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JPMorgan US Smaller Companies (JUSC) Competitors

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GBX 458 +4.50 (+0.99%)
As of 11:50 AM Eastern

JUSC vs. JEO, APEO, RICA, ICGT, and POLR

Should you buy JPMorgan US Smaller Companies stock or one of its competitors? MarketBeat compares JPMorgan US Smaller Companies 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 US Smaller Companies include European Opportunities Trust (JEO), abrdn Private Equity Opportunities (APEO), Ruffer Investment (RICA), ICG Enterprise Trust (ICGT), and Polar Capital (POLR). These companies are all part of the "asset management" industry.

How does JPMorgan US Smaller Companies compare to European Opportunities Trust?

JPMorgan US Smaller Companies (LON:JUSC) and European Opportunities Trust (LON:JEO) are both small-cap asset management industry companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, earnings, profitability, risk, media sentiment and valuation.

12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 0.8% of JPMorgan US Smaller Companies shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

In the previous week, European Opportunities Trust's average media sentiment score of 1.27 beat JPMorgan US Smaller Companies' score of 0.00 indicating that European Opportunities Trust is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan US Smaller Companies Neutral
European Opportunities Trust Positive

JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. European Opportunities Trust pays an annual dividend of GBX 0.04 per share. JPMorgan US Smaller Companies pays out -5.1% of its earnings in the form of a dividend. European Opportunities Trust pays out -0.1% 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. JPMorgan US Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to European Opportunities Trust's net margin of 0.00%. European Opportunities Trust's return on equity of 0.00% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan US Smaller Companies109.83% -14.73% 3.11%
European Opportunities Trust N/A N/A N/A

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan US Smaller Companies-£33.89M-6.91£11.79M-£60.38N/A
European Opportunities Trust-£62.33M0.00N/A-£65.20N/A

Summary

JPMorgan US Smaller Companies beats European Opportunities Trust on 9 of the 11 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to abrdn Private Equity Opportunities?

abrdn Private Equity Opportunities (LON:APEO) and JPMorgan US Smaller Companies (LON:JUSC) are both small-cap financial services companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, media sentiment, earnings, dividends, profitability, valuation and risk.

abrdn Private Equity Opportunities has a beta of 0.78, suggesting that its stock price is 22% less volatile than the broader market. Comparatively, JPMorgan US Smaller Companies has a beta of 1.1999942, suggesting that its stock price is 20% more volatile than the broader market.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to abrdn Private Equity Opportunities' net margin of 76.01%. abrdn Private Equity Opportunities' return on equity of 5.18% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
abrdn Private Equity Opportunities76.01% 5.18% 3.35%
JPMorgan US Smaller Companies 109.83%-14.73%3.11%

72.2% of abrdn Private Equity Opportunities shares are held by institutional investors. Comparatively, 12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 3.7% of abrdn Private Equity Opportunities shares are held by insiders. Comparatively, 0.8% of JPMorgan US Smaller Companies shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, abrdn Private Equity Opportunities' average media sentiment score of 0.00 equaled JPMorgan US Smaller Companies'average media sentiment score.

Company Overall Sentiment
abrdn Private Equity Opportunities Neutral
JPMorgan US Smaller Companies Neutral

abrdn Private Equity Opportunities has higher revenue and earnings than JPMorgan US Smaller Companies. JPMorgan US Smaller Companies is trading at a lower price-to-earnings ratio than abrdn Private Equity Opportunities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Private Equity Opportunities£80.21M0.00£60.96M£0.40N/A
JPMorgan US Smaller Companies-£33.89M-6.91£11.79M-£60.38N/A

abrdn Private Equity Opportunities pays an annual dividend of GBX 17 per share. JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. abrdn Private Equity Opportunities pays out 4,250.0% 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 pays out -5.1% of its earnings in the form of a dividend. JPMorgan US Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

abrdn Private Equity Opportunities beats JPMorgan US Smaller Companies on 8 of the 12 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to Ruffer Investment?

