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New Star Investment Trust (NSI) Competitors

New Star Investment Trust logo
GBX 107 -3.50 (-3.17%)
As of 06/12/2025 03:28 AM Eastern

NSI vs. BGS, GSF, AEMC, FEET, BCI, BPET, AAIF, MTE, EAT, and HHI

Should you be buying New Star Investment Trust stock or one of its competitors? The main competitors of New Star Investment Trust include Baillie Gifford Shin Nippon (BGS), Gore Street Energy Storage Fund (GSF), Aberdeen Emerging Markets Investment (AEMC), Fundsmith Emerging Equities Trust (FEET), BMO Capital and Income Investment Trust (BCI), BMO Private Equity Trust (BPET), abrdn Asian Income Fund (AAIF), Montanaro European Smaller (MTE), European Assets Trust (EAT), and Henderson High Income Trust (HHI). These companies are all part of the "asset management" industry.

New Star Investment Trust vs. Its Competitors

Baillie Gifford Shin Nippon (LON:BGS) and New Star Investment Trust (LON:NSI) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, community ranking, media sentiment, analyst recommendations, risk, dividends and valuation.

New Star Investment Trust has higher revenue and earnings than Baillie Gifford Shin Nippon. Baillie Gifford Shin Nippon is trading at a lower price-to-earnings ratio than New Star Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Baillie Gifford Shin Nippon-£54.25M-6.15-£55.32M-£19.77-6.05
New Star Investment Trust£16.99M4.80£15.76M£19.275.55

28.4% of Baillie Gifford Shin Nippon shares are owned by institutional investors. Comparatively, 1.3% of New Star Investment Trust shares are owned by institutional investors. 0.9% of Baillie Gifford Shin Nippon shares are owned by insiders. Comparatively, 76.1% of New Star Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Baillie Gifford Shin Nippon received 85 more outperform votes than New Star Investment Trust when rated by MarketBeat users. Likewise, 62.05% of users gave Baillie Gifford Shin Nippon an outperform vote while only 54.55% of users gave New Star Investment Trust an outperform vote.

CompanyUnderperformOutperform
Baillie Gifford Shin NipponOutperform Votes
103
62.05%
Underperform Votes
63
37.95%
New Star Investment TrustOutperform Votes
18
54.55%
Underperform Votes
15
45.45%

Baillie Gifford Shin Nippon has a net margin of 101.98% compared to New Star Investment Trust's net margin of 92.75%. New Star Investment Trust's return on equity of 11.02% beat Baillie Gifford Shin Nippon's return on equity.

Company Net Margins Return on Equity Return on Assets
Baillie Gifford Shin Nippon101.98% -13.81% -7.19%
New Star Investment Trust 92.75%11.02%1.81%

Baillie Gifford Shin Nippon pays an annual dividend of GBX 1 per share and has a dividend yield of 0.8%. New Star Investment Trust pays an annual dividend of GBX 3 per share and has a dividend yield of 2.8%. Baillie Gifford Shin Nippon pays out -5.1% of its earnings in the form of a dividend. New Star Investment Trust pays out 15.6% 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.

Baillie Gifford Shin Nippon has a beta of 0.6, indicating that its share price is 40% less volatile than the S&P 500. Comparatively, New Star Investment Trust has a beta of 0.3, indicating that its share price is 70% less volatile than the S&P 500.

In the previous week, Baillie Gifford Shin Nippon had 2 more articles in the media than New Star Investment Trust. MarketBeat recorded 2 mentions for Baillie Gifford Shin Nippon and 0 mentions for New Star Investment Trust. Baillie Gifford Shin Nippon's average media sentiment score of 0.39 beat New Star Investment Trust's score of 0.00 indicating that Baillie Gifford Shin Nippon is being referred to more favorably in the media.

Company Overall Sentiment
Baillie Gifford Shin Nippon Neutral
New Star Investment Trust Neutral

Summary

New Star Investment Trust beats Baillie Gifford Shin Nippon on 9 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 NSI 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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NSI vs. The Competition

MetricNew Star Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£81.55M£1.20B£5.65B£2.91B
Dividend Yield0.24%4.34%4.13%4.90%
P/E Ratio5.5521.4612.64124.58
Price / Sales4.802,395.061,712.50248,060.33
Price / Cash3.5460.8149.9228.07
Price / Book0.551.163.154.64
Net Income£15.76M£264.77M£1.23B£5.91B
7 Day Performance-1.83%11.89%6.03%12.08%
1 Month Performance-0.47%29.56%15.51%22.36%
1 Year Performance-5.31%4.88%14.45%77.35%

New Star Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NSI
New Star Investment Trust
N/AGBX 107
-3.2%
N/A-6.1%£81.55M£16.99M5.55N/AGap Down
BGS
Baillie Gifford Shin Nippon
N/AGBX 118.20
+0.3%
N/A+8.2%£329.98M-£54.25M-5.983,080News Coverage
GSF
Gore Street Energy Storage Fund
N/AGBX 63.80
-2.0%
N/A-12.0%£328.84M£7.38M-55.14N/ANews Coverage
Positive News
High Trading Volume
AEMC
Aberdeen Emerging Markets Investment
N/AN/AN/AN/A£328.65M£132.92M2.55N/A
FEET
Fundsmith Emerging Equities Trust
N/AN/AN/AN/A£325.97MN/A2,296.30N/AHigh Trading Volume
BCI
BMO Capital and Income Investment Trust
N/AN/AN/AN/A£324.01M£29.78M1,208.00N/ANews Coverage
High Trading Volume
BPET
BMO Private Equity Trust
N/AN/AN/AN/A£323.86M£147.54M248.86N/A
AAIF
abrdn Asian Income Fund
N/AGBX 217
+1.4%
N/A+4.7%£323.85M£49.66M7.67N/A
MTE
Montanaro European Smaller
N/AGBX 170.24
+1.0%
N/A+20.1%£323.82M£57.06M6.19N/ANews Coverage
Positive News
High Trading Volume
EAT
European Assets Trust
N/AGBX 88.40
+1.1%
N/A-3.1%£317.92M£35.04M11.38N/A
HHI
Henderson High Income Trust
N/AGBX 182.50
+1.0%
N/A+13.1%£315.37M£39.56M9.27N/APositive News

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