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Jupiter Fund Management (JUP) Competitors

Jupiter Fund Management logo
GBX 95.50 -0.50 (-0.52%)
As of 12:39 PM Eastern

JUP vs. MRC, BHMG, TEM, JAM, RAT, FEV, PNL, MYI, WTAN, and WWH

Should you be buying Jupiter Fund Management stock or one of its competitors? The main competitors of Jupiter Fund Management include The Mercantile Investment Trust (MRC), BH Macro GBP (BHMG), Templeton Emerging Markets Investment Trust (TEM), JPMorgan American (JAM), Rathbones Group (RAT), Fidelity European Trust (FEV), Personal Assets (PNL), Murray International (MYI), Witan Investment Trust (WTAN), and Worldwide Healthcare (WWH). These companies are all part of the "asset management" industry.

Jupiter Fund Management vs. Its Competitors

Jupiter Fund Management (LON:JUP) and The Mercantile Investment Trust (LON:MRC) 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 media sentiment, profitability, earnings, valuation, community ranking, institutional ownership, analyst recommendations, dividends and risk.

Jupiter Fund Management pays an annual dividend of GBX 7 per share and has a dividend yield of 7.3%. The Mercantile Investment Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 3.2%. Jupiter Fund Management pays out -404.0% of its earnings in the form of a dividend. The Mercantile Investment Trust pays out 15.0% 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.

Jupiter Fund Management has a beta of 1.42, indicating that its stock price is 42% more volatile than the S&P 500. Comparatively, The Mercantile Investment Trust has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500.

The Mercantile Investment Trust has higher revenue and earnings than Jupiter Fund Management. Jupiter Fund Management is trading at a lower price-to-earnings ratio than The Mercantile Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jupiter Fund Management£377.99M1.29-£8.84M-£1.73-55.11
The Mercantile Investment Trust£415.73M4.47£393.55M£53.194.71

46.7% of Jupiter Fund Management shares are owned by institutional investors. Comparatively, 48.8% of The Mercantile Investment Trust shares are owned by institutional investors. 25.2% of Jupiter Fund Management shares are owned by insiders. Comparatively, 1.7% of The Mercantile Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

The Mercantile Investment Trust has a net margin of 94.67% compared to Jupiter Fund Management's net margin of -2.34%. The Mercantile Investment Trust's return on equity of 20.56% 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%
The Mercantile Investment Trust 94.67%20.56%2.53%

In the previous week, Jupiter Fund Management and Jupiter Fund Management both had 1 articles in the media. The Mercantile Investment Trust's average media sentiment score of 1.69 beat Jupiter Fund Management's score of 0.00 indicating that The Mercantile Investment Trust 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)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
The Mercantile Investment Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Jupiter Fund Management presently has a consensus target price of GBX 90.33, suggesting a potential downside of 5.41%. Given Jupiter Fund Management's stronger consensus rating and higher possible upside, equities research analysts plainly believe Jupiter Fund Management is more favorable than The Mercantile Investment Trust.

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
The Mercantile Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Jupiter Fund Management received 533 more outperform votes than The Mercantile Investment Trust when rated by MarketBeat users. Likewise, 59.80% of users gave Jupiter Fund Management an outperform vote while only 57.04% of users gave The Mercantile Investment Trust an outperform vote.

CompanyUnderperformOutperform
Jupiter Fund ManagementOutperform Votes
610
59.80%
Underperform Votes
410
40.20%
The Mercantile Investment TrustOutperform Votes
77
57.04%
Underperform Votes
58
42.96%

Summary

Jupiter Fund Management and The Mercantile Investment Trust tied by winning 9 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding JUP and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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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JUP vs. The Competition

MetricJupiter Fund ManagementAsset Management IndustryFinancial SectorLON Exchange
Market Cap£489.25M£1.20B£5.65B£2.91B
Dividend Yield8.48%4.34%4.13%4.90%
P/E Ratio-55.1121.4612.64124.58
Price / Sales1.292,395.061,712.50248,060.33
Price / Cash1.4660.8149.9228.07
Price / Book0.621.163.154.64
Net Income-£8.84M£264.77M£1.23B£5.91B
7 Day Performance3.02%11.89%6.03%12.08%
1 Month Performance23.07%29.56%15.51%22.36%
1 Year Performance26.49%4.88%14.45%77.35%

Jupiter Fund Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUP
Jupiter Fund Management
0.5689 of 5 stars
GBX 95.50
-0.5%
GBX 90.33
-5.4%
+24.2%£489.25M£377.99M-55.11522
MRC
The Mercantile Investment Trust
N/AGBX 252
+0.0%
N/A+6.2%£1.87B£415.73M4.742,800Positive News
BHMG
BH Macro GBP
N/AGBX 399.29
+1.7%
N/A+13.8%£1.84B£35.67M43.12N/A
TEM
Templeton Emerging Markets Investment Trust
N/AGBX 173.20
+0.1%
N/A+15.1%£1.81B£160.96M13.89N/APositive News
Earnings Report
JAM
JPMorgan American
N/AGBX 983
-0.6%
N/A+4.4%£1.78B£431.16M4.26N/ANews Coverage
Positive News
RAT
Rathbones Group
2.141 of 5 stars
GBX 1,638
-0.6%
GBX 2,087
+27.4%
-3.1%£1.70B£874.75M26.663,500Positive News
FEV
Fidelity European Trust
N/AGBX 405
flat
N/A+3.3%£1.66B£221.98M8.03N/ANews Coverage
PNL
Personal Assets
N/AGBX 515
+0.2%
N/A+6.4%£1.64B£107.31M13.13N/A
MYI
Murray International
N/AGBX 274.51
-0.9%
N/A+11.0%£1.63B£198.15M9.13N/ADividend Announcement
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896
WWH
Worldwide Healthcare
N/AGBX 295.02
-1.0%
N/A-14.9%£1.57B£245.62M6.87N/APositive News
Earnings Report

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This page (LON:JUP) was last updated on 6/13/2025 by MarketBeat.com Staff
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