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Montanaro UK Smaller Companies (MTU) Competitors

Montanaro UK Smaller Companies logo
GBX 111.50 +0.50 (+0.45%)
As of 12:00 PM Eastern
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MTU vs. UEM, NAIT, FSG, PCGH, and JPGI

Should you buy Montanaro UK Smaller Companies stock or one of its competitors? Montanaro UK Smaller Companies's main competitors and comparable companies include Utilico Emerging Markets Trust (UEM), North American Income Trust (NAIT), Foresight Group (FSG), Polar Capital Glb Healthcare (PCGH), and Jpmorgan Global Growth & Income (JPGI). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Montanaro UK Smaller Companies compare to Utilico Emerging Markets Trust?

Utilico Emerging Markets Trust (LON:UEM) and Montanaro UK Smaller Companies (LON:MTU) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, dividends, media sentiment, profitability, analyst recommendations, institutional ownership and risk.

Utilico Emerging Markets Trust has a net margin of 90.43% compared to Montanaro UK Smaller Companies' net margin of -9.15%. Utilico Emerging Markets Trust's return on equity of 21.74% beat Montanaro UK Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Utilico Emerging Markets Trust90.43% 21.74% 7.22%
Montanaro UK Smaller Companies -9.15%-0.08%5.77%

23.2% of Utilico Emerging Markets Trust shares are owned by institutional investors. Comparatively, 10.4% of Montanaro UK Smaller Companies shares are owned by institutional investors. 1.7% of Utilico Emerging Markets Trust shares are owned by insiders. Comparatively, 0.5% of Montanaro UK Smaller Companies shares are owned 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.

Utilico Emerging Markets Trust has a beta of 0.388, indicating that its stock price is 61% less volatile than the broader market. Comparatively, Montanaro UK Smaller Companies has a beta of 1.225, indicating that its stock price is 23% more volatile than the broader market.

Montanaro UK Smaller Companies has lower revenue, but higher earnings than Utilico Emerging Markets Trust. Montanaro UK Smaller Companies is trading at a lower price-to-earnings ratio than Utilico Emerging Markets Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Utilico Emerging Markets Trust£121.37M4.03£20.98M£63.984.42
Montanaro UK Smaller Companies£620K199.40£26.33M-£0.09N/A

Utilico Emerging Markets Trust pays an annual dividend of GBX 9.49 per share and has a dividend yield of 3.4%. Montanaro UK Smaller Companies pays an annual dividend of GBX 6.60 per share and has a dividend yield of 5.9%. Utilico Emerging Markets Trust pays out 14.8% of its earnings in the form of a dividend. Montanaro UK Smaller Companies pays out -7,333.3% 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. Montanaro UK Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Utilico Emerging Markets Trust had 1 more articles in the media than Montanaro UK Smaller Companies. MarketBeat recorded 1 mentions for Utilico Emerging Markets Trust and 0 mentions for Montanaro UK Smaller Companies. Utilico Emerging Markets Trust's average media sentiment score of 1.38 beat Montanaro UK Smaller Companies' score of 0.00 indicating that Utilico Emerging Markets Trust is being referred to more favorably in the media.

Company Overall Sentiment
Utilico Emerging Markets Trust Positive
Montanaro UK Smaller Companies Neutral

Summary

Utilico Emerging Markets Trust beats Montanaro UK Smaller Companies on 10 of the 15 factors compared between the two stocks.

How does Montanaro UK Smaller Companies compare to North American Income Trust?

North American Income Trust (LON:NAIT) and Montanaro UK Smaller Companies (LON:MTU) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, valuation, earnings, analyst recommendations, profitability, risk and dividends.

North American Income Trust has a beta of 0.867, indicating that its stock price is 13% less volatile than the broader market. Comparatively, Montanaro UK Smaller Companies has a beta of 1.225, indicating that its stock price is 23% more volatile than the broader market.

North American Income 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 North American Income Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
North American Income Trust£37.87M12.94£49.67M£29.3414.56
Montanaro UK Smaller Companies£620K199.40£26.33M-£0.09N/A

North American Income Trust has a net margin of 94.06% compared to Montanaro UK Smaller Companies' net margin of -9.15%. North American Income Trust's return on equity of 21.05% beat Montanaro UK Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
North American Income Trust94.06% 21.05% -0.86%
Montanaro UK Smaller Companies -9.15%-0.08%5.77%

3.9% of North American Income Trust shares are held by institutional investors. Comparatively, 10.4% of Montanaro UK Smaller Companies shares are held by institutional investors. 1.0% of North American Income Trust shares are held by insiders. Comparatively, 0.5% of Montanaro UK Smaller Companies shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. Montanaro UK Smaller Companies pays an annual dividend of GBX 6.60 per share and has a dividend yield of 5.9%. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. Montanaro UK Smaller Companies pays out -7,333.3% 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. Montanaro UK Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, North American Income Trust had 1 more articles in the media than Montanaro UK Smaller Companies. MarketBeat recorded 1 mentions for North American Income Trust and 0 mentions for Montanaro UK Smaller Companies. North American Income Trust's average media sentiment score of 1.13 beat Montanaro UK Smaller Companies' score of 0.00 indicating that North American Income Trust is being referred to more favorably in the media.

