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Pacific Horizon Investment Trust (PHI) Competitors

Pacific Horizon Investment Trust logo
GBX 1,120 -2.00 (-0.18%)
As of 09/11/2026 12:44 PM Eastern

PHI vs. PHLL, JGGI, RCP, CTY, and TEM

Should you buy Pacific Horizon Investment Trust stock or one of its competitors? Pacific Horizon Investment Trust's main competitors and comparable companies include Petershill Partners (PHLL), JPMorgan Global Growth & Income (JGGI), RIT Capital Partners (RCP), City of London (CTY), and Templeton Emerging Markets Investment Trust (TEM). 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 Pacific Horizon Investment Trust compare to Petershill Partners?

Petershill Partners (LON:PHLL) and Pacific Horizon Investment Trust (LON:PHI) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, profitability, analyst recommendations, valuation, institutional ownership, media sentiment, dividends and risk.

Pacific Horizon Investment Trust has a net margin of 97.19% compared to Petershill Partners' net margin of 67.97%. Pacific Horizon Investment Trust's return on equity of 34.20% beat Petershill Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Petershill Partners67.97% 16.42% 5.95%
Pacific Horizon Investment Trust 97.19%34.20%3.98%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Petershill Partners£1.15B2.93£420.55M£86.433.59
Pacific Horizon Investment Trust£243.03M3.58£26.66M£288.483.88

3.7% of Petershill Partners shares are held by institutional investors. Comparatively, 8.3% of Pacific Horizon Investment Trust shares are held by institutional investors. 0.1% of Petershill Partners shares are held by company insiders. Comparatively, 2.0% of Pacific Horizon Investment Trust shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Petershill Partners currently has a consensus price target of GBX 309, suggesting a potential downside of 0.48%. Given Petershill Partners' stronger consensus rating and higher possible upside, research analysts clearly believe Petershill Partners is more favorable than Pacific Horizon Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Petershill Partners
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Pacific Horizon Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Pacific Horizon Investment Trust had 3 more articles in the media than Petershill Partners. MarketBeat recorded 3 mentions for Pacific Horizon Investment Trust and 0 mentions for Petershill Partners. Pacific Horizon Investment Trust's average media sentiment score of 1.83 beat Petershill Partners' score of 0.00 indicating that Pacific Horizon Investment Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Petershill Partners Neutral
Pacific Horizon Investment Trust Very Positive

Petershill Partners has a beta of 0.59, suggesting that its stock price is 41% less volatile than the broader market. Comparatively, Pacific Horizon Investment Trust has a beta of 1.182, suggesting that its stock price is 18% more volatile than the broader market.

Petershill Partners pays an annual dividend of GBX 15.50 per share and has a dividend yield of 5.0%. Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. Petershill Partners pays out 17.9% of its earnings in the form of a dividend. Pacific Horizon Investment Trust pays out 0.5% 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.

Summary

Pacific Horizon Investment Trust beats Petershill Partners on 11 of the 17 factors compared between the two stocks.

How does Pacific Horizon Investment Trust compare to JPMorgan Global Growth & Income?

JPMorgan Global Growth & Income (LON:JGGI) and Pacific Horizon Investment Trust (LON:PHI) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, risk, analyst recommendations, earnings, dividends, media sentiment, profitability and institutional ownership.

In the previous week, Pacific Horizon Investment Trust had 3 more articles in the media than JPMorgan Global Growth & Income. MarketBeat recorded 3 mentions for Pacific Horizon Investment Trust and 0 mentions for JPMorgan Global Growth & Income. Pacific Horizon Investment Trust's average media sentiment score of 1.83 beat JPMorgan Global Growth & Income's score of 0.84 indicating that Pacific Horizon Investment Trust is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan Global Growth & Income Positive
Pacific Horizon Investment Trust Very Positive

JPMorgan Global Growth & Income pays an annual dividend of GBX 22.90 per share and has a dividend yield of 3.8%. Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. JPMorgan Global Growth & Income pays out 54.8% of its earnings in the form of a dividend. Pacific Horizon Investment Trust pays out 0.5% 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.

