AB
Price
$34.76
Change
+$0.60 (+1.76%)
Updated
Mar 27, 6:59 PM EST
28 days until earnings call
VRTS
Price
$258.32
Change
+$10.62 (+4.29%)
Updated
Mar 28, 8:32 AM EST
29 days until earnings call
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Compare predictions AB vs VRTS

Header iconAB vs VRTS Comparison
Open Charts AB vs VRTSBanner chart's image
AllianceBernstein Holding
Price$34.76
Change+$0.60 (+1.76%)
Volume$191.93K
CapitalizationN/A
Virtus Investment Partners
Price$258.32
Change+$10.62 (+4.29%)
Volume$400
CapitalizationN/A
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AB vs VRTS Comparison Chart

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ABDaily Signal changed days agoGain/Loss if shorted
 
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VRTSDaily Signal changed days agoGain/Loss if shorted
 
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VS
AB vs. VRTS commentary
Mar 28, 2024

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 VRTS is a Hold.

COMPARISON
Comparison
Mar 28, 2024
Stock price -- (AB: $34.75 vs. VRTS: $247.61)
Brand notoriety: AB and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: AB: 99% vs. VRTS: 64%
Market capitalization -- AB: $3.98B vs. VRTS: $1.75B
AB [@Investment Managers] is valued at $3.98B. VRTS’s [@Investment Managers] market capitalization is $1.75B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.38B to $0. The average market capitalization across the [@Investment Managers] industry is $5.97B.

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 whileVRTS’s FA Score has 2 green FA rating(s).

  • AB’s FA Score: 1 green, 4 red.
  • VRTS’s FA Score: 2 green, 3 red.
According to our system of comparison, VRTS is a better buy in the long-term than AB.

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 5 TA indicator(s) are bullish while VRTS’s TA Score has 5 bullish TA indicator(s).

  • AB’s TA Score: 5 bullish, 2 bearish.
  • VRTS’s TA Score: 5 bullish, 3 bearish.
According to our system of comparison, AB is a better buy in the short-term than VRTS.

Price Growth

AB (@Investment Managers) experienced а +0.78% price change this week, while VRTS (@Investment Managers) price change was +3.10% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.17%. For the same industry, the average monthly price growth was +1.91%, and the average quarterly price growth was +6.48%.

Reported Earning Dates

AB is expected to report earnings on Apr 25, 2024.

VRTS is expected to report earnings on Apr 26, 2024.

Industries' Descriptions

@Investment Managers (+0.17% 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
A.I.dvisor published
a Summary for AB with price predictions.
OPEN
A.I.dvisor published
a Summary for VRTS with price predictions.
OPEN
FUNDAMENTALS
Fundamentals
AB($3.98B) has a higher market cap than VRTS($1.76B). AB has higher P/E ratio than VRTS: AB (14.85) vs VRTS (13.98). AB YTD gains are higher at: 14.606 vs. VRTS (3.215). VRTS has higher revenues than AB: VRTS (841M) vs AB (300M).
ABVRTSAB / VRTS
Capitalization3.98B1.76B227%
EBITDAN/A434M-
Gain YTD14.6063.215454%
P/E Ratio14.8513.98106%
Revenue300M841M36%
Total CashN/A340M-
Total DebtN/A2.18B-
FUNDAMENTALS RATINGS
AB vs VRTS: Fundamental Ratings
AB
VRTS
OUTLOOK RATING
1..100
176
VALUATION
overvalued / fair valued / undervalued
1..100
12
Undervalued
20
Undervalued
PROFIT vs RISK RATING
1..100
10032
SMR RATING
1..100
10057
PRICE GROWTH RATING
1..100
4744
P/E GROWTH RATING
1..100
5342
SEASONALITY SCORE
1..100
n/an/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 (12) in the Investment Managers industry is in the same range as VRTS (20). This means that AB’s stock grew similarly to VRTS’s over the last 12 months.

VRTS's Profit vs Risk Rating (32) in the Investment Managers industry is significantly better than the same rating for AB (100). This means that VRTS’s stock grew significantly faster than AB’s over the last 12 months.

VRTS's SMR Rating (57) in the Investment Managers industry is somewhat better than the same rating for AB (100). This means that VRTS’s stock grew somewhat faster than AB’s over the last 12 months.

VRTS's Price Growth Rating (44) in the Investment Managers industry is in the same range as AB (47). This means that VRTS’s stock grew similarly to AB’s over the last 12 months.

VRTS's P/E Growth Rating (42) in the Investment Managers industry is in the same range as AB (53). This means that VRTS’s stock grew similarly to AB’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ABVRTS
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
68%
Momentum
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 1 day ago
77%
MACD
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
69%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 1 day ago
75%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
62%
Bullish Trend 1 day ago
72%
Advances
ODDS (%)
Bullish Trend 1 day ago
67%
Bullish Trend 8 days ago
75%
Declines
ODDS (%)
Bearish Trend 4 days ago
59%
Bearish Trend 14 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
75%
Bearish Trend 1 day ago
63%
Aroon
ODDS (%)
N/A
N/A
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ABDaily Signal changed days agoGain/Loss if shorted
 
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VRTSDaily Signal changed days agoGain/Loss if shorted
 
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VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been closely correlated with CNS. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTS jumps, then CNS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
+3.45%
CNS - VRTS
66%
Closely correlated
+3.31%
SEIC - VRTS
63%
Loosely correlated
+2.14%
BEN - VRTS
62%
Loosely correlated
+3.41%
JHG - VRTS
59%
Loosely correlated
+2.49%
APAM - VRTS
58%
Loosely correlated
+2.61%
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