Pacific Horizon Investment Trust (PHI) Competitors

GBX 620
+3.00 (+0.49%)
(As of 03:26 PM ET)

PHI vs. BUT, EOT, EWI, THRG, HSL, JLEN, FSG, USA, FEML, and IPX

Should you be buying Pacific Horizon Investment Trust stock or one of its competitors? The main competitors of Pacific Horizon Investment Trust include Brunner (BUT), European Opportunities Trust (EOT), Edinburgh Worldwide Investment Trust (EWI), BlackRock Throgmorton Trust (THRG), Henderson Smaller Companies (HSL), JLEN Environmental Assets Group (JLEN), Foresight Group (FSG), Baillie Gifford US Growth (USA), Fidelity Emerging Markets (FEML), and Impax Asset Management Group (IPX). These companies are all part of the "asset management" industry.

Pacific Horizon Investment Trust vs.

Brunner (LON:BUT) and Pacific Horizon Investment Trust (LON:PHI) 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 community ranking, media sentiment, analyst recommendations, profitability, earnings, valuation, dividends, institutional ownership and risk.

Brunner has a net margin of 76.73% compared to Brunner's net margin of 0.00%. Pacific Horizon Investment Trust's return on equity of 3.90% beat Brunner's return on equity.

Company Net Margins Return on Equity Return on Assets
Brunner76.73% 3.90% 2.63%
Pacific Horizon Investment Trust N/A -9.02%-4.51%

Brunner has a beta of 0.68, indicating that its stock price is 32% less volatile than the S&P 500. Comparatively, Pacific Horizon Investment Trust has a beta of 0.83, indicating that its stock price is 17% less volatile than the S&P 500.

16.5% of Brunner shares are owned by institutional investors. Comparatively, 21.7% of Pacific Horizon Investment Trust shares are owned by institutional investors. 30.4% of Brunner shares are owned by insiders. Comparatively, 0.7% of Pacific Horizon Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Brunner received 39 more outperform votes than Pacific Horizon Investment Trust when rated by MarketBeat users. Likewise, 66.29% of users gave Brunner an outperform vote while only 65.81% of users gave Pacific Horizon Investment Trust an outperform vote.

CompanyUnderperformOutperform
BrunnerOutperform Votes
116
66.29%
Underperform Votes
59
33.71%
Pacific Horizon Investment TrustOutperform Votes
77
65.81%
Underperform Votes
40
34.19%

Brunner has higher revenue and earnings than Pacific Horizon Investment Trust. Pacific Horizon Investment Trust is trading at a lower price-to-earnings ratio than Brunner, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brunner£25.09M22.43£19.25M£0.452,929.78
Pacific Horizon Investment Trust-£38M-14.75-£51.96M-£0.57-1,084.25

In the previous week, Brunner had 9 more articles in the media than Pacific Horizon Investment Trust. MarketBeat recorded 10 mentions for Brunner and 1 mentions for Pacific Horizon Investment Trust. Brunner's average media sentiment score of 1.08 beat Pacific Horizon Investment Trust's score of -0.09 indicating that Pacific Horizon Investment Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brunner
1 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
Pacific Horizon Investment Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brunner
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Pacific Horizon Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Brunner pays an annual dividend of GBX 23 per share and has a dividend yield of 1.7%. Pacific Horizon Investment Trust pays an annual dividend of GBX 3 per share and has a dividend yield of 0.5%. Brunner pays out 5,111.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Pacific Horizon Investment Trust pays out -526.3% of its earnings in the form of a dividend.

Summary

Brunner beats Pacific Horizon Investment Trust on 13 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PHI 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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PHI vs. The Competition

MetricPacific Horizon Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£560.61M£714.87M£2.87B£1.39B
Dividend Yield0.57%13.32%4.68%11.99%
P/E Ratio-1,084.25921.22455.551,720.80
Price / Sales-14.7513,677.872,670.68337,463.34
Price / Cash99.3278.8147.1232.83
Price / Book1.021.751.552.53
Net Income-£51.96M£50.80M£377.38M£179.61M
7 Day Performance1.82%0.75%0.73%1.10%
1 Month Performance7.67%11.24%6.11%9.02%
1 Year Performance10.16%2.61%7.13%19.53%

Pacific Horizon Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BUT
Brunner
0 of 5 stars
GBX 1,280
-1.5%
N/A+23.1%£546.43M£25.09M2,844.44N/APositive News
EOT
European Opportunities Trust
0 of 5 stars
GBX 846
-1.4%
N/A+7.0%£557.94M£77.89M1,301.54N/APositive News
EWI
Edinburgh Worldwide Investment Trust
0 of 5 stars
GBX 140.20
-2.4%
N/A-9.8%£539.21M£-173,850,000.00-298.30N/APositive News
THRG
BlackRock Throgmorton Trust
0 of 5 stars
GBX 572
-2.1%
N/A-0.5%£535.62M£-7,100,000.00-3,575.00N/APositive News
HSL
Henderson Smaller Companies
0 of 5 stars
GBX 762
-2.6%
N/A-5.6%£569.21M£-54,040,000.00-940.74N/ANews Coverage
Gap Down
JLEN
JLEN Environmental Assets Group
1.8287 of 5 stars
GBX 87.60
-0.1%
GBX 126
+43.8%
-26.7%£579.50M£108.44M584.00N/APositive News
FSG
Foresight Group
0 of 5 stars
GBX 447
-4.9%
GBX 560
+25.3%
+7.9%£518.65M£136.28M2,128.57314Dividend Cut
Gap Up
USA
Baillie Gifford US Growth
0 of 5 stars
GBX 192
-2.5%
N/A+40.7%£585.89MN/A-3,840.00N/AGap Down
High Trading Volume
FEML
Fidelity Emerging Markets
0 of 5 stars
GBX 657
-2.5%
N/A+12.8%£598.53M£40.57M5,053.85N/AGap Down
IPX
Impax Asset Management Group
2.7984 of 5 stars
GBX 466.50
-1.7%
GBX 700
+50.1%
-41.3%£598.61M£178.37M1,555.00300Dividend Increase

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This page (LON:PHI) was last updated on 4/23/2024 by MarketBeat.com Staff

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