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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 326.50 -2.50 (-0.76%)
As of 11:50 AM Eastern

JUGI vs. ATT, N91, MYI, FEV, WWH, PNL, WTAN, VEIL, BRW, and PIN

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 Allianz Technology Trust (ATT), Ninety One Group (N91), Murray International (MYI), Fidelity European Trust (FEV), Worldwide Healthcare (WWH), Personal Assets (PNL), Witan Investment Trust (WTAN), Vietnam Enterprise (VEIL), Brewin Dolphin (BRW), and Pantheon International (PIN). These companies are all part of the "asset management" industry.

JPMorgan UK Small Cap Growth & Income vs. Its Competitors

Allianz Technology Trust (LON:ATT) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) 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 profitability, earnings, analyst recommendations, media sentiment, institutional ownership, dividends, valuation and risk.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Allianz Technology Trust£511.77M3.38£502.74M£132.423.44
JPMorgan UK Small Cap Growth & Income£109.52M4.01£104.47M£77.674.20

In the previous week, Allianz Technology Trust had 3 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 3 mentions for Allianz Technology Trust and 0 mentions for JPMorgan UK Small Cap Growth & Income. Allianz Technology Trust's average media sentiment score of 1.42 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Allianz Technology Trust is being referred to more favorably in the media.

Company Overall Sentiment
Allianz Technology Trust Positive
JPMorgan UK Small Cap Growth & Income Neutral

Allianz Technology Trust has a net margin of 98.24% compared to JPMorgan UK Small Cap Growth & Income's net margin of 95.39%. Allianz Technology Trust's return on equity of 34.32% beat JPMorgan UK Small Cap Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
Allianz Technology Trust98.24% 34.32% 22.44%
JPMorgan UK Small Cap Growth & Income 95.39%25.82%15.14%

31.7% of Allianz Technology Trust shares are owned by institutional investors. Comparatively, 19.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 2.1% of Allianz Technology Trust shares are owned by company insiders. Comparatively, 3.5% of JPMorgan UK Small Cap Growth & Income 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.

Allianz Technology Trust has a beta of 0.52, indicating that its stock price is 48% less volatile than the S&P 500. Comparatively, JPMorgan UK Small Cap Growth & Income has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500.

Summary

Allianz Technology Trust beats JPMorgan UK Small Cap Growth & Income on 9 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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JUGI vs. The Competition

MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£439.03M£1.31B£6.37B£3.06B
Dividend Yield4.58%4.39%4.19%5.02%
P/E Ratio4.2022.5014.11178.77
Price / Sales4.012,444.681,768.55254,462.19
Price / CashN/A60.7149.2627.97
Price / Book0.811.221.944.53
Net Income£104.47M£264.35M£1.23B£5.90B
7 Day Performance-1.21%-0.23%0.00%-0.36%
1 Month Performance-3.40%1.14%2.40%6.55%
1 Year PerformanceN/A6.42%24.77%65.38%

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 326.50
-0.8%
N/A-6.8%£439.03M£109.52M4.20N/A
ATT
Allianz Technology Trust
N/AGBX 453.50
+1.6%
N/A+26.1%£1.72B£511.77M3.42N/ANews Coverage
Positive News
N91
Ninety One Group
1.5681 of 5 stars
GBX 193.30
-1.0%
GBX 190
-1.7%
+10.4%£1.71B£586.81M11.131,180
MYI
Murray International
N/AGBX 287
+0.2%
N/A+10.5%£1.71B£198.15M9.54N/ANews Coverage
Dividend Announcement
FEV
Fidelity European Trust
N/AGBX 409
-0.2%
N/A+2.7%£1.68B£221.98M8.11N/A
WWH
Worldwide Healthcare
N/AGBX 312
+0.5%
N/A-14.5%£1.66B£245.62M7.26N/APositive News
High Trading Volume
PNL
Personal Assets
N/AGBX 515
+0.2%
N/A+5.4%£1.64B£107.31M13.13N/APositive News
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896
VEIL
Vietnam Enterprise
N/AGBX 684
flat
N/A+22.3%£1.57B£17.87M-461.99N/AHigh Trading Volume
BRW
Brewin Dolphin
N/AN/AN/AN/A£1.56B£415.46M3,029.412,186
PIN
Pantheon International
N/AGBX 336.50
+0.3%
N/A+8.0%£1.56B£72.76M50.39455News Coverage

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This page (LON:JUGI) was last updated on 7/29/2025 by MarketBeat.com Staff
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