Ruffer Investment (LON:RICA) and JPMorgan US Smaller Companies (LON:JUSC) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, risk, earnings, analyst recommendations, institutional ownership, valuation, dividends and profitability.

Ruffer Investment has a beta of 0.203, meaning that its stock price is 80% less volatile than the broader market. Comparatively, JPMorgan US Smaller Companies has a beta of 1.1999942, meaning that its stock price is 20% more volatile than the broader market.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to Ruffer Investment's net margin of 62.53%. Ruffer Investment's return on equity of 4.37% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Ruffer Investment62.53% 4.37% 0.45%
JPMorgan US Smaller Companies 109.83%-14.73%3.11%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ruffer Investment£44.42M19.52£8.78M£12.6123.27
JPMorgan US Smaller Companies-£33.89M-6.91£11.79M-£60.38N/A

In the previous week, Ruffer Investment had 1 more articles in the media than JPMorgan US Smaller Companies. MarketBeat recorded 1 mentions for Ruffer Investment and 0 mentions for JPMorgan US Smaller Companies. Ruffer Investment's average media sentiment score of 1.86 beat JPMorgan US Smaller Companies' score of 0.00 indicating that Ruffer Investment is being referred to more favorably in the media.

Company Overall Sentiment
Ruffer Investment Very Positive
JPMorgan US Smaller Companies Neutral

8.1% of Ruffer Investment shares are held by institutional investors. Comparatively, 12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 0.4% of Ruffer Investment shares are held by company insiders. Comparatively, 0.8% of JPMorgan US Smaller Companies shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Ruffer Investment pays an annual dividend of GBX 5.95 per share and has a dividend yield of 2.0%. JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. Ruffer Investment pays out 47.2% of its earnings in the form of a dividend. JPMorgan US Smaller Companies pays out -5.1% 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

Ruffer Investment beats JPMorgan US Smaller Companies on 8 of the 15 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to ICG Enterprise Trust?

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

ICG Enterprise Trust has a beta of 1.0594558, meaning that its stock price is 6% more volatile than the broader market. Comparatively, JPMorgan US Smaller Companies has a beta of 1.1999942, meaning that its stock price is 20% more volatile than the broader market.

JPMorgan US Smaller Companies has a net margin of 109.83% compared to ICG Enterprise Trust's net margin of -52.20%. ICG Enterprise Trust's return on equity of -0.66% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
ICG Enterprise Trust-52.20% -0.66% 0.78%
JPMorgan US Smaller Companies 109.83%-14.73%3.11%

ICG Enterprise Trust pays an annual dividend of GBX 37 per share and has a dividend yield of 2.6%. JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. ICG Enterprise Trust pays out -277.2% of its earnings in the form of a dividend. JPMorgan US Smaller Companies pays out -5.1% 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. ICG Enterprise Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

18.6% of ICG Enterprise Trust shares are held by institutional investors. Comparatively, 12.9% of JPMorgan US Smaller Companies shares are held by institutional investors. 0.8% of ICG Enterprise Trust shares are held by company insiders. Comparatively, 0.8% of JPMorgan US Smaller Companies shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, ICG Enterprise Trust had 3 more articles in the media than JPMorgan US Smaller Companies. MarketBeat recorded 3 mentions for ICG Enterprise Trust and 0 mentions for JPMorgan US Smaller Companies. ICG Enterprise Trust's average media sentiment score of 1.55 beat JPMorgan US Smaller Companies' score of 0.00 indicating that ICG Enterprise Trust is being referred to more favorably in the media.

Company Overall Sentiment
ICG Enterprise Trust Very Positive
JPMorgan US Smaller Companies Neutral

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ICG Enterprise Trust
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
JPMorgan US Smaller Companies
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ICG Enterprise Trust£2.98M286.59£32.56M-£13.35N/A
JPMorgan US Smaller Companies-£33.89M-6.91£11.79M-£60.38N/A

Summary

ICG Enterprise Trust beats JPMorgan US Smaller Companies on 12 of the 16 factors compared between the two stocks.

