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New Star Investment Trust (NSI) Competitors

New Star Investment Trust logo
GBX 137 0.00 (0.00%)
As of 03:15 AM Eastern
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NSI vs. FAS, PCFT, BHIU, JAGI, and CHIU

Should you buy New Star Investment Trust stock or one of its competitors? New Star Investment Trust's main competitors and comparable companies include Fidelity Asian Values (FAS), Polar Capital Global Financials (PCFT), BMO UK High Income Trust (BHIU), JPMorgan Asia Growth & Income (JAGI), and CT UK High Income Trust (CHIU). 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 New Star Investment Trust compare to Fidelity Asian Values?

Fidelity Asian Values (LON:FAS) and New Star Investment Trust (LON:NSI) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their valuation, institutional ownership, analyst recommendations, risk, profitability, dividends, earnings and media sentiment.

In the previous week, Fidelity Asian Values had 1 more articles in the media than New Star Investment Trust. MarketBeat recorded 1 mentions for Fidelity Asian Values and 0 mentions for New Star Investment Trust. Fidelity Asian Values' average media sentiment score of 1.29 beat New Star Investment Trust's score of 0.00 indicating that Fidelity Asian Values is being referred to more favorably in the media.

Company Overall Sentiment
Fidelity Asian Values Positive
New Star Investment Trust Neutral

Fidelity Asian Values has a beta of 0.622, indicating that its stock price is 38% less volatile than the broader market. Comparatively, New Star Investment Trust has a beta of 0.12306629, indicating that its stock price is 88% less volatile than the broader market.

New Star Investment Trust has lower revenue, but higher earnings than Fidelity Asian Values. Fidelity Asian Values 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
Fidelity Asian Values£76.78M5.05£11.42M£110.005.61
New Star Investment Trust£13.67M7.12£15.76M£18.647.35

Fidelity Asian Values pays an annual dividend of GBX 20.50 per share and has a dividend yield of 3.3%. New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.6%. Fidelity Asian Values pays out 18.6% of its earnings in the form of a dividend. New Star Investment Trust pays out 19.0% 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. Fidelity Asian Values is clearly the better dividend stock, given its higher yield and lower payout ratio.

New Star Investment Trust has a net margin of 1,605.21% compared to Fidelity Asian Values' net margin of 87.46%. Fidelity Asian Values' return on equity of 17.85% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Asian Values87.46% 17.85% 0.25%
New Star Investment Trust 1,605.21%10.51%1.81%

8.4% of Fidelity Asian Values shares are held by institutional investors. Comparatively, 0.1% of New Star Investment Trust shares are held by institutional investors. 0.2% of Fidelity Asian Values shares are held by insiders. Comparatively, 63.1% of New Star Investment Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Fidelity Asian Values beats New Star Investment Trust on 9 of the 15 factors compared between the two stocks.

How does New Star Investment Trust compare to Polar Capital Global Financials?

New Star Investment Trust (LON:NSI) and Polar Capital Global Financials (LON:PCFT) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, media sentiment, dividends, profitability, valuation and earnings.

In the previous week, New Star Investment Trust's average media sentiment score of 0.00 equaled Polar Capital Global Financials'average media sentiment score.

Company Overall Sentiment
New Star Investment Trust Neutral
Polar Capital Global Financials Neutral

New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.6%. Polar Capital Global Financials pays an annual dividend of GBX 7.49 per share and has a dividend yield of 3.0%. New Star Investment Trust pays out 19.0% of its earnings in the form of a dividend. Polar Capital Global Financials pays out 29.7% 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.

Polar Capital Global Financials has higher revenue and earnings than New Star Investment Trust. New Star Investment Trust is trading at a lower price-to-earnings ratio than Polar Capital Global Financials, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Star Investment Trust£13.67M7.12£15.76M£18.647.35
Polar Capital Global Financials£50.22M7.86£115.21M£25.269.95

New Star Investment Trust has a net margin of 1,605.21% compared to Polar Capital Global Financials' net margin of 611.08%. Polar Capital Global Financials' return on equity of 12.90% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
New Star Investment Trust1,605.21% 10.51% 1.81%
Polar Capital Global Financials 611.08%12.90%12.59%

New Star Investment Trust has a beta of 0.12306629, suggesting that its stock price is 88% less volatile than the broader market. Comparatively, Polar Capital Global Financials has a beta of 1.044, suggesting that its stock price is 4% more volatile than the broader market.

0.1% of New Star Investment Trust shares are owned by institutional investors. Comparatively, 5.8% of Polar Capital Global Financials shares are owned by institutional investors. 63.1% of New Star Investment Trust shares are owned by company insiders. Comparatively, 0.2% of Polar Capital Global Financials shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

Polar Capital Global Financials beats New Star Investment Trust on 10 of the 13 factors compared between the two stocks.

How does New Star Investment Trust compare to BMO UK High Income Trust?

BMO UK High Income Trust (LON:BHIU) and New Star Investment Trust (LON:NSI) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their media sentiment, risk, valuation, earnings, dividends, institutional ownership, profitability and analyst recommendations.

New Star Investment Trust has higher revenue and earnings than BMO UK High Income Trust. BMO UK High Income Trust 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
BMO UK High Income Trust£3.93M0.00N/A£0.02N/A
New Star Investment Trust£13.67M7.12£15.76M£18.647.35

In the previous week, BMO UK High Income Trust's average media sentiment score of 0.00 equaled New Star Investment Trust'saverage media sentiment score.

