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Chelverton UK Dividend Trust (SDV) Competitors

GBX 147.87 -2.13 (-1.42%)
As of 07/25/2025 12:04 PM Eastern

SDV vs. SUPP, MHN, MAJE, BRLA, AADV, IPE, AATG, CYN, USF, and DUKE

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Schroder UK Public Private Trust (SUPP), Menhaden Resource Efficiency (MHN), Majedie Investments (MAJE), BlackRock Latin American (BRLA), Albion Development VCT (AADV), Invesco Enhanced Income (IPE), Albion Technology & Gen VCT (AATG), CQS Natural Resources Growth and Income (CYN), US Solar Fund (USF), and Duke Capital (DUKE). These companies are all part of the "asset management" industry.

Chelverton UK Dividend Trust vs. Its Competitors

Schroder UK Public Private Trust (LON:SUPP) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap asset management industry companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, institutional ownership, valuation, profitability, risk, analyst recommendations, dividends and media sentiment.

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

Company Overall Sentiment
Schroder UK Public Private Trust Neutral
Chelverton UK Dividend Trust Neutral

Chelverton UK Dividend Trust has higher revenue and earnings than Schroder UK Public Private Trust. Schroder UK Public Private 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
Schroder UK Public Private Trust-£66.85M0.00-£71.39M-£0.19N/A
Chelverton UK Dividend Trust£10.66M3.11£8.87M£39.363.76

Schroder UK Public Private Trust has a beta of 0.52, meaning that its stock price is 48% less volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 1.39, meaning that its stock price is 39% more volatile than the S&P 500.

32.9% of Schroder UK Public Private Trust shares are held by institutional investors. Comparatively, 5.7% of Chelverton UK Dividend Trust shares are held by institutional investors. 3.8% of Schroder UK Public Private Trust shares are held by insiders. Comparatively, 36.9% of Chelverton UK Dividend Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Chelverton UK Dividend Trust has a net margin of 83.24% compared to Schroder UK Public Private Trust's net margin of 0.00%. Chelverton UK Dividend Trust's return on equity of 25.12% beat Schroder UK Public Private Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Schroder UK Public Private TrustN/A -21.40% -13.21%
Chelverton UK Dividend Trust 83.24%25.12%0.90%

Summary

Chelverton UK Dividend Trust beats Schroder UK Public Private Trust on 9 of the 10 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£33.19M£1.31B£6.42B£3.02B
Dividend Yield8.91%4.38%4.18%5.02%
P/E Ratio3.7622.5114.07160.65
Price / Sales3.112,365.201,731.65278,114.28
Price / Cash67.1260.71128.3827.97
Price / Book0.931.231.964.70
Net Income£8.87M£264.35M£1.24B£5.90B
7 Day Performance0.59%0.05%0.46%0.40%
1 Month Performance3.55%1.38%2.74%7.20%
1 Year Performance-13.78%6.40%23.55%70.37%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 147.87
-1.4%
N/A-14.5%£33.19M£10.66M3.76N/AHigh Trading Volume
SUPP
Schroder UK Public Private Trust
N/AN/AN/AN/A£132.89M-£66.85M-77.50N/AGap Up
MHN
Menhaden Resource Efficiency
N/AN/AN/AN/A£132.47M£2.24M8.20147,000
MAJE
Majedie Investments
N/AGBX 248
+1.6%
N/A+5.4%£131.54M£24.24M4.783News Coverage
BRLA
BlackRock Latin American
N/AGBX 352.34
+1.8%
N/A+2.3%£129.43M-£26.48M-5.29N/A
AADV
Albion Development VCT
N/AN/AN/AN/A£129.08M£8.80M9.71N/A
IPE
Invesco Enhanced Income
N/AN/AN/AN/A£128.76M-£4.54M-14.19N/AGap Up
AATG
Albion Technology & Gen VCT
N/AGBX 67
-2.2%
N/A-1.5%£127.83M£8.98M22.87N/AGap Down
CYN
CQS Natural Resources Growth and Income
N/AGBX 203
-0.2%
N/A+19.6%£127.65M£12.63M14.4340News Coverage
Positive News
USF
US Solar Fund
N/AGBX 0.41
+3.3%
N/A-17.6%£126.21M-£3.73B-3.16N/ANews Coverage
Gap Up
DUKE
Duke Capital
3.4056 of 5 stars
GBX 30.30
+1.0%
GBX 46
+51.8%
-11.8%£125.72M£29.70M0.30N/A

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This page (LON:SDV) was last updated on 7/27/2025 by MarketBeat.com Staff
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