Jupiter Fund Management (JUP) Competitors

Jupiter Fund Management (LON:JUP) and Caledonia Investments (LON:CLDN) are both small-cap financial services companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, institutional ownership, profitability, earnings, media sentiment, dividends and valuation.

Does the media favor JUP or CLDN?

In the previous week, Caledonia Investments had 5 more articles in the media than Jupiter Fund Management. MarketBeat recorded 6 mentions for Caledonia Investments and 1 mentions for Jupiter Fund Management. Caledonia Investments' average media sentiment score of 0.99 beat Jupiter Fund Management's score of 0.76 indicating that Caledonia Investments is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Jupiter Fund Management	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Caledonia Investments	3 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk & volatility, JUP or CLDN?

Jupiter Fund Management has a beta of 1.42, suggesting that its stock price is 42% more volatile than the S&P 500. Comparatively, Caledonia Investments has a beta of 0.77, suggesting that its stock price is 23% less volatile than the S&P 500.

Is JUP or CLDN more profitable?

Caledonia Investments has a net margin of 86.28% compared to Jupiter Fund Management's net margin of -2.34%. Caledonia Investments' return on equity of 6.98% beat Jupiter Fund Management's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Jupiter Fund Management	-2.34%	-1.13%	4.00%
Caledonia Investments	86.28%	6.98%	4.23%

Is JUP or CLDN a better dividend stock?

Jupiter Fund Management pays an annual dividend of GBX 7 per share and has a dividend yield of 6.9%. Caledonia Investments pays an annual dividend of GBX 70 per share and has a dividend yield of 1.9%. Jupiter Fund Management pays out -404.0% of its earnings in the form of a dividend. Caledonia Investments pays out 18.7% 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. Jupiter Fund Management is clearly the better dividend stock, given its higher yield and lower payout ratio.

Do analysts prefer JUP or CLDN?

Jupiter Fund Management presently has a consensus target price of GBX 90.33, suggesting a potential downside of 11.26%. Given Jupiter Fund Management's stronger consensus rating and higher probable upside, equities research analysts plainly believe Jupiter Fund Management is more favorable than Caledonia Investments.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Jupiter Fund Management	0 Sell rating(s)	4 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	2.00
Caledonia Investments	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Do insiders and institutionals hold more shares of JUP or CLDN?

46.7% of Jupiter Fund Management shares are owned by institutional investors. Comparatively, 11.9% of Caledonia Investments shares are owned by institutional investors. 25.2% of Jupiter Fund Management shares are owned by company insiders. Comparatively, 40.2% of Caledonia Investments shares are owned 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.

Which has better earnings and valuation, JUP or CLDN?

Caledonia Investments has lower revenue, but higher earnings than Jupiter Fund Management. Jupiter Fund Management is trading at a lower price-to-earnings ratio than Caledonia Investments, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Jupiter Fund Management	£377.99M	1.38	-£8.84M	-£1.73	-58.75
Caledonia Investments	£231.70M	8.32	£199.92M	£374.36	9.66

Summary

Caledonia Investments beats Jupiter Fund Management on 10 of the 17 factors compared between the two stocks.