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Harmony Energy Income Trust (HEIT) Competitors

Harmony Energy Income Trust logo
GBX 92.38 0.00 (0.00%)
As of 06/18/2025

HEIT vs. NBPE, AGT.LN, JESC, SDP, GSCT, CGI, VOF, BGSC, APAX, and BGFD

Should you be buying Harmony Energy Income Trust stock or one of its competitors? The main competitors of Harmony Energy Income Trust include NB Private Equity Partners (NBPE), AVI Global Trust (AGT.LN), JPMorgan European Smaller Companies Trust (JESC), Schroder Investment Trust - Schroder AsiaPacific Fund (SDP), The Global Smaller Companies Trust (GSCT), Canadian General Investments (CGI), VinaCapital Vietnam Opp Fund (VOF), BMO Global Smaller Companies (BGSC), Apax Global Alpha (APAX), and The Baillie Gifford Japan Trust (BGFD). These companies are all part of the "asset management" industry.

Harmony Energy Income Trust vs. Its Competitors

Harmony Energy Income Trust (LON:HEIT) and NB Private Equity Partners (LON:NBPE) are both small-cap financial services companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, valuation, risk, earnings and media sentiment.

NB Private Equity Partners has higher revenue and earnings than Harmony Energy Income Trust. NB Private Equity Partners is trading at a lower price-to-earnings ratio than Harmony Energy Income Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Harmony Energy Income Trust-£31.97M-6.56-£34.03M-£15.01-6.16
NB Private Equity Partners£12.90M66.98-£27.74M-£38.13-39.08

Harmony Energy Income Trust has a net margin of 106.46% compared to NB Private Equity Partners' net margin of -215.03%. NB Private Equity Partners' return on equity of -1.71% beat Harmony Energy Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Harmony Energy Income Trust106.46% -14.61% -7.49%
NB Private Equity Partners -215.03%-1.71%-0.61%

Harmony Energy Income Trust has a beta of 0.2, indicating that its share price is 80% less volatile than the S&P 500. Comparatively, NB Private Equity Partners has a beta of 0.72, indicating that its share price is 28% less volatile than the S&P 500.

Harmony Energy Income Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 8.7%. NB Private Equity Partners pays an annual dividend of GBX 71 per share and has a dividend yield of 4.8%. Harmony Energy Income Trust pays out -53.3% of its earnings in the form of a dividend. NB Private Equity Partners pays out -186.2% 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.

74.3% of Harmony Energy Income Trust shares are owned by institutional investors. Comparatively, 53.1% of NB Private Equity Partners shares are owned by institutional investors. 3.1% of Harmony Energy Income Trust shares are owned by company insiders. Comparatively, 0.3% of NB Private Equity Partners shares are owned 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, NB Private Equity Partners had 1 more articles in the media than Harmony Energy Income Trust. MarketBeat recorded 1 mentions for NB Private Equity Partners and 0 mentions for Harmony Energy Income Trust. Harmony Energy Income Trust's average media sentiment score of 1.59 beat NB Private Equity Partners' score of 0.00 indicating that Harmony Energy Income Trust is being referred to more favorably in the media.

Company Overall Sentiment
Harmony Energy Income Trust Very Positive
NB Private Equity Partners Neutral

Summary

NB Private Equity Partners beats Harmony Energy Income Trust on 8 of the 15 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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HEIT vs. The Competition

MetricHarmony Energy Income TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£209.66M£1.27B£6.26B£3.00B
Dividend Yield16.33%4.38%4.19%5.02%
P/E Ratio-6.1622.2613.92167.37
Price / Sales-6.562,350.451,727.57275,167.79
Price / CashN/A60.7349.6827.97
Price / Book0.961.231.944.61
Net Income-£34.03M£263.56M£1.24B£5.90B
7 Day PerformanceN/A15.40%8.01%10.94%
1 Month Performance0.41%3.28%3.86%9.59%
1 Year Performance71.07%5.58%17.30%60.00%

Harmony Energy Income Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HEIT
Harmony Energy Income Trust
N/AGBX 92.38
flat
N/A+70.4%£209.66M-£31.97M-6.16N/APositive News
NBPE
NB Private Equity Partners
N/AGBX 1,432
flat
N/A-11.2%£830.57M£12.90M-37.56N/ANews Coverage
AGT.LN
AVI Global Trust
N/AN/AN/AN/A£812.93M£51.62M20.82N/AHigh Trading Volume
JESC
JPMorgan European Smaller Companies Trust
N/AN/AN/AN/A£795.72M£114.05M7.60N/A
SDP
Schroder Investment Trust - Schroder AsiaPacific Fund
N/AGBX 562
-0.4%
N/A+3.8%£793.92M£134.70M6.56N/ANews Coverage
GSCT
The Global Smaller Companies Trust
N/AGBX 164
+0.7%
N/A-0.1%£788.40M£70.77M1.32N/A
CGI
Canadian General Investments
N/AGBX 2,143
-0.6%
N/A-0.9%£777.69M£350.08M4.77N/APositive News
High Trading Volume
VOF
VinaCapital Vietnam Opp Fund
N/AGBX 437
+0.8%
N/A-9.3%£774.89M£115.59M11.65125News Coverage
BGSC
BMO Global Smaller Companies
N/AN/AN/AN/A£769.56M£303.85M2.77N/A
APAX
Apax Global Alpha
N/AGBX 128.20
+1.4%
N/A-16.6%£748.51M£9.05M217.50N/A
BGFD
The Baillie Gifford Japan Trust
N/AGBX 804
+0.6%
N/A+6.5%£733.84M£69.20M11.15N/ANews Coverage

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This page (LON:HEIT) was last updated on 7/15/2025 by MarketBeat.com Staff
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