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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 349.50 +4.50 (+1.30%)
As of 06:54 AM Eastern

JUGI vs. PNL, LWDB, WTAN, BRW, and PIN

Should you buy JPMorgan UK Small Cap Growth & Income stock or one of its competitors? JPMorgan UK Small Cap Growth & Income's main competitors and comparable companies include Personal Assets (PNL), Law Debenture (LWDB), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), and Pantheon International (PIN). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does JPMorgan UK Small Cap Growth & Income compare to Personal Assets?

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Personal Assets (LON:PNL) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, profitability, risk, institutional ownership, dividends, media sentiment, valuation and earnings.

JPMorgan UK Small Cap Growth & Income has a beta of 1.75, meaning that its stock price is 75% more volatile than the broader market. Comparatively, Personal Assets has a beta of 0.33214432, meaning that its stock price is 67% less volatile than the broader market.

In the previous week, Personal Assets had 3 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 3 mentions for Personal Assets and 0 mentions for JPMorgan UK Small Cap Growth & Income. Personal Assets' average media sentiment score of 1.57 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Personal Assets is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Personal Assets Very Positive

7.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. Comparatively, 0.1% of Personal Assets shares are owned by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Comparatively, 0.5% of Personal Assets shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.2%. Personal Assets pays an annual dividend of GBX 5.60 per share and has a dividend yield of 1.0%. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. Personal Assets pays out 17.2% 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.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Personal Assets' net margin of 71.98%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Personal Assets' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Personal Assets 71.98%6.04%1.96%

Personal Assets has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. JPMorgan UK Small Cap Growth & Income is trading at a lower price-to-earnings ratio than Personal Assets, 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£56.59M7.43£104.47M£41.968.29
Personal Assets£105.16M16.08£124.81M£32.4816.90

Summary

Personal Assets beats JPMorgan UK Small Cap Growth & Income on 8 of the 15 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Law Debenture?

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Law Debenture (LON:LWDB) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, earnings, risk, dividends, media sentiment, profitability, institutional ownership and valuation.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Law Debenture's net margin of 80.52%. Law Debenture's return on equity of 23.85% beat JPMorgan UK Small Cap Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Law Debenture 80.52%23.85%8.76%

7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 6.6% of Law Debenture shares are held by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by insiders. Comparatively, 0.7% of Law Debenture shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Law Debenture has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. Law Debenture 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
JPMorgan UK Small Cap Growth & Income£56.59M7.43£104.47M£41.968.29
Law Debenture£365.31M4.50£142.39M£226.785.44

In the previous week, JPMorgan UK Small Cap Growth & Income's average media sentiment score of 0.00 equaled Law Debenture'saverage media sentiment score.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Law Debenture Neutral

JPMorgan UK Small Cap Growth & Income has a beta of 1.75, suggesting that its stock price is 75% more volatile than the broader market. Comparatively, Law Debenture has a beta of 1.211, suggesting that its stock price is 21% more volatile than the broader market.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.2%. Law Debenture pays an annual dividend of GBX 36 per share and has a dividend yield of 2.9%. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. Law Debenture pays out 15.9% 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.

Summary

JPMorgan UK Small Cap Growth & Income beats Law Debenture on 7 of the 13 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Witan Investment Trust?

Witan Investment Trust (LON:WTAN) and JPMorgan UK Small Cap Growth & Income (LON:JUGI) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, earnings, media sentiment, valuation and risk.

8.5% of Witan Investment Trust shares are owned by institutional investors. Comparatively, 7.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 8.2% of Witan Investment Trust shares are owned by company insiders. Comparatively, 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Witan Investment Trust has a beta of 0.7, meaning that its share price is 30% less volatile than the broader market. Comparatively, JPMorgan UK Small Cap Growth & Income has a beta of 1.75, meaning that its share price is 75% more volatile than the broader market.

In the previous week, Witan Investment Trust's average media sentiment score of 0.00 equaled JPMorgan UK Small Cap Growth & Income'saverage media sentiment score.

