S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
Shares of Walmart-backed Ibotta soar on public debut
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
Shares of Walmart-backed Ibotta soar on public debut
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
Shares of Walmart-backed Ibotta soar on public debut

Personal Assets (PNL) Competitors

GBX 482.02
-0.98 (-0.20%)
(As of 06:05 AM ET)

PNL vs. FEV, TEM, MRC, PIN, JAM, HVPE, WTAN, MYI, CLDN, and RAT

Should you be buying Personal Assets stock or one of its competitors? The main competitors of Personal Assets include Fidelity European Trust (FEV), Templeton Emerging Mkts Invmt Tr TEMIT (TEM), The Mercantile Investment Trust (MRC), Pantheon International (PIN), JPMorgan American (JAM), HarbourVest Global Private Equity (HVPE), Witan Investment Trust (WTAN), Murray International (MYI), Caledonia Investments (CLDN), and Rathbones Group (RAT). These companies are all part of the "asset management" industry.

Personal Assets vs.

Fidelity European Trust (LON:FEV) and Personal Assets (LON:PNL) are both small-cap financial services companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, media sentiment, dividends, earnings, valuation and community ranking.

69.2% of Fidelity European Trust shares are held by institutional investors. Comparatively, 35.2% of Personal Assets shares are held by institutional investors. 0.8% of Fidelity European Trust shares are held by insiders. Comparatively, 2.9% of Personal Assets shares are held by 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.

Fidelity European Trust has a beta of 0.8, suggesting that its stock price is 20% less volatile than the S&P 500. Comparatively, Personal Assets has a beta of 0.19, suggesting that its stock price is 81% less volatile than the S&P 500.

Fidelity European Trust has higher revenue and earnings than Personal Assets. Fidelity European Trust is trading at a lower price-to-earnings ratio than Personal Assets, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity European Trust£263.57M5.91£238.69M£0.58656.90
Personal Assets-£3.02M-552.11£20.74M£0.059,640.42

Fidelity European Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 2.1%. Personal Assets pays an annual dividend of GBX 6 per share and has a dividend yield of 1.2%. Fidelity European Trust pays out 1,379.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Personal Assets pays out 12,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidelity European Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Fidelity European Trust has a net margin of 90.56% compared to Fidelity European Trust's net margin of 0.00%. Personal Assets' return on equity of 16.08% beat Fidelity European Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity European Trust90.56% 16.08% 10.56%
Personal Assets N/A 1.17%-0.50%

Personal Assets received 46 more outperform votes than Fidelity European Trust when rated by MarketBeat users. However, 65.26% of users gave Fidelity European Trust an outperform vote while only 61.02% of users gave Personal Assets an outperform vote.

CompanyUnderperformOutperform
Fidelity European TrustOutperform Votes
62
65.26%
Underperform Votes
33
34.74%
Personal AssetsOutperform Votes
108
61.02%
Underperform Votes
69
38.98%

In the previous week, Personal Assets had 4 more articles in the media than Fidelity European Trust. MarketBeat recorded 6 mentions for Personal Assets and 2 mentions for Fidelity European Trust. Personal Assets' average media sentiment score of 1.66 beat Fidelity European Trust's score of -0.51 indicating that Fidelity European Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidelity European Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Personal Assets
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Negative

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelity European Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Personal Assets
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Fidelity European Trust beats Personal Assets on 13 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 PNL 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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PNL vs. The Competition

MetricPersonal AssetsAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.67B£704.65M£2.92B£1.36B
Dividend Yield1.17%13.32%4.62%11.99%
P/E Ratio9,640.42931.89456.951,714.91
Price / Sales-552.1113,878.262,668.05324,180.75
Price / Cash37.4679.7947.2732.83
Price / Book1.031.731.542.50
Net Income£20.74M£50.84M£384.16M£179.61M
7 Day Performance-0.61%-0.64%-0.72%-0.56%
1 Month Performance1.59%10.34%6.02%7.69%
1 Year Performance0.95%1.47%7.08%16.16%

Personal Assets Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FEV
Fidelity European Trust
0 of 5 stars
GBX 389
-1.0%
N/A+7.8%£1.59B£263.57M670.69N/ANews Coverage
TEM
Templeton Emerging Mkts Invmt Tr TEMIT
0 of 5 stars
GBX 154.60
+0.3%
N/A+1.1%£1.73B£200.31M1,104.29N/A
MRC
The Mercantile Investment Trust
0 of 5 stars
GBX 225
-0.4%
N/A+10.4%£1.75B£27.47M22,500.002,600Positive News
PIN
Pantheon International
0 of 5 stars
GBX 330
-1.2%
N/A+37.0%£1.55B£-16,870,000.00-3,300.00455
JAM
JPMorgan American
0 of 5 stars
GBX 970
-1.2%
N/A+34.4%£1.77B£191.56M979.80N/A
HVPE
HarbourVest Global Private Equity
0 of 5 stars
GBX 2,300
-2.1%
N/A+11.5%£1.78B£171.22M-3,538.46N/A
WTAN
Witan Investment Trust
0 of 5 stars
GBX 248
-0.4%
N/A+10.0%£1.53B£194.51M1,033.336News Coverage
MYI
Murray International
0 of 5 stars
GBX 246.50
-0.4%
N/A-10.3%£1.52B£151.82M1,173.81N/ADividend Announcement
News Coverage
Positive News
CLDN
Caledonia Investments
0 of 5 stars
GBX 3,370
+0.1%
N/A-0.8%£1.84B£167.60M1,471.6274Gap Down
RAT
Rathbones Group
0.6247 of 5 stars
GBX 1,580
+1.5%
GBX 1,520
-3.8%
-21.7%£1.43B£668.40M2,164.383,500Positive News

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This page (LON:PNL) was last updated on 4/19/2024 by MarketBeat.com Staff

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