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JPMorgan UK Small Cap Growth & Income (JUGI) Competitors

GBX 337 +4.50 (+1.35%)
As of 11:54 AM Eastern

JUGI vs. WTAN, BRW, PIN, SSON, and SNN

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), Pantheon International (PIN), Smithson Investment Trust (SSON), and Sanne Group (SNN). These companies are all part of the "asset management" industry.

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 financial services companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, risk, profitability, dividends, media sentiment and valuation.

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£56.59M7.23£104.47M£41.968.03

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

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%

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

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 4.4%. 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.

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 1.7834746, meaning that its share price is 78% more volatile than the broader market.

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 asset management industry companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, media sentiment, analyst recommendations, dividends, risk, valuation, earnings and institutional ownership.

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 4.4%. 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.

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 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£56.59M7.23£104.47M£41.968.03
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 financial services companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, dividends, valuation, analyst recommendations, media sentiment, earnings, profitability and institutional ownership.

JPMorgan UK Small Cap Growth & Income has a net margin of 89.79% compared to Pantheon International's net margin of 43.75%. 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 43.75%1.50%1.05%

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

7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. Comparatively, 1.8% of Pantheon International shares are held by institutional investors. 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by insiders. Comparatively, 0.9% of Pantheon International shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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£56.59M7.23£104.47M£41.968.03
Pantheon International£43.18M35.94£31.00M£8.1947.62

JPMorgan UK Small Cap Growth & Income has a beta of 1.7834746, meaning that its stock price is 78% more volatile than the broader market. Comparatively, Pantheon International has a beta of 0.82313436, meaning that its stock price is 18% less volatile than the broader market.

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

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

Summary

JPMorgan UK Small Cap Growth & Income beats Pantheon International on 8 of the 13 factors compared between the two stocks.

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

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

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
Smithson Investment Trust-£58.23M-26.53-£42.74M-£53.80N/A
JPMorgan UK Small Cap Growth & Income£56.59M7.23£104.47M£41.968.03

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 an annual dividend of GBX 14.78 per share and has a dividend yield of 4.4%. Smithson Investment Trust pays out -1.1% 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, Smithson Investment Trust's average media sentiment score of 0.00 equaled JPMorgan UK Small Cap Growth & Income'saverage media sentiment score.

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

5.0% of Smithson Investment Trust shares are held by institutional investors. Comparatively, 7.9% of JPMorgan UK Small Cap Growth & Income shares are held by institutional investors. 0.0% of Smithson Investment Trust shares are held by company insiders. Comparatively, 0.2% of JPMorgan UK Small Cap Growth & Income shares are held by company 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 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
Smithson Investment Trust-34.17% -3.46% N/A
JPMorgan UK Small Cap Growth & Income 89.79%11.87%15.14%

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?

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

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

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

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
JPMorgan UK Small Cap Growth & Income89.79% 11.87% 15.14%
Sanne Group N/A N/A N/A

JPMorgan UK Small Cap Growth & Income has higher earnings, but lower revenue 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
JPMorgan UK Small Cap Growth & Income£56.59M7.23£104.47M£41.968.03
Sanne Group£194.16M0.00N/A-£4.50N/A

JPMorgan UK Small Cap Growth & Income pays an annual dividend of GBX 14.78 per share and has a dividend yield of 4.4%. Sanne Group pays an annual dividend of GBX 0.10 per share. JPMorgan UK Small Cap Growth & Income pays out 35.2% of its earnings in the form of a dividend. Sanne Group pays out -2.2% 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.

Summary

JPMorgan UK Small Cap Growth & Income beats Sanne Group on 8 of the 10 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£409.02M£2.45B£6.13B£2.79B
Dividend Yield4.35%6.02%5.24%6.16%
P/E Ratio8.0361.7429.56368.25
Price / Sales7.231,786.721,139.1784,392.87
Price / CashN/A60.5088.7427.89
Price / Book0.841.316.677.59
Net Income£104.47M£265.96M£1.13B£5.89B
7 Day Performance0.90%-0.46%-0.18%0.05%
1 Month Performance2.74%-0.28%-0.06%-0.66%
1 Year Performance1.51%7.05%14.57%62.48%

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 337
+1.4%
N/A+0.0%£409.02M£56.59M8.03N/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
PIN
Pantheon International
0.992 of 5 stars
GBX 391.65
+0.2%
N/A+22.0%£1.56B£43.18M47.82455
SSON
Smithson Investment Trust
N/AGBX 1,438
flat
N/AN/A£1.54B-£58.23MN/AN/A

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This page (LON:JUGI) was last updated on 7/21/2026 by MarketBeat.com Staff.
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