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Chelverton UK Dividend Trust (SDV) Competitors

GBX 140 +0.50 (+0.36%)
As of 08/22/2025 12:19 PM Eastern

SDV vs. REC, ATS, HHV, NTN, VNH, JEMA, USF, NTV, ROOF, and SHRS

Should you be buying Chelverton UK Dividend Trust stock or one of its competitors? The main competitors of Chelverton UK Dividend Trust include Record (REC), Artemis Alpha Trust (ATS), Hargreave Hale AIM VCT (HHV), Northern 3 VCT (NTN), VietNam (VNH), JPMorgan Emerg E, ME & Africa Sec (JEMA), US Solar Fund (USF), Northern 2 VCT (NTV), Atrato Onsite Energy (ROOF), and Shires Income (SHRS). These companies are all part of the "asset management" industry.

Chelverton UK Dividend Trust vs. Its Competitors

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

Record has higher revenue and earnings than Chelverton UK Dividend Trust. Record 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
Record£46.40M2.60£199.77M£101.590.60
Chelverton UK Dividend Trust£10.66M2.95£8.87M£39.363.56

Record has a beta of 1.05, indicating that its share price is 5% more volatile than the S&P 500. Comparatively, Chelverton UK Dividend Trust has a beta of 1.39, indicating that its share price is 39% more volatile than the S&P 500.

Record has a net margin of 430.56% compared to Chelverton UK Dividend Trust's net margin of 83.24%. Record's return on equity of 680.45% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Record430.56% 680.45% 25.14%
Chelverton UK Dividend Trust 83.24%25.12%0.90%

In the previous week, Record had 79 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 79 mentions for Record and 0 mentions for Chelverton UK Dividend Trust. Record's average media sentiment score of 0.11 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Record is being referred to more favorably in the media.

Company Overall Sentiment
Record Neutral
Chelverton UK Dividend Trust Neutral

18.4% of Record shares are held by institutional investors. Comparatively, 5.7% of Chelverton UK Dividend Trust shares are held by institutional investors. 66.6% of Record 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.

Record pays an annual dividend of GBX 5 per share and has a dividend yield of 8.1%. Chelverton UK Dividend Trust pays an annual dividend of GBX 13 per share and has a dividend yield of 9.3%. Record pays out 4.9% of its earnings in the form of a dividend. Chelverton UK Dividend Trust pays out 33.0% 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.

Summary

Record beats Chelverton UK Dividend Trust on 11 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£31.43M£1.31B£6.49B£3.22B
Dividend Yield8.91%4.41%4.18%5.04%
P/E Ratio3.5622.7214.42164.70
Price / Sales2.952,485.531,787.05310,110.48
Price / Cash67.1260.62127.2027.93
Price / Book0.881.425.135.91
Net Income£8.87M£265.04M£1.23B£5.89B
7 Day Performance0.73%0.62%0.92%49.50%
1 Month Performance-6.77%0.84%2.17%56.36%
1 Year Performance-17.65%6.77%24.12%136.20%

Chelverton UK Dividend Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 140
+0.4%
N/A-17.6%£31.43M£10.66M3.56N/AHigh Trading Volume
REC
Record
N/AGBX 62.36
+0.9%
N/A-5.2%£122.63M£46.40M0.6197Trending News
ATS
Artemis Alpha Trust
N/AN/AN/AN/A£120.70M£20.39M683.33N/A
HHV
Hargreave Hale AIM VCT
N/AGBX 32.95
-1.3%
N/A-17.7%£120.49M-£2.49M-18.30N/ADividend Increase
NTN
Northern 3 VCT
N/AGBX 82.50
-1.8%
N/AN/A£120.27M£3.13M72.825
VNH
VietNam
N/AGBX 402
+0.8%
N/A+4.9%£119.70M£33.81M5.18N/A
JEMA
JPMorgan Emerg E, ME & Africa Sec
N/AGBX 290.01
-1.5%
N/A+165.6%£117.74M£2.16M95.72N/A
USF
US Solar Fund
N/AGBX 0.38
-3.0%
N/A-15.4%£117.59M-£3.73B-2.95N/AGap Up
NTV
Northern 2 VCT
N/AGBX 53
-2.8%
N/A+2.9%£117.29M£5.69M0.28N/AGap Down
ROOF
Atrato Onsite Energy
N/AN/AN/AN/A£114.60M£4.84M-26.62N/AGap Up
SHRS
Shires Income
N/AGBX 281
+1.1%
N/A+15.8%£114.16M£7.18M1.57N/ADividend Announcement

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This page (LON:SDV) was last updated on 8/23/2025 by MarketBeat.com Staff
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