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S&P 500   4,282.37
DOW   33,762.76
QQQ   354.65
MarketBeat Week in Review – 5/29 - 6/2
From -60% Account to Doubling His Money? (Ad)
Attorney says West Virginia governor refusing to pay judgment in coal lawsuit
Court battle over interstate travel targets Utah bus stops in Nevada, California
“One-Stock Millionaire” IGNORES 99.9% of the Market (Ad)
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
Russia bans 'unfriendly' countries' journalists from showpiece economic gathering
Free SMS Trade Alerts. Up to 15 opportunities a day. (Ad)
Tragedy that left 5 dead or missing puts spotlight on safety in Alaska charter fishing industry
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
S&P 500   4,282.37
DOW   33,762.76
QQQ   354.65
MarketBeat Week in Review – 5/29 - 6/2
From -60% Account to Doubling His Money? (Ad)
Attorney says West Virginia governor refusing to pay judgment in coal lawsuit
Court battle over interstate travel targets Utah bus stops in Nevada, California
“One-Stock Millionaire” IGNORES 99.9% of the Market (Ad)
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
Russia bans 'unfriendly' countries' journalists from showpiece economic gathering
Free SMS Trade Alerts. Up to 15 opportunities a day. (Ad)
Tragedy that left 5 dead or missing puts spotlight on safety in Alaska charter fishing industry
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
S&P 500   4,282.37
DOW   33,762.76
QQQ   354.65
MarketBeat Week in Review – 5/29 - 6/2
From -60% Account to Doubling His Money? (Ad)
Attorney says West Virginia governor refusing to pay judgment in coal lawsuit
Court battle over interstate travel targets Utah bus stops in Nevada, California
“One-Stock Millionaire” IGNORES 99.9% of the Market (Ad)
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
Russia bans 'unfriendly' countries' journalists from showpiece economic gathering
Free SMS Trade Alerts. Up to 15 opportunities a day. (Ad)
Tragedy that left 5 dead or missing puts spotlight on safety in Alaska charter fishing industry
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
LON:FSV

Fidelity Investment Trust - Fidelity Special Values (FSV) Competitors

GBX 278
+4.00 (+1.46%)
(As of 06/2/2023 ET)
Compare
Today's Range
274.16
279
50-Day Range
265.50
289
52-Week Range
232
293.50
Volume
291,106 shs
Average Volume
469,071 shs
Market Capitalization
£901.00 million
P/E Ratio
N/A
Dividend Yield
2.88%
Price Target
N/A

FSV vs. JEO, TRY, AGT, JUST, SAIN, OCI, BBH, BTEM, APAX, and JESC

Should you be buying Fidelity Investment Trust - Fidelity Special Values stock or one of its competitors? The main competitors of Fidelity Investment Trust - Fidelity Special Values include European Opportunities Trust (JEO), TR Property Investment Trust (TRY), AVI Global Trust (AGT), Just Group (JUST), Scottish American Investment (SAIN), Oakley Capital Investments (OCI), Bellevue Healthcare Trust (BBH), British Empire Trust (BTEM), Apax Global Alpha (APAX), and JPMorgan European Smaller Companies Trust (JESC). These companies are all part of the "asset management" industry.

Fidelity Investment Trust - Fidelity Special Values vs.

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

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 8 per share and has a dividend yield of 2.9%. European Opportunities Trust pays an annual dividend of GBX 0.04 per share and has a dividend yield of 0.0%. Fidelity Investment Trust - Fidelity Special Values pays out -5,714.3% of its earnings in the form of a dividend. European Opportunities Trust pays out -0.1% 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.

European Opportunities Trust 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 European Opportunities Trust, 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-£41.42 million-21.75-£43.43 million-£0.14-1,985.71
European Opportunities Trust-£62.33 million-14.23N/A-£65.20-12.93

65.5% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. 1.0% of Fidelity Investment Trust - Fidelity Special Values shares are held 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.

