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Volta Finance (VTA) Competitors

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GBX 5.60 -0.30 (-5.08%)
As of 10/1/2026 09:56 AM Eastern

VTA vs. JEO, PHI, APEO, RICA, and OCI

Should you buy Volta Finance stock or one of its competitors? Volta Finance's main competitors and comparable companies include European Opportunities Trust (JEO), Pacific Horizon Investment Trust (PHI), abrdn Private Equity Opportunities (APEO), Ruffer Investment (RICA), and Oakley Capital Investments (OCI). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Volta Finance compare to European Opportunities Trust?

Volta Finance (LON:VTA) and European Opportunities Trust (LON:JEO) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their profitability, media sentiment, valuation, earnings, analyst recommendations, dividends, institutional ownership and risk.

In the previous week, Volta Finance had 1 more articles in the media than European Opportunities Trust. MarketBeat recorded 1 mentions for Volta Finance and 0 mentions for European Opportunities Trust. Volta Finance's average media sentiment score of 0.00 equaled European Opportunities Trust'saverage media sentiment score.

Company Overall Sentiment
Volta Finance Neutral
European Opportunities Trust Neutral

Volta Finance pays an annual dividend of GBX 0.60 per share and has a dividend yield of 10.7%. European Opportunities Trust pays an annual dividend of GBX 0.04 per share. Volta Finance pays out 48.8% of its earnings in the form of a dividend. European Opportunities Trust pays out -0.1% 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.

41.8% of Volta Finance shares are owned by institutional investors. 0.4% of Volta Finance shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Volta Finance has higher revenue and earnings than European Opportunities Trust. European Opportunities Trust is trading at a lower price-to-earnings ratio than Volta Finance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Volta Finance£6.26B0.03£4.50B£1.234.56
European Opportunities Trust-£62.33M0.00N/A-£65.20N/A

European Opportunities Trust has a net margin of 0.00% compared to Volta Finance's net margin of -1.13%. European Opportunities Trust's return on equity of 0.00% beat Volta Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
Volta Finance-1.13% -0.26% 10.35%
European Opportunities Trust N/A N/A N/A

Summary

Volta Finance beats European Opportunities Trust on 8 of the 11 factors compared between the two stocks.

How does Volta Finance compare to Pacific Horizon Investment Trust?

Pacific Horizon Investment Trust (LON:PHI) and Volta Finance (LON:VTA) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, media sentiment, profitability, dividends, analyst recommendations, institutional ownership, earnings and risk.

In the previous week, Pacific Horizon Investment Trust had 1 more articles in the media than Volta Finance. MarketBeat recorded 2 mentions for Pacific Horizon Investment Trust and 1 mentions for Volta Finance. Pacific Horizon Investment Trust's average media sentiment score of 1.57 beat Volta Finance's score of 0.00 indicating that Pacific Horizon Investment Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Pacific Horizon Investment Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Volta Finance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

8.3% of Pacific Horizon Investment Trust shares are held by institutional investors. Comparatively, 41.8% of Volta Finance shares are held by institutional investors. 2.0% of Pacific Horizon Investment Trust shares are held by insiders. Comparatively, 0.4% of Volta Finance shares are held 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.

Pacific Horizon Investment Trust has a net margin of 97.56% compared to Volta Finance's net margin of -1.13%. Pacific Horizon Investment Trust's return on equity of 43.97% beat Volta Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
Pacific Horizon Investment Trust97.56% 43.97% 3.98%
Volta Finance -1.13%-0.26%10.35%

Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. Volta Finance pays an annual dividend of GBX 0.60 per share and has a dividend yield of 10.7%. Pacific Horizon Investment Trust pays out 0.5% of its earnings in the form of a dividend. Volta Finance pays out 48.8% 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.

Volta Finance has higher revenue and earnings than Pacific Horizon Investment Trust. Pacific Horizon Investment Trust is trading at a lower price-to-earnings ratio than Volta Finance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Pacific Horizon Investment Trust£243.03M3.64£26.66M£288.483.94
Volta Finance£6.26B0.03£4.50B£1.234.56

Pacific Horizon Investment Trust has a beta of 1.182, suggesting that its stock price is 18% more volatile than the broader market. Comparatively, Volta Finance has a beta of 0.306, suggesting that its stock price is 69% less volatile than the broader market.

