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Investment (INV) Competitors

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GBX 64.50 +1.50 (+2.38%)
As of 08/22/2025

INV vs. TERN, GVCT, ATY, TRE, OXF, BLP, BAF, BGHL, EDGI, and MILA

Should you be buying Investment stock or one of its competitors? The main competitors of Investment include Tern (TERN), Guinness VCT (GVCT), Athelney Trust (ATY), First Trust Alerian Disruptive Technology Real Estate UCITS ETF A USD Acc (TRE), Oxford Technology 4 Venture Capital Trust (OXF), Blue Planet Investment Trust (BLP), British & American Investment Trust (BAF), Boussard & Gavaudan EUR (BGHL), Edge Performance VCT Public (EDGI), and Mila Resources (MILA). These companies are all part of the "asset management" industry.

Investment vs. Its Competitors

Tern (LON:TERN) and Investment (LON:INV) are both small-cap financial services companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, earnings, valuation, profitability, risk, dividends and media sentiment.

In the previous week, Investment had 25 more articles in the media than Tern. MarketBeat recorded 28 mentions for Investment and 3 mentions for Tern. Tern's average media sentiment score of 0.21 beat Investment's score of 0.09 indicating that Tern is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tern
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Investment
1 Very Positive mention(s)
6 Positive mention(s)
19 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral

5.1% of Investment shares are held by institutional investors. 7.0% of Tern shares are held by company insiders. Comparatively, 58.2% of Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tern£89.95K43.62-£16.02M-£2.95-0.25
Investment£1.23M0.98£1.02M£54.591.18

Tern has a beta of 0.89, meaning that its stock price is 11% less volatile than the S&P 500. Comparatively, Investment has a beta of 0.28, meaning that its stock price is 72% less volatile than the S&P 500.

Investment has a net margin of 83.35% compared to Tern's net margin of -17,804.03%. Investment's return on equity of 14.48% beat Tern's return on equity.

Company Net Margins Return on Equity Return on Assets
Tern-17,804.03% -108.05% -5.04%
Investment 83.35%14.48%5.25%

Summary

Investment beats Tern on 10 of the 13 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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INV vs. The Competition

MetricInvestmentAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.20M£1.31B£6.49B£3.22B
Dividend Yield1.30%4.39%4.17%5.04%
P/E Ratio1.1822.7214.39164.70
Price / Sales0.982,489.741,803.70310,111.42
Price / Cash19.2360.62127.2427.93
Price / Book0.161.425.135.91
Net Income£1.02M£265.04M£1.23B£5.89B
7 Day Performance5.39%0.55%0.89%49.52%
1 Month Performance0.78%0.73%2.11%56.36%
1 Year Performance-82.38%6.71%23.94%136.20%

Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INV
Investment
N/AGBX 64.50
+2.4%
N/A-82.4%£1.20M£1.23M1.18N/ATrending News
TERN
Tern
N/AGBX 0.85
+25.9%
N/A-59.2%£4.54M£89.95K-0.298News Coverage
High Trading Volume
GVCT
Guinness VCT
N/AGBX 92.50
flat
N/AN/A£4.12MN/A0.00N/AHigh Trading Volume
ATY
Athelney Trust
N/AGBX 187.68
+4.3%
N/A+1.4%£4.05M-£1.88M-2,085.281Gap Up
TRE
First Trust Alerian Disruptive Technology Real Estate UCITS ETF A USD Acc
N/AGBX 20.14
-0.6%
N/A-2.1%£3.98MN/A0.00147,000
OXF
Oxford Technology 4 Venture Capital Trust
N/AN/AN/AN/A£3.92M£1.62M261.54N/AGap Down
BLP
Blue Planet Investment Trust
N/AN/AN/AN/A£3.83M-£8.71M155.00N/AGap Down
BAF
British & American Investment Trust
N/AGBX 15.16
-5.3%
N/A-27.8%£3.73M£2.31M2.397Gap Down
BGHL
Boussard & Gavaudan EUR
N/AN/AN/AN/A£3.41M£3.79M-131.90N/A
EDGI
Edge Performance VCT Public
N/AN/AN/AN/A£3.39M£9.72M0.37N/AGap Down
MILA
Mila Resources
N/AGBX 0.58
+10.5%
N/A+46.3%£3.14MN/A-8.604Gap Up

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This page (LON:INV) was last updated on 8/23/2025 by MarketBeat.com Staff
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