Free Trial

Chelverton UK Dividend Trust (SDV) Competitors

GBX 144.08 +1.58 (+1.11%)
As of 10/3/2025 11:45 AM Eastern

SDV vs. SUPP, MHN, AADV, NTV, SWEF, IPE, UTL, MTU, NVT, and NTN

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), Albion Development VCT (AADV), Northern 2 VCT (NTV), Starwood European Real Estate Finance (SWEF), Invesco Enhanced Income (IPE), UIL (UTL), Montanaro UK Smaller Companies (MTU), Northern Venture Trust (NVT), and Northern 3 VCT (NTN). 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 stock? We will contrast the two businesses based on the strength of their earnings, dividends, profitability, analyst recommendations, institutional ownership, media sentiment, risk and valuation.

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

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%

Chelverton UK Dividend Trust has higher revenue and earnings than Schroder UK Public Private Trust. Chelverton UK Dividend Trust is trading at a lower price-to-earnings ratio than Schroder UK Public Private 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-£564K-57.35£8.87M-£0.10-1,413.94

32.9% of Schroder UK Public Private Trust shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 3.8% of Schroder UK Public Private Trust 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 company is poised for long-term growth.

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

Summary

Chelverton UK Dividend Trust beats Schroder UK Public Private Trust on 7 of the 10 factors compared between the two stocks.

Get Chelverton UK Dividend Trust News Delivered to You Automatically

Sign up to receive the latest news and ratings for SDV and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

SDV vs. The Competition

MetricChelverton UK Dividend TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£32.35M£1.48B£6.50B£2.61B
Dividend Yield6.99%4.62%4.33%5.31%
P/E Ratio-1,413.944,830.611,799.565,435.70
Price / Sales-57.351,959.571,348.72262,744.60
Price / Cash67.1260.47127.4127.90
Price / Book0.901.382.138.04
Net Income£8.87M£264.59M£1.23B£5.89B
7 Day Performance-3.30%0.83%4.05%4.35%
1 Month Performance1.46%1.78%6.61%6.56%
1 Year Performance-14.38%8.65%35.90%140.53%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 144.08
+1.1%
N/A-13.8%£32.35M-£564K-1,413.94N/A
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
AADV
Albion Development VCT
N/AN/AN/AN/A£129.08M£8.80M9.71N/A
NTV
Northern 2 VCT
N/AGBX 53.56
-1.7%
N/AN/A£128.80M£9.04M1,409.47N/ANews Coverage
Positive News
SWEF
Starwood European Real Estate Finance
N/AGBX 86.98
0.0%
N/A-5.0%£128.77M£19.86M2,796.78N/AGap Up
IPE
Invesco Enhanced Income
N/AN/AN/AN/A£128.76M-£4.54M-14.19N/AGap Up
UTL
UIL
N/AGBX 135
-0.7%
N/A+44.0%£124.86M-£17.51M-588.24520News Coverage
Earnings Report
Dividend Announcement
Insider Trade
MTU
Montanaro UK Smaller Companies
N/AGBX 97.45
+0.0%
N/A-5.9%£124.28M-£13.16M-1,157.30N/AHigh Trading Volume
NVT
Northern Venture Trust
N/AGBX 57
flat
N/AN/A£123.77M£9.08M1,357.1410,400High Trading Volume
NTN
Northern 3 VCT
N/AGBX 83.29
-0.8%
N/AN/A£123.19M£7.50M1,735.215High Trading Volume

Related Companies and Tools


This page (LON:SDV) was last updated on 10/4/2025 by MarketBeat.com Staff
From Our Partners