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Investment (INV) Competitors

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GBX 77.82 +1.83 (+2.40%)
As of 11:55 AM Eastern
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INV vs. CIP, UTLI, PGIT, DNE, and ADAM

Should you buy Investment stock or one of its competitors? Investment's main competitors and comparable companies include CIP Merchant Capital (CIP), UIL Finance (UTLI), Premier Global Infrastructure Trust PLC (PGIT.L) (PGIT), Dunedin Enterprise Investment Trust (DNE), and Jade Road Investments (ADAM). 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 CIP Merchant Capital?

CIP Merchant Capital (LON:CIP) 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, institutional ownership, risk, valuation, media sentiment, analyst recommendations, dividends and earnings.

In the previous week, Investment had 5 more articles in the media than CIP Merchant Capital. MarketBeat recorded 5 mentions for Investment and 0 mentions for CIP Merchant Capital. Investment's average media sentiment score of 0.15 beat CIP Merchant Capital's score of 0.00 indicating that Investment is being referred to more favorably in the news media.

Company Overall Sentiment
CIP Merchant Capital Neutral
Investment Neutral

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
CIP Merchant CapitalN/A N/A N/A
Investment -231.09%-3.82%5.25%

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

Investment has lower revenue, but higher earnings 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
CIP Merchant Capital£8.87M0.00N/A£13.70N/A
Investment-£60.35K-118.45£1.02M-£2.01N/A

Summary

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

How does Investment compare to UIL Finance?

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

1.6% of Investment shares are owned by institutional investors. Comparatively, 8.6% of UIL Finance shares are owned by institutional investors. 17.9% of Investment shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, Investment had 5 more articles in the media than UIL Finance. MarketBeat recorded 5 mentions for Investment and 0 mentions for UIL Finance. Investment's average media sentiment score of 0.15 beat UIL Finance's score of 0.00 indicating that Investment is being referred to more favorably in the media.

Company Overall Sentiment
Investment Neutral
UIL Finance Neutral

Investment has a beta of 0.17712991, suggesting that its stock price is 82% less volatile than the broader market. Comparatively, UIL Finance has a beta of 0.20071709, suggesting that its stock price is 80% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Investment-£60.35K-118.45£1.02M-£2.01N/A
UIL Finance£3.70M7.22N/AN/AN/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
Investment-231.09% -3.82% 5.25%
UIL Finance N/A N/A 3.35%

Summary

UIL Finance beats Investment on 6 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 businesses based on the strength of their analyst recommendations, media sentiment, risk, earnings, profitability, valuation, dividends and institutional ownership.

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%

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-118.45£1.02M-£2.01N/A

In the previous week, Investment had 5 more articles in the media than Premier Global Infrastructure Trust PLC (PGIT.L). MarketBeat recorded 5 mentions for Investment and 0 mentions for Premier Global Infrastructure Trust PLC (PGIT.L). Investment's average media sentiment score of 0.15 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 Neutral

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 endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

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?

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

In the previous week, Investment had 5 more articles in the media than Dunedin Enterprise Investment Trust. MarketBeat recorded 5 mentions for Investment and 0 mentions for Dunedin Enterprise Investment Trust. Investment's average media sentiment score of 0.15 beat Dunedin Enterprise Investment Trust's score of 0.00 indicating that Investment is being referred to more favorably in the media.

Company Overall Sentiment
Investment Neutral
Dunedin Enterprise Investment Trust Neutral

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
Investment-£60.35K-118.45£1.02M-£2.01N/A
Dunedin Enterprise Investment Trust£1.99M0.00£1.56M£28.41N/A

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
Investment-231.09% -3.82% 5.25%
Dunedin Enterprise Investment Trust 74.24%3.62%2.87%

Investment has a beta of 0.17712991, indicating that its share price is 82% less volatile than the broader market. Comparatively, Dunedin Enterprise Investment Trust has a beta of 0.46, indicating that its share price is 54% less volatile than the broader market.

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

Summary

Dunedin Enterprise Investment Trust beats Investment on 9 of the 12 factors compared between the two stocks.

How does Investment compare to Jade Road Investments?

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

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.

In the previous week, Investment had 5 more articles in the media than Jade Road Investments. MarketBeat recorded 5 mentions for Investment and 0 mentions for Jade Road Investments. Investment's average media sentiment score of 0.15 beat Jade Road Investments' score of 0.00 indicating that Investment is being referred to more favorably in the media.

Company Overall Sentiment
Investment Neutral
Jade Road Investments Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Investment-£60.35K-118.45£1.02M-£2.01N/A
Jade Road InvestmentsN/AN/AN/A-£3.40N/A

Jade Road Investments has a net margin of 0.00% compared to Investment's net margin of -231.09%. Jade Road Investments' 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%
Jade Road Investments N/A N/A N/A

Summary

Investment beats Jade Road Investments on 6 of the 10 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

Export
MetricInvestmentCapital Markets IndustryFinance SectorLON Exchange
Market Cap£7.15M£5.67B£13.90B£2.90B
Dividend Yield1.30%7.38%5.88%6.14%
P/E Ratio-38.7239.0929.59367.86
Price / Sales-118.451,239.18518.1083,482.27
Price / Cash19.2348.2037.7327.89
Price / Book0.192.122.177.17
Net Income£1.02M£416.48M£1.31B£5.89B
7 Day Performance2.07%-0.21%-0.30%0.36%
1 Month Performance7.43%1.20%1.55%3.08%
1 Year Performance23.53%8.30%11.88%22.79%

Investment Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INV
Investment
N/AGBX 77.83
+2.4%		N/A+22.5%£7.15M-£60.35KN/AN/A
CIP
CIP Merchant Capital
N/AN/AN/AN/A£27.50M£8.87M3.65N/A
UTLI
UIL Finance
N/AGBX 131.80
-0.2%		N/A+3.9%£26.66M£3.70MN/AN/A
PGIT
Premier Global Infrastructure Trust PLC (PGIT.L)
N/AN/AN/AN/A£26.23M-£2.54MN/AN/A
DNE
Dunedin Enterprise Investment Trust
N/AN/AN/AN/A£26.15M£1.99M16.72N/A

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This page (LON:INV) was last updated on 8/21/2026 by MarketBeat.com Staff.
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