Company Overall Sentiment
North American Income Trust Positive
Montanaro UK Smaller Companies Neutral

Summary

North American Income Trust beats Montanaro UK Smaller Companies on 9 of the 15 factors compared between the two stocks.

How does Montanaro UK Smaller Companies compare to Foresight Group?

Foresight Group (LON:FSG) and Montanaro UK Smaller Companies (LON:MTU) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, analyst recommendations, earnings, media sentiment, profitability, valuation, risk and institutional ownership.

Foresight Group has a net margin of 25.91% compared to Montanaro UK Smaller Companies' net margin of -9.15%. Foresight Group's return on equity of 46.72% beat Montanaro UK Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Foresight Group25.91% 46.72% 15.09%
Montanaro UK Smaller Companies -9.15%-0.08%5.77%

Foresight Group pays an annual dividend of GBX 24.90 per share and has a dividend yield of 5.5%. Montanaro UK Smaller Companies pays an annual dividend of GBX 6.60 per share and has a dividend yield of 5.9%. Foresight Group pays out 65.9% of its earnings in the form of a dividend. Montanaro UK Smaller Companies pays out -7,333.3% 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. Montanaro UK Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

Foresight Group has a beta of 0.61, indicating that its share price is 39% less volatile than the broader market. Comparatively, Montanaro UK Smaller Companies has a beta of 1.225, indicating that its share price is 23% more volatile than the broader market.

39.8% of Foresight Group shares are owned by institutional investors. Comparatively, 10.4% of Montanaro UK Smaller Companies shares are owned by institutional investors. 33.5% of Foresight Group shares are owned by company insiders. Comparatively, 0.5% of Montanaro UK Smaller Companies 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.

Montanaro UK Smaller Companies has lower revenue, but higher earnings than Foresight Group. Montanaro UK Smaller Companies is trading at a lower price-to-earnings ratio than Foresight Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Foresight Group£164.92M3.06£25.54M£37.8012.06
Montanaro UK Smaller Companies£620K199.40£26.33M-£0.09N/A

In the previous week, Foresight Group had 4 more articles in the media than Montanaro UK Smaller Companies. MarketBeat recorded 4 mentions for Foresight Group and 0 mentions for Montanaro UK Smaller Companies. Foresight Group's average media sentiment score of 0.29 beat Montanaro UK Smaller Companies' score of 0.00 indicating that Foresight Group is being referred to more favorably in the media.

Company Overall Sentiment
Foresight Group Neutral
Montanaro UK Smaller Companies Neutral

Foresight Group currently has a consensus target price of GBX 554, indicating a potential upside of 21.49%. Given Foresight Group's stronger consensus rating and higher probable upside, equities research analysts clearly believe Foresight Group is more favorable than Montanaro UK Smaller Companies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Foresight Group
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80
Montanaro UK Smaller Companies
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Foresight Group beats Montanaro UK Smaller Companies on 13 of the 18 factors compared between the two stocks.

How does Montanaro UK Smaller Companies compare to Polar Capital Glb Healthcare?

Montanaro UK Smaller Companies (LON:MTU) and Polar Capital Glb Healthcare (LON:PCGH) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, valuation, institutional ownership, risk, media sentiment, earnings, dividends and profitability.

Montanaro UK Smaller Companies pays an annual dividend of GBX 6.60 per share and has a dividend yield of 5.9%. Polar Capital Glb Healthcare pays an annual dividend of GBX 2.20 per share and has a dividend yield of 0.5%. Montanaro UK Smaller Companies pays out -7,333.3% of its earnings in the form of a dividend. Polar Capital Glb Healthcare pays out 5.3% 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. Montanaro UK Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

Polar Capital Glb Healthcare has higher revenue and earnings than Montanaro UK Smaller Companies. Montanaro UK Smaller Companies is trading at a lower price-to-earnings ratio than Polar Capital Glb Healthcare, 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£620K199.40£26.33M-£0.09N/A
Polar Capital Glb Healthcare£48.41M9.50£77.59M£41.7610.21

In the previous week, Montanaro UK Smaller Companies' average media sentiment score of 0.00 equaled Polar Capital Glb Healthcare'saverage media sentiment score.

