JPMorgan European Growth & Income (JEGI) Competitors

JPMorgan European Growth & Income (LON:JEGI) and Caledonia Investments (LON:CLDN) are both small-cap financial services companies, but which is the better business? We will compare the two companies based on the strength of their valuation, dividends, profitability, institutional ownership, risk, analyst recommendations, earnings and media sentiment.

Is JEGI or CLDN a better dividend stock?

JPMorgan European Growth & Income pays an annual dividend of GBX 5 per share and has a dividend yield of 4.1%. Caledonia Investments pays an annual dividend of GBX 70 per share and has a dividend yield of 1.9%. JPMorgan European Growth & Income pays out 30.2% of its earnings in the form of a dividend. Caledonia Investments pays out 18.7% 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.

Do institutionals and insiders believe in JEGI or CLDN?

45.0% of JPMorgan European Growth & Income shares are owned by institutional investors. Comparatively, 11.9% of Caledonia Investments shares are owned by institutional investors. 1.8% of JPMorgan European Growth & Income shares are owned by insiders. Comparatively, 40.2% of Caledonia Investments shares are owned 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.

Which has more volatility and risk, JEGI or CLDN?

JPMorgan European Growth & Income has a beta of 0.85, suggesting that its share price is 15% less volatile than the S&P 500. Comparatively, Caledonia Investments has a beta of 0.77, suggesting that its share price is 23% less volatile than the S&P 500.

Does the media refer more to JEGI or CLDN?

In the previous week, Caledonia Investments had 8 more articles in the media than JPMorgan European Growth & Income. MarketBeat recorded 9 mentions for Caledonia Investments and 1 mentions for JPMorgan European Growth & Income. Caledonia Investments' average media sentiment score of 0.34 beat JPMorgan European Growth & Income's score of 0.00 indicating that Caledonia Investments is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
JPMorgan European Growth & Income	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Caledonia Investments	5 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Is JEGI or CLDN more profitable?

JPMorgan European Growth & Income has a net margin of 92.01% compared to Caledonia Investments' net margin of 86.28%. JPMorgan European Growth & Income's return on equity of 14.20% beat Caledonia Investments' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
JPMorgan European Growth & Income	92.01%	14.20%	9.07%
Caledonia Investments	86.28%	6.98%	4.23%

Which has preferable earnings & valuation, JEGI or CLDN?

Caledonia Investments has higher revenue and earnings than JPMorgan European Growth & Income. JPMorgan European Growth & Income is trading at a lower price-to-earnings ratio than Caledonia Investments, 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
JPMorgan European Growth & Income	£76.68M	6.71	£70.55M	£16.56	7.33
Caledonia Investments	£231.70M	8.55	£199.92M	£374.36	9.92

Summary

Caledonia Investments beats JPMorgan European Growth & Income on 9 of the 15 factors compared between the two stocks.