7.1% of JPMorgan Global Growth & Income shares are held by institutional investors. Comparatively, 8.3% of Pacific Horizon Investment Trust shares are held by institutional investors. 0.2% of JPMorgan Global Growth & Income shares are held by insiders. Comparatively, 2.0% of Pacific Horizon Investment Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

JPMorgan Global Growth & Income has higher revenue and earnings than Pacific Horizon Investment Trust. Pacific Horizon Investment Trust 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£255.23M12.81£625.87M£41.8114.33
Pacific Horizon Investment Trust£243.03M3.58£26.66M£288.483.88

JPMorgan Global Growth & Income has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market. Comparatively, Pacific Horizon Investment Trust has a beta of 1.182, indicating that its share price is 18% more volatile than the broader market.

Pacific Horizon Investment Trust has a net margin of 97.19% compared to JPMorgan Global Growth & Income's net margin of 91.40%. Pacific Horizon Investment Trust's return on equity of 34.20% beat JPMorgan Global Growth & Income's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan Global Growth & Income91.40% 7.63% 10.62%
Pacific Horizon Investment Trust 97.19%34.20%3.98%

Summary

Pacific Horizon Investment Trust beats JPMorgan Global Growth & Income on 9 of the 15 factors compared between the two stocks.

How does Pacific Horizon Investment Trust compare to RIT Capital Partners?

RIT Capital Partners (LON:RCP) and Pacific Horizon Investment Trust (LON:PHI) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their risk, valuation, analyst recommendations, earnings, media sentiment, profitability, institutional ownership and dividends.

RIT Capital Partners has a net margin of 2,025.88% compared to Pacific Horizon Investment Trust's net margin of 97.19%. Pacific Horizon Investment Trust's return on equity of 34.20% beat RIT Capital Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
RIT Capital Partners2,025.88% 16.54% 4.22%
Pacific Horizon Investment Trust 97.19%34.20%3.98%

In the previous week, Pacific Horizon Investment Trust had 2 more articles in the media than RIT Capital Partners. MarketBeat recorded 3 mentions for Pacific Horizon Investment Trust and 1 mentions for RIT Capital Partners. Pacific Horizon Investment Trust's average media sentiment score of 1.83 beat RIT Capital Partners' score of 0.00 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
RIT Capital Partners
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Pacific Horizon Investment Trust
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

RIT Capital Partners pays an annual dividend of GBX 44 per share and has a dividend yield of 1.7%. Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. RIT Capital Partners pays out 8.9% of its earnings in the form of a dividend. Pacific Horizon Investment Trust pays out 0.5% 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.

RIT Capital Partners has a beta of 0.7545988, indicating that its stock price is 25% less volatile than the broader market. Comparatively, Pacific Horizon Investment Trust has a beta of 1.182, indicating that its stock price is 18% more volatile than the broader market.

8.4% of RIT Capital Partners shares are held by institutional investors. Comparatively, 8.3% of Pacific Horizon Investment Trust shares are held by institutional investors. 20.0% of RIT Capital Partners shares are held by company insiders. Comparatively, 2.0% of Pacific Horizon Investment Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
RIT Capital Partners£730.20M4.31£167.81M£496.605.12
Pacific Horizon Investment Trust£243.03M3.58£26.66M£288.483.88

Summary

RIT Capital Partners beats Pacific Horizon Investment Trust on 10 of the 15 factors compared between the two stocks.

How does Pacific Horizon Investment Trust compare to City of London?

City of London (LON:CTY) and Pacific Horizon Investment Trust (LON:PHI) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, institutional ownership, valuation, earnings, analyst recommendations, media sentiment, dividends and profitability.

In the previous week, Pacific Horizon Investment Trust had 1 more articles in the media than City of London. MarketBeat recorded 3 mentions for Pacific Horizon Investment Trust and 2 mentions for City of London. Pacific Horizon Investment Trust's average media sentiment score of 1.83 beat City of London's score of 0.45 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
City of London
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Pacific Horizon Investment Trust
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

City of London has a beta of 0.874, meaning that its stock price is 13% less volatile than the broader market. Comparatively, Pacific Horizon Investment Trust has a beta of 1.182, meaning that its stock price is 18% more volatile than the broader market.

City of London has a net margin of 97.40% compared to Pacific Horizon Investment Trust's net margin of 97.19%. Pacific Horizon Investment Trust's return on equity of 34.20% beat City of London's return on equity.

Company Net Margins Return on Equity Return on Assets
City of London97.40% 22.92% 4.00%
Pacific Horizon Investment Trust 97.19%34.20%3.98%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
City of London£568.96M5.19£294.08M£113.995.02
Pacific Horizon Investment Trust£243.03M3.58£26.66M£288.483.88

8.7% of City of London shares are owned by institutional investors. Comparatively, 8.3% of Pacific Horizon Investment Trust shares are owned by institutional investors. 0.1% of City of London shares are owned by company insiders. Comparatively, 2.0% of Pacific Horizon Investment Trust 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.

