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Fidelity Investment Trust - Fidelity Special Values (FSV) Competitors

Fidelity Investment Trust - Fidelity Special Values logo
GBX 473 0.00 (0.00%)
As of 12:01 PM Eastern
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FSV vs. STJ, HL, ABDN, ATST, and EMG

Should you buy Fidelity Investment Trust - Fidelity Special Values stock or one of its competitors? Fidelity Investment Trust - Fidelity Special Values's main competitors and comparable companies include St. James's Place (STJ), Hargreaves Lansdown (HL), abrdn (ABDN), Alliance Trust (ATST), and Man Group (EMG). 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 Fidelity Investment Trust - Fidelity Special Values compare to St. James's Place?

St. James's Place (LON:STJ) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, valuation, risk, dividends, institutional ownership, media sentiment, analyst recommendations and earnings.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to St. James' Place's net margin of 1.25%. St. James' Place's return on equity of 37.02% beat Fidelity Investment Trust - Fidelity Special Values' return on equity.

Company Net Margins Return on Equity Return on Assets
St. James's Place1.25% 37.02% 0.22%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

Fidelity Investment Trust - Fidelity Special Values has lower revenue, but higher earnings than St. James's Place. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than St. James's Place, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
St. James's Place£44.81B0.13-£6.46M£106.6011.04
Fidelity Investment Trust - Fidelity Special Values£354.63M4.33£223.72M£109.344.33

St. James's Place has a beta of 1, indicating that its stock price has a similar volatility profile to the broader market.Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.27, indicating that its stock price is 27% more volatile than the broader market.

St. James's Place presently has a consensus target price of GBX 1,723.29, indicating a potential upside of 46.48%. Given St. James' Place's stronger consensus rating and higher possible upside, research analysts clearly believe St. James's Place is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
St. James's Place
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, St. James's Place had 4 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 4 mentions for St. James's Place and 0 mentions for Fidelity Investment Trust - Fidelity Special Values. St. James' Place's average media sentiment score of 0.25 beat Fidelity Investment Trust - Fidelity Special Values' score of 0.00 indicating that St. James's Place is being referred to more favorably in the media.

Company Overall Sentiment
St. James's Place Neutral
Fidelity Investment Trust - Fidelity Special Values Neutral

St. James's Place pays an annual dividend of GBX 18 per share and has a dividend yield of 1.5%. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. St. James's Place pays out 16.9% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% 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. Fidelity Investment Trust - Fidelity Special Values is clearly the better dividend stock, given its higher yield and lower payout ratio.

77.8% of St. James's Place shares are owned by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by institutional investors. 1.2% of St. James's Place shares are owned by insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

St. James's Place beats Fidelity Investment Trust - Fidelity Special Values on 10 of the 18 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to Hargreaves Lansdown?

Hargreaves Lansdown (LON:HL) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, earnings, profitability, dividends, analyst recommendations, institutional ownership and media sentiment.

In the previous week, Hargreaves Lansdown's average media sentiment score of 0.00 equaled Fidelity Investment Trust - Fidelity Special Values'average media sentiment score.

Company Overall Sentiment
Hargreaves Lansdown Neutral
Fidelity Investment Trust - Fidelity Special Values Neutral

Hargreaves Lansdown pays an annual dividend of GBX 43 per share. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. Hargreaves Lansdown pays out 6,935.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values is clearly the better dividend stock, given its higher yield and lower payout ratio.

Hargreaves Lansdown has higher revenue and earnings than Fidelity Investment Trust - Fidelity Special Values. Hargreaves Lansdown is trading at a lower price-to-earnings ratio than Fidelity Investment Trust - Fidelity Special Values, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hargreaves Lansdown£764.90M0.00£293.20M£0.62N/A
Fidelity Investment Trust - Fidelity Special Values£354.63M4.33£223.72M£109.344.33

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to Hargreaves Lansdown's net margin of 38.33%. Hargreaves Lansdown's return on equity of 38.46% beat Fidelity Investment Trust - Fidelity Special Values' return on equity.

Company Net Margins Return on Equity Return on Assets
Hargreaves Lansdown38.33% 38.46% 17.10%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

Hargreaves Lansdown has a beta of 0.66, suggesting that its share price is 34% less volatile than the broader market. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.27, suggesting that its share price is 27% more volatile than the broader market.

66.7% of Hargreaves Lansdown shares are held by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. 29.4% of Hargreaves Lansdown shares are held by insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

Hargreaves Lansdown beats Fidelity Investment Trust - Fidelity Special Values on 7 of the 12 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to abrdn?

Fidelity Investment Trust - Fidelity Special Values (LON:FSV) and abrdn (LON:ABDN) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, valuation, media sentiment, risk, earnings, analyst recommendations, dividends and institutional ownership.

abrdn has a consensus price target of GBX 226.50, indicating a potential downside of 9.11%. Given abrdn's stronger consensus rating and higher possible upside, analysts clearly believe abrdn is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
abrdn
1 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.17

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity Investment Trust - Fidelity Special Values£354.63M4.33£223.72M£109.344.33
abrdn£1.71B2.61£316.36M£20.9011.92

In the previous week, Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 0.00 equaled abrdn'saverage media sentiment score.

