APAM
Price
$45.55
Change
+$1.84 (+4.21%)
Updated
Mar 4, 12:13 PM EST
57 days until earnings call
CG
Price
$45.97
Change
+$0.36 (+0.79%)
Updated
Mar 4, 6:59 PM EST
52 days until earnings call
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Analysis and predictions APAM vs CG

Header iconAPAM vs CG Comparison
Open Charts APAM vs CGBanner chart's image
Artisan Partners Asset Management
Price$45.55
Change+$1.84 (+4.21%)
Volume$800
CapitalizationN/A
Carlyle Group (The)
Price$45.97
Change+$0.36 (+0.79%)
Volume$1.53M
CapitalizationN/A
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APAM vs CG Comparison Chart

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APAMDaily Signal changed days agoGain/Loss if shorted
 
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CGDaily Signal changed days agoGain/Loss if shorted
 
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VS
APAM vs. CG commentary
Mar 04, 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 APAM is a Hold and CG is a Hold.

COMPARISON
Comparison
Mar 04, 2024
Stock price -- (APAM: $43.69 vs. CG: $45.97)
Brand notoriety: APAM and CG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 111% vs. CG: 66%
Market capitalization -- APAM: $3.01B vs. CG: $16.52B
APAM [@Investment Managers] is valued at $3.01B. CG’s [@Investment Managers] market capitalization is $16.52B. The market cap for tickers in the [@Investment Managers] industry ranges from $121.36B to $0. The average market capitalization across the [@Investment Managers] industry is $5.85B.

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).

APAM’s FA Score shows that 3 FA rating(s) are green whileCG’s FA Score has 3 green FA rating(s).

  • APAM’s FA Score: 3 green, 2 red.
  • CG’s FA Score: 3 green, 2 red.
According to our system of comparison, both APAM and CG are a good buy in the long-term.

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 CG’s TA Score has 4 bullish TA indicator(s).

  • APAM’s TA Score: 5 bullish, 4 bearish.
  • CG’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, APAM is a better buy in the short-term than CG.

Price Growth

APAM (@Investment Managers) experienced а +3.63% price change this week, while CG (@Investment Managers) price change was +4.69% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +30.54%. For the same industry, the average monthly price growth was +30.59%, and the average quarterly price growth was +4.16%.

Reported Earning Dates

APAM is expected to report earnings on Apr 30, 2024.

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

Industries' Descriptions

@Investment Managers (+30.54% 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 APAM with price predictions.
OPEN
A.I.dvisor published
a Summary for CG with price predictions.
OPEN
FUNDAMENTALS
Fundamentals
CG($16.5B) has a higher market cap than APAM($3.02B). CG has higher P/E ratio than APAM: CG (77.57) vs APAM (13.70). CG YTD gains are higher at: 13.870 vs. APAM (1.393). APAM has less debt than CG: APAM (313M) vs CG (9.26B). CG has higher revenues than APAM: CG (1.32B) vs APAM (975M).
APAMCGAPAM / CG
Capitalization3.02B16.5B18%
EBITDA402MN/A-
Gain YTD1.39313.87010%
P/E Ratio13.7077.5718%
Revenue975M1.32B74%
Total Cash178MN/A-
Total Debt313M9.26B3%
FUNDAMENTALS RATINGS
APAM vs CG: Fundamental Ratings
APAM
CG
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
13
Undervalued
29
Undervalued
PROFIT vs RISK RATING
1..100
2129
SMR RATING
1..100
1635
PRICE GROWTH RATING
1..100
4238
P/E GROWTH RATING
1..100
362
SEASONALITY SCORE
1..100
5050

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 (13) in the Investment Managers industry is in the same range as CG (29). This means that APAM’s stock grew similarly to CG’s over the last 12 months.

APAM's Profit vs Risk Rating (21) in the Investment Managers industry is in the same range as CG (29). This means that APAM’s stock grew similarly to CG’s over the last 12 months.

APAM's SMR Rating (16) in the Investment Managers industry is in the same range as CG (35). This means that APAM’s stock grew similarly to CG’s over the last 12 months.

CG's Price Growth Rating (38) in the Investment Managers industry is in the same range as APAM (42). This means that CG’s stock grew similarly to APAM’s over the last 12 months.

CG's P/E Growth Rating (2) in the Investment Managers industry is somewhat better than the same rating for APAM (36). This means that CG’s stock grew somewhat faster than APAM’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APAMCG
RSI
ODDS (%)
N/A
Bearish Trend 4 days ago
52%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
64%
Bearish Trend 4 days ago
57%
Momentum
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
69%
MACD
ODDS (%)
Bullish Trend 4 days ago
74%
Bullish Trend 4 days ago
75%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 4 days ago
78%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
65%
Bullish Trend 4 days ago
76%
Advances
ODDS (%)
Bullish Trend 4 days ago
72%
Bullish Trend 5 days ago
76%
Declines
ODDS (%)
Bearish Trend 8 days ago
70%
Bearish Trend 8 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
79%
Bearish Trend 4 days ago
53%
Aroon
ODDS (%)
Bearish Trend 6 days ago
60%
Bullish Trend 4 days ago
78%
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APAMDaily Signal changed days agoGain/Loss if shorted
 
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CGDaily Signal changed days agoGain/Loss if shorted
 
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APAM and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APAM
1D Price
Change %
APAM100%
+1.44%
BEN - APAM
73%
Closely correlated
-0.11%
JHG - APAM
72%
Closely correlated
+1.25%
IVZ - APAM
72%
Closely correlated
+0.78%
BLK - APAM
69%
Closely correlated
+0.43%
CNS - APAM
69%
Closely correlated
+0.12%
More