Herald Investment Trust (HRI) Competitors

GBX 2,075
+25.00 (+1.22%)
(As of 04/26/2024 ET)

HRI vs. JMG, SLPE, OCI, JII, SOI, FGT, BSIF, DGN, POLR, and RSE

Should you be buying Herald Investment Trust stock or one of its competitors? The main competitors of Herald Investment Trust include JPMorgan Emerging Markets Investment Trust (JMG), Standard Life Private Equity Trust (SLPE), Oakley Capital Investments (OCI), JPMorgan Indian (JII), Schroder Oriental Income Fund (SOI), Finsbury Growth & Income Trust (FGT), Bluefield Solar Income Fund (BSIF), Asia Dragon Trust (DGN), Polar Capital (POLR), and Riverstone Energy (RSE). These companies are all part of the "asset management" industry.

Herald Investment Trust vs.

JPMorgan Emerging Markets (LON:JMG) and Herald Investment Trust (LON:HRI) are both small-cap financial services companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, media sentiment, community ranking, institutional ownership, valuation, earnings, risk, profitability and dividends.

In the previous week, Herald Investment Trust had 1 more articles in the media than JPMorgan Emerging Markets. MarketBeat recorded 3 mentions for Herald Investment Trust and 2 mentions for JPMorgan Emerging Markets. JPMorgan Emerging Markets' average media sentiment score of 1.37 beat Herald Investment Trust's score of 1.13 indicating that Herald Investment Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
JPMorgan Emerging Markets
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Herald Investment Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Herald Investment Trust has a net margin of 75.97% compared to Herald Investment Trust's net margin of 50.31%. JPMorgan Emerging Markets' return on equity of 3.77% beat Herald Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan Emerging Markets50.31% 1.67% 1.55%
Herald Investment Trust 75.97%3.77%2.45%

Herald Investment Trust received 25 more outperform votes than JPMorgan Emerging Markets when rated by MarketBeat users. However, 75.73% of users gave JPMorgan Emerging Markets an outperform vote while only 67.76% of users gave Herald Investment Trust an outperform vote.

CompanyUnderperformOutperform
JPMorgan Emerging MarketsOutperform Votes
78
75.73%
Underperform Votes
25
24.27%
Herald Investment TrustOutperform Votes
103
67.76%
Underperform Votes
49
32.24%

JPMorgan Emerging Markets has a beta of 0.66, indicating that its share price is 34% less volatile than the S&P 500. Comparatively, Herald Investment Trust has a beta of 0.88, indicating that its share price is 12% less volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JPMorgan Emerging Markets
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Herald Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

42.3% of JPMorgan Emerging Markets shares are owned by institutional investors. Comparatively, 48.1% of Herald Investment Trust shares are owned by institutional investors. 1.0% of JPMorgan Emerging Markets shares are owned by company insiders. Comparatively, 5.3% of Herald Investment Trust shares are owned 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.

Herald Investment Trust has higher revenue and earnings than JPMorgan Emerging Markets. Herald Investment Trust is trading at a lower price-to-earnings ratio than JPMorgan Emerging Markets, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan Emerging Markets£45.04M26.14£22.66M£0.025,210.00
Herald Investment Trust£63.34M18.03£48.12M£0.812,561.73

Summary

Herald Investment Trust beats JPMorgan Emerging Markets on 12 of the 15 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HRI 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

HRI vs. The Competition

MetricHerald Investment TrustAsset Management IndustryFinance SectorLON Exchange
Market Cap£1.14B£740.64M£8.49B£1.44B
Dividend Yield0.14%13.26%10.45%11.90%
P/E Ratio2,561.73960.9154.571,797.62
Price / Sales18.0314,492.233,625.60304,583.14
Price / Cash18.8654.9316.2527.04
Price / Book0.961.772.402.55
Net Income£48.12M£51.32M£994.66M£185.94M
7 Day Performance3.23%1.06%1.01%18.73%
1 Month Performance-2.35%-0.51%-1.26%8.87%
1 Year Performance21.49%3.03%14.52%13.08%

Herald Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JMG
JPMorgan Emerging Markets Investment Trust
0 of 5 stars
GBX 100.60
-0.8%
N/A+1.6%£1.14B£45.04M5,030.00N/A
SLPE
Standard Life Private Equity Trust
0 of 5 stars
GBX 542
-1.3%
N/A+26.6%£833.30M£251.60M3.49N/A
OCI
Oakley Capital Investments
0 of 5 stars
GBX 471.02
-0.2%
N/A+2.4%£830.97M£71.50M370.88N/A
JII
JPMorgan Indian
0 of 5 stars
GBX 916
-0.1%
N/A+20.1%£657.41M£46.41M22,900.00N/ANews Coverage
SOI
Schroder Oriental Income Fund
0 of 5 stars
GBX 252.50
-0.2%
N/A+0.4%£622.99M£-18,810,000.00-2,525.00125
FGT
Finsbury Growth & Income Trust
0 of 5 stars
GBX 814
+0.2%
N/A-11.4%£1.66B£158.31M1,162.86N/ANews Coverage
BSIF
Bluefield Solar Income Fund
0 of 5 stars
GBX 100
+1.0%
N/A-24.8%£611.45M£160.48M333.33N/A
DGN
Asia Dragon Trust
0 of 5 stars
GBX 351
+1.4%
N/A-4.5%£564.65M£-94,220,000.00-394.38N/APositive News
POLR
Polar Capital
0 of 5 stars
GBX 544
+2.1%
GBX 515
-5.3%
+7.6%£550.53M£179.67M1,554.29135
RSE
Riverstone Energy
0 of 5 stars
GBX 918
+0.2%
N/A+62.5%£450.37M£95.94M660.43N/A

Related Companies and Tools

This page (LON:HRI) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners