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Investment (INV) Competitors

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GBX 76.30 -0.45 (-0.59%)
As of 05:20 AM Eastern
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INV vs. FWT, NBMI, ASIZ, MAVT, and ADIG

Should you buy Investment stock or one of its competitors? Investment's main competitors and comparable companies include Foresight Technology VCT (FWT), NB Global Monthly Income Fund Ltd GBP (NBMI), Aberforth Split Level Income ZDP 2024 (ASIZ), Momentum Multi-Asset Value Trust (MAVT), and abrdn Diversified Income & Growth (ADIG). 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 Foresight Technology VCT?

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

Foresight Technology VCT has higher revenue and earnings than Investment. Foresight Technology VCT 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
Investment-£60.35K-170.78£1.02M-£2.01N/A
Foresight Technology VCT£64K650.24£23.15M-£0.80N/A

Foresight Technology VCT has a net margin of -76.81% compared to Investment's net margin of -231.09%. Foresight Technology VCT's return on equity of -1.24% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Investment-231.09% -3.82% 5.25%
Foresight Technology VCT -76.81%-1.24%3.17%

1.6% of Investment shares are held by institutional investors. 17.9% of Investment shares are held by insiders. Comparatively, 0.3% of Foresight Technology VCT shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, Investment had 5 more articles in the media than Foresight Technology VCT. MarketBeat recorded 5 mentions for Investment and 0 mentions for Foresight Technology VCT. Foresight Technology VCT's average media sentiment score of 0.00 beat Investment's score of -0.03 indicating that Foresight Technology VCT is being referred to more favorably in the news media.

Company Overall Sentiment
Investment Neutral
Foresight Technology VCT Neutral

Investment has a beta of 0.217, indicating that its stock price is 78% less volatile than the broader market. Comparatively, Foresight Technology VCT has a beta of -0.25, indicating that its stock price is 125% less volatile than the broader market.

Summary

Foresight Technology VCT beats Investment on 7 of the 13 factors compared between the two stocks.

How does Investment compare to NB Global Monthly Income Fund Ltd GBP?

NB Global Monthly Income Fund Ltd GBP (LON:NBMI) 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, profitability, analyst recommendations, dividends, valuation, earnings, media sentiment and risk.

44.3% of NB Global Monthly Income Fund Ltd GBP shares are owned by institutional investors. Comparatively, 1.6% of Investment shares are owned by institutional investors. 0.2% of NB Global Monthly Income Fund Ltd GBP shares are owned by insiders. Comparatively, 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.

NB Global Monthly Income Fund Ltd GBP has a net margin of 0.00% compared to Investment's net margin of -231.09%. NB Global Monthly Income Fund Ltd GBP's return on equity of 0.00% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
NB Global Monthly Income Fund Ltd GBPN/A N/A N/A
Investment -231.09%-3.82%5.25%

In the previous week, Investment had 5 more articles in the media than NB Global Monthly Income Fund Ltd GBP. MarketBeat recorded 5 mentions for Investment and 0 mentions for NB Global Monthly Income Fund Ltd GBP. NB Global Monthly Income Fund Ltd GBP's average media sentiment score of 0.00 beat Investment's score of -0.03 indicating that NB Global Monthly Income Fund Ltd GBP is being referred to more favorably in the media.

Company Overall Sentiment
NB Global Monthly Income Fund Ltd GBP Neutral
Investment Neutral

Investment has lower revenue, but higher earnings than NB Global Monthly Income Fund Ltd GBP. Investment is trading at a lower price-to-earnings ratio than NB Global Monthly Income Fund Ltd GBP, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NB Global Monthly Income Fund Ltd GBPN/AN/AN/A£0.17N/A
Investment-£60.35K-170.78£1.02M-£2.01N/A

Summary

NB Global Monthly Income Fund Ltd GBP beats Investment on 7 of the 10 factors compared between the two stocks.

How does Investment compare to Aberforth Split Level Income ZDP 2024?

Aberforth Split Level Income ZDP 2024 (LON:ASIZ) 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 valuation, institutional ownership, risk, earnings, analyst recommendations, dividends, media sentiment and profitability.

Aberforth Split Level Income ZDP 2024 has a net margin of -104.99% compared to Investment's net margin of -231.09%. Aberforth Split Level Income ZDP 2024's return on equity of -0.49% beat Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Aberforth Split Level Income ZDP 2024-104.99% -0.49% -0.30%
Investment -231.09%-3.82%5.25%

In the previous week, Investment had 5 more articles in the media than Aberforth Split Level Income ZDP 2024. MarketBeat recorded 5 mentions for Investment and 0 mentions for Aberforth Split Level Income ZDP 2024. Aberforth Split Level Income ZDP 2024's average media sentiment score of 0.00 beat Investment's score of -0.03 indicating that Aberforth Split Level Income ZDP 2024 is being referred to more favorably in the media.

Company Overall Sentiment
Aberforth Split Level Income ZDP 2024 Neutral
Investment Neutral

Investment has lower revenue, but higher earnings than Aberforth Split Level Income ZDP 2024. Investment is trading at a lower price-to-earnings ratio than Aberforth Split Level Income ZDP 2024, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Aberforth Split Level Income ZDP 2024£821K0.00N/A-£2.80N/A
Investment-£60.35K-170.78£1.02M-£2.01N/A

39.2% of Aberforth Split Level Income ZDP 2024 shares are held by institutional investors. Comparatively, 1.6% of Investment shares are held by institutional investors. 0.0% of Aberforth Split Level Income ZDP 2024 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 stock will outperform the market over the long term.

