.1790.3227.89
Price / Book0.691.354.397.74
Net Income£12.80M£265.53M£1.15B£5.89B
7 Day Performance1.83%-0.14%0.41%0.82%
1 Month Performance26.14%2.38%2.25%2.78%
1 Year Performance48.99%13.43%21.87%87.90%

EPE Special Opportunities Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ESO
EPE Special Opportunities
N/AGBX 222
-1.8%		N/A+49.7%£54.71M£8.03M9.79N/A
IIT
The Independent Investment Trust
N/AN/AN/AN/A£218.27M-£50.48M472.472
JMI
JPMorgan UK Smaller Companies Investment Trust
N/AN/AN/AN/A£217.76M-£9.18MN/AN/A
MTE
Montanaro European Smaller
N/AGBX 173.50
-0.4%		N/A+5.5%£217.68M£29.23M9.68N/A
JUSC
JPMorgan US Smaller Companies
N/AGBX 418.94
-0.7%		N/A+2.4%£217.17M-£33.89MN/AN/A

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This page (LON:ESO) was last updated on 5/14/2026 by MarketBeat.com Staff.
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