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Montanaro UK Smaller Companies (MTU) Competitors

Montanaro UK Smaller Companies logo
GBX 103.11 -0.89 (-0.86%)
As of 11:20 AM Eastern

MTU vs. BGFD, JII, CORD, SOI, PEY, HET, GCP, PCFT, FEML, and JEDT

Should you be buying Montanaro UK Smaller Companies stock or one of its competitors? The main competitors of Montanaro UK Smaller Companies include The Baillie Gifford Japan Trust (BGFD), JPMorgan Indian (JII), Cordiant Digital Infrastructure (CORD), Schroder Oriental Income (SOI), Princess Private Equity (PEY), Henderson European Trust (HET), GCP Infrastructure Investments (GCP), Polar Capital Global Financials (PCFT), Fidelity Emerging Markets (FEML), and JPMorgan European Discovery (JEDT). These companies are all part of the "asset management" industry.

Montanaro UK Smaller Companies vs.

Montanaro UK Smaller Companies (LON:MTU) and The Baillie Gifford Japan Trust (LON:BGFD) are both small-cap financial services companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, institutional ownership, valuation, risk, analyst recommendations, community ranking, profitability, dividends and earnings.

Montanaro UK Smaller Companies pays an annual dividend of GBX 5 per share and has a dividend yield of 4.8%. The Baillie Gifford Japan Trust pays an annual dividend of GBX 10 per share and has a dividend yield of 1.3%. Montanaro UK Smaller Companies pays out 31.7% of its earnings in the form of a dividend. The Baillie Gifford Japan Trust pays out 13.9% 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.

The Baillie Gifford Japan Trust has higher revenue and earnings than Montanaro UK Smaller Companies. Montanaro UK Smaller Companies is trading at a lower price-to-earnings ratio than The Baillie Gifford Japan Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Montanaro UK Smaller Companies£28.80M5.96£26.33M£15.796.53
The Baillie Gifford Japan Trust£69.20M9.87£65.49M£72.1210.37

The Baillie Gifford Japan Trust received 1 more outperform votes than Montanaro UK Smaller Companies when rated by MarketBeat users. However, 68.32% of users gave Montanaro UK Smaller Companies an outperform vote while only 58.33% of users gave The Baillie Gifford Japan Trust an outperform vote.

CompanyUnderperformOutperform
Montanaro UK Smaller CompaniesOutperform Votes
69
68.32%
Underperform Votes
32
31.68%
The Baillie Gifford Japan TrustOutperform Votes
70
58.33%
Underperform Votes
50
41.67%

78.5% of Montanaro UK Smaller Companies shares are held by institutional investors. Comparatively, 61.7% of The Baillie Gifford Japan Trust shares are held by institutional investors. 0.2% of Montanaro UK Smaller Companies shares are held by insiders. Comparatively, 1.5% of The Baillie Gifford Japan Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Montanaro UK Smaller Companies has a beta of 0.98, indicating that its share price is 2% less volatile than the S&P 500. Comparatively, The Baillie Gifford Japan Trust has a beta of 0.73, indicating that its share price is 27% less volatile than the S&P 500.

The Baillie Gifford Japan Trust has a net margin of 94.64% compared to Montanaro UK Smaller Companies' net margin of 91.45%. Montanaro UK Smaller Companies' return on equity of 13.16% beat The Baillie Gifford Japan Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Montanaro UK Smaller Companies91.45% 13.16% 5.77%
The Baillie Gifford Japan Trust 94.64%8.49%0.31%

In the previous week, Montanaro UK Smaller Companies had 1 more articles in the media than The Baillie Gifford Japan Trust. MarketBeat recorded 2 mentions for Montanaro UK Smaller Companies and 1 mentions for The Baillie Gifford Japan Trust. The Baillie Gifford Japan Trust's average media sentiment score of 1.58 beat Montanaro UK Smaller Companies' score of 0.00 indicating that The Baillie Gifford Japan Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Montanaro UK Smaller Companies
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
The Baillie Gifford Japan 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

Summary

The Baillie Gifford Japan Trust beats Montanaro UK Smaller Companies on 10 of the 17 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 {thisCompany.Symbol} 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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MTU vs. The Competition

MetricMontanaro UK Smaller CompaniesAsset Management IndustryFinancial SectorLON Exchange
Market Cap£171.52M£1.19B£5.34B£2.65B
Dividend Yield0.05%4.41%4.18%5.05%
P/E Ratio6.5321.8112.79133.43
Price / Sales5.962,357.041,732.87228,589.14
Price / Cash16.2060.4649.7128.02
Price / Book0.851.151.343.79
Net Income£26.33M£263.32M£1.22B£5.88B
7 Day Performance-0.38%-0.05%0.47%0.41%
1 Month Performance10.40%17.91%11.21%21.88%
1 Year Performance-4.53%2.08%13.05%120.83%

Montanaro UK Smaller Companies Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MTU
Montanaro UK Smaller Companies
N/AGBX 103.11
-0.9%
N/A-4.6%£171.52M£28.80M6.53N/ANews Coverage
High Trading Volume
BGFD
The Baillie Gifford Japan Trust
N/AGBX 749
-0.1%
N/A+1.9%£683.64M£69.20M10.39N/A
JII
JPMorgan Indian
N/AGBX 1,016
-0.6%
N/A+12.9%£680.59M£163.61M5.64N/ANews Coverage
CORD
Cordiant Digital Infrastructure
N/AGBX 85.40
+1.2%
N/A+21.6%£658.22M£103.12M0.78N/A
SOI
Schroder Oriental Income
0.9856 of 5 stars
GBX 276
+0.2%
N/A+1.5%£641.77M£119.46M6.05180News Coverage
Earnings Report
Analyst Forecast
PEY
Princess Private Equity
N/AGBX 9.26
-0.2%
N/A-13.1%£640.34M£5.19B28.02N/A
HET
Henderson European Trust
N/AGBX 191.60
+0.2%
N/AN/A£635.37M£75.38M563.53N/ANews Coverage
Positive News
Dividend Announcement
GCP
GCP Infrastructure Investments
N/AGBX 70.30
-1.0%
N/A-7.8%£630.96M£74.34M40.461,950
PCFT
Polar Capital Global Financials
N/AGBX 206.50
+1.0%
N/A+22.2%£629.63M£125.99M5.50N/ANews Coverage
FEML
Fidelity Emerging Markets
N/AGBX 729
+0.3%
N/A+2.9%£623.31M£41.50M5.98N/A
JEDT
JPMorgan European Discovery
N/AGBX 531.97
+0.2%
N/A+13.9%£617.51M£106.93M6.37N/ANews Coverage
High Trading Volume

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This page (LON:MTU) was last updated on 5/22/2025 by MarketBeat.com Staff
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