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Investment (INV) Competitors

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GBX 77 0.00 (0.00%)
As of 09/9/2026

INV vs. RSE, CIP, UTLI, PGIT, and DNE

Should you buy Investment stock or one of its competitors? Investment's main competitors and comparable companies include Riverstone Energy (RSE), CIP Merchant Capital (CIP), UIL Finance (UTLI), Premier Global Infrastructure Trust PLC (PGIT.L) (PGIT), and Dunedin Enterprise Investment Trust (DNE). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Investment compare to Riverstone Energy?

Riverstone Energy (LON:RSE) and Investment (LON:INV) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, earnings, media sentiment, analyst recommendations, dividends, risk, institutional ownership and valuation.

Riverstone Energy has a beta of 0.14201292, meaning that its share price is 86% less volatile than the broader market. Comparatively, Investment has a beta of 0.21869695, meaning that its share price is 78% less volatile than the broader market.

Riverstone Energy has higher revenue and earnings than Investment. Riverstone Energy 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
Riverstone Energy£26.25M1.05£78.63M-£8.84N/A
Investment-£60.35K-172.35£1.02M-£2.01N/A

Riverstone Energy has a net margin of -1.67% compared to Investment's net margin of -231.09%. Riverstone Energy's return on equity of -3.23% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Riverstone Energy-1.67% -3.23% -0.22%
Investment -231.09%-3.82%5.25%

7.5% of Riverstone Energy shares are held by institutional investors. Comparatively, 1.6% of Investment shares are held by institutional investors. 66.9% of Riverstone Energy shares are held by insiders. Comparatively, 17.9% of Investment shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, Investment had 7 more articles in the media than Riverstone Energy. MarketBeat recorded 7 mentions for Investment and 0 mentions for Riverstone Energy. Investment's average media sentiment score of 0.56 beat Riverstone Energy's score of 0.00 indicating that Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Riverstone Energy Neutral
Investment Positive

Summary

Riverstone Energy beats Investment on 7 of the 13 factors compared between the two stocks.

How does Investment compare to CIP Merchant Capital?

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

CIP Merchant Capital has a net margin of 0.00% compared to Investment's net margin of -231.09%. CIP Merchant Capital's return on equity of 0.00% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Investment-231.09% -3.82% 5.25%
CIP Merchant Capital N/A N/A N/A

1.6% of Investment shares are owned by institutional investors. 17.9% of Investment shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Investment-£60.35K-172.35£1.02M-£2.01N/A
CIP Merchant Capital£8.87M0.00N/A£13.70N/A

In the previous week, Investment had 7 more articles in the media than CIP Merchant Capital. MarketBeat recorded 7 mentions for Investment and 0 mentions for CIP Merchant Capital. Investment's average media sentiment score of 0.56 beat CIP Merchant Capital's score of 0.00 indicating that Investment is being referred to more favorably in the media.

Company Overall Sentiment
Investment Positive
CIP Merchant Capital Neutral

Summary

Investment and CIP Merchant Capital tied by winning 5 of the 10 factors compared between the two stocks.

How does Investment compare to UIL Finance?

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

Investment has lower revenue, but higher earnings than UIL Finance.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
UIL Finance£3.70M7.02N/AN/AN/A
Investment-£60.35K-172.35£1.02M-£2.01N/A

UIL Finance has a net margin of 0.00% compared to Investment's net margin of -231.09%. UIL Finance's return on equity of 0.00% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
UIL FinanceN/A N/A 3.35%
Investment -231.09%-3.82%5.25%

UIL Finance has a beta of 0.20071709, suggesting that its share price is 80% less volatile than the broader market. Comparatively, Investment has a beta of 0.21869695, suggesting that its share price is 78% less volatile than the broader market.

In the previous week, Investment had 7 more articles in the media than UIL Finance. MarketBeat recorded 7 mentions for Investment and 0 mentions for UIL Finance. Investment's average media sentiment score of 0.56 beat UIL Finance's score of 0.00 indicating that Investment is being referred to more favorably in the news media.

Company Overall Sentiment
UIL Finance Neutral
Investment Positive

11.1% of UIL Finance shares are held by institutional investors. Comparatively, 1.6% of Investment shares are held by institutional investors. 17.9% of Investment shares are held 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.

Summary

UIL Finance and Investment tied by winning 5 of the 10 factors compared between the two stocks.

How does Investment compare to Premier Global Infrastructure Trust PLC (PGIT.L)?

Premier Global Infrastructure Trust PLC (PGIT.L) (LON:PGIT) and Investment (LON:INV) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, media sentiment, earnings, dividends, profitability, valuation and risk.