Summary

Pacific Horizon Investment Trust beats Volta Finance on 9 of the 15 factors compared between the two stocks.

How does Volta Finance compare to abrdn Private Equity Opportunities?

abrdn Private Equity Opportunities (LON:APEO) and Volta Finance (LON:VTA) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, risk, earnings, institutional ownership, media sentiment, dividends, valuation and profitability.

Volta Finance has higher revenue and earnings than abrdn Private Equity Opportunities. abrdn Private Equity Opportunities is trading at a lower price-to-earnings ratio than Volta Finance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Private Equity Opportunities£80.21M0.00£60.96M£0.40N/A
Volta Finance£6.26B0.03£4.50B£1.234.56

abrdn Private Equity Opportunities pays an annual dividend of GBX 17 per share. Volta Finance pays an annual dividend of GBX 0.60 per share and has a dividend yield of 10.7%. abrdn Private Equity Opportunities pays out 4,250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Volta Finance pays out 48.8% of its earnings in the form of a dividend. Volta Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Volta Finance had 1 more articles in the media than abrdn Private Equity Opportunities. MarketBeat recorded 1 mentions for Volta Finance and 0 mentions for abrdn Private Equity Opportunities. abrdn Private Equity Opportunities' average media sentiment score of 0.00 equaled Volta Finance'saverage media sentiment score.

Company Overall Sentiment
abrdn Private Equity Opportunities Neutral
Volta Finance Neutral

abrdn Private Equity Opportunities has a net margin of 76.01% compared to Volta Finance's net margin of -1.13%. abrdn Private Equity Opportunities' return on equity of 5.18% beat Volta Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
abrdn Private Equity Opportunities76.01% 5.18% 3.35%
Volta Finance -1.13%-0.26%10.35%

72.2% of abrdn Private Equity Opportunities shares are owned by institutional investors. Comparatively, 41.8% of Volta Finance shares are owned by institutional investors. 3.7% of abrdn Private Equity Opportunities shares are owned by company insiders. Comparatively, 0.4% of Volta Finance shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

abrdn Private Equity Opportunities has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market. Comparatively, Volta Finance has a beta of 0.306, indicating that its share price is 69% less volatile than the broader market.

Summary

Volta Finance beats abrdn Private Equity Opportunities on 7 of the 13 factors compared between the two stocks.

How does Volta Finance compare to Ruffer Investment?

Volta Finance (LON:VTA) and Ruffer Investment (LON:RICA) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, risk, media sentiment, analyst recommendations, profitability, dividends, valuation and earnings.

In the previous week, Ruffer Investment had 3 more articles in the media than Volta Finance. MarketBeat recorded 4 mentions for Ruffer Investment and 1 mentions for Volta Finance. Ruffer Investment's average media sentiment score of 0.43 beat Volta Finance's score of 0.00 indicating that Ruffer Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Volta Finance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ruffer Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

41.8% of Volta Finance shares are held by institutional investors. Comparatively, 7.8% of Ruffer Investment shares are held by institutional investors. 0.4% of Volta Finance shares are held by company insiders. Comparatively, 0.4% of Ruffer Investment shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Volta Finance pays an annual dividend of GBX 0.60 per share and has a dividend yield of 10.7%. Ruffer Investment pays an annual dividend of GBX 6.20 per share and has a dividend yield of 2.1%. Volta Finance pays out 48.8% of its earnings in the form of a dividend. Ruffer Investment pays out 21.9% 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.

Volta Finance has a beta of 0.306, suggesting that its stock price is 69% less volatile than the broader market. Comparatively, Ruffer Investment has a beta of 0.427, suggesting that its stock price is 57% less volatile than the broader market.