City of London pays an annual dividend of GBX 21.45 per share and has a dividend yield of 3.8%. Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. City of London pays out 18.8% of its earnings in the form of a dividend. Pacific Horizon Investment Trust pays out 0.5% 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.

Summary

City of London beats Pacific Horizon Investment Trust on 8 of the 15 factors compared between the two stocks.

How does Pacific Horizon Investment Trust compare to Templeton Emerging Markets Investment Trust?

Pacific Horizon Investment Trust (LON:PHI) and Templeton Emerging Markets Investment Trust (LON:TEM) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their profitability, risk, analyst recommendations, dividends, media sentiment, earnings, institutional ownership and valuation.

Pacific Horizon Investment Trust has a beta of 1.182, indicating that its share price is 18% more volatile than the broader market. Comparatively, Templeton Emerging Markets Investment Trust has a beta of 1.012, indicating that its share price is 1% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Pacific Horizon Investment Trust£243.03M3.58£26.66M£288.483.88
Templeton Emerging Markets Investment Trust£781.18M3.81£130.50M£77.544.21

Pacific Horizon Investment Trust has a net margin of 97.19% compared to Templeton Emerging Markets Investment Trust's net margin of 96.24%. Pacific Horizon Investment Trust's return on equity of 34.20% beat Templeton Emerging Markets Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Pacific Horizon Investment Trust97.19% 34.20% 3.98%
Templeton Emerging Markets Investment Trust 96.24%31.30%4.50%

In the previous week, Pacific Horizon Investment Trust had 1 more articles in the media than Templeton Emerging Markets Investment Trust. MarketBeat recorded 3 mentions for Pacific Horizon Investment Trust and 2 mentions for Templeton Emerging Markets Investment Trust. Pacific Horizon Investment Trust's average media sentiment score of 1.83 beat Templeton Emerging Markets Investment Trust's score of 0.81 indicating that Pacific Horizon Investment Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Pacific Horizon Investment Trust
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Templeton Emerging Markets Investment Trust
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

8.3% of Pacific Horizon Investment Trust shares are held by institutional investors. Comparatively, 10.8% of Templeton Emerging Markets Investment Trust shares are held by institutional investors. 2.0% of Pacific Horizon Investment Trust shares are held by insiders. Comparatively, 0.0% of Templeton Emerging Markets Investment Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. Templeton Emerging Markets Investment Trust pays an annual dividend of GBX 5.25 per share and has a dividend yield of 1.6%. Pacific Horizon Investment Trust pays out 0.5% of its earnings in the form of a dividend. Templeton Emerging Markets Investment Trust pays out 6.8% 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.

Summary

Pacific Horizon Investment Trust beats Templeton Emerging Markets Investment Trust on 8 of the 15 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 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 TrustCapital Markets IndustryFinance SectorLON Exchange
Market Cap£866.43M£5.51B£13.79B£2.51B
Dividend Yield0.13%7.48%5.94%6.24%
P/E Ratio3.8830.5425.67366.83
Price / Sales3.581,199.94503.9289,753.13
Price / Cash99.3247.9240.4527.89
Price / Book1.693.532.756.33
Net Income£26.66M£418.04M£1.32B£5.89B
7 Day Performance0.90%-1.39%-1.17%-0.69%
1 Month PerformanceN/A-1.78%-0.23%0.00%
1 Year Performance57.97%2.79%8.39%19.96%

Pacific Horizon Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PHI
Pacific Horizon Investment Trust
N/AGBX 1,120
-0.2%
N/A+58.0%£866.43M£243.03M3.8818,800
PHLL
Petershill Partners
N/AGBX 310.50
flat
GBX 309
-0.5%
N/A£3.36B£1.15B3.59N/A
JGGI
JPMorgan Global Growth & Income
N/AGBX 613.50
+0.2%
N/A+6.6%£3.35B£255.23M14.67N/A
RCP
RIT Capital Partners
N/AGBX 2,515.20
-0.4%
N/A+28.3%£3.11B£730.20M7.6962
CTY
City of London
N/AGBX 587
flat
N/A+14.4%£3.03B£568.96M5.15N/A

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This page (LON:PHI) was last updated on 9/13/2026 by MarketBeat.com Staff.
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