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Chelverton UK Dividend Trust (SDV) Competitors

GBX 142 +5.50 (+4.03%)
As of 12:37 PM Eastern
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SDV vs. BRLA, MTU, CMPI, IPX, and MERC

Should you buy Chelverton UK Dividend Trust stock or one of its competitors? MarketBeat compares Chelverton UK Dividend Trust with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Chelverton UK Dividend Trust include BlackRock Latin American (BRLA), Montanaro UK Smaller Companies (MTU), CT Global Managed Portfolio Income (CMPI), Impax Asset Management Group (IPX), and Mercia Asset Management (MERC). These companies are all part of the "asset management" industry.

How does Chelverton UK Dividend Trust compare to BlackRock Latin American?

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

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

Company Overall Sentiment
Chelverton UK Dividend Trust Neutral
BlackRock Latin American Neutral

Chelverton UK Dividend Trust has a beta of 0.7132659, indicating that its share price is 29% less volatile than the broader market. Comparatively, BlackRock Latin American has a beta of 0.8773226, indicating that its share price is 12% less volatile than the broader market.

Chelverton UK Dividend Trust has higher earnings, but lower revenue than BlackRock Latin American. BlackRock Latin American 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£1.44M22.08£8.87M£0.21676.19
BlackRock Latin American£63.00M2.08-£30.52M£209.452.13

1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. Comparatively, 5.6% of BlackRock Latin American shares are held by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are held by company insiders. Comparatively, 0.4% of BlackRock Latin American shares are held by company 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 pays an annual dividend of GBX 12.25 per share and has a dividend yield of 8.6%. BlackRock Latin American pays an annual dividend of GBX 24.14 per share and has a dividend yield of 5.4%. 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. BlackRock Latin American pays out 11.5% of its earnings in the form of a dividend.

BlackRock Latin American has a net margin of 95.32% compared to Chelverton UK Dividend Trust's net margin of 8.39%. BlackRock Latin American's return on equity of 37.51% 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%
BlackRock Latin American 95.32%37.51%19.32%

Summary

BlackRock Latin American beats Chelverton UK Dividend Trust on 8 of the 13 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 contrast the two companies based on the strength of their earnings, dividends, media sentiment, risk, valuation, profitability, analyst recommendations and institutional ownership.

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 pays an annual dividend of GBX 6.33 per share and has a dividend yield of 5.8%. Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 8.6%. 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.

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%

Montanaro UK Smaller Companies has a beta of 1.23616, indicating that its share price is 24% more volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.7132659, indicating that its share price is 29% less volatile than the broader market.

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-10.81£26.33M-£5.54N/A
Chelverton UK Dividend Trust£1.44M22.08£8.87M£0.21676.19

10.4% 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 insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Chelverton UK Dividend Trust beats Montanaro UK Smaller Companies on 7 of the 13 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to CT Global Managed Portfolio Income?

Chelverton UK Dividend Trust (LON:SDV) and CT Global Managed Portfolio Income (LON:CMPI) are both small-cap financial services companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, media sentiment, institutional ownership, dividends, profitability and risk.

CT Global Managed Portfolio Income has a net margin of 104.12% compared to Chelverton UK Dividend Trust's net margin of 8.39%. CT Global Managed Portfolio Income's return on equity of 12.68% 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%
CT Global Managed Portfolio Income 104.12%12.68%N/A

Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 8.6%. CT Global Managed Portfolio Income pays an annual dividend of GBX 7.65 per share and has a dividend yield of 5.8%. 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. CT Global Managed Portfolio Income pays out 44.6% of its earnings in the form of a dividend.

CT Global Managed Portfolio Income has higher revenue and earnings than Chelverton UK Dividend Trust. CT Global Managed Portfolio Income 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£1.44M22.08£8.87M£0.21676.19
CT Global Managed Portfolio Income£21.03M5.93£101.85M£17.157.67

Chelverton UK Dividend Trust has a beta of 0.7132659, meaning that its stock price is 29% less volatile than the broader market. Comparatively, CT Global Managed Portfolio Income has a beta of 0.74921805, meaning that its stock price is 25% less volatile than the broader market.

