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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 327.50 -2.50 (-0.76%)
As of 06/13/2025 11:52 AM Eastern

JUGI vs. RAT, FEV, MYI, PNL, WWH, WTAN, BRW, N91, ATT, and SNN

Should you be buying JPMorgan UK Small Cap Growth & Income stock or one of its competitors? The main competitors of JPMorgan UK Small Cap Growth & Income include Rathbones Group (RAT), Fidelity European Trust (FEV), Murray International (MYI), Personal Assets (PNL), Worldwide Healthcare (WWH), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Ninety One Group (N91), Allianz Technology Trust (ATT), and Sanne Group (SNN). These companies are all part of the "asset management" industry.

JPMorgan UK Small Cap Growth & Income vs. Its Competitors

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Rathbones Group (LON:RAT) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their community ranking, dividends, earnings, media sentiment, analyst recommendations, institutional ownership, profitability, valuation and risk.

Rathbones Group has a consensus target price of GBX 2,087, suggesting a potential upside of 25.42%. Given Rathbones Group's stronger consensus rating and higher possible upside, analysts plainly believe Rathbones Group is more favorable than JPMorgan UK Small Cap Growth & Income.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JPMorgan UK Small Cap Growth & Income
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Rathbones Group
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00

JPMorgan UK Small Cap Growth & Income has higher earnings, but lower revenue than Rathbones Group. JPMorgan UK Small Cap Growth & Income is trading at a lower price-to-earnings ratio than Rathbones Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan UK Small Cap Growth & Income£109.52M4.02£104.47M£77.674.22
Rathbones Group£874.75M1.98£63.46M£61.4527.08

In the previous week, Rathbones Group had 2 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 2 mentions for Rathbones Group and 0 mentions for JPMorgan UK Small Cap Growth & Income. Rathbones Group's average media sentiment score of 0.88 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Rathbones Group is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Rathbones Group Positive

JPMorgan UK Small Cap Growth & Income has a net margin of 95.39% compared to Rathbones Group's net margin of 7.25%. JPMorgan UK Small Cap Growth & Income's return on equity of 25.82% beat Rathbones Group's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income95.39% 25.82% 15.14%
Rathbones Group 7.25%4.66%3.57%

Rathbones Group received 361 more outperform votes than JPMorgan UK Small Cap Growth & Income when rated by MarketBeat users.

CompanyUnderperformOutperform
JPMorgan UK Small Cap Growth & IncomeN/AN/A
Rathbones GroupOutperform Votes
361
63.78%
Underperform Votes
205
36.22%

JPMorgan UK Small Cap Growth & Income has a beta of 1.36, meaning that its stock price is 36% more volatile than the S&P 500. Comparatively, Rathbones Group has a beta of 0.65, meaning that its stock price is 35% less volatile than the S&P 500.

19.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. Comparatively, 48.0% of Rathbones Group shares are owned by institutional investors. 3.5% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Comparatively, 41.8% of Rathbones Group 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.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 22 per share and has a dividend yield of 6.7%. Rathbones Group pays an annual dividend of GBX 88 per share and has a dividend yield of 5.3%. JPMorgan UK Small Cap Growth & Income pays out 28.3% of its earnings in the form of a dividend. Rathbones Group pays out 143.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. JPMorgan UK Small Cap Growth & Income is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Rathbones Group beats JPMorgan UK Small Cap Growth & Income on 10 of the 19 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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JUGI vs. The Competition

MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£440.38M£1.15B£5.61B£2.91B
Dividend Yield4.58%4.34%4.13%4.90%
P/E Ratio4.2221.4612.64124.60
Price / Sales4.022,411.591,720.85248,064.88
Price / CashN/A60.8149.9228.07
Price / Book0.811.163.154.64
Net Income£104.47M£264.77M£1.23B£5.91B
7 Day Performance-1.06%11.90%5.90%6.61%
1 Month Performance2.50%13.98%7.72%13.53%
1 Year Performance2.34%5.33%14.88%78.98%

JPMorgan UK Small Cap Growth & Income Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUGI
JPMorgan UK Small Cap Growth & Income
N/AGBX 327.50
-0.8%
N/A+2.3%£440.38M£109.52M4.22N/A
RAT
Rathbones Group
2.6613 of 5 stars
GBX 1,672
-0.8%
GBX 2,087
+24.8%
+0.8%£1.74B£874.75M27.213,500News Coverage
Gap Up
FEV
Fidelity European Trust
N/AGBX 408.42
-1.1%
N/A+5.2%£1.68B£221.98M8.10N/ANews Coverage
Positive News
MYI
Murray International
N/AGBX 277.56
-0.2%
N/A+11.9%£1.65B£198.15M9.23N/ADividend Announcement
PNL
Personal Assets
N/AGBX 512.90
-0.6%
N/A+5.6%£1.64B£107.31M13.07N/A
WWH
Worldwide Healthcare
N/AGBX 300.50
-1.0%
N/A-14.3%£1.60B£245.62M6.99N/APositive News
Earnings Report
High Trading Volume
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896
BRW
Brewin Dolphin
N/AN/AN/AN/A£1.56B£415.46M3,029.412,186
N91
Ninety One Group
N/AGBX 173.80
-2.9%
GBX 173
-0.5%
+7.3%£1.54B£586.81M10.011,180Gap Down
ATT
Allianz Technology Trust
N/AGBX 404.65
-1.3%
N/A+5.4%£1.54B£511.77M3.06N/ANews Coverage
Positive News
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100

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This page (LON:JUGI) was last updated on 6/15/2025 by MarketBeat.com Staff
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