In the previous week, European Opportunities Trust had 14 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 15 mentions for European Opportunities Trust and 1 mentions for Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.67 beat European Opportunities Trust's score of -0.04 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
European Opportunities Trust
1 Very Positive mention(s)
4 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

Fidelity Investment Trust - Fidelity Special Values received 3 more outperform votes than European Opportunities Trust when rated by MarketBeat users. Likewise, 76.81% of users gave Fidelity Investment Trust - Fidelity Special Values an outperform vote while only 69.13% of users gave European Opportunities Trust an outperform vote.

CompanyUnderperformOutperform
Fidelity Investment Trust - Fidelity Special ValuesOutperform Votes
106
76.81%
Underperform Votes
32
23.19%
European Opportunities TrustOutperform Votes
103
69.13%
Underperform Votes
46
30.87%

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)
N/A
European Opportunities Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

European Opportunities Trust's return on equity of 0.00% beat Fidelity Investment Trust - Fidelity Special Values' return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values N/A -4.63% -3.16%
European Opportunities Trust N/A N/A N/A

Summary

Fidelity Investment Trust - Fidelity Special Values beats European Opportunities Trust on 9 of the 14 factors compared between the two stocks.


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.
Skip Chart

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.
Skip Chart

FSV vs. The Competition

MetricFidelity Investment Trust - Fidelity Special ValuesAsset Management IndustryFinance SectorLON Exchange
Market Cap£901.00M£698.11M£6.33B£1.53B
Dividend Yield2.79%6.98%7.21%8.31%
P/E Ratio-1,985.71778.45158.561,822.66
Price / Sales-21.7520,175.066,421.3624,722.12
Price / Cash10.9386.2933.0635.34
Price / Book0.981.412.382.65
Net Income-£43.43M-£4.16M£645.92M£217.53M
7 Day Performance1.46%0.60%1.52%0.13%
1 Month Performance-3.81%-0.44%1.73%8.77%
1 Year Performance-1.07%-3.56%-6.65%11.91%

Fidelity Investment Trust - Fidelity Special Values Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JEO
European Opportunities Trust
0 of 5 stars
GBX 843
-2.4%
N/A+0.0%£886.70M£-62,326,000.00-12.93N/ANews Coverage
TRY
TR Property Investment Trust
0 of 5 stars
GBX 282.50
-1.2%
N/A-26.6%£896.51M£-417,640,000.00-198.94N/ADividend Increase
News Coverage
AGT
AVI Global Trust
0 of 5 stars
GBX 189.80
-0.3%
N/A+0.6%£907.78M£-97,560,000.00-862.73N/ADividend Cut
News Coverage
JUST
Just Group
2.306 of 5 stars
GBX 87.60
+0.6%
GBX 129.29
+47.6%
+8.0%£911.04M£-1,650,000,000.00-350.401,037News Coverage
SAIN
Scottish American Investment
0 of 5 stars
GBX 525
flat
N/A+11.3%£928.88M£-50,050,000.00-1,418.92N/A
OCI
Oakley Capital Investments
0 of 5 stars
GBX 468.50
+0.3%
N/A+20.4%£826.53M£228.79M368.90N/A
BBH
Bellevue Healthcare Trust
0 of 5 stars
GBX 149
-0.1%
N/A+1.1%£818.68MN/A-2,128.57N/AHigh Trading Volume
BTEM
British Empire Trust
0 of 5 stars
GBX 733
+0.4%
N/A+0.0%£812.93M£51.62M20.82N/AHigh Trading Volume
APAX
Apax Global Alpha
0 of 5 stars
GBX 165.20
-1.5%
N/A-10.5%£811.30M£-95,260,000.00-826.00N/A
JESC
JPMorgan European Smaller Companies Trust
0 of 5 stars
GBX 499
-1.0%
N/AN/A£795.72M£114.05M7.60N/A

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This page (LON:FSV) was last updated on 6/3/2023 by MarketBeat.com Staff

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