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APAM vs BLK
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 APAM is a Hold and BLK is a StrongBuy.
APAM's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for APAM turned positive on October 20, 2026. Looking at past instances where APAM'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%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on APAM as a result. In 50 of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 62%.
APAM 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.
The 10-day moving average for APAM crossed bullishly above the 50-day moving average on November 06, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 20 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 65%.
Following a +5.28% 3-day Advance, the price is estimated to grow further. Considering data from situations where APAM advanced for three days, in 189 of 321 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
Bearish Trend Analysis
The 10-day RSI Indicator for APAM moved out of overbought territory on November 06, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 36 similar instances where the indicator moved out of overbought territory. In 22 of the 36 cases, the stock moved lower in the following days. This puts the odds of a move lower at 61%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 7 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for APAM moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where APAM 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 68%.
APAM broke above its upper Bollinger Band on November 04, 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 APAM entered a downward trend on October 22, 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 Seasonality Score of 16 (best 1 - 100 worst) indicates that the company is slightly undervalued 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 SMR rating for this company is 17 (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 45 (best 1 - 100 worst), indicating steady price growth. APAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 66 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 73 (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 74 (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 (6.614) is normal, around the industry mean (2.444). P/E Ratio (9.384) is within average values for comparable stocks, (-2.345). Projected Growth (PEG Ratio) (0.160) is also within normal values, averaging (1.319). Dividend Yield (0.082) settles around the average of (0.269) among similar stocks. P/S Ratio (1.921) is also within normal values, averaging (15.694).
BLK in upward trend: price rose above 50-day moving average on October 15, 2026
BLK moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend. In 29 of 38 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 76%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 14, 2026. You may want to consider a long position or call options on BLK as a result. In 44 of 75 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 59%.
The 10-day moving average for BLK crossed bullishly above the 50-day moving average on October 22, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 15 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 67%.
Following a +3.54% 3-day Advance, the price is estimated to grow further. Considering data from situations where BLK advanced for three days, in 193 of 336 cases, the price rose further within the following month. The odds of a continued upward trend are 57%.
The Aroon Indicator entered an Uptrend today. In 151 of 293 cases where BLK Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 52%.
Bearish Trend Analysis
The 10-day RSI Indicator for BLK moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 35 similar instances where the indicator moved out of overbought territory. In 18 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 51%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 33 of 64 cases where BLK's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 52%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BLK 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 56%.
BLK broke above its upper Bollinger Band on November 04, 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.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 33 (best 1 - 100 worst), indicating outstanding price growth. BLK’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 37 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 47 (best 1 - 100 worst), pointing to consistent 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 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 SMR rating for this company is 63 (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 Valuation Rating of 90 (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 (3.169) is normal, around the industry mean (2.444). P/E Ratio (27.817) is within average values for comparable stocks, (-2.345). Projected Growth (PEG Ratio) (0.898) is also within normal values, averaging (1.319). Dividend Yield (0.019) settles around the average of (0.269) among similar stocks. P/S Ratio (6.270) is also within normal values, averaging (15.694).
APAM | BLK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 40 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 66 | 37 | |
SMR RATING 1..100 | 17 | 63 | |
PRICE GROWTH RATING 1..100 | 45 | 33 | |
P/E GROWTH RATING 1..100 | 73 | 47 | |
SEASONALITY SCORE 1..100 | 16 | 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.
APAM's Valuation (74) in the Investment Managers industry is in the same range as BLK (90). This means that APAM’s stock grew similarly to BLK’s over the last 12 months.
BLK's Profit vs Risk Rating (37) in the Investment Managers industry is in the same range as APAM (66). This means that BLK’s stock grew similarly to APAM’s over the last 12 months.
APAM's SMR Rating (17) in the Investment Managers industry is somewhat better than the same rating for BLK (63). This means that APAM’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's Price Growth Rating (33) in the Investment Managers industry is in the same range as APAM (45). This means that BLK’s stock grew similarly to APAM’s over the last 12 months.
BLK's P/E Growth Rating (47) in the Investment Managers industry is in the same range as APAM (73). This means that BLK’s stock grew similarly to APAM’s over the last 12 months.
| APAM | BLK | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 61% | 1 day ago 51% |
| Stochastic ODDS (%) | 1 day ago 62% | 1 day ago 52% |
| Momentum ODDS (%) | 1 day ago 63% | 1 day ago 59% |
| MACD ODDS (%) | 1 day ago 66% | N/A |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 66% |
| TrendMonth ODDS (%) | 1 day ago 57% | 1 day ago 61% |
| Advances ODDS (%) | 4 days ago 59% | 10 days ago 57% |
| Declines ODDS (%) | 1 day ago 68% | 16 days ago 56% |
| BollingerBands ODDS (%) | 1 day ago 61% | 1 day ago 47% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 52% |
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).
APAM’s FA Score shows that 1 FA rating(s) are green while BLK’s FA Score has 1 green FA rating(s).
- APAM’s FA Score: 1 green, 4 red.
- BLK’s FA Score: 1 green, 4 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.
APAM’s TA Score shows that 5 TA indicator(s) are bullish while BLK’s TA Score has 5 bullish TA indicator(s).
- APAM’s TA Score: 5 bullish, 6 bearish.
- BLK’s TA Score: 5 bullish, 4 bearish.
Price Growth
APAM (@Investment Managers) experienced а +6.97% price change this week, while BLK (@Investment Managers) price change was +2.73% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.02%. For the same industry, the average monthly price growth was -4.60%, and the average quarterly price growth was -5.52%.
Reported Earning Dates
APAM is expected to report earnings on Feb 02, 2027.
BLK is expected to report earnings on Jan 21, 2027.
Industries' Descriptions
@Investment Managers (-1.02% 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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APAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, APAM has been loosely correlated with FHI. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if APAM jumps, then FHI could also see price increases.
| Ticker / NAME | Correlation To APAM | 1D Price Change % | ||
|---|---|---|---|---|
| APAM | 100% | -1.63% | ||
| FHI - APAM | 61% Loosely correlated | +0.52% | ||
| BAM - APAM | 60% Loosely correlated | +0.93% | ||
| TROW - APAM | 58% Loosely correlated | -0.28% | ||
| BLK - APAM | 57% Loosely correlated | +0.70% | ||
| BX - APAM | 57% Loosely correlated | -0.27% | ||
More | ||||
BLK and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLK has been closely correlated with IVZ. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLK jumps, then IVZ could also see price increases.
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