Company Overall Sentiment
Montanaro UK Smaller Companies Neutral
Polar Capital Glb Healthcare Neutral

Montanaro UK Smaller Companies has a beta of 1.225, meaning that its share price is 23% more volatile than the broader market. Comparatively, Polar Capital Glb Healthcare has a beta of 0.605, meaning that its share price is 40% less volatile than the broader market.

10.4% of Montanaro UK Smaller Companies shares are held by institutional investors. Comparatively, 5.8% of Polar Capital Glb Healthcare shares are held by institutional investors. 0.5% of Montanaro UK Smaller Companies shares are held by company insiders. Comparatively, 0.2% of Polar Capital Glb Healthcare shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Polar Capital Glb Healthcare has a net margin of 87.94% compared to Montanaro UK Smaller Companies' net margin of -9.15%. Polar Capital Glb Healthcare's return on equity of 11.29% beat Montanaro UK Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Montanaro UK Smaller Companies-9.15% -0.08% 5.77%
Polar Capital Glb Healthcare 87.94%11.29%N/A

Summary

Montanaro UK Smaller Companies beats Polar Capital Glb Healthcare on 7 of the 13 factors compared between the two stocks.

How does Montanaro UK Smaller Companies compare to Jpmorgan Global Growth & Income?

Jpmorgan Global Growth & Income (LON:JPGI) and Montanaro UK Smaller Companies (LON:MTU) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, media sentiment, earnings, analyst recommendations, institutional ownership, risk, profitability and dividends.

Montanaro UK Smaller Companies has lower revenue, but higher earnings than Jpmorgan Global Growth & Income. Montanaro UK Smaller Companies is trading at a lower price-to-earnings ratio than Jpmorgan Global Growth & Income, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jpmorgan Global Growth & Income£93.27M0.00N/A£67.80N/A
Montanaro UK Smaller Companies£620K199.40£26.33M-£0.09N/A

Jpmorgan Global Growth & Income has a net margin of 0.00% compared to Montanaro UK Smaller Companies' net margin of -9.15%. Jpmorgan Global Growth & Income's return on equity of 0.00% beat Montanaro UK Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Jpmorgan Global Growth & IncomeN/A N/A N/A
Montanaro UK Smaller Companies -9.15%-0.08%5.77%

Jpmorgan Global Growth & Income pays an annual dividend of GBX 0.13 per share. Montanaro UK Smaller Companies pays an annual dividend of GBX 6.60 per share and has a dividend yield of 5.9%. Jpmorgan Global Growth & Income pays out 0.2% of its earnings in the form of a dividend. Montanaro UK Smaller Companies pays out -7,333.3% 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. Montanaro UK Smaller Companies is clearly the better dividend stock, given its higher yield and lower payout ratio.

10.4% of Montanaro UK Smaller Companies shares are owned by institutional investors. 0.5% of Montanaro UK Smaller Companies shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, Jpmorgan Global Growth & Income's average media sentiment score of 0.00 equaled Montanaro UK Smaller Companies'average media sentiment score.

Company Overall Sentiment
Jpmorgan Global Growth & Income Neutral
Montanaro UK Smaller Companies Neutral

Summary

Jpmorgan Global Growth & Income and Montanaro UK Smaller Companies tied by winning 5 of the 10 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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MTU vs. The Competition

Export
MetricMontanaro UK Smaller CompaniesCapital Markets IndustryFinance SectorLON Exchange
Market Cap£123.63M£5.15B£13.32B£2.80B
Dividend Yield5.78%7.55%6.03%6.18%
P/E Ratio-1,238.8929.3224.46366.17
Price / Sales199.401,256.39505.8789,425.29
Price / Cash16.2047.7747.4527.89
Price / Book0.923.492.706.83
Net Income£26.33M£417.69M£1.32B£5.89B
7 Day Performance0.45%-0.74%-1.04%-0.75%
1 Month Performance1.09%5.21%0.99%16.84%
1 Year Performance12.13%3.31%8.15%16.40%

Montanaro UK Smaller Companies Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MTU
Montanaro UK Smaller Companies
N/AGBX 111.50
+0.5%		N/A+12.0%£123.63M£620KN/AN/A
UEM
Utilico Emerging Markets Trust
N/AGBX 282
-0.4%		N/A+9.8%£487.23M£121.37M4.41N/A
NAIT
North American Income Trust
N/AGBX 424
-1.0%		N/A+18.7%£486.26M£37.87M14.45N/A
FSG
Foresight Group
3.9382 of 5 stars		GBX 434.50
+0.9%		GBX 554
+27.5%		-4.4%£480.24M£164.92M11.49314
PCGH
Polar Capital Glb Healthcare
N/AGBX 439.50
+0.2%		N/A+19.1%£474.00M£48.41M10.52N/A

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This page (LON:MTU) was last updated on 10/2/2026 by MarketBeat.com Staff.
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