Invesco Perpetual UK Smaller (IPU) Competitors

Octopus Apollo VCT (LON:OAP3) and Invesco Perpetual UK Smaller (LON:IPU) are both small-cap financial services companies, but which is the superior business? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, community ranking, earnings, institutional ownership, media sentiment and dividends.

Which has stronger valuation & earnings, OAP3 or IPU?

Invesco Perpetual UK Smaller has higher revenue and earnings than Octopus Apollo VCT. Octopus Apollo VCT is trading at a lower price-to-earnings ratio than Invesco Perpetual UK Smaller, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Octopus Apollo VCT	£2.55M	178.56	-£5.76M	-£0.60	-78.92
Invesco Perpetual UK Smaller	£18.42M	6.12	£16.42M	£53.68	6.88

Which has more volatility and risk, OAP3 or IPU?

Octopus Apollo VCT has a beta of -0.09, indicating that its stock price is 109% less volatile than the S&P 500. Comparatively, Invesco Perpetual UK Smaller has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500.

Does the MarketBeat Community prefer OAP3 or IPU?

Invesco Perpetual UK Smaller received 45 more outperform votes than Octopus Apollo VCT when rated by MarketBeat users. Likewise, 66.67% of users gave Invesco Perpetual UK Smaller an outperform vote while only 66.13% of users gave Octopus Apollo VCT an outperform vote.

Company	Underperform	Outperform
Octopus Apollo VCT	Outperform Votes 41 66.13%	Underperform Votes 21 33.87%
Invesco Perpetual UK Smaller	Outperform Votes 86 66.67%	Underperform Votes 43 33.33%

Do insiders & institutionals have more ownership in OAP3 or IPU?

57.8% of Invesco Perpetual UK Smaller shares are held by institutional investors. 0.1% of Octopus Apollo VCT shares are held by company insiders. Comparatively, 4.7% of Invesco Perpetual UK Smaller shares are held by company 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.

Does the media favor OAP3 or IPU?

In the previous week, Octopus Apollo VCT and Octopus Apollo VCT both had 1 articles in the media. Invesco Perpetual UK Smaller's average media sentiment score of 0.00 beat Octopus Apollo VCT's score of -1.29 indicating that Invesco Perpetual UK Smaller is being referred to more favorably in the news media.

Company	Overall Sentiment
Octopus Apollo VCT	Negative
Invesco Perpetual UK Smaller	Neutral

Is OAP3 or IPU more profitable?

Invesco Perpetual UK Smaller has a net margin of 89.18% compared to Octopus Apollo VCT's net margin of -226.25%. Invesco Perpetual UK Smaller's return on equity of 10.67% beat Octopus Apollo VCT's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Octopus Apollo VCT	-226.25%	-1.19%	-0.07%
Invesco Perpetual UK Smaller	89.18%	10.67%	-2.58%

Is OAP3 or IPU a better dividend stock?

Octopus Apollo VCT pays an annual dividend of GBX 3 per share and has a dividend yield of 6.3%. Invesco Perpetual UK Smaller pays an annual dividend of GBX 15 per share and has a dividend yield of 4.1%. Octopus Apollo VCT pays out -500.9% of its earnings in the form of a dividend. Invesco Perpetual UK Smaller pays out 27.9% 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. Octopus Apollo VCT is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Invesco Perpetual UK Smaller beats Octopus Apollo VCT on 12 of the 16 factors compared between the two stocks.