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EPE Special Opportunities (ESO) Competitors

EPE Special Opportunities logo
GBX 207 0.00 (0.00%)
As of 10/2/2026
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ESO vs. JUSC, JMF, BOOK, MGCI, and BMD

Should you buy EPE Special Opportunities stock or one of its competitors? EPE Special Opportunities's main competitors and comparable companies include JPMorgan US Smaller Companies (JUSC), JPMorgan Mid Cap Investment Trust (JMF), Literacy Capital (BOOK), M&G Credit Income Investment (MGCI), and Baronsmead Second Venture Trust (BMD). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

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

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

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
EPE Special Opportunities£8.03M6.22£12.80M£22.679.00
JPMorgan US Smaller Companies-£33.89M-5.93£11.79M-£60.38N/A

JPMorgan US Smaller Companies has a net margin of 89.58% compared to EPE Special Opportunities' net margin of -10.57%. JPMorgan US Smaller Companies' return on equity of 16.27% 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%
JPMorgan US Smaller Companies 89.58%16.27%3.11%

1.2% of EPE Special Opportunities shares are held by institutional investors. Comparatively, 12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 2.9% of EPE Special Opportunities shares are held by company insiders. Comparatively, 0.6% of JPMorgan US Smaller Companies 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.

EPE Special Opportunities has a beta of 0.9, meaning that its share price is 10% less volatile than the broader market. Comparatively, JPMorgan US Smaller Companies has a beta of 1.163, meaning that its share price is 16% more volatile than the broader market.

In the previous week, EPE Special Opportunities' average media sentiment score of 1.34 beat JPMorgan US Smaller Companies' score of 0.00 indicating that EPE Special Opportunities is being referred to more favorably in the media.

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

Summary

EPE Special Opportunities beats JPMorgan US Smaller Companies on 7 of the 12 factors compared between the two stocks.

How does EPE Special Opportunities compare to JPMorgan Mid Cap Investment Trust?

JPMorgan Mid Cap Investment Trust (LON:JMF) and EPE Special Opportunities (LON:ESO) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, valuation, profitability, risk and dividends.

JPMorgan Mid Cap Investment Trust has a beta of 1.21, meaning that its share price is 21% more 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 Mid Cap Investment Trust has a net margin of 81.64% compared to EPE Special Opportunities' net margin of -10.57%. JPMorgan Mid Cap Investment Trust's return on equity of 6.55% beat EPE Special Opportunities' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan Mid Cap Investment Trust81.64% 6.55% 3.91%
EPE Special Opportunities -10.57%-0.41%0.41%

In the previous week, EPE Special Opportunities' average media sentiment score of 1.34 beat JPMorgan Mid Cap Investment Trust's score of 0.00 indicating that EPE Special Opportunities is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan Mid Cap Investment Trust Neutral
EPE Special Opportunities Positive

JPMorgan Mid Cap Investment Trust has higher revenue and earnings than EPE Special Opportunities. JPMorgan Mid Cap 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
JPMorgan Mid Cap Investment Trust£17.85M0.00£14.57M£0.66N/A
EPE Special Opportunities£8.03M6.22£12.80M£22.679.00

27.9% of JPMorgan Mid Cap Investment Trust shares are owned by institutional investors. Comparatively, 1.2% of EPE Special Opportunities shares are owned by institutional investors. 9.1% of JPMorgan Mid Cap Investment Trust shares are owned by company insiders. Comparatively, 2.9% 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 is poised for long-term growth.

Summary

JPMorgan Mid Cap Investment Trust beats EPE Special Opportunities on 9 of the 11 factors compared between the two stocks.

How does EPE Special Opportunities compare to Literacy Capital?

Literacy Capital (LON:BOOK) and EPE Special Opportunities (LON:ESO) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, media sentiment, earnings, profitability, analyst recommendations, risk, institutional ownership and dividends.

4.7% of Literacy Capital shares are held by institutional investors. Comparatively, 1.2% of EPE Special Opportunities shares are held by institutional investors. 46.4% of Literacy Capital shares are held by company insiders. Comparatively, 2.9% 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.

In the previous week, EPE Special Opportunities' average media sentiment score of 1.34 beat Literacy Capital's score of 0.00 indicating that EPE Special Opportunities is being referred to more favorably in the news media.

Company Overall Sentiment
Literacy Capital Neutral
EPE Special Opportunities Positive

Literacy Capital has a beta of 0.362, meaning that its share price is 64% 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.

EPE Special Opportunities has higher revenue and earnings than Literacy Capital. Literacy Capital 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
Literacy Capital-£20.09M-8.66£6.99M-£37.42N/A
EPE Special Opportunities£8.03M6.22£12.80M£22.679.00

Literacy Capital has a net margin of 162.73% compared to EPE Special Opportunities' net margin of -10.57%. EPE Special Opportunities' return on equity of -0.41% beat Literacy Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Literacy Capital162.73% -7.81% 39.07%
EPE Special Opportunities -10.57%-0.41%0.41%

Summary

EPE Special Opportunities beats Literacy Capital on 8 of the 12 factors compared between the two stocks.

How does EPE Special Opportunities compare to M&G Credit Income Investment?

