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Chelverton UK Dividend Trust (SDV) Competitors

GBX 142 +0.50 (+0.35%)
As of 09/12/2025 11:51 AM Eastern

SDV vs. NTV, MTU, MAJE, CHI, NTN, UTL, NVT, ATS, HHV, and REC

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Northern 2 VCT (NTV), Montanaro UK Smaller Companies (MTU), Majedie Investments (MAJE), CT UK High Income Trust (CHI), Northern 3 VCT (NTN), UIL (UTL), Northern Venture Trust (NVT), Artemis Alpha Trust (ATS), Hargreave Hale AIM VCT (HHV), and Record (REC). These companies are all part of the "asset management" industry.

Chelverton UK Dividend Trust vs. Its Competitors

Northern 2 VCT (LON:NTV) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap financial services companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, dividends, valuation, media sentiment, earnings, analyst recommendations and profitability.

In the previous week, Northern 2 VCT had 1 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 1 mentions for Northern 2 VCT and 0 mentions for Chelverton UK Dividend Trust. Northern 2 VCT's average media sentiment score of 1.11 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Northern 2 VCT is being referred to more favorably in the media.

Company Overall Sentiment
Northern 2 VCT Positive
Chelverton UK Dividend Trust Neutral

Northern 2 VCT has higher revenue and earnings than Chelverton UK Dividend Trust. Chelverton UK Dividend Trust is trading at a lower price-to-earnings ratio than Northern 2 VCT, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Northern 2 VCT£9.04M14.10£419.84M£0.041,394.74
Chelverton UK Dividend Trust-£564K-56.52£8.87M-£0.10-1,393.52

Northern 2 VCT pays an annual dividend of GBX 0.03 per share and has a dividend yield of 0.1%. Chelverton UK Dividend Trust pays an annual dividend of GBX 0.13 per share and has a dividend yield of 0.1%. Northern 2 VCT pays out 76.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Chelverton UK Dividend Trust pays out -126.6% of its earnings in the form of a dividend. Chelverton UK Dividend Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 0.4% of Northern 2 VCT shares are owned by insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Northern 2 VCT has a beta of 0.22, meaning that its share price is 78% less volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 1.39, meaning that its share price is 39% more volatile than the S&P 500.

Northern 2 VCT has a net margin of 7,373.23% compared to Chelverton UK Dividend Trust's net margin of 83.24%. Northern 2 VCT's return on equity of 335.60% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Northern 2 VCT7,373.23% 335.60% 1.55%
Chelverton UK Dividend Trust 83.24%25.12%0.90%

Summary

Northern 2 VCT beats Chelverton UK Dividend Trust on 10 of the 15 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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SDV vs. The Competition

MetricChelverton UK Dividend TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£31.88M£1.43B£6.37B£2.58B
Dividend Yield9.19%4.58%4.31%5.30%
P/E Ratio-1,393.524,757.921,776.555,410.94
Price / Sales-56.521,965.451,341.7696,691.90
Price / Cash67.1260.62127.4727.93
Price / Book0.891.362.067.77
Net Income£8.87M£265.04M£1.23B£5.89B
7 Day Performance-0.68%13.32%7.05%6.51%
1 Month Performance2.27%13.34%7.49%55.94%
1 Year Performance-14.97%8.49%30.86%147.85%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 142
+0.4%
N/A-15.7%£31.88M-£564K-1,393.52N/A
NTV
Northern 2 VCT
N/AGBX 53
-2.8%
N/A+2.9%£128.22M£9.04M1,394.74N/ANews Coverage
Gap Down
MTU
Montanaro UK Smaller Companies
N/AGBX 98.07
+0.5%
N/A-5.2%£125.83M-£13.16M-1,164.68N/ANews Coverage
MAJE
Majedie Investments
N/AGBX 236.79
+2.1%
N/A-1.4%£125.49M£5.00M2,887.623
CHI
CT UK High Income Trust
N/AGBX 106
+1.9%
N/A+14.0%£122.89M£14.56M861.79N/ADividend Announcement
NTN
Northern 3 VCT
N/AGBX 82.50
-1.8%
N/A+0.0%£122.87M£7.50M1,718.755News Coverage
UTL
UIL
N/AGBX 131.30
+0.2%
N/A+34.0%£121.46M-£17.51M-572.11520Dividend Announcement
NVT
Northern Venture Trust
N/AGBX 55.50
-2.6%
N/AN/A£121.04M£9.08M1,321.4310,400Gap Down
ATS
Artemis Alpha Trust
N/AN/AN/AN/A£120.70M£20.39M683.33N/A
HHV
Hargreave Hale AIM VCT
N/AGBX 32.11
-2.4%
N/A-16.6%£119.57M-£13.61M-796.77N/ADividend Increase
REC
Record
N/AGBX 61.40
+2.0%
N/A-3.5%£118.60M£41.62M1,242.9197Trending News
Gap Up

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This page (LON:SDV) was last updated on 9/13/2025 by MarketBeat.com Staff
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