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Chelverton UK Dividend Trust (SDV) Competitors

GBX 136 -1.25 (-0.91%)
As of 05/5/2026 11:28 AM Eastern
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SDV vs. MERC, IPX, ATS, MHN, and MTU

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Mercia Asset Management (MERC), Impax Asset Management Group (IPX), Artemis Alpha Trust (ATS), Menhaden Resource Efficiency (MHN), and Montanaro UK Smaller Companies (MTU). These companies are all part of the "asset management" industry.

How does Chelverton UK Dividend Trust compare to Mercia Asset Management?

Mercia Asset Management (LON:MERC) 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 companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, risk, analyst recommendations and media sentiment.

Mercia Asset Management pays an annual dividend of GBX 0.95 per share and has a dividend yield of 3.2%. Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 9.0%. Mercia Asset Management pays out 121.8% 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 5,833.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Mercia Asset Management currently has a consensus price target of GBX 67, suggesting a potential upside of 124.84%. Given Mercia Asset Management's stronger consensus rating and higher possible upside, research analysts plainly believe Mercia Asset Management is more favorable than Chelverton UK Dividend Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mercia Asset Management
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Chelverton UK Dividend Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Mercia Asset Management has a net margin of 9.81% compared to Chelverton UK Dividend Trust's net margin of 8.39%. Mercia Asset Management's return on equity of 1.79% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Mercia Asset Management9.81% 1.79% 0.31%
Chelverton UK Dividend Trust 8.39%0.50%0.90%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mercia Asset Management£34.49M3.67£436.32M£0.7838.20
Chelverton UK Dividend Trust£1.44M21.14£8.87M£0.21647.62

In the previous week, Mercia Asset Management's average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
Mercia Asset Management Neutral
Chelverton UK Dividend Trust Neutral

Mercia Asset Management has a beta of 0.744, meaning that its stock price is 26% less volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 0.71930504, meaning that its stock price is 28% less volatile than the S&P 500.

34.2% of Mercia Asset Management shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 18.3% of Mercia Asset Management shares are owned by company insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are owned 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.

Summary

Mercia Asset Management beats Chelverton UK Dividend Trust on 12 of the 16 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Impax Asset Management Group?

Impax Asset Management Group (LON:IPX) and Chelverton UK Dividend Trust (LON:SDV) 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 media sentiment, risk, earnings, analyst recommendations, institutional ownership, valuation, dividends and profitability.

In the previous week, Impax Asset Management Group's average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
Impax Asset Management Group Neutral
Chelverton UK Dividend Trust Neutral

Impax Asset Management Group has a beta of 1.513, meaning that its stock price is 51% more volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 0.71930504, meaning that its stock price is 28% less volatile than the S&P 500.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Impax Asset Management Group£141.87M0.84£39.55M£15.806.20
Chelverton UK Dividend Trust£1.44M21.14£8.87M£0.21647.62

19.0% of Impax Asset Management Group shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 42.8% of Impax Asset Management Group 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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Impax Asset Management Group presently has a consensus price target of GBX 262.50, suggesting a potential upside of 168.13%. Given Impax Asset Management Group's stronger consensus rating and higher possible upside, equities analysts plainly believe Impax Asset Management Group is more favorable than Chelverton UK Dividend Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Impax Asset Management Group
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00
Chelverton UK Dividend Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Impax Asset Management Group has a net margin of 14.30% compared to Chelverton UK Dividend Trust's net margin of 8.39%. Impax Asset Management Group's return on equity of 17.51% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Impax Asset Management Group14.30% 17.51% 20.72%
Chelverton UK Dividend Trust 8.39%0.50%0.90%

Impax Asset Management Group pays an annual dividend of GBX 26.90 per share and has a dividend yield of 27.5%. Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 9.0%. Impax Asset Management Group pays out 170.3% 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 5,833.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Impax Asset Management Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Impax Asset Management Group beats Chelverton UK Dividend Trust on 14 of the 16 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Artemis Alpha Trust?

Artemis Alpha Trust (LON:ATS) 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 analyst recommendations, media sentiment, earnings, dividends, risk, institutional ownership, profitability and valuation.

Artemis Alpha Trust has a beta of 1.32, meaning that its share price is 32% more volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 0.71930504, meaning that its share price is 28% less volatile than the S&P 500.

22.2% of Artemis Alpha Trust shares are held by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. 28.0% of Artemis Alpha Trust shares are held by company insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Artemis Alpha Trust has a net margin of 86.71% compared to Chelverton UK Dividend Trust's net margin of 8.39%. Artemis Alpha Trust's return on equity of 13.86% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Artemis Alpha Trust86.71% 13.86% 8.95%
Chelverton UK Dividend Trust 8.39%0.50%0.90%

Artemis Alpha Trust pays an annual dividend of GBX 7 per share. Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 9.0%. Artemis Alpha Trust pays out 1,296.3% 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 5,833.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Artemis Alpha Trust's average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
Artemis Alpha Trust Neutral
Chelverton UK Dividend Trust Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Artemis Alpha Trust£20.39M0.00£17.68M£0.54N/A
Chelverton UK Dividend Trust£1.44M21.14£8.87M£0.21647.62

Summary

Artemis Alpha Trust beats Chelverton UK Dividend Trust on 11 of the 12 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Menhaden Resource Efficiency?

