JPMorgan US Smaller Companies Investment Trust (JUSC) Competitors

GBX 393
+11.00 (+2.88%)
(As of 04/26/2024 ET)

JUSC vs. IBT, CGL, BGUK, ASLI, MNL, MTE, RECI, CCJI, ADIG, and BGHS

Should you be buying JPMorgan US Smaller Companies Investment Trust stock or one of its competitors? The main competitors of JPMorgan US Smaller Companies Investment Trust include International Biotechnology (IBT), Castelnau Group (CGL), Baillie Gifford UK Growth Trust (BGUK), abrdn European Logistics Income (ASLI), Manchester & London Investment Trust (MNL), Montanaro European Smaller (MTE), Real Estate Credit Investments (RECI), CC Japan Income & Growth Trust (CCJI), abrdn Diversified Income & Growth (ADIG), and Boussard & Gavaudan GBP (BGHS). These companies are all part of the "asset management" industry.

JPMorgan US Smaller Companies Investment Trust vs.

International Biotechnology (LON:IBT) and JPMorgan US Smaller Companies Investment Trust (LON:JUSC) are both small-cap financial services companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, media sentiment, community ranking, institutional ownership, valuation, earnings, risk, profitability and dividends.

International Biotechnology has a beta of 0.18, suggesting that its share price is 82% less volatile than the S&P 500. Comparatively, JPMorgan US Smaller Companies Investment Trust has a beta of 1.15, suggesting that its share price is 15% more volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
International Biotechnology
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
JPMorgan US Smaller Companies Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

International Biotechnology pays an annual dividend of GBX 28 per share and has a dividend yield of 4.5%. JPMorgan US Smaller Companies Investment Trust pays an annual dividend of GBX 3 per share and has a dividend yield of 0.8%. International Biotechnology pays out 2,666.7% 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 US Smaller Companies 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.

52.1% of International Biotechnology shares are held by institutional investors. Comparatively, 28.5% of JPMorgan US Smaller Companies Investment Trust shares are held by institutional investors. 4.7% of International Biotechnology shares are held by company insiders. Comparatively, 20.3% of JPMorgan US Smaller Companies Investment Trust 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.

In the previous week, JPMorgan US Smaller Companies Investment Trust had 1 more articles in the media than International Biotechnology. MarketBeat recorded 1 mentions for JPMorgan US Smaller Companies Investment Trust and 0 mentions for International Biotechnology. International Biotechnology's average media sentiment score of 0.47 beat JPMorgan US Smaller Companies Investment Trust's score of 0.32 indicating that JPMorgan US Smaller Companies Investment Trust is being referred to more favorably in the news media.

International Biotechnology has higher revenue and earnings than JPMorgan US Smaller Companies Investment Trust. International Biotechnology is trading at a lower price-to-earnings ratio than JPMorgan US Smaller Companies Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
International Biotechnology£50.96M4.73£43.12M£1.05586.67
JPMorgan US Smaller Companies Investment Trust£15.63M15.94£11.79M£0.182,183.33

International Biotechnology has a net margin of 84.61% compared to International Biotechnology's net margin of 75.38%. JPMorgan US Smaller Companies Investment Trust's return on equity of 15.33% beat International Biotechnology's return on equity.

Company Net Margins Return on Equity Return on Assets
International Biotechnology84.61% 15.33% 9.20%
JPMorgan US Smaller Companies Investment Trust 75.38%4.26%2.72%

International Biotechnology received 41 more outperform votes than JPMorgan US Smaller Companies Investment Trust when rated by MarketBeat users. Likewise, 77.71% of users gave International Biotechnology an outperform vote while only 64.63% of users gave JPMorgan US Smaller Companies Investment Trust an outperform vote.

CompanyUnderperformOutperform
International BiotechnologyOutperform Votes
136
77.71%
Underperform Votes
39
22.29%
JPMorgan US Smaller Companies Investment TrustOutperform Votes
95
64.63%
Underperform Votes
52
35.37%

Summary

International Biotechnology beats JPMorgan US Smaller Companies Investment Trust on 10 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding JUSC 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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JUSC vs. The Competition

MetricJPMorgan US Smaller Companies Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£249.12M£719.57M£2.95B£1.40B
Dividend Yield0.74%13.29%4.60%12.00%
P/E Ratio2,183.33943.17467.421,724.67
Price / Sales15.9413,863.342,692.74311,087.03
Price / Cash37.0879.7947.4932.89
Price / Book0.901.741.542.54
Net Income£11.79M£50.70M£391.77M£179.82M
7 Day Performance5.36%1.37%7.40%16.27%
1 Month Performance-2.00%-0.39%0.07%6.84%
1 Year Performance3.39%2.96%8.10%19.13%

JPMorgan US Smaller Companies Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IBT
International Biotechnology
0 of 5 stars
GBX 625
-0.3%
N/A-9.3%£244.63M£50.96M595.24N/A
CGL
Castelnau Group
0 of 5 stars
GBX 78
-1.3%
N/AN/A£248.54M£1.47M-866.67N/A
BGUK
Baillie Gifford UK Growth Trust
0 of 5 stars
GBX 161.50
flat
N/A-3.0%£242.22M£4.72M16,150.00N/A
ASLI
abrdn European Logistics Income
0.9044 of 5 stars
GBX 60.80
-1.3%
GBX 80
+31.6%
-13.8%£250.60M£40.41M-405.33N/AGap Up
MNL
Manchester & London Investment Trust
0 of 5 stars
GBX 634
+5.7%
N/A+59.9%£254.81M£31.91M892.96N/AGap Up
MTE
Montanaro European Smaller
0 of 5 stars
GBX 135.88
-0.1%
N/A-2.5%£257.41M£32.81M754.91N/A
RECI
Real Estate Credit Investments
0 of 5 stars
GBX 115.85
-0.1%
N/A-9.7%£260.94M£36.48M1,053.18N/APositive News
CCJI
CC Japan Income & Growth Trust
0 of 5 stars
GBX 195.60
+2.4%
N/A+20.7%£263.53MN/A2,173.33N/APositive News
Gap Up
ADIG
abrdn Diversified Income & Growth
0 of 5 stars
GBX 75
-0.3%
N/A-12.3%£225.95M£6.80M-3,750.00N/A
BGHS
Boussard & Gavaudan GBP
0 of 5 stars
GBX 2,150
+9,900.0%
N/AN/A£267.33M£-12,390,000.00-1,679.69N/AGap Up

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This page (LON:JUSC) was last updated on 4/26/2024 by MarketBeat.com Staff

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