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Fidelity Investment Trust - Fidelity Special Values (FSV) Competitors

Fidelity Investment Trust - Fidelity Special Values logo
GBX 469.50 -4.00 (-0.84%)
As of 11:56 AM Eastern
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FSV vs. SDRC, STJ, HL, ABDN, and 3IN

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 Schroders (SDRC), St. James's Place (STJ), Hargreaves Lansdown (HL), abrdn (ABDN), and 3i Infrastructure (3IN). 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 Schroders?

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

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

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. Schroders pays an annual dividend of GBX 1.22 per share. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Schroders pays out 60.4% 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.

In the previous week, Fidelity Investment Trust - Fidelity Special Values had 1 more articles in the media than Schroders. MarketBeat recorded 1 mentions for Fidelity Investment Trust - Fidelity Special Values and 0 mentions for Schroders. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.70 beat Schroders' score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the media.

Company Overall Sentiment
Fidelity Investment Trust - Fidelity Special Values Very Positive
Schroders Neutral

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to Schroders' net margin of 0.00%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat Schroders' return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values95.92% 25.87% 0.33%
Schroders N/A N/A N/A

Fidelity Investment Trust - Fidelity Special Values has higher earnings, but lower revenue than Schroders. Schroders 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£354.63M4.29£223.72M£109.344.29
Schroders£3.14B0.00N/A£2.02N/A

Summary

Fidelity Investment Trust - Fidelity Special Values beats Schroders on 10 of the 12 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to St. James's Place?

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

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

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
Fidelity Investment Trust - Fidelity Special Values95.92% 25.87% 0.33%
St. James's Place 1.25%37.02%0.22%

St. James's Place has a consensus price target of GBX 1,721.86, suggesting a potential upside of 47.61%. Given St. James' Place's stronger consensus rating and higher probable upside, analysts plainly 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
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
St. James's Place
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. Comparatively, 77.8% of St. James's Place shares are held by institutional investors. 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by insiders. Comparatively, 1.2% of St. James's Place shares are held 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.

Fidelity Investment Trust - Fidelity Special Values has higher earnings, but lower revenue 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
Fidelity Investment Trust - Fidelity Special Values£354.63M4.29£223.72M£109.344.29
St. James's Place£44.81B0.13-£6.46M£106.6010.94

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.292, suggesting that its stock price is 29% more volatile than the broader market. Comparatively, St. James's Place has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.

In the previous week, St. James's Place had 1 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 2 mentions for St. James's Place and 1 mentions for Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.70 beat St. James' Place's score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidelity Investment Trust - Fidelity Special Values
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
St. James's Place
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Fidelity Investment Trust - Fidelity Special Values and St. James's Place tied by winning 9 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 superior business? We will contrast the two companies based on the strength of their profitability, institutional ownership, dividends, valuation, media sentiment, analyst recommendations, earnings and risk.

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£354.63M4.29£223.72M£109.344.29

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%

66.7% of Hargreaves Lansdown shares are owned by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by institutional investors. 29.4% of Hargreaves Lansdown 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, large money managers and endowments believe a stock is poised for long-term growth.

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 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 1.292, suggesting that its share price is 29% more volatile than the broader market.

In the previous week, Fidelity Investment Trust - Fidelity Special Values had 1 more articles in the media than Hargreaves Lansdown. MarketBeat recorded 1 mentions for Fidelity Investment Trust - Fidelity Special Values and 0 mentions for Hargreaves Lansdown. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.70 beat Hargreaves Lansdown's score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the news media.

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

Summary

Hargreaves Lansdown and Fidelity Investment Trust - Fidelity Special Values tied by winning 7 of the 14 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 better investment? We will contrast the two companies based on the strength of their media sentiment, dividends, institutional ownership, earnings, valuation, profitability, analyst recommendations and risk.

abrdn has a consensus target price of GBX 226.50, indicating a potential downside of 7.55%. Given abrdn's stronger consensus rating and higher probable 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

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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

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£354.63M4.29£223.72M£109.344.29
abrdn£1.71B2.56£316.36M£20.9011.72

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.292, indicating that its stock price is 29% more volatile than the broader market. Comparatively, abrdn has a beta of 1.398, indicating that its stock price is 40% more volatile than the broader market.

In the previous week, Fidelity Investment Trust - Fidelity Special Values had 1 more articles in the media than abrdn. MarketBeat recorded 1 mentions for Fidelity Investment Trust - Fidelity Special Values and 0 mentions for abrdn. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.70 beat abrdn's score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the media.

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

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 6.0%. 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 28.07%. 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 28.07%7.37%0.68%

Summary

abrdn beats Fidelity Investment Trust - Fidelity Special Values on 11 of the 18 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to 3i Infrastructure?

Fidelity Investment Trust - Fidelity Special Values (LON:FSV) and 3i Infrastructure (LON:3IN) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, earnings, media sentiment, profitability, dividends, risk and institutional ownership.

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. 3i Infrastructure pays an annual dividend of GBX 13.05 per share and has a dividend yield of 3.4%. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. 3i Infrastructure pays out 40.8% 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.

3i Infrastructure has a consensus target price of GBX 450, suggesting a potential upside of 16.13%. Given 3i Infrastructure's stronger consensus rating and higher probable upside, analysts clearly believe 3i Infrastructure 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
3i Infrastructure
1 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.292, meaning that its share price is 29% more volatile than the broader market. Comparatively, 3i Infrastructure has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market.

12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. Comparatively, 24.2% of 3i Infrastructure shares are held by institutional investors. 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by company insiders. Comparatively, 0.1% of 3i Infrastructure shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, 3i Infrastructure had 1 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 2 mentions for 3i Infrastructure and 1 mentions for Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.70 beat 3i Infrastructure's score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidelity Investment Trust - Fidelity Special Values
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
3i Infrastructure
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to 3i Infrastructure's net margin of 92.78%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat 3i Infrastructure's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values95.92% 25.87% 0.33%
3i Infrastructure 92.78%10.77%4.83%

3i Infrastructure has lower revenue, but higher earnings than Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than 3i Infrastructure, 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£354.63M4.29£223.72M£109.344.29
3i Infrastructure£301M11.87£347M£32.0012.11

Summary

3i Infrastructure beats Fidelity Investment Trust - Fidelity Special Values on 10 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£1.52B£5.60B£13.93B£2.90B
Dividend Yield2.18%7.39%5.88%6.17%
P/E Ratio4.2931.7226.20367.26
Price / Sales4.291,246.66518.4083,668.69
Price / Cash10.9348.1530.4027.89
Price / Book1.333.582.766.92
Net Income£223.72M£418.14M£1.32B£5.89B
7 Day Performance-1.26%-0.66%-0.89%-0.15%
1 Month Performance1.29%1.85%1.88%2.81%
1 Year Performance23.55%5.05%9.99%21.71%

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 469.50
-0.8%		N/A+24.6%£1.52B£354.63M4.2925,000
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750
STJ
St. James's Place
3.5284 of 5 stars		GBX 1,186
+0.8%		GBX 1,721.86
+45.2%		-6.3%£6.00B£44.81B11.132,298
HL
Hargreaves Lansdown
N/AN/AN/AN/A£5.26B£764.90M1,787.901,850
ABDN
abrdn
1.691 of 5 stars		GBX 252.20
+0.5%		GBX 226.50
-10.2%		+30.0%£4.62B£1.71B12.074,719

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This page (LON:FSV) was last updated on 9/1/2026 by MarketBeat.com Staff.
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