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

Menhaden Resource Efficiency has a net margin of 97.04% compared to Chelverton UK Dividend Trust's net margin of 8.39%. Menhaden Resource Efficiency's return on equity of 20.90% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Chelverton UK Dividend Trust8.39% 0.50% 0.90%
Menhaden Resource Efficiency 97.04%20.90%N/A

In the previous week, Chelverton UK Dividend Trust's average media sentiment score of 0.00 equaled Menhaden Resource Efficiency'saverage media sentiment score.

Company Overall Sentiment
Chelverton UK Dividend Trust Neutral
Menhaden Resource Efficiency Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Chelverton UK Dividend Trust£1.44M21.14£8.87M£0.21647.62
Menhaden Resource Efficiency£2.24M53.81£16.15M£20.497.47

1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. Comparatively, 31.3% of Menhaden Resource Efficiency shares are held by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are held by insiders. Comparatively, 37.0% of Menhaden Resource Efficiency shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 9.0%. Menhaden Resource Efficiency pays an annual dividend of GBX 0 per share and has a dividend yield of 0.0%. Chelverton UK Dividend Trust pays out 5,833.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Menhaden Resource Efficiency pays out 0.0% of its earnings in the form of a dividend.

Summary

Menhaden Resource Efficiency beats Chelverton UK Dividend Trust on 9 of the 12 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Montanaro UK Smaller Companies?

Montanaro UK Smaller Companies (LON:MTU) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap financial services companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, analyst recommendations, institutional ownership, media sentiment, valuation, earnings and profitability.

Montanaro UK Smaller Companies has a net margin of 122.76% compared to Chelverton UK Dividend Trust's net margin of 8.39%. Chelverton UK Dividend Trust's return on equity of 0.50% beat Montanaro UK Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Montanaro UK Smaller Companies122.76% -8.22% 5.77%
Chelverton UK Dividend Trust 8.39%0.50%0.90%

In the previous week, Montanaro UK Smaller Companies' average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
Montanaro UK Smaller Companies Neutral
Chelverton UK Dividend Trust Neutral

Montanaro UK Smaller Companies has a beta of 0.845, meaning that its stock price is 16% less volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 0.71930504, meaning that its stock price is 28% less volatile than the S&P 500.

Montanaro UK Smaller Companies has higher earnings, but lower revenue than Chelverton UK Dividend Trust. Montanaro UK Smaller Companies is trading at a lower price-to-earnings ratio than Chelverton UK Dividend Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Montanaro UK Smaller Companies-£11.22M-10.76£26.33M-£5.54N/A
Chelverton UK Dividend Trust£1.44M21.14£8.87M£0.21647.62

6.1% of Montanaro UK Smaller Companies shares are held by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. 0.5% of Montanaro UK Smaller Companies shares are held by company insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Montanaro UK Smaller Companies pays an annual dividend of GBX 6.33 per share and has a dividend yield of 6.1%. Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 9.0%. Montanaro UK Smaller Companies pays out -114.3% of its earnings in the form of a dividend. Chelverton UK Dividend Trust pays out 5,833.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Chelverton UK Dividend Trust beats Montanaro UK Smaller Companies on 7 of the 13 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 SDV 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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SDV vs. The Competition

Export
MetricChelverton UK Dividend TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£30.53M£2.33B£5.61B£2.73B
Dividend Yield7.22%5.98%5.26%6.11%
P/E Ratio647.6225.7215.82365.27
Price / Sales21.142,043.90975.3387,989.37
Price / Cash67.1260.1891.4927.89
Price / Book0.851.354.427.39
Net Income£8.87M£265.53M£1.15B£5.89B
7 Day PerformanceN/A2.15%1.12%1.15%
1 Month Performance4.55%5.22%3.89%5.27%
1 Year Performance3.03%14.44%21.53%80.15%

Chelverton UK Dividend Trust Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 136
-0.9%		N/A+3.0%£30.53M£1.44M647.62N/A
MERC
Mercia Asset Management
2.459 of 5 stars		GBX 29.25
-0.8%		GBX 67
+129.1%		+2.8%£125.27M£34.49M37.503,320
IPX
Impax Asset Management Group
2.9357 of 5 stars		GBX 102
+0.4%		GBX 262.50
+157.4%		-34.2%£123.05M£141.87M6.46300
ATS
Artemis Alpha Trust
N/AN/AN/AN/A£120.70M£20.39M683.33N/A
MHN
Menhaden Resource Efficiency
N/AGBX 153
+∞		N/AN/A£120.60M£2.24M7.47147,000

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This page (LON:SDV) was last updated on 5/6/2026 by MarketBeat.com Staff.
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