Aberforth Split Level Income ZDP 2024 has a beta of 1.67, suggesting that its share price is 67% more volatile than the broader market. Comparatively, Investment has a beta of 0.217, suggesting that its share price is 78% less volatile than the broader market.

Summary

Aberforth Split Level Income ZDP 2024 beats Investment on 6 of the 11 factors compared between the two stocks.

How does Investment compare to Momentum Multi-Asset Value Trust?

Momentum Multi-Asset Value Trust (LON:MAVT) and Investment (LON:INV) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, earnings, dividends, risk, valuation, analyst recommendations, institutional ownership and media sentiment.

Momentum Multi-Asset Value Trust has a net margin of 0.00% compared to Investment's net margin of -231.09%. Investment's return on equity of -3.82% beat Momentum Multi-Asset Value Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Momentum Multi-Asset Value TrustN/A -17.99% -9.77%
Investment -231.09%-3.82%5.25%

Momentum Multi-Asset Value Trust has a beta of 0.75, meaning that its share price is 25% less volatile than the broader market. Comparatively, Investment has a beta of 0.217, meaning that its share price is 78% less volatile than the broader market.

In the previous week, Investment had 5 more articles in the media than Momentum Multi-Asset Value Trust. MarketBeat recorded 5 mentions for Investment and 0 mentions for Momentum Multi-Asset Value Trust. Momentum Multi-Asset Value Trust's average media sentiment score of 0.00 beat Investment's score of -0.03 indicating that Momentum Multi-Asset Value Trust is being referred to more favorably in the media.

Company Overall Sentiment
Momentum Multi-Asset Value Trust Neutral
Investment Neutral

13.8% of Momentum Multi-Asset Value Trust shares are owned by institutional investors. Comparatively, 1.6% of Investment shares are owned by institutional investors. 4.4% of Momentum Multi-Asset Value Trust shares are owned by insiders. Comparatively, 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 company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Momentum Multi-Asset Value Trust-£8.39M0.00-£9.58M-£0.31N/A
Investment-£60.35K-170.78£1.02M-£2.01N/A

Summary

Investment beats Momentum Multi-Asset Value Trust on 7 of the 12 factors compared between the two stocks.

How does Investment compare to abrdn Diversified Income & Growth?

Investment (LON:INV) and abrdn Diversified Income & Growth (LON:ADIG) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their dividends, valuation, risk, profitability, media sentiment, analyst recommendations, earnings and institutional ownership.

In the previous week, Investment had 5 more articles in the media than abrdn Diversified Income & Growth. MarketBeat recorded 5 mentions for Investment and 0 mentions for abrdn Diversified Income & Growth. abrdn Diversified Income & Growth's average media sentiment score of 0.00 beat Investment's score of -0.03 indicating that abrdn Diversified Income & Growth is being referred to more favorably in the news media.

Company Overall Sentiment
Investment Neutral
abrdn Diversified Income & Growth Neutral

1.6% of Investment shares are held by institutional investors. Comparatively, 6.5% of abrdn Diversified Income & Growth shares are held by institutional investors. 17.9% of Investment shares are held by company insiders. Comparatively, 0.4% of abrdn Diversified Income & Growth shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Investment-£60.35K-170.78£1.02M-£2.01N/A
abrdn Diversified Income & Growth-£39.32M-0.94-£6.42M-£15.17N/A

Investment has a beta of 0.217, suggesting that its stock price is 78% less volatile than the broader market. Comparatively, abrdn Diversified Income & Growth has a beta of 0.17273411, suggesting that its stock price is 83% less volatile than the broader market.

abrdn Diversified Income & Growth has a net margin of 117.63% compared to Investment's net margin of -231.09%. Investment's return on equity of -3.82% beat abrdn Diversified Income & Growth's return on equity.

Company Net Margins Return on Equity Return on Assets
Investment-231.09% -3.82% 5.25%
abrdn Diversified Income & Growth 117.63%-25.55%-0.94%

Summary

Investment beats abrdn Diversified Income & Growth on 8 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

Export
MetricInvestmentCapital Markets IndustryFinance SectorLON Exchange
Market Cap£10.31M£5.19B£13.52B£2.87B
Dividend Yield1.30%7.52%6.01%6.22%
P/E Ratio-37.9629.8724.68366.04
Price / Sales-170.781,248.23515.0889,364.39
Price / Cash19.2347.8149.0627.89
Price / Book0.193.492.696.31
Net Income£1.02M£417.69M£1.32B£5.89B
7 Day Performance-1.83%-0.95%-1.08%-0.09%
1 Month Performance-2.13%4.76%0.76%10.91%
1 Year PerformanceN/A3.81%8.11%17.58%

Investment Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INV
Investment
N/AGBX 76.30
-0.6%		N/AN/A£10.31M-£60.35KN/A1
FWT
Foresight Technology VCT
N/AGBX 84
flat		N/AN/A£41.88M£64KN/A375
NBMI
NB Global Monthly Income Fund Ltd GBP
N/AN/AN/AN/A£41.02MN/A338.24N/A
ASIZ
Aberforth Split Level Income ZDP 2024
N/AN/AN/AN/A£39.23M£821KN/AN/A
MAVT
Momentum Multi-Asset Value Trust
N/AN/AN/AN/A£38.97M-£8.39MN/AN/A

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This page (LON:INV) was last updated on 9/30/2026 by MarketBeat.com Staff.
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