Ruffer Investment has a net margin of 121.50% compared to Volta Finance's net margin of -1.13%. Ruffer Investment's return on equity of 10.00% beat Volta Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
Volta Finance-1.13% -0.26% 10.35%
Ruffer Investment 121.50%10.00%0.45%

Volta Finance has higher revenue and earnings than Ruffer Investment. Volta Finance is trading at a lower price-to-earnings ratio than Ruffer Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Volta Finance£6.26B0.03£4.50B£1.234.56
Ruffer Investment£91.91M9.24£8.78M£28.3510.42

Summary

Ruffer Investment beats Volta Finance on 10 of the 15 factors compared between the two stocks.

How does Volta Finance compare to Oakley Capital Investments?

Volta Finance (LON:VTA) and Oakley Capital Investments (LON:OCI) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, valuation, earnings, profitability, risk and media sentiment.

Oakley Capital Investments has a net margin of 74.95% compared to Volta Finance's net margin of -1.13%. Oakley Capital Investments' return on equity of 4.15% beat Volta Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
Volta Finance-1.13% -0.26% 10.35%
Oakley Capital Investments 74.95%4.15%4.33%

Volta Finance has higher revenue and earnings than Oakley Capital Investments. Volta Finance is trading at a lower price-to-earnings ratio than Oakley Capital Investments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Volta Finance£6.26B0.03£4.50B£1.234.56
Oakley Capital Investments£66.57M12.82£88.03M£34.0015.29

Volta Finance pays an annual dividend of GBX 0.60 per share and has a dividend yield of 10.7%. Oakley Capital Investments pays an annual dividend of GBX 2.25 per share and has a dividend yield of 0.4%. Volta Finance pays out 48.8% of its earnings in the form of a dividend. Oakley Capital Investments pays out 6.6% 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.

In the previous week, Volta Finance had 1 more articles in the media than Oakley Capital Investments. MarketBeat recorded 1 mentions for Volta Finance and 0 mentions for Oakley Capital Investments. Oakley Capital Investments' average media sentiment score of 0.25 beat Volta Finance's score of 0.00 indicating that Oakley Capital Investments is being referred to more favorably in the news media.

Company Overall Sentiment
Volta Finance Neutral
Oakley Capital Investments Neutral

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Volta Finance
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Oakley Capital Investments
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

41.8% of Volta Finance shares are owned by institutional investors. Comparatively, 25.6% of Oakley Capital Investments shares are owned by institutional investors. 0.4% of Volta Finance shares are owned by insiders. Comparatively, 13.1% of Oakley Capital Investments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Volta Finance has a beta of 0.306, suggesting that its stock price is 69% less volatile than the broader market. Comparatively, Oakley Capital Investments has a beta of 0.469, suggesting that its stock price is 53% less volatile than the broader market.

Summary

Oakley Capital Investments beats Volta Finance on 11 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 VTA 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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VTA vs. The Competition

MetricVolta FinanceCapital Markets IndustryFinance SectorLON Exchange
Market Cap£204.85M£5.16B£13.31B£2.80B
Dividend Yield9.21%7.55%6.03%6.18%
P/E Ratio4.5629.3424.47366.17
Price / Sales0.031,265.05507.1289,425.29
Price / Cash0.0147.7747.4527.89
Price / Book0.013.492.706.83
Net Income£4.50B£417.69M£1.32B£5.89B
7 Day Performance-7.89%-0.66%-0.99%-0.75%
1 Month Performance-3.45%5.30%1.04%16.84%
1 Year Performance-18.13%3.37%8.17%16.40%

Volta Finance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VTA
Volta Finance
N/AGBX 5.60
-5.1%
N/A-18.7%£204.85M£6.26B4.56N/A
JEO
European Opportunities Trust
N/AN/AN/AN/A£886.70M-£62.33MN/AN/A
PHI
Pacific Horizon Investment Trust
N/AGBX 1,138
-0.5%
N/A+51.7%£884.31M£243.03M3.9418,800
APEO
abrdn Private Equity Opportunities
N/AN/AN/AN/A£880.29M£80.21M1,435.00N/A
RICA
Ruffer Investment
N/AGBX 298.16
-0.3%
N/A-0.2%£857.45M£91.91M10.52N/A

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This page (LON:VTA) was last updated on 10/2/2026 by MarketBeat.com Staff.
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