Company Overall Sentiment
Witan Investment Trust Neutral
JPMorgan UK Small Cap Growth & Income Neutral

Witan Investment Trust has higher revenue and earnings than JPMorgan UK Small Cap Growth & Income. Witan Investment 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
Witan Investment Trust£246.38M0.00£220.34M£0.36N/A
JPMorgan UK Small Cap Growth & Income£56.59M7.43£104.47M£41.968.29

Witan Investment Trust pays an annual dividend of GBX 6 per share. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.2%. Witan Investment Trust pays out 1,666.7% 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 pays out 35.2% of its earnings in the form of a dividend. JPMorgan UK Small Cap Growth & Income is clearly the better dividend stock, given its higher yield and lower payout ratio.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Witan Investment Trust's net margin of 89.43%. Witan Investment Trust's return on equity of 13.68% beat JPMorgan UK Small Cap Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
Witan Investment Trust89.43% 13.68% 7.95%
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

Summary

Witan Investment Trust and JPMorgan UK Small Cap Growth & Income tied by winning 6 of the 12 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Brewin Dolphin?

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Brewin Dolphin (LON:BRW) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, risk, earnings, analyst recommendations, valuation, dividends, media sentiment and institutional ownership.

7.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

In the previous week, JPMorgan UK Small Cap Growth & Income's average media sentiment score of 0.00 equaled Brewin Dolphin'saverage media sentiment score.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Brewin Dolphin Neutral

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Brewin Dolphin's net margin of 0.00%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Brewin Dolphin's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Brewin Dolphin N/A N/A N/A

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.2%. Brewin Dolphin pays an annual dividend of GBX 0.16 per share. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. Brewin Dolphin pays out 92.4% 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.

JPMorgan UK Small Cap Growth & Income has higher earnings, but lower revenue than Brewin Dolphin. Brewin Dolphin 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
JPMorgan UK Small Cap Growth & Income£56.59M7.43£104.47M£41.968.29
Brewin Dolphin£415.46M0.00N/A£0.17N/A

Summary

JPMorgan UK Small Cap Growth & Income beats Brewin Dolphin on 8 of the 10 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Pantheon International?

JPMorgan UK Small Cap Growth & Income (LON:JUGI) and Pantheon International (LON:PIN) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, valuation, institutional ownership, dividends, media sentiment and earnings.

7.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. Comparatively, 1.8% of Pantheon International shares are owned by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Comparatively, 1.3% of Pantheon International shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

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
Pantheon International
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

JPMorgan UK Small Cap Growth & Income has higher revenue and earnings than Pantheon International. JPMorgan UK Small Cap Growth & Income is trading at a lower price-to-earnings ratio than Pantheon International, 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£56.59M7.43£104.47M£41.968.29
Pantheon International£43.18M35.53£31.00M£8.1947.77

In the previous week, Pantheon International had 1 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 1 mentions for Pantheon International and 0 mentions for JPMorgan UK Small Cap Growth & Income. Pantheon International's average media sentiment score of 0.28 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Pantheon International is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Pantheon International Neutral

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Pantheon International's net margin of 47.67%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Pantheon International's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Pantheon International 47.67%2.08%1.05%

JPMorgan UK Small Cap Growth & Income has a beta of 1.75, suggesting that its stock price is 75% more volatile than the broader market. Comparatively, Pantheon International has a beta of 0.814, suggesting that its stock price is 19% less volatile than the broader market.

Summary

JPMorgan UK Small Cap Growth & Income beats Pantheon International on 8 of the 15 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 & IncomeCapital Markets IndustryFinance SectorLON Exchange
Market Cap£420.31M£5.58B£13.97B£2.90B
Dividend Yield4.19%7.38%5.90%6.17%
P/E Ratio8.2931.3825.98364.43
Price / Sales7.431,276.68525.7583,540.37
Price / CashN/A48.0437.9527.89
Price / Book0.861.952.116.75
Net Income£104.47M£418.14M£1.32B£5.89B
7 Day Performance-2.97%-0.90%-0.47%-0.71%
1 Month Performance2.35%0.70%1.31%2.18%
1 Year Performance9.61%7.20%11.72%22.07%

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 349.50
+1.3%
N/A+8.7%£422.11M£56.59M8.33N/A
PNL
Personal Assets
N/AGBX 552.37
-0.5%
N/A+6.2%£1.70B£105.16M17.01N/A
LWDB
Law Debenture
N/AGBX 1,255.98
+0.3%
N/A+25.7%£1.67B£365.31M5.54260
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

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This page (LON:JUGI) was last updated on 9/3/2026 by MarketBeat.com Staff.
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