Company Overall Sentiment
BMO UK High Income Trust Neutral
New Star Investment Trust Neutral

New Star Investment Trust has a net margin of 1,605.21% compared to BMO UK High Income Trust's net margin of 0.00%. New Star Investment Trust's return on equity of 10.51% beat BMO UK High Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
BMO UK High Income TrustN/A N/A N/A
New Star Investment Trust 1,605.21%10.51%1.81%

0.1% of New Star Investment Trust shares are held by institutional investors. 63.1% of New Star Investment Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

New Star Investment Trust beats BMO UK High Income Trust on 7 of the 8 factors compared between the two stocks.

How does New Star Investment Trust compare to JPMorgan Asia Growth & Income?

New Star Investment Trust (LON:NSI) and JPMorgan Asia Growth & Income (LON:JAGI) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, risk, institutional ownership, valuation, dividends, media sentiment and earnings.

New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.6%. JPMorgan Asia Growth & Income pays an annual dividend of GBX 26.70 per share and has a dividend yield of 4.7%. New Star Investment Trust pays out 19.0% of its earnings in the form of a dividend. JPMorgan Asia Growth & Income pays out 24.0% 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.

New Star Investment Trust has a beta of 0.12306629, suggesting that its stock price is 88% less volatile than the broader market. Comparatively, JPMorgan Asia Growth & Income has a beta of 0.938, suggesting that its stock price is 6% less volatile than the broader market.

In the previous week, New Star Investment Trust's average media sentiment score of 0.00 equaled JPMorgan Asia Growth & Income'saverage media sentiment score.

Company Overall Sentiment
New Star Investment Trust Neutral
JPMorgan Asia Growth & Income Neutral

JPMorgan Asia Growth & Income has higher revenue and earnings than New Star Investment Trust. JPMorgan Asia Growth & Income 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
New Star Investment Trust£13.67M7.12£15.76M£18.647.35
JPMorgan Asia Growth & Income£81.06M4.75£35.93M£111.225.14

0.1% of New Star Investment Trust shares are held by institutional investors. Comparatively, 3.7% of JPMorgan Asia Growth & Income shares are held by institutional investors. 63.1% of New Star Investment Trust shares are held by company insiders. Comparatively, 0.3% of JPMorgan Asia Growth & Income shares are held by company 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.

New Star Investment Trust has a net margin of 1,605.21% compared to JPMorgan Asia Growth & Income's net margin of 124.80%. JPMorgan Asia Growth & Income's return on equity of 24.01% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
New Star Investment Trust1,605.21% 10.51% 1.81%
JPMorgan Asia Growth & Income 124.80%24.01%-0.23%

Summary

JPMorgan Asia Growth & Income beats New Star Investment Trust on 7 of the 13 factors compared between the two stocks.

How does New Star Investment Trust compare to CT UK High Income Trust?

CT UK High Income Trust (LON:CHIU) and New Star Investment Trust (LON:NSI) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, profitability, institutional ownership, earnings, media sentiment, valuation, risk and analyst recommendations.

CT UK High Income Trust has a beta of 0.7, suggesting that its share price is 30% less volatile than the broader market. Comparatively, New Star Investment Trust has a beta of 0.12306629, suggesting that its share price is 88% less volatile than the broader market.

In the previous week, CT UK High Income Trust's average media sentiment score of 0.00 equaled New Star Investment Trust'saverage media sentiment score.

Company Overall Sentiment
CT UK High Income Trust Neutral
New Star Investment Trust Neutral

CT UK High Income Trust pays an annual dividend of GBX 15 per share. New Star Investment Trust pays an annual dividend of GBX 3.55 per share and has a dividend yield of 2.6%. CT UK High Income Trust pays out 16,666.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Star Investment Trust pays out 19.0% of its earnings in the form of a dividend. New Star Investment Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

0.1% of New Star Investment Trust shares are held by institutional investors. 63.1% of New Star Investment Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

New Star Investment Trust has higher revenue and earnings than CT UK High Income Trust. CT UK High Income Trust 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
CT UK High Income Trust£12.28M0.00£10.59M£0.09N/A
New Star Investment Trust£13.67M7.12£15.76M£18.647.35

New Star Investment Trust has a net margin of 1,605.21% compared to CT UK High Income Trust's net margin of 86.27%. CT UK High Income Trust's return on equity of 10.97% beat New Star Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
CT UK High Income Trust86.27% 10.97% 6.44%
New Star Investment Trust 1,605.21%10.51%1.81%

Summary

New Star Investment Trust beats CT UK High Income Trust on 8 of the 12 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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NSI vs. The Competition

Export
MetricNew Star Investment TrustCapital Markets IndustryFinance SectorLON Exchange
Market Cap£97.30M£5.48B£14.01B£2.87B
Dividend Yield2.54%7.50%5.95%6.25%
P/E Ratio7.3530.5325.68367.01
Price / Sales7.121,235.37508.4589,770.16
Price / Cash3.5447.9230.3027.89
Price / Book0.713.532.756.30
Net Income£15.76M£417.39M£1.32B£5.89B
7 Day Performance-2.76%-1.53%-1.12%-1.03%
1 Month Performance-3.03%-1.92%-0.23%-0.59%
1 Year Performance23.42%2.43%8.34%19.59%

New Star Investment Trust Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NSI
New Star Investment Trust
N/AGBX 137
flat		N/A+23.4%£97.30M£13.67M7.35N/A
FAS
Fidelity Asian Values
N/AGBX 626
-0.9%		N/A+6.1%£392.63M£76.78M5.69N/A
PCFT
Polar Capital Global Financials
N/AGBX 250
flat		N/A+19.4%£392.53M£50.22M9.90N/A
BHIU
BMO UK High Income Trust
N/AN/AN/AN/A£391.68M£3.93M16,900.00N/A
JAGI
JPMorgan Asia Growth & Income
N/AGBX 580
-1.4%		N/A+38.4%£390.47M£81.06M5.21N/A

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This page (LON:NSI) was last updated on 9/14/2026 by MarketBeat.com Staff.
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