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Chelverton UK Dividend Trust (SDV) Competitors

GBX 139.58 -1.42 (-1.01%)
As of 06/13/2025 12:14 PM Eastern

SDV vs. DUKE, NTN, HHV, ATS, USF, NTV, ROOF, ARTL, IPU, and IVPU

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Duke Capital (DUKE), Northern 3 VCT (NTN), Hargreave Hale AIM VCT (HHV), Artemis Alpha Trust (ATS), US Solar Fund (USF), Northern 2 VCT (NTV), Atrato Onsite Energy (ROOF), Alpha Real Trust (ARTL), Invesco Perpetual UK Smaller (IPU), and Invesco Select UK Equity (IVPU). These companies are all part of the "asset management" industry.

Chelverton UK Dividend Trust vs. Its Competitors

Chelverton UK Dividend Trust (LON:SDV) and Duke Capital (LON:DUKE) are both small-cap financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, earnings, profitability, media sentiment, dividends, community ranking, analyst recommendations, risk and institutional ownership.

Duke Capital has higher revenue and earnings than Chelverton UK Dividend Trust. Duke Capital 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£10.66M2.94£8.87M£39.363.55
Duke Capital£29.70M4.17£418.18M£101.230.29

In the previous week, Duke Capital's average media sentiment score of 0.03 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Duke Capital is being referred to more favorably in the news media.

Company Overall Sentiment
Chelverton UK Dividend Trust Neutral
Duke Capital Neutral

Duke Capital has a consensus target price of GBX 46, indicating a potential upside of 54.13%. Given Duke Capital's stronger consensus rating and higher probable upside, analysts clearly believe Duke Capital is more favorable than Chelverton UK Dividend Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Chelverton UK Dividend Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Duke Capital
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00

Chelverton UK Dividend Trust has a beta of 1.39, meaning that its stock price is 39% more volatile than the S&P 500. Comparatively, Duke Capital has a beta of 1.37, meaning that its stock price is 37% more volatile than the S&P 500.

Duke Capital received 48 more outperform votes than Chelverton UK Dividend Trust when rated by MarketBeat users. Likewise, 74.32% of users gave Duke Capital an outperform vote while only 54.39% of users gave Chelverton UK Dividend Trust an outperform vote.

CompanyUnderperformOutperform
Chelverton UK Dividend TrustOutperform Votes
62
54.39%
Underperform Votes
52
45.61%
Duke CapitalOutperform Votes
110
74.32%
Underperform Votes
38
25.68%

Duke Capital has a net margin of 1,408.25% compared to Chelverton UK Dividend Trust's net margin of 83.24%. Duke Capital's return on equity of 255.49% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Chelverton UK Dividend Trust83.24% 25.12% 0.90%
Duke Capital 1,408.25%255.49%5.61%

5.7% of Chelverton UK Dividend Trust shares are owned by institutional investors. Comparatively, 36.1% of Duke Capital shares are owned by institutional investors. 36.9% of Chelverton UK Dividend Trust shares are owned by insiders. Comparatively, 6.3% of Duke Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Chelverton UK Dividend Trust pays an annual dividend of GBX 13 per share and has a dividend yield of 9.3%. Duke Capital pays an annual dividend of GBX 3 per share and has a dividend yield of 10.1%. Chelverton UK Dividend Trust pays out 33.0% of its earnings in the form of a dividend. Duke Capital pays out 3.0% 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. Duke Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Duke Capital beats Chelverton UK Dividend Trust on 16 of the 19 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

MetricChelverton UK Dividend TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£31.33M£1.20B£5.64B£2.91B
Dividend Yield8.91%4.34%4.13%4.90%
P/E Ratio3.5521.4612.64124.60
Price / Sales2.942,411.701,720.93248,064.90
Price / Cash67.1260.8149.9228.07
Price / Book0.871.163.154.64
Net Income£8.87M£264.77M£1.23B£5.91B
7 Day Performance1.66%11.90%5.91%12.86%
1 Month Performance-3.07%29.66%15.26%25.97%
1 Year Performance-16.42%5.33%14.57%77.96%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 139.58
-1.0%
N/A-15.2%£31.33M£10.66M3.55N/AHigh Trading Volume
DUKE
Duke Capital
2.9168 of 5 stars
GBX 30
+0.8%
GBX 46
+53.3%
-5.3%£124.47M£29.70M0.30N/ANews Coverage
NTN
Northern 3 VCT
N/AGBX 84
flat
N/AN/A£122.45M£3.13M74.155
HHV
Hargreave Hale AIM VCT
N/AGBX 33.21
-2.3%
N/A-22.5%£121.44M-£2.49M-18.45N/ADividend Increase
Gap Down
ATS
Artemis Alpha Trust
N/AN/AN/AN/A£120.70M£20.39M683.33N/A
USF
US Solar Fund
N/AGBX 0.39
-4.2%
N/A-50.3%£118.82M-£3.73B-2.98N/AGap Down
NTV
Northern 2 VCT
N/AGBX 52
-2.8%
N/A+0.0%£115.07M£5.69M0.27N/ANews Coverage
Gap Up
ROOF
Atrato Onsite Energy
N/AN/AN/AN/A£114.60M£4.84M-26.62N/AGap Up
ARTL
Alpha Real Trust
N/AN/AN/AN/A£113.12M£8.46M96.445Gap Up
High Trading Volume
IPU
Invesco Perpetual UK Smaller
N/AGBX 369.50
flat
N/A-15.3%£112.63M£18.42M6.88N/AHigh Trading Volume
IVPU
Invesco Select UK Equity
N/AN/AN/AN/A£111.85MN/A2,357.14N/AGap Down

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This page (LON:SDV) was last updated on 6/14/2025 by MarketBeat.com Staff
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