In the previous week, Chelverton UK Dividend Trust's average media sentiment score of 0.00 equaled CT Global Managed Portfolio Income'saverage media sentiment score.

Company Overall Sentiment
Chelverton UK Dividend Trust Neutral
CT Global Managed Portfolio Income Neutral

1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. Comparatively, 0.4% of CT Global Managed Portfolio Income shares are held by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are held by insiders. Comparatively, 0.1% of CT Global Managed Portfolio Income shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

CT Global Managed Portfolio Income beats Chelverton UK Dividend Trust on 7 of the 13 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 businesses based on the strength of their risk, institutional ownership, media sentiment, earnings, dividends, analyst recommendations, valuation and profitability.

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£124.22M0.96£39.55M£10.509.35
Chelverton UK Dividend Trust£1.44M22.08£8.87M£0.21676.19

Impax Asset Management Group pays an annual dividend of GBX 12 per share and has a dividend yield of 12.2%. Chelverton UK Dividend Trust pays an annual dividend of GBX 12.25 per share and has a dividend yield of 8.6%. Impax Asset Management Group pays out 114.3% 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.

Impax Asset Management Group has a net margin of 10.53% compared to Chelverton UK Dividend Trust's net margin of 8.39%. Impax Asset Management Group's return on equity of 11.90% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Impax Asset Management Group10.53% 11.90% 20.72%
Chelverton UK Dividend Trust 8.39%0.50%0.90%

Impax Asset Management Group has a beta of 1.318, suggesting that its stock price is 32% more volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.7132659, suggesting that its stock price is 29% less volatile than the broader market.

Impax Asset Management Group currently has a consensus price target of GBX 197.50, suggesting a potential upside of 101.12%. Given Impax Asset Management Group's stronger consensus rating and higher probable 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

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

19.7% of Impax Asset Management Group shares are held by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. 42.8% of Impax Asset Management Group 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 large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

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 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 better business? We will contrast the two businesses based on the strength of their institutional ownership, valuation, dividends, media sentiment, earnings, analyst recommendations, profitability and risk.

Mercia Asset Management presently has a consensus target price of GBX 67, suggesting a potential upside of 127.50%. Given Mercia Asset Management's stronger consensus rating and higher possible upside, equities 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 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 8.6%. 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 has a beta of 0.754, suggesting that its stock price is 25% less volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.7132659, suggesting that its stock price is 29% less volatile than the broader market.

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%

33.4% of Mercia Asset Management shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 18.4% of Mercia Asset Management 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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Mercia Asset Management had 1 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 1 mentions for Mercia Asset Management and 0 mentions for Chelverton UK Dividend Trust. 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 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£34.49M3.61£436.32M£0.7837.76
Chelverton UK Dividend Trust£1.44M22.08£8.87M£0.21676.19

Summary

Mercia Asset Management beats Chelverton UK Dividend Trust on 13 of the 17 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£31.88M£2.48B£5.98B£2.82B
Dividend Yield7.07%6.03%5.27%6.16%
P/E Ratio676.1925.9616.44367.05
Price / Sales22.082,101.201,434.0886,357.73
Price / Cash67.1260.1689.5227.85
Price / Book0.891.396.627.90
Net Income£8.87M£264.62M£1.13B£5.89B
7 Day Performance3.02%1.00%1.32%1.32%
1 Month Performance3.73%0.89%1.79%1.70%
1 Year Performance-1.39%11.14%20.87%71.98%

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 142
+4.0%		N/A-0.4%£31.88M£1.44M676.19N/A
BRLA
BlackRock Latin American
N/AGBX 422
-2.5%		N/A+26.8%£124.28M£63.00M2.01N/A
MTU
Montanaro UK Smaller Companies
N/AGBX 109.05
+1.0%		N/A+5.9%£123.29M-£11.22MN/AN/A
CMPI
CT Global Managed Portfolio Income
N/AGBX 129.95
-1.2%		N/A+13.2%£123.14M£21.03M7.58N/A
IPX
Impax Asset Management Group
3.0407 of 5 stars		GBX 100.60
-0.8%		GBX 197.50
+96.3%		-46.0%£121.84M£124.22M6.37300

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This page (LON:SDV) was last updated on 6/17/2026 by MarketBeat.com Staff.
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