JPMorgan UK Smaller Companies Investment Trust (JMI) Competitors

GBX 307
+1.00 (+0.33%)
(As of 04/24/2024 ET)

JMI vs. GRID, ASLI, ADIG, BGUK, FJV, IBT, CGL, MNL, JUSC, and BSV

Should you be buying JPMorgan UK Smaller Companies Investment Trust stock or one of its competitors? The main competitors of JPMorgan UK Smaller Companies Investment Trust include Gresham House Energy Storage (GRID), abrdn European Logistics Income (ASLI), abrdn Diversified Income & Growth (ADIG), Baillie Gifford UK Growth Trust (BGUK), Fidelity Japan Trust (FJV), International Biotechnology (IBT), Castelnau Group (CGL), Manchester & London (MNL), JPMorgan US Smaller Companies (JUSC), and British Smaller Companies VCT (BSV). These companies are all part of the "asset management" industry.

JPMorgan UK Smaller Companies Investment Trust vs.

JPMorgan UK Smaller Companies Investment Trust (LON:JMI) and Gresham House Energy Storage (LON:GRID) are both small-cap financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, valuation, earnings, community ranking, profitability, media sentiment, analyst recommendations, risk and institutional ownership.

JPMorgan UK Smaller Companies Investment Trust received 95 more outperform votes than Gresham House Energy Storage when rated by MarketBeat users. Likewise, 76.98% of users gave JPMorgan UK Smaller Companies Investment Trust an outperform vote while only 66.67% of users gave Gresham House Energy Storage an outperform vote.

CompanyUnderperformOutperform
JPMorgan UK Smaller Companies Investment TrustOutperform Votes
97
76.98%
Underperform Votes
29
23.02%
Gresham House Energy StorageOutperform Votes
2
66.67%
Underperform Votes
1
33.33%

Gresham House Energy Storage has higher revenue and earnings than JPMorgan UK Smaller Companies Investment Trust. JPMorgan UK Smaller Companies Investment Trust is trading at a lower price-to-earnings ratio than Gresham House Energy Storage, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan UK Smaller Companies Investment Trust-£9.18M-26.10-£12.86M-£0.16-1,918.75
Gresham House Energy Storage£54.54M5.47£44.90M£0.07742.86

Gresham House Energy Storage has a consensus price target of GBX 184, indicating a potential upside of 253.85%. Given Gresham House Energy Storage's higher probable upside, analysts clearly believe Gresham House Energy Storage is more favorable than JPMorgan UK Smaller Companies Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JPMorgan UK Smaller Companies Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Gresham House Energy Storage
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

In the previous week, JPMorgan UK Smaller Companies Investment Trust and JPMorgan UK Smaller Companies Investment Trust both had 1 articles in the media. JPMorgan UK Smaller Companies Investment Trust's average media sentiment score of 1.08 beat Gresham House Energy Storage's score of 0.64 indicating that JPMorgan UK Smaller Companies Investment Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
JPMorgan UK Smaller Companies Investment Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Gresham House Energy Storage
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

37.4% of JPMorgan UK Smaller Companies Investment Trust shares are owned by institutional investors. Comparatively, 58.3% of Gresham House Energy Storage shares are owned by institutional investors. 4.9% of JPMorgan UK Smaller Companies Investment Trust shares are owned by company insiders. Comparatively, 3.3% of Gresham House Energy Storage shares are owned 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.

Gresham House Energy Storage has a net margin of 82.32% compared to JPMorgan UK Smaller Companies Investment Trust's net margin of 0.00%. Gresham House Energy Storage's return on equity of 5.52% beat JPMorgan UK Smaller Companies Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Smaller Companies Investment TrustN/A -5.12% -2.62%
Gresham House Energy Storage 82.32%5.52%3.44%

JPMorgan UK Smaller Companies Investment Trust has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500. Comparatively, Gresham House Energy Storage has a beta of 0.18, meaning that its share price is 82% less volatile than the S&P 500.

JPMorgan UK Smaller Companies Investment Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 2.6%. Gresham House Energy Storage pays an annual dividend of GBX 7 per share and has a dividend yield of 13.5%. JPMorgan UK Smaller Companies Investment Trust pays out -5,000.0% of its earnings in the form of a dividend. Gresham House Energy Storage pays out 10,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Gresham House Energy Storage beats JPMorgan UK Smaller Companies Investment Trust on 12 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding JMI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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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JMI vs. The Competition

MetricJPMorgan UK Smaller Companies Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£239.61M£750.71M£3.08B£1.50B
Dividend Yield3.35%6.58%4.60%8.53%
P/E Ratio-1,918.75955.86457.061,855.28
Price / Sales-26.1014,273.772,623.66355,666.41
Price / Cash23.2784.1548.1034.36
Price / Book0.991.401.482.45
Net Income-£12.86M£52.91M£417.12M£186.37M
7 Day Performance10.04%0.65%12.85%18.67%
1 Month Performance4.07%-0.91%5.70%8.85%
1 Year Performance14.77%2.82%7.85%18.23%

JPMorgan UK Smaller Companies Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GRID
Gresham House Energy Storage
3.1509 of 5 stars
GBX 40.20
-2.0%
GBX 184
+357.7%
-68.4%£230.52M£54.54M574.29N/A
ASLI
abrdn European Logistics Income
0 of 5 stars
GBX 57.60
-1.0%
GBX 80
+38.9%
-13.8%£237.41M£40.41M-384.00N/AGap Up
ADIG
abrdn Diversified Income & Growth
0 of 5 stars
GBX 74.20
-0.5%
N/A-12.3%£223.54M£6.80M-3,710.00N/APositive News
BGUK
Baillie Gifford UK Growth Trust
0 of 5 stars
GBX 159.50
-1.7%
N/A-3.0%£239.22M£4.72M15,950.00N/A
FJV
Fidelity Japan Trust
0 of 5 stars
GBX 176.50
-1.1%
N/A-1.9%£219.81M£38.74M653.70N/A
IBT
International Biotechnology
0 of 5 stars
GBX 627
-0.6%
N/A-9.3%£245.41M£50.96M597.14N/A
CGL
Castelnau Group
0 of 5 stars
GBX 78
+2.6%
N/AN/A£248.54M£1.47M-866.67N/A
MNL
Manchester & London
0 of 5 stars
GBX 620
-3.4%
N/A+59.9%£249.18M£31.91M873.24N/A
JUSC
JPMorgan US Smaller Companies
0 of 5 stars
GBX 394
-2.7%
N/A+1.9%£249.76M£15.63M2,188.89N/AGap Down
BSV
British Smaller Companies VCT
0 of 5 stars
GBX 80
-1.8%
N/AN/A£211.04M£15.21M1,333.33N/A

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This page (LON:JMI) was last updated on 4/26/2024 by MarketBeat.com Staff

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