How does JPMorgan US Smaller Companies compare to Polar Capital?

JPMorgan US Smaller Companies (LON:JUSC) and Polar Capital (LON:POLR) are both small-cap asset management industry companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, profitability, dividends, analyst recommendations, risk, media sentiment and institutional ownership.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan US Smaller Companies-£33.89M-6.91£11.79M-£60.38N/A
Polar Capital£222.94M4.12£41.05M£40.0024.28

JPMorgan US Smaller Companies has a net margin of 109.83% compared to Polar Capital's net margin of 16.62%. Polar Capital's return on equity of 30.00% beat JPMorgan US Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan US Smaller Companies109.83% -14.73% 3.11%
Polar Capital 16.62%30.00%14.85%

JPMorgan US Smaller Companies pays an annual dividend of GBX 3.10 per share and has a dividend yield of 0.7%. Polar Capital pays an annual dividend of GBX 46 per share and has a dividend yield of 4.7%. JPMorgan US Smaller Companies pays out -5.1% of its earnings in the form of a dividend. Polar Capital pays out 115.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

12.9% of JPMorgan US Smaller Companies shares are owned by institutional investors. Comparatively, 32.0% of Polar Capital shares are owned by institutional investors. 0.8% of JPMorgan US Smaller Companies shares are owned by company insiders. Comparatively, 12.9% of Polar Capital shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

JPMorgan US Smaller Companies has a beta of 1.1999942, meaning that its stock price is 20% more volatile than the broader market. Comparatively, Polar Capital has a beta of 1.5856521, meaning that its stock price is 59% more volatile than the broader market.

In the previous week, Polar Capital had 6 more articles in the media than JPMorgan US Smaller Companies. MarketBeat recorded 6 mentions for Polar Capital and 0 mentions for JPMorgan US Smaller Companies. Polar Capital's average media sentiment score of 0.52 beat JPMorgan US Smaller Companies' score of 0.00 indicating that Polar Capital is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan US Smaller Companies Neutral
Polar Capital Positive

Polar Capital has a consensus price target of GBX 848.33, suggesting a potential downside of 12.63%. Given Polar Capital's stronger consensus rating and higher probable upside, analysts plainly believe Polar Capital is more favorable than JPMorgan US Smaller Companies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JPMorgan US Smaller Companies
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Polar Capital
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

Polar Capital beats JPMorgan US Smaller Companies on 16 of the 18 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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JUSC vs. The Competition

MetricJPMorgan US Smaller CompaniesAsset Management IndustryFinancial SectorLON Exchange
Market Cap£234.24M£2.43B£6.12B£2.83B
Dividend Yield0.72%6.00%5.23%6.15%
P/E Ratio-7.5962.2230.03366.73
Price / Sales-6.912,088.371,541.9986,226.86
Price / Cash37.0860.3389.3027.87
Price / Book1.061.416.677.72
Net Income£11.79M£265.27M£1.13B£5.89B
7 Day Performance5.04%0.83%0.68%0.72%
1 Month Performance7.89%0.41%1.25%-0.75%
1 Year Performance15.08%8.93%17.38%64.32%

JPMorgan US Smaller Companies Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JUSC
JPMorgan US Smaller Companies
N/AGBX 458
+1.0%
N/A+14.8%£234.24M-£33.89MN/AN/A
JEO
European Opportunities Trust
N/AN/AN/AN/A£886.70M-£62.33MN/AN/A
APEO
abrdn Private Equity Opportunities
N/AN/AN/AN/A£880.29M£80.21M1,435.00N/A
RICA
Ruffer Investment
N/AGBX 292.63
-0.1%
N/A+3.8%£864.62M£44.42M23.21N/A
ICGT
ICG Enterprise Trust
1.4351 of 5 stars
GBX 1,396
-0.6%
N/A+1.7%£849.54M£2.98MN/AN/A

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This page (LON:JUSC) was last updated on 7/3/2026 by MarketBeat.com Staff.
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