INV vs. BAF, TRE, SEED, OXF, BLP, ATY, BGHL, EDGI, ADL, and MNTC
Should you be buying Investment stock or one of its competitors? The main competitors of Investment include British & American Investment Trust (BAF), First Trust Alerian Disruptive Technology Real Estate UCITS ETF A USD Acc (TRE), Seed Innovations (SEED), Oxford Technology 4 Venture Capital Trust (OXF), Blue Planet Investment Trust (BLP), Athelney Trust (ATY), Boussard & Gavaudan EUR (BGHL), Edge Performance VCT Public (EDGI), Andalas Energy and Power (ADL), and The Schiehallion Fund (MNTC). These companies are all part of the "asset management" industry.
Investment vs. Its Competitors
Investment (LON:INV) and British & American Investment Trust (LON:BAF) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their community ranking, dividends, earnings, media sentiment, analyst recommendations, institutional ownership, profitability, valuation and risk.
5.1% of Investment shares are owned by institutional investors. Comparatively, 0.1% of British & American Investment Trust shares are owned by institutional investors. 58.2% of Investment shares are owned by company insiders. Comparatively, 69.7% of British & American Investment Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Investment has a net margin of 83.35% compared to British & American Investment Trust's net margin of 66.58%. British & American Investment Trust's return on equity of 21.96% beat Investment's return on equity.
In the previous week, Investment had 34 more articles in the media than British & American Investment Trust. MarketBeat recorded 34 mentions for Investment and 0 mentions for British & American Investment Trust. British & American Investment Trust's average media sentiment score of 0.00 beat Investment's score of -0.01 indicating that British & American Investment Trust is being referred to more favorably in the news media.
Investment pays an annual dividend of GBX 4 per share and has a dividend yield of 6.1%. British & American Investment Trust pays an annual dividend of GBX 4 per share and has a dividend yield of 23.5%. Investment pays out 7.3% of its earnings in the form of a dividend. British & American Investment Trust pays out 63.1% 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.
Investment received 40 more outperform votes than British & American Investment Trust when rated by MarketBeat users. However, 66.67% of users gave British & American Investment Trust an outperform vote while only 65.49% of users gave Investment an outperform vote.
Investment has a beta of 0.28, meaning that its stock price is 72% less volatile than the S&P 500. Comparatively, British & American Investment Trust has a beta of 1.27, meaning that its stock price is 27% more volatile than the S&P 500.
British & American Investment Trust has higher revenue and earnings than Investment. Investment is trading at a lower price-to-earnings ratio than British & American Investment Trust, indicating that it is currently the more affordable of the two stocks.
Summary
British & American Investment Trust beats Investment on 10 of the 17 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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This page (LON:INV) was last updated on 6/14/2025 by MarketBeat.com Staff