AB
Price
$37.90
Change
-$1.11 (-2.85%)
Updated
Apr 3, 02:40 PM (EDT)
Capitalization
3.98B
21 days until earnings call
IVZ
Price
$14.28
Change
-$1.41 (-8.99%)
Updated
Apr 3, 02:45 PM (EDT)
Capitalization
7.41B
26 days until earnings call
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AB vs IVZ

Header iconAB vs IVZ Comparison
Open Charts AB vs IVZBanner chart's image
AllianceBernstein Holding
Price$37.90
Change-$1.11 (-2.85%)
Volume$200
Capitalization3.98B
Inves
Price$14.28
Change-$1.41 (-8.99%)
Volume$2.56K
Capitalization7.41B
AB vs IVZ Comparison Chart
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AB
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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AB vs. IVZ commentary
Apr 03, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AB is a Hold and IVZ is a Hold.

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COMPARISON
Comparison
Apr 03, 2025
Stock price -- (AB: $39.01 vs. IVZ: $15.69)
Brand notoriety: AB and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: AB: 69% vs. IVZ: 119%
Market capitalization -- AB: $3.98B vs. IVZ: $7.41B
AB [@Investment Managers] is valued at $3.98B. IVZ’s [@Investment Managers] market capitalization is $7.41B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

AB’s FA Score shows that 1 FA rating(s) are green whileIVZ’s FA Score has 1 green FA rating(s).

  • AB’s FA Score: 1 green, 4 red.
  • IVZ’s FA Score: 1 green, 4 red.
According to our system of comparison, AB is a better buy in the long-term than IVZ.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

AB’s TA Score shows that 6 TA indicator(s) are bullish while IVZ’s TA Score has 6 bullish TA indicator(s).

  • AB’s TA Score: 6 bullish, 2 bearish.
  • IVZ’s TA Score: 6 bullish, 3 bearish.
According to our system of comparison, both AB and IVZ are a good buy in the short-term.

Price Growth

AB (@Investment Managers) experienced а +1.72% price change this week, while IVZ (@Investment Managers) price change was 0.00% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.57%. For the same industry, the average monthly price growth was -2.78%, and the average quarterly price growth was -1.17%.

Reported Earning Dates

AB is expected to report earnings on Apr 24, 2025.

IVZ is expected to report earnings on Apr 29, 2025.

Industries' Descriptions

@Investment Managers (-2.57% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IVZ($7.41B) has a higher market cap than AB($3.98B). AB has higher P/E ratio than IVZ: AB (14.71) vs IVZ (12.27). AB YTD gains are higher at: 8.242 vs. IVZ (-9.230). IVZ has higher revenues than AB: IVZ (5.72B) vs AB (300M).
ABIVZAB / IVZ
Capitalization3.98B7.41B54%
EBITDAN/A1.13B-
Gain YTD8.242-9.230-89%
P/E Ratio14.7112.27120%
Revenue300M5.72B5%
Total CashN/A1.93B-
Total DebtN/A9.05B-
FUNDAMENTALS RATINGS
AB vs IVZ: Fundamental Ratings
AB
IVZ
OUTLOOK RATING
1..100
2466
VALUATION
overvalued / fair valued / undervalued
1..100
13
Undervalued
33
Fair valued
PROFIT vs RISK RATING
1..100
10059
SMR RATING
1..100
10084
PRICE GROWTH RATING
1..100
4463
P/E GROWTH RATING
1..100
8271
SEASONALITY SCORE
1..100
50n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

AB's Valuation (13) in the Investment Managers industry is in the same range as IVZ (33). This means that AB’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's Profit vs Risk Rating (59) in the Investment Managers industry is somewhat better than the same rating for AB (100). This means that IVZ’s stock grew somewhat faster than AB’s over the last 12 months.

IVZ's SMR Rating (84) in the Investment Managers industry is in the same range as AB (100). This means that IVZ’s stock grew similarly to AB’s over the last 12 months.

AB's Price Growth Rating (44) in the Investment Managers industry is in the same range as IVZ (63). This means that AB’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's P/E Growth Rating (71) in the Investment Managers industry is in the same range as AB (82). This means that IVZ’s stock grew similarly to AB’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ABIVZ
RSI
ODDS (%)
Bearish Trend 1 day ago
58%
Bullish Trend 1 day ago
72%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
68%
Bullish Trend 1 day ago
75%
Momentum
ODDS (%)
Bullish Trend 1 day ago
68%
Bullish Trend 1 day ago
82%
MACD
ODDS (%)
Bullish Trend 1 day ago
68%
Bullish Trend 1 day ago
76%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 1 day ago
72%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
62%
Bearish Trend 1 day ago
67%
Advances
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 1 day ago
70%
Declines
ODDS (%)
N/A
Bearish Trend 4 days ago
66%
BollingerBands
ODDS (%)
N/A
Bullish Trend 1 day ago
76%
Aroon
ODDS (%)
Bullish Trend 1 day ago
52%
Bearish Trend 1 day ago
61%
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AB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+3.29%
JHG - IVZ
73%
Closely correlated
+1.43%
TROW - IVZ
71%
Closely correlated
+1.77%
AMG - IVZ
71%
Closely correlated
+1.85%
BN - IVZ
68%
Closely correlated
+1.08%
BLK - IVZ
67%
Closely correlated
+1.88%
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