M&G Credit Income Investment (LON:MGCI) and EPE Special Opportunities (LON:ESO) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, media sentiment, earnings, institutional ownership, risk, profitability and valuation.

M&G Credit Income Investment has higher revenue and earnings than EPE Special Opportunities. EPE Special Opportunities is trading at a lower price-to-earnings ratio than M&G Credit Income Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M&G Credit Income Investment£11.25M16.81£15.42M£5.8715.37
EPE Special Opportunities£8.03M6.22£12.80M£22.679.00

M&G Credit Income Investment has a net margin of 103.86% compared to EPE Special Opportunities' net margin of -10.57%. M&G Credit Income Investment's return on equity of 7.06% beat EPE Special Opportunities' return on equity.

Company Net Margins Return on Equity Return on Assets
M&G Credit Income Investment103.86% 7.06% 6.00%
EPE Special Opportunities -10.57%-0.41%0.41%

In the previous week, EPE Special Opportunities' average media sentiment score of 1.34 beat M&G Credit Income Investment's score of 0.00 indicating that EPE Special Opportunities is being referred to more favorably in the news media.

Company Overall Sentiment
M&G Credit Income Investment Neutral
EPE Special Opportunities Positive

19.9% of M&G Credit Income Investment shares are owned by institutional investors. Comparatively, 1.2% of EPE Special Opportunities shares are owned by institutional investors. 0.1% of M&G Credit Income Investment shares are owned by insiders. Comparatively, 2.9% of EPE Special Opportunities shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

M&G Credit Income Investment has a beta of 0.332, suggesting that its share price is 67% less volatile than the broader market. Comparatively, EPE Special Opportunities has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market.

Summary

M&G Credit Income Investment beats EPE Special Opportunities on 8 of the 12 factors compared between the two stocks.

How does EPE Special Opportunities compare to Baronsmead Second Venture Trust?

EPE Special Opportunities (LON:ESO) and Baronsmead Second Venture Trust (LON:BMD) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, dividends, profitability, media sentiment, risk and valuation.

1.2% of EPE Special Opportunities shares are owned by institutional investors. Comparatively, 0.3% of Baronsmead Second Venture Trust shares are owned by institutional investors. 2.9% of EPE Special Opportunities shares are owned by insiders. Comparatively, 0.4% of Baronsmead Second Venture Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

EPE Special Opportunities has higher revenue and earnings than Baronsmead Second Venture Trust. Baronsmead Second Venture 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£8.03M6.22£12.80M£22.679.00
Baronsmead Second Venture Trust-£1.31M-147.11£4.53M-£0.27N/A

EPE Special Opportunities has a net margin of -10.57% compared to Baronsmead Second Venture Trust's net margin of -22.41%. EPE Special Opportunities' return on equity of -0.41% beat Baronsmead Second Venture Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
EPE Special Opportunities-10.57% -0.41% 0.41%
Baronsmead Second Venture Trust -22.41%-1.47%1.23%

In the previous week, Baronsmead Second Venture Trust had 3 more articles in the media than EPE Special Opportunities. MarketBeat recorded 3 mentions for Baronsmead Second Venture Trust and 0 mentions for EPE Special Opportunities. Baronsmead Second Venture Trust's average media sentiment score of 1.48 beat EPE Special Opportunities' score of 1.34 indicating that Baronsmead Second Venture Trust is being referred to more favorably in the news media.

Company Overall Sentiment
EPE Special Opportunities Positive
Baronsmead Second Venture Trust Positive

EPE Special Opportunities has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market. Comparatively, Baronsmead Second Venture Trust has a beta of 0.242, suggesting that its share price is 76% less volatile than the broader market.

Summary

EPE Special Opportunities beats Baronsmead Second Venture Trust on 10 of the 13 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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ESO vs. The Competition

Export
MetricEPE Special OpportunitiesCapital Markets IndustryFinance SectorLON Exchange
Market Cap£50.70M£5.16B£13.12B£2.46B
Dividend YieldN/A7.57%6.04%6.25%
P/E Ratio9.1329.4524.42366.74
Price / Sales6.311,200.87500.0889,426.67
Price / Cash1.7947.6745.5127.89
Price / Book0.643.482.706.83
Net Income£12.80M£416.56M£1.32B£5.89B
7 Day Performance0.49%-0.74%-1.04%-0.72%
1 Month Performance-0.48%-2.71%-3.20%-1.01%
1 Year Performance49.62%9.00%10.47%22.82%

EPE Special Opportunities Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ESO
EPE Special Opportunities
N/AGBX 207
flat		N/A+47.5%£50.70M£8.03M9.13N/A
JUSC
JPMorgan US Smaller Companies
N/AGBX 417
+0.4%		N/A+7.2%£200.07M-£33.89MN/AN/A
JMF
JPMorgan Mid Cap Investment Trust
N/AN/AN/AN/A£196.54M£17.85M1,381.82N/A
BOOK
Literacy Capital
N/AGBX 316.98
+0.6%		N/A-22.0%£190.74M-£20.09MN/A6
MGCI
M&G Credit Income Investment
N/AGBX 90.80
-0.7%		N/A-5.7%£190.43M£11.25M15.47N/A

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This page (LON:ESO) was last updated on 10/4/2026 by MarketBeat.com Staff.
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