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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 326.50 +1.50 (+0.46%)
As of 12:29 PM Eastern
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JUGI vs. WTAN, BRW, SSON, SNN, and HRI

Should you buy JPMorgan UK Small Cap Growth & Income stock or one of its competitors? MarketBeat compares JPMorgan UK Small Cap Growth & Income with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with JPMorgan UK Small Cap Growth & Income include Witan Investment Trust (WTAN), Brewin Dolphin (BRW), Smithson Investment Trust (SSON), Sanne Group (SNN), and Herald (HRI). These companies are all part of the "asset management" industry.

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

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

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

Company Overall Sentiment
JPMorgan UK Small Cap Growth & Income Neutral
Witan Investment Trust 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
JPMorgan UK Small Cap Growth & Income£56.59M7.10£104.47M£41.967.78
Witan Investment Trust£246.38M0.00£220.34M£0.36N/A

7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 8.5% of Witan Investment Trust shares are held by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by company insiders. Comparatively, 8.2% of Witan Investment Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.5%. Witan Investment Trust pays an annual dividend of GBX 6 per share. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

JPMorgan UK Small Cap Growth & Income has a beta of 1.7808161, suggesting that its stock price is 78% more volatile than the broader market. Comparatively, Witan Investment Trust has a beta of 0.7, suggesting that its stock price is 30% less volatile than the broader market.

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
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Witan Investment Trust 89.43%13.68%7.95%

Summary

JPMorgan UK Small Cap Growth & Income and Witan Investment Trust 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 asset management industry companies, but which is the better investment? We will contrast the two companies based on the strength of their media sentiment, profitability, valuation, institutional ownership, analyst recommendations, earnings, risk and dividends.

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.5%. 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.

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

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

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 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£56.59M7.10£104.47M£41.967.78
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 Smithson Investment Trust?

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

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

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

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Smithson Investment Trust's net margin of -34.17%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Smithson Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Smithson Investment Trust -34.17%-3.46%N/A

7.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. Comparatively, 5.0% of Smithson Investment Trust shares are owned by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by company insiders. Comparatively, 0.0% of Smithson Investment Trust shares are owned by company 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.

JPMorgan UK Small Cap Growth & Income has higher revenue and earnings than Smithson Investment Trust. Smithson 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
JPMorgan UK Small Cap Growth & Income£56.59M7.10£104.47M£41.967.78
Smithson Investment Trust-£58.23M-26.53-£42.74M-£53.80N/A

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.5%. Smithson Investment Trust pays an annual dividend of GBX 0.58 per share and has a dividend yield of 0.0%. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. Smithson Investment Trust pays out -1.1% 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 Smithson Investment Trust on 11 of the 12 factors compared between the two stocks.

How does JPMorgan UK Small Cap Growth & Income compare to Sanne Group?

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

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

Sanne Group pays an annual dividend of GBX 0.10 per share. JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.5%. Sanne Group pays out -2.2% of its earnings in the form of a dividend. JPMorgan UK Small Cap Growth & Income pays out 35.2% 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.

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

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

JPMorgan UK Small Cap Growth & Income has lower revenue, but higher earnings than Sanne Group. Sanne Group 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
Sanne Group£194.16M0.00N/A-£4.50N/A
JPMorgan UK Small Cap Growth & Income£56.59M7.10£104.47M£41.967.78

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

Company Net Margins Return on Equity Return on Assets
Sanne GroupN/A N/A N/A
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

Summary

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

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

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

6.6% of Herald shares are owned by institutional investors. Comparatively, 7.9% of JPMorgan UK Small Cap Growth & Income shares are owned by institutional investors. 15.2% of Herald shares are owned by insiders. Comparatively, 0.2% of JPMorgan UK Small Cap Growth & Income shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Herald's net margin of 86.00%. JPMorgan UK Small Cap Growth & Income's return on equity of 11.87% beat Herald's return on equity.

Company Net Margins Return on Equity Return on Assets
Herald86.00% 7.67% 9.22%
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

Herald 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 Herald, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herald£101.21M14.52£175.20M£199.0115.43
JPMorgan UK Small Cap Growth & Income£56.59M7.10£104.47M£41.967.78

Herald has a beta of 0.696, suggesting that its share price is 30% less volatile than the broader market. Comparatively, JPMorgan UK Small Cap Growth & Income has a beta of 1.7808161, suggesting that its share price is 78% more volatile than the broader market.

In the previous week, Herald had 2 more articles in the media than JPMorgan UK Small Cap Growth & Income. MarketBeat recorded 2 mentions for Herald and 0 mentions for JPMorgan UK Small Cap Growth & Income. Herald's average media sentiment score of 0.16 beat JPMorgan UK Small Cap Growth & Income's score of 0.00 indicating that Herald is being referred to more favorably in the media.

Company Overall Sentiment
Herald Neutral
JPMorgan UK Small Cap Growth & Income Neutral

Summary

Herald beats JPMorgan UK Small Cap Growth & Income on 8 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

Export
MetricJPMorgan UK Small Cap Growth & IncomeAsset Management IndustryFinancial SectorLON Exchange
Market Cap£401.81M£2.38B£6.05B£2.78B
Dividend Yield4.48%6.01%5.24%6.14%
P/E Ratio7.7861.1729.61366.57
Price / Sales7.102,027.241,515.1286,538.73
Price / CashN/A60.3348.6027.87
Price / Book0.811.386.547.73
Net Income£104.47M£265.27M£1.13B£5.89B
7 Day Performance1.56%0.72%0.26%-0.16%
1 Month Performance-0.02%-0.43%0.10%-1.78%
1 Year Performance-3.40%8.85%17.83%65.34%

JPMorgan UK Small Cap Growth & Income Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUGI
JPMorgan UK Small Cap Growth & Income
N/AGBX 326.50
+0.5%		N/A-3.8%£401.81M£56.59M7.78N/A
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
SSON
Smithson Investment Trust
N/AGBX 1,438
flat		N/AN/A£1.54B-£58.23MN/AN/A
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16MN/A20,100

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This page (LON:JUGI) was last updated on 6/30/2026 by MarketBeat.com Staff.
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