JPMorgan UK Small Cap Growth &ome (LSE:JUGI) GF Value Rank: 2 (As of Aug. 16, 2026) — Near Median

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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:JUGI JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
37 GF Score
Price £3.65
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What is JPMorgan UK Small Cap Growth &ome GF Value Rank?

JPMorgan UK Small Cap Growth &ome LSE:JUGI +0.41% 37 GF Value Rank is 2 as of Aug. 16, 2026, which is at its 10-year median of 2.00. GuruFocus rates LSE:JUGI with a GF Score™ of 37/100. The stock has 5 warning signs investors should review.

JPMorgan UK Small Cap Growth &ome has the GF Value Rank of 2.

GF Value Rank evaluates the exclusive GuruFocus valuation and performance of a stock, rated on a scale from 1 to 10. It is determined by the price-to-GF-Value (P/GF Value) ratio, a proprietary metric calculated based on historical multiples along with an adjustment factor based on a company's past returns and growth and future estimates of the business' performance.

GuruFocus found that for valuation, we cannot simply give stocks a better GF Value rank simply because they have a lower P/GF Value ratio. Backtesting shows that over the long term, the two worst-performing groups are the most expensive group (with the highest P/GF Value ratio) and the least expensive group (with the lowest P/GF Value ratio).

We can understand why the most expensive group underperforms. We were initially puzzled by the underperformance of the least expensive group, but we realized there is a reason why some stocks are super cheap. If they look too undervalued, it is often because the businesses behind them are poor quality. The market realized this and gave them low valuations. In a way, the market is efficient.

After multiple backtesting analyses, we granted the stocks in third-cheapest percentile the highest GF Value rank, as they have performed the best over a full market cycle. Stock performance is actually not as sensitive to valuation as it is to growth and profitability. On average, the companies in the 20%-50% valuation groups have similar performances. Therefore, we should avoid the most expensive and the least expensive stocks. We can be more tolerant of valuation.

A higher score indicates a stock with a relatively low valuation and substantial potential for outperformance. Conversely, a lower score often reflects stocks that are either highly overvalued or deeply undervalued, both of which tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.


JPMorgan UK Small Cap Growth &ome GF Value Rank Related Terms


LSE:JUGI vs BLK, BX, KKR: GF Value Rank Comparison

For the Asset Management subindustry, JPMorgan UK Small Cap Growth &ome's GF Value Rank, along with its competitors' market caps and GF Value Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan UK Small Cap Growth &ome GF Value Rank vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan UK Small Cap Growth &ome's GF Value Rank distribution charts can be found below:

* The bar in red indicates where JPMorgan UK Small Cap Growth &ome's GF Value Rank falls into.


LSE:JUGI
37GF Score
JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
GF Value Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about GF Value Rank →
What does a GF Value Rank of 2 mean?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a GF Value Rank of 2 as of Aug. 16, 2026. GF Value Rank is given based on historical multiples along with past returns, growth and future estimates of the business' performance. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. This is near median its historical median of 2.00. Over the past decade, JPMorgan UK Small Cap Growth &ome's GF Value Rank has ranged from 2.00 to 2.00.
Is JPMorgan UK Small Cap Growth &ome's GF Value Rank too high?
JPMorgan UK Small Cap Growth &ome's current GF Value Rank of 2 is near median its 10-year median of 2.00. Over the past 10 years, this metric has ranged from a low of 2.00 to a high of 2.00. Overall, JPMorgan UK Small Cap Growth &ome has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan UK Small Cap Growth &ome's GF Value Rank compare to BLK and BX?
JPMorgan UK Small Cap Growth &ome's GF Value Rank of 2 can be compared against companies in the Asset Management industry. Historically, JPMorgan UK Small Cap Growth &ome's own GF Value Rank has ranged from 2.00 to 2.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good GF Value Rank for an Asset Management company?
A good GF Value Rank depends on the Asset Management industry context. However, GF Value Rank should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high GF Value Rank mean?
A high GF Value Rank can signal that a stock is expensive relative to its fundamentals. GF Value Rank is given based on historical multiples along with past returns, growth and future estimates of the business' performance. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. JPMorgan UK Small Cap Growth &ome's current GF Value Rank is 2, which is near median its own 10-year median of 2.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan UK Small Cap Growth &ome stock overvalued right now?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a current GF Value Rank of 2. The current GF Value Rank is 2, which is near median its 10-year median of 2.00. JPMorgan UK Small Cap Growth &ome's overall GF Score™ is 37/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is GF Value Rank calculated?
GF Value Rank is calculated from a company's financial statements. For JPMorgan UK Small Cap Growth &ome (LSE:JUGI), the current GF Value Rank is 2 as of Aug. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

JPMorgan UK Small Cap Growth &ome Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan UK Small Cap Growth & Income PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.
37GF Score

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GF Value Rank is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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