Company Overall Sentiment
Fidelity Investment Trust - Fidelity Special Values Neutral
abrdn Neutral

12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. Comparatively, 42.1% of abrdn shares are held by institutional investors. 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by company insiders. Comparatively, 1.0% of abrdn 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.

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. abrdn pays an annual dividend of GBX 14.60 per share and has a dividend yield of 5.9%. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. abrdn pays out 69.9% 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.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to abrdn's net margin of 23.28%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat abrdn's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values95.92% 25.87% 0.33%
abrdn 23.28%7.70%0.68%

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.27, meaning that its share price is 27% more volatile than the broader market. Comparatively, abrdn has a beta of 1.398, meaning that its share price is 40% more volatile than the broader market.

Summary

abrdn beats Fidelity Investment Trust - Fidelity Special Values on 11 of the 16 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to Alliance Trust?

Fidelity Investment Trust - Fidelity Special Values (LON:FSV) and Alliance Trust (LON:ATST) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, profitability, media sentiment, dividends, earnings and risk.

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. Alliance Trust pays an annual dividend of GBX 26 per share. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Alliance Trust pays out 1,226.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidelity Investment Trust - Fidelity Special Values is clearly the better dividend stock, given its higher yield and lower payout ratio.

12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. Comparatively, 6.9% of Alliance Trust shares are held by institutional investors. 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by insiders. Comparatively, 2.4% of Alliance Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 0.00 equaled Alliance Trust'saverage media sentiment score.

Company Overall Sentiment
Fidelity Investment Trust - Fidelity Special Values Neutral
Alliance Trust Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity Investment Trust - Fidelity Special Values£354.63M4.33£223.72M£109.344.33
Alliance Trust£652.76M0.00£601.66M£2.12N/A

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.27, suggesting that its share price is 27% more volatile than the broader market. Comparatively, Alliance Trust has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to Alliance Trust's net margin of 92.17%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat Alliance Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values95.92% 25.87% 0.33%
Alliance Trust 92.17%17.93%10.95%

Summary

Fidelity Investment Trust - Fidelity Special Values beats Alliance Trust on 7 of the 12 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to Man Group?

Man Group (LON:EMG) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, risk, media sentiment, analyst recommendations, earnings, valuation, dividends and institutional ownership.

Man Group pays an annual dividend of GBX 17.02 per share and has a dividend yield of 5.4%. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. Man Group pays out 60.6% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% 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.

Man Group presently has a consensus target price of GBX 304.75, indicating a potential downside of 2.57%. Given Man Group's stronger consensus rating and higher probable upside, analysts clearly believe Man Group is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Man Group
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Man Group has higher revenue and earnings than Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than Man Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Man Group£1.69B2.12£382.68M£28.1011.13
Fidelity Investment Trust - Fidelity Special Values£354.63M4.33£223.72M£109.344.33

In the previous week, Man Group had 1 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 1 mentions for Man Group and 0 mentions for Fidelity Investment Trust - Fidelity Special Values. Man Group's average media sentiment score of 0.67 beat Fidelity Investment Trust - Fidelity Special Values' score of 0.00 indicating that Man Group is being referred to more favorably in the media.

Company Overall Sentiment
Man Group Positive
Fidelity Investment Trust - Fidelity Special Values Neutral

47.5% of Man Group shares are owned by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by institutional investors. 7.5% of Man Group shares are owned by insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Man Group has a beta of 0.631, meaning that its stock price is 37% less volatile than the broader market. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.27, meaning that its stock price is 27% more volatile than the broader market.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to Man Group's net margin of 18.60%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat Man Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Man Group18.60% 20.36% 4.61%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

Summary

Man Group beats Fidelity Investment Trust - Fidelity Special Values on 12 of the 18 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 FSV 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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FSV vs. The Competition

Export
MetricFidelity Investment Trust - Fidelity Special ValuesCapital Markets IndustryFinance SectorLON Exchange
Market Cap£1.53B£5.63B£14.01B£2.88B
Dividend Yield2.17%7.39%5.89%6.09%
P/E Ratio4.3338.1429.14368.35
Price / Sales4.331,197.90504.9083,691.32
Price / Cash10.9348.3030.2227.89
Price / Book1.343.743.727.32
Net Income£223.72M£417.15M£1.31B£5.89B
7 Day Performance0.85%0.47%0.00%1.51%
1 Month Performance8.86%0.41%0.95%2.50%
1 Year Performance24.31%8.01%13.24%73.97%

Fidelity Investment Trust - Fidelity Special Values Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSV
Fidelity Investment Trust - Fidelity Special Values
N/AGBX 473
flat		N/A+24.5%£1.53B£354.63M4.3325,000
STJ
St. James's Place
4.6066 of 5 stars		GBX 1,053.50
-0.6%		GBX 1,702.57
+61.6%		-12.1%£5.41B£44.81B10.662,298
HL
Hargreaves Lansdown
N/AN/AN/AN/A£5.26B£764.90M1,787.901,850
ABDN
abrdn
1.5792 of 5 stars		GBX 240.60
+0.6%		GBX 226.50
-5.9%		+22.8%£4.30B£1.75B11.354,719
ATST
Alliance Trust
N/AN/AN/AN/A£3.58B£652.76M600.003

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This page (LON:FSV) was last updated on 8/11/2026 by MarketBeat.com Staff.
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