Fidelity Special Values (FSV) Competitors

GBX 309
+4.50 (+1.48%)
(As of 05/10/2024 ET)

FSV vs. BBGI, RICA, IHP, MUT, TRY, SAIN, OTV2, IEM, N91, and AGT

Should you be buying Fidelity Special Values stock or one of its competitors? The main competitors of Fidelity Special Values include BBGI Global Infrastructure (BBGI), Ruffer Investment (RICA), IntegraFin (IHP), Murray Income Trust (MUT), TR Property (TRY), Scottish American Investment (SAIN), Octopus Titan VCT (OTV2), Impax Environmental Markets (IEM), Ninety One Group (N91), and AVI Global Trust (AGT). These companies are all part of the "asset management" industry.

Fidelity Special Values vs.

BBGI Global Infrastructure (LON:BBGI) and Fidelity Special Values (LON:FSV) are both small-cap financial services companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, institutional ownership, valuation, profitability, community ranking and media sentiment.

67.8% of BBGI Global Infrastructure shares are held by institutional investors. Comparatively, 60.8% of Fidelity Special Values shares are held by institutional investors. 0.4% of BBGI Global Infrastructure shares are held by insiders. Comparatively, 0.9% of Fidelity Special Values shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Fidelity Special Values has higher revenue and earnings than BBGI Global Infrastructure. Fidelity Special Values is trading at a lower price-to-earnings ratio than BBGI Global Infrastructure, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BBGI Global Infrastructure£43.25M22.71£37.63M£0.062,290.00
Fidelity Special Values£70.44M14.22£54.31M£0.171,817.65

Fidelity Special Values received 62 more outperform votes than BBGI Global Infrastructure when rated by MarketBeat users. Likewise, 76.81% of users gave Fidelity Special Values an outperform vote while only 60.27% of users gave BBGI Global Infrastructure an outperform vote.

CompanyUnderperformOutperform
BBGI Global InfrastructureOutperform Votes
44
60.27%
Underperform Votes
29
39.73%
Fidelity Special ValuesOutperform Votes
106
76.81%
Underperform Votes
32
23.19%

In the previous week, BBGI Global Infrastructure and BBGI Global Infrastructure both had 1 articles in the media. BBGI Global Infrastructure's average media sentiment score of 1.75 beat Fidelity Special Values' score of 0.59 indicating that Fidelity Special Values is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BBGI Global Infrastructure
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fidelity Special Values
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

BBGI Global Infrastructure has a beta of 0.23, meaning that its stock price is 77% less volatile than the S&P 500. Comparatively, Fidelity Special Values has a beta of 1.11, meaning that its stock price is 11% more volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BBGI Global Infrastructure
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

BBGI Global Infrastructure pays an annual dividend of GBX 8 per share and has a dividend yield of 5.8%. Fidelity Special Values pays an annual dividend of GBX 9 per share and has a dividend yield of 2.9%. BBGI Global Infrastructure pays out 13,333.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidelity Special Values pays out 5,294.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

BBGI Global Infrastructure has a net margin of 86.99% compared to BBGI Global Infrastructure's net margin of 77.11%. BBGI Global Infrastructure's return on equity of 5.80% beat Fidelity Special Values' return on equity.

Company Net Margins Return on Equity Return on Assets
BBGI Global Infrastructure86.99% 3.54% 2.01%
Fidelity Special Values 77.11%5.80%4.22%

Summary

Fidelity Special Values beats BBGI Global Infrastructure on 11 of the 16 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FSV 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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FSV vs. The Competition

MetricFidelity Special ValuesAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.00B£896.21M£3.24B£1.83B
Dividend Yield3.18%5.56%4.51%6.11%
P/E Ratio1,817.65956.24448.401,984.16
Price / Sales14.221,453.952,102.52450,664.95
Price / Cash10.9362.7350.8927.93
Price / Book1.051.191.512.79
Net Income£54.31M£55.02M£344.68M£186.37M
7 Day Performance3.00%1.08%0.91%1.42%
1 Month Performance7.11%2.38%1.87%3.35%
1 Year Performance9.38%5.82%14.11%11.43%

Fidelity Special Values Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BBGI
BBGI Global Infrastructure
0 of 5 stars
GBX 137.49
-0.5%
N/A-8.3%£982.87M£43.25M2,291.4525Positive News
RICA
Ruffer Investment
0 of 5 stars
GBX 270.89
0.0%
N/A-8.5%£998.18M£-83,820,000.00-1,289.93N/APositive News
IHP
IntegraFin
0 of 5 stars
GBX 302.50
-0.3%
GBX 360
+19.0%
+4.1%£1.00B£134.90M2,016.67649
MUT
Murray Income Trust
0 of 5 stars
GBX 886
+0.2%
N/A+3.3%£948.46M£88.65M1,230.56147,000Dividend Cut
Positive News
TRY
TR Property
0 of 5 stars
GBX 325.40
-0.3%
N/A+13.3%£1.03B£-528,720,000.00-184.89N/ANews Coverage
SAIN
Scottish American Investment
0 of 5 stars
GBX 517.26
+0.4%
N/A-3.8%£922.38M£121.43M876.71N/A
OTV2
Octopus Titan VCT
0 of 5 stars
GBX 59.50
+2.6%
N/AN/A£916.30M£-229,200,000.00-313.1630News Coverage
IEM
Impax Environmental Markets
0 of 5 stars
GBX 392.50
-1.1%
N/A-2.1%£1.07B£91.79M1,635.42N/ANews Coverage
N91
Ninety One Group
0 of 5 stars
GBX 172.94
-0.8%
GBX 173
+0.0%
+1.4%£1.08B£597.60M960.781,180Gap Up
AGT
AVI Global Trust
0 of 5 stars
GBX 243.09
-0.2%
N/A+28.8%£1.10B£137.36M868.18N/APositive News

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This page (LON:FSV) was last updated on 5/12/2024 by MarketBeat.com Staff

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