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).
AMP’s FA Score shows that 2 FA rating(s) are green whileBEN’s FA Score has 2 green FA rating(s).
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.
AMP’s TA Score shows that 4 TA indicator(s) are bullish while BEN’s TA Score has 4 bullish TA indicator(s).
AMP (@Investment Managers) experienced а +1.71% price change this week, while BEN (@Investment Managers) price change was +1.34% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.07%. For the same industry, the average monthly price growth was +4.15%, and the average quarterly price growth was +6.97%.
AMP is expected to report earnings on Jan 22, 2025.
BEN is expected to report earnings on Feb 03, 2025.
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.
AMP | BEN | AMP / BEN | |
Capitalization | 43.6B | 14.8B | 295% |
EBITDA | N/A | 2.08B | - |
Gain YTD | 52.678 | -22.437 | -235% |
P/E Ratio | 18.34 | 14.54 | 126% |
Revenue | 15.5B | 7.87B | 197% |
Total Cash | 59.1B | 3.88B | 1,523% |
Total Debt | 5.76B | 11.8B | 49% |
AMP | BEN | ||
---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 24 Undervalued | |
PROFIT vs RISK RATING 1..100 | 3 | 98 | |
SMR RATING 1..100 | 92 | 84 | |
PRICE GROWTH RATING 1..100 | 7 | 51 | |
P/E GROWTH RATING 1..100 | 39 | 16 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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.
BEN's Valuation (24) in the Investment Managers industry is somewhat better than the same rating for AMP (85) in the Investment Banks Or Brokers industry. This means that BEN’s stock grew somewhat faster than AMP’s over the last 12 months.
AMP's Profit vs Risk Rating (3) in the Investment Banks Or Brokers industry is significantly better than the same rating for BEN (98) in the Investment Managers industry. This means that AMP’s stock grew significantly faster than BEN’s over the last 12 months.
BEN's SMR Rating (84) in the Investment Managers industry is in the same range as AMP (92) in the Investment Banks Or Brokers industry. This means that BEN’s stock grew similarly to AMP’s over the last 12 months.
AMP's Price Growth Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for BEN (51) in the Investment Managers industry. This means that AMP’s stock grew somewhat faster than BEN’s over the last 12 months.
BEN's P/E Growth Rating (16) in the Investment Managers industry is in the same range as AMP (39) in the Investment Banks Or Brokers industry. This means that BEN’s stock grew similarly to AMP’s over the last 12 months.
AMP | BEN | |
---|---|---|
RSI ODDS (%) | 1 day ago35% | N/A |
Stochastic ODDS (%) | 1 day ago51% | 1 day ago62% |
Momentum ODDS (%) | 1 day ago73% | 1 day ago63% |
MACD ODDS (%) | 1 day ago80% | N/A |
TrendWeek ODDS (%) | 1 day ago70% | 1 day ago68% |
TrendMonth ODDS (%) | 1 day ago67% | 1 day ago66% |
Advances ODDS (%) | 1 day ago70% | 1 day ago64% |
Declines ODDS (%) | 3 days ago56% | 15 days ago71% |
BollingerBands ODDS (%) | 1 day ago55% | 1 day ago60% |
Aroon ODDS (%) | 1 day ago64% | N/A |
A.I.dvisor indicates that over the last year, AMP has been loosely correlated with BK. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if AMP jumps, then BK could also see price increases.
A.I.dvisor indicates that over the last year, BEN has been closely correlated with IVZ. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BEN jumps, then IVZ could also see price increases.
Ticker / NAME | Correlation To BEN | 1D Price Change % | ||
---|---|---|---|---|
BEN | 100% | +1.10% | ||
IVZ - BEN | 83% Closely correlated | +0.34% | ||
TROW - BEN | 78% Closely correlated | +1.40% | ||
BLK - BEN | 75% Closely correlated | +0.82% | ||
AMP - BEN | 61% Loosely correlated | +0.33% | ||
VRTS - BEN | 60% Loosely correlated | +1.12% | ||
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