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AMG vs FHI
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 AMG is a Buy and FHI is a Buy.
AMG in upward trend: price may ascend as a result of having broken its lower Bollinger Band on November 02, 2026
AMG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 23 of 32 cases where AMG's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 72%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
The 10-day moving average for AMG crossed bullishly above the 50-day moving average on September 30, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 6 of 11 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 55%.
Following a +1.79% 3-day Advance, the price is estimated to grow further. Considering data from situations where AMG advanced for three days, in 208 of 332 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
The Aroon Indicator entered an Uptrend today. In 205 of 287 cases where AMG Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 71%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on AMG as a result. In 49 of 97 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 51%.
The Moving Average Convergence Divergence Histogram (MACD) for AMG turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 56 similar instances when the indicator turned negative. In 28 of the 56 cases the stock turned lower in the days that followed. This puts the odds of success at 50%.
AMG moved below its 50-day moving average on November 02, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where AMG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 62%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 11 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron SMR rating for this company is 35 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. AMG’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 75 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.145) is normal, around the industry mean (2.440). P/E Ratio (11.953) is within average values for comparable stocks, (-3.350). Projected Growth (PEG Ratio) (0.616) is also within normal values, averaging (1.319). Dividend Yield (0.000) settles around the average of (0.267) among similar stocks. P/S Ratio (4.606) is also within normal values, averaging (15.694).
FHI in upward trend: 10-day moving average broke above 50-day moving average on November 04, 2026
The 10-day moving average for FHI crossed bullishly above the 50-day moving average on November 04, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 12 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on FHI as a result. In 67 of 99 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 68%.
The Moving Average Convergence Divergence (MACD) for FHI just turned positive on October 15, 2026. Looking at past instances where FHI's MACD turned positive, the stock continued to rise in 31 of 47 cases over the following month. The odds of a continued upward trend are 66%.
FHI moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +7.84% 3-day Advance, the price is estimated to grow further. Considering data from situations where FHI advanced for three days, in 201 of 328 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
Bearish Trend Analysis
The RSI Indicator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where FHI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 52%.
FHI broke above its upper Bollinger Band on November 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for FHI entered a downward trend on October 23, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 5 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 31 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 31 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 42 (best 1 - 100 worst), indicating steady price growth. FHI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 88 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.705) is normal, around the industry mean (2.440). P/E Ratio (11.554) is within average values for comparable stocks, (-3.350). Projected Growth (PEG Ratio) (1.398) is also within normal values, averaging (1.319). Dividend Yield (0.024) settles around the average of (0.267) among similar stocks. P/S Ratio (2.143) is also within normal values, averaging (15.694).
AMG | FHI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 5 | |
SMR RATING 1..100 | 35 | 31 | |
PRICE GROWTH RATING 1..100 | 43 | 42 | |
P/E GROWTH RATING 1..100 | 75 | 31 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
AMG's Valuation (84) in the Investment Managers industry is in the same range as FHI (88) in the null industry. This means that AMG’s stock grew similarly to FHI’s over the last 12 months.
FHI's Profit vs Risk Rating (5) in the null industry is in the same range as AMG (11) in the Investment Managers industry. This means that FHI’s stock grew similarly to AMG’s over the last 12 months.
FHI's SMR Rating (31) in the null industry is in the same range as AMG (35) in the Investment Managers industry. This means that FHI’s stock grew similarly to AMG’s over the last 12 months.
FHI's Price Growth Rating (42) in the null industry is in the same range as AMG (43) in the Investment Managers industry. This means that FHI’s stock grew similarly to AMG’s over the last 12 months.
FHI's P/E Growth Rating (31) in the null industry is somewhat better than the same rating for AMG (75) in the Investment Managers industry. This means that FHI’s stock grew somewhat faster than AMG’s over the last 12 months.
| AMG | FHI | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 56% |
| Stochastic ODDS (%) | 1 day ago 62% | 1 day ago 60% |
| Momentum ODDS (%) | 1 day ago 51% | 1 day ago 68% |
| MACD ODDS (%) | 1 day ago 50% | 1 day ago 66% |
| TrendWeek ODDS (%) | 1 day ago 56% | 1 day ago 61% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 58% |
| Advances ODDS (%) | 7 days ago 63% | 3 days ago 61% |
| Declines ODDS (%) | 1 day ago 62% | 17 days ago 52% |
| BollingerBands ODDS (%) | 1 day ago 72% | 1 day ago 45% |
| Aroon ODDS (%) | 1 day ago 71% | 1 day ago 67% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMG’s FA Score shows that 1 FA rating(s) are green while FHI’s FA Score has 3 green FA rating(s).
- AMG’s FA Score: 1 green, 4 red.
- FHI’s FA Score: 3 green, 2 red.
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.
AMG’s TA Score shows that 5 TA indicator(s) are bullish while FHI’s TA Score has 4 bullish TA indicator(s).
- AMG’s TA Score: 5 bullish, 4 bearish.
- FHI’s TA Score: 4 bullish, 5 bearish.
Price Growth
AMG (@Investment Managers) experienced а -5.75% price change this week, while FHI (@Investment Managers) price change was +10.39% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.64%. For the same industry, the average monthly price growth was -3.27%, and the average quarterly price growth was -2.59%.
Reported Earning Dates
AMG is expected to report earnings on Feb 08, 2027.
FHI is expected to report earnings on Jan 28, 2027.
Industries' Descriptions
@Investment Managers (+1.64% 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.
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AMG and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMG has been loosely correlated with BX. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if AMG jumps, then BX could also see price increases.
FHI and
Correlation & Price change
A.I.dvisor indicates that over the last year, FHI has been loosely correlated with APAM. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if FHI jumps, then APAM could also see price increases.
| Ticker / NAME | Correlation To FHI | 1D Price Change % | ||
|---|---|---|---|---|
| FHI | 100% | +5.74% | ||
| APAM - FHI | 60% Loosely correlated | +4.68% | ||
| BAM - FHI | 58% Loosely correlated | +6.20% | ||
| BLK - FHI | 57% Loosely correlated | +5.43% | ||
| BEN - FHI | 56% Loosely correlated | +4.67% | ||
| VRTS - FHI | 55% Loosely correlated | +7.02% | ||
More | ||||
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