APAM
Price
$43.73
Change
+$0.32 (+0.74%)
Updated
Oct 14, 01:12 PM (EDT)
15 days until earnings call
IVZ
Price
$17.68
Change
-$0.01 (-0.06%)
Updated
Oct 14, 02:06 PM (EDT)
8 days until earnings call
Ad is loading...

APAM vs IVZ

Header iconAPAM vs IVZ Comparison
Open Charts APAM vs IVZBanner chart's image
Artisan Partners Asset Management
Price$43.73
Change+$0.32 (+0.74%)
Volume$312
CapitalizationN/A
Inves
Price$17.68
Change-$0.01 (-0.06%)
Volume$1.15K
CapitalizationN/A
View a ticker or compare two or three
APAM vs IVZ Comparison Chart
Loading...
APAM
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
IVZ
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
VS
APAM vs. IVZ commentary
Oct 14, 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 StrongBuy and IVZ is a StrongSell.

COMPARISON
Comparison
Oct 14, 2024
Stock price -- (APAM: $43.41 vs. IVZ: $17.69)
Brand notoriety: APAM and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 87% vs. IVZ: 100%
Market capitalization -- APAM: $3.16B vs. IVZ: $7.41B
APAM [@Investment Managers] is valued at $3.16B. IVZ’s [@Investment Managers] market capitalization is $7.41B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.9B.