Investment has higher revenue and earnings than Premier Global Infrastructure Trust PLC (PGIT.L). Investment is trading at a lower price-to-earnings ratio than Premier Global Infrastructure Trust PLC (PGIT.L), indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Premier Global Infrastructure Trust PLC (PGIT.L)-£2.54M0.00N/A-£40.70N/A
Investment-£60.35K-172.35£1.02M-£2.01N/A

Premier Global Infrastructure Trust PLC (PGIT.L) has a net margin of 0.00% compared to Investment's net margin of -231.09%. Premier Global Infrastructure Trust PLC (PGIT.L)'s return on equity of 0.00% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Premier Global Infrastructure Trust PLC (PGIT.L)N/A N/A N/A
Investment -231.09%-3.82%5.25%

In the previous week, Investment had 7 more articles in the media than Premier Global Infrastructure Trust PLC (PGIT.L). MarketBeat recorded 7 mentions for Investment and 0 mentions for Premier Global Infrastructure Trust PLC (PGIT.L). Investment's average media sentiment score of 0.56 beat Premier Global Infrastructure Trust PLC (PGIT.L)'s score of 0.00 indicating that Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Premier Global Infrastructure Trust PLC (PGIT.L) Neutral
Investment Positive

1.6% of Investment shares are owned by institutional investors. 17.9% of Investment shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Investment beats Premier Global Infrastructure Trust PLC (PGIT.L) on 7 of the 10 factors compared between the two stocks.

How does Investment compare to Dunedin Enterprise Investment Trust?

Dunedin Enterprise Investment Trust (LON:DNE) and Investment (LON:INV) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, earnings, institutional ownership, analyst recommendations, risk, dividends, media sentiment and valuation.

In the previous week, Investment had 7 more articles in the media than Dunedin Enterprise Investment Trust. MarketBeat recorded 7 mentions for Investment and 0 mentions for Dunedin Enterprise Investment Trust. Investment's average media sentiment score of 0.56 beat Dunedin Enterprise Investment Trust's score of 0.00 indicating that Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Dunedin Enterprise Investment Trust Neutral
Investment Positive

Dunedin Enterprise Investment Trust has a beta of 0.46, meaning that its stock price is 54% less volatile than the broader market. Comparatively, Investment has a beta of 0.21869695, meaning that its stock price is 78% less volatile than the broader market.

32.6% of Dunedin Enterprise Investment Trust shares are held by institutional investors. Comparatively, 1.6% of Investment shares are held by institutional investors. 68.6% of Dunedin Enterprise Investment Trust shares are held by company insiders. Comparatively, 17.9% of Investment shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Dunedin Enterprise Investment Trust has a net margin of 74.24% compared to Investment's net margin of -231.09%. Dunedin Enterprise Investment Trust's return on equity of 3.62% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Dunedin Enterprise Investment Trust74.24% 3.62% 2.87%
Investment -231.09%-3.82%5.25%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dunedin Enterprise Investment Trust£1.99M0.00£1.56M£28.41N/A
Investment-£60.35K-172.35£1.02M-£2.01N/A

Summary

Dunedin Enterprise Investment Trust beats Investment on 9 of the 12 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

MetricInvestmentCapital Markets IndustryFinance SectorLON Exchange
Market Cap£10.40M£5.51B£13.96B£2.86B
Dividend Yield1.30%7.44%5.92%6.22%
P/E Ratio-38.3128.7023.87366.45
Price / Sales-172.351,233.82509.8383,880.78
Price / Cash19.2347.9640.7527.89
Price / Book0.193.552.766.43
Net Income£1.02M£418.04M£1.32B£5.89B
7 Day PerformanceN/A6.00%2.18%17.15%
1 Month Performance2.67%-1.31%0.40%0.13%
1 Year Performance25.80%5.12%10.38%20.11%

Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INV
Investment
N/AGBX 77
flat
N/A+25.2%£10.40M-£60.35KN/AN/A
RSE
Riverstone Energy
N/AGBX 585.04
-0.3%
N/A-32.5%£28.21M£31.65MN/AN/A
CIP
CIP Merchant Capital
N/AN/AN/AN/A£27.50M£8.87M3.65N/A
UTLI
UIL Finance
N/AGBX 133.50
flat
N/A+8.2%£27.00M£3.70MN/AN/A
PGIT
Premier Global Infrastructure Trust PLC (PGIT.L)
N/AN/AN/AN/A£26.23M-£2.54MN/AN/A

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This page (LON:INV) was last updated on 9/10/2026 by MarketBeat.com Staff.
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