Liontrust Asset Management (LIO) Competitors

GBX 694
-1.00 (-0.14%)
(As of 05/3/2024 ET)

LIO vs. PAC, POLN, UEM, PCGH, AAS, NESF, ATR, DIG, JEGI, and ORIT

Should you be buying Liontrust Asset Management stock or one of its competitors? The main competitors of Liontrust Asset Management include Pacific Assets (PAC), Pollen Street Group (POLN), Utilico Emerging Markets (UEM), Polar Capital Global Healthcare Trust (PCGH), abrdn Asia Focus (AAS), NextEnergy Solar Fund (NESF), Schroders Investment Trusts - Schroder Asian Total Return Investment (ATR), Dunedin Income Growth Investment Trust (DIG), JPMorgan European Growth & Income (JEGI), and Octopus Renewables Infrastructure (ORIT). These companies are all part of the "asset management" industry.

Liontrust Asset Management vs.

Liontrust Asset Management (LON:LIO) and Pacific Assets (LON:PAC) are both small-cap financial services companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, dividends, community ranking, earnings, risk, valuation and profitability.

Pacific Assets has lower revenue, but higher earnings than Liontrust Asset Management. Pacific Assets is trading at a lower price-to-earnings ratio than Liontrust Asset Management, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liontrust Asset Management£231.10M1.92£17.22M£0.272,570.37
Pacific Assets£37.50M11.93£25.81M£0.211,761.90

Liontrust Asset Management has a beta of 1.27, indicating that its stock price is 27% more volatile than the S&P 500. Comparatively, Pacific Assets has a beta of 0.42, indicating that its stock price is 58% less volatile than the S&P 500.

Pacific Assets has a net margin of 68.83% compared to Liontrust Asset Management's net margin of 7.45%. Liontrust Asset Management's return on equity of 8.84% beat Pacific Assets' return on equity.

Company Net Margins Return on Equity Return on Assets
Liontrust Asset Management7.45% 8.84% 3.42%
Pacific Assets 68.83%5.60%4.24%

Liontrust Asset Management currently has a consensus target price of GBX 755, suggesting a potential upside of 8.79%. Given Liontrust Asset Management's higher probable upside, equities analysts clearly believe Liontrust Asset Management is more favorable than Pacific Assets.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Liontrust Asset Management
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Pacific Assets
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Liontrust Asset Management pays an annual dividend of GBX 72 per share and has a dividend yield of 10.4%. Pacific Assets pays an annual dividend of GBX 2 per share and has a dividend yield of 0.5%. Liontrust Asset Management pays out 26,666.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Pacific Assets pays out 952.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Liontrust Asset Management received 296 more outperform votes than Pacific Assets when rated by MarketBeat users. Likewise, 75.42% of users gave Liontrust Asset Management an outperform vote while only 70.00% of users gave Pacific Assets an outperform vote.

CompanyUnderperformOutperform
Liontrust Asset ManagementOutperform Votes
408
75.42%
Underperform Votes
133
24.58%
Pacific AssetsOutperform Votes
112
70.00%
Underperform Votes
48
30.00%

In the previous week, Pacific Assets had 11 more articles in the media than Liontrust Asset Management. MarketBeat recorded 13 mentions for Pacific Assets and 2 mentions for Liontrust Asset Management. Liontrust Asset Management's average media sentiment score of 0.67 beat Pacific Assets' score of 0.42 indicating that Liontrust Asset Management is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Liontrust Asset Management
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Pacific Assets
2 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

57.2% of Liontrust Asset Management shares are owned by institutional investors. Comparatively, 45.6% of Pacific Assets shares are owned by institutional investors. 13.2% of Liontrust Asset Management shares are owned by company insiders. Comparatively, 2.2% of Pacific Assets shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

Liontrust Asset Management beats Pacific Assets on 12 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

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

MetricLiontrust Asset ManagementAsset Management IndustryFinancial SectorLON Exchange
Market Cap£442.70M£839.08M£3.05B£1.75B
Dividend Yield10.53%5.14%4.57%5.97%
P/E Ratio2,570.371,019.34451.732,190.56
Price / Sales1.9215,691.322,232.76469,548.58
Price / Cash5.6192.7449.7538.21
Price / Book2.461.301.492.54
Net Income£17.22M£54.17M£338.67M£184.48M
7 Day Performance3.74%1.17%0.67%1.03%
1 Month Performance9.64%1.07%6.91%8.31%
1 Year Performance-14.11%4.31%8.60%15.46%

Liontrust Asset Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PAC
Pacific Assets
0 of 5 stars
GBX 364.58
+0.4%
N/A+4.4%£441.00M£37.50M1,736.101,557Dividend Increase
POLN
Pollen Street Group
2.775 of 5 stars
GBX 691.90
+0.9%
GBX 1,070
+54.6%
-0.9%£442.19M£103.16M1,134.2684
UEM
Utilico Emerging Markets
0 of 5 stars
GBX 229.31
+1.5%
N/A+4.1%£443.58M£61.72M917.24N/A
PCGH
Polar Capital Global Healthcare Trust
0 of 5 stars
GBX 367
+1.1%
N/A+8.2%£445.06MN/A4,077.78N/ADividend Increase
AAS
abrdn Asia Focus
0 of 5 stars
GBX 272.80
-1.2%
N/A+12.5%£421.31M£45.30M1,299.05N/A
NESF
NextEnergy Solar Fund
0 of 5 stars
GBX 75.62
-0.1%
N/A-29.7%£446.75M£65.82M1,080.23N/A
ATR
Schroders Investment Trusts - Schroder Asian Total Return Investment
0 of 5 stars
GBX 435.10
-0.7%
N/A+5.8%£420.52M£34.78M1,611.4813,000Insider Buying
Positive News
DIG
Dunedin Income Growth Investment Trust
0 of 5 stars
GBX 287.14
-0.3%
N/A-5.0%£419.71M£31.24M1,595.22N/ADividend Announcement
News Coverage
JEGI
JPMorgan European Growth & Income
0 of 5 stars
GBX 104.50
+1.0%
N/A+8.8%£449.01M£83.63M580.56N/A
ORIT
Octopus Renewables Infrastructure
2.7576 of 5 stars
GBX 73.74
+0.2%
GBX 115
+56.0%
-28.6%£416.58M£18.40M3,687.00N/AGap Down

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

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