Witan Investment Trust (WTAN) Competitors

GBX 263.50
+0.50 (+0.19%)
(As of 04:37 AM ET)

WTAN vs. RAT, FEV, MYI, PIN, QLT, PNL, JTC, HVPE, TEM, and AJB

Should you be buying Witan Investment Trust stock or one of its competitors? The main competitors of Witan Investment Trust include Rathbones Group (RAT), Fidelity European Trust (FEV), Murray International (MYI), Pantheon International (PIN), Quilter (QLT), Personal Assets Trust (PNL), JTC (JTC), HarbourVest Global Private Equity (HVPE), Templeton Emerging Mkts Invmt Tr TEMIT (TEM), and AJ Bell (AJB). These companies are all part of the "asset management" industry.

Witan Investment Trust vs.

Rathbones Group (LON:RAT) and Witan Investment Trust (LON:WTAN) are both small-cap financial services companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, analyst recommendations, dividends, media sentiment, institutional ownership, earnings, community ranking, valuation and profitability.

Rathbones Group has a beta of 0.68, indicating that its share price is 32% less volatile than the S&P 500. Comparatively, Witan Investment Trust has a beta of 0.74, indicating that its share price is 26% less volatile than the S&P 500.

Witan Investment Trust has lower revenue, but higher earnings than Rathbones Group. Witan Investment Trust is trading at a lower price-to-earnings ratio than Rathbones Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Rathbones Group£676.20M2.38£37.50M£0.513,478.43
Witan Investment Trust£207.95M7.71£181.48M£0.28941.07

53.1% of Rathbones Group shares are owned by institutional investors. Comparatively, 7.2% of Witan Investment Trust shares are owned by institutional investors. 38.6% of Rathbones Group shares are owned by insiders. Comparatively, 8.0% of Witan Investment Trust shares are owned by 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.

In the previous week, Rathbones Group had 3 more articles in the media than Witan Investment Trust. MarketBeat recorded 5 mentions for Rathbones Group and 2 mentions for Witan Investment Trust. Witan Investment Trust's average media sentiment score of 0.80 beat Rathbones Group's score of 0.41 indicating that Rathbones Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Rathbones Group
2 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Witan Investment Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Rathbones Group received 262 more outperform votes than Witan Investment Trust when rated by MarketBeat users. However, 67.63% of users gave Witan Investment Trust an outperform vote while only 63.46% of users gave Rathbones Group an outperform vote.

CompanyUnderperformOutperform
Rathbones GroupOutperform Votes
356
63.46%
Underperform Votes
205
36.54%
Witan Investment TrustOutperform Votes
94
67.63%
Underperform Votes
45
32.37%

Rathbones Group presently has a consensus target price of GBX 1,520, suggesting a potential downside of 13.93%. Given Witan Investment Trust's higher probable upside, analysts plainly believe Rathbones Group is more favorable than Witan Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Rathbones Group
1 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Witan Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Rathbones Group pays an annual dividend of GBX 87 per share and has a dividend yield of 4.9%. Witan Investment Trust pays an annual dividend of GBX 6 per share and has a dividend yield of 2.3%. Rathbones Group pays out 17,058.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Witan Investment Trust pays out 2,142.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Witan Investment Trust has a net margin of 87.27% compared to Witan Investment Trust's net margin of 5.55%. Rathbones Group's return on equity of 11.70% beat Witan Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Rathbones Group5.55% 3.78% 2.92%
Witan Investment Trust 87.27%11.70%6.77%

Summary

Rathbones Group beats Witan Investment Trust on 11 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

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

MetricWitan Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.60B£740.67M£2.96B£1.42B
Dividend Yield2.36%13.30%4.61%11.94%
P/E Ratio941.07918.34470.331,666.72
Price / Sales7.7113,883.662,629.69337,282.67
Price / Cash40.3479.6448.1832.84
Price / Book1.051.741.562.67
Net Income£181.48M£49.58M£371.80M£176.24M
7 Day Performance1.93%1.43%1.06%1.08%
1 Month Performance6.25%12.53%7.15%6.62%
1 Year Performance15.57%5.16%8.63%8.24%

Witan Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RAT
Rathbones Group
0.7432 of 5 stars
GBX 1,760
+2.9%
GBX 1,520
-13.6%
-8.0%£1.60B£676.20M3,450.983,500
FEV
Fidelity European Trust
0 of 5 stars
GBX 397.50
+1.5%
N/A+12.4%£1.62B£263.57M685.34N/APositive News
MYI
Murray International
0 of 5 stars
GBX 255
+0.6%
N/A-4.4%£1.57B£151.82M1,214.29N/ADividend Announcement
News Coverage
PIN
Pantheon International
0 of 5 stars
GBX 330.50
+0.3%
N/A+25.9%£1.56B£-16,870,000.00-3,305.00455News Coverage
Positive News
QLT
Quilter
0.1742 of 5 stars
GBX 111.70
+0.5%
GBX 93.33
-16.4%
+30.8%£1.55B£4.63B3,723.332,983High Trading Volume
PNL
Personal Assets Trust
0 of 5 stars
GBX 485.50
+0.4%
N/A+0.4%£1.68B£-3,020,000.009,710.00N/ANews Coverage
JTC
JTC
0.33 of 5 stars
GBX 892
+1.0%
GBX 940
+5.4%
+14.2%£1.48B£228.50M5,247.061,603
HVPE
HarbourVest Global Private Equity
0 of 5 stars
GBX 2,295
+0.2%
N/A+7.8%£1.77B£171.22M-3,425.37N/A
TEM
Templeton Emerging Mkts Invmt Tr TEMIT
0 of 5 stars
GBX 161
+0.9%
N/A+10.9%£1.79B£200.31M1,150.00N/A
AJB
AJ Bell
0.8789 of 5 stars
GBX 344.50
+2.5%
GBX 390.25
+13.3%
+9.1%£1.42B£217.28M2,026.471,373Dividend Increase

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This page (LON:WTAN) was last updated on 5/9/2024 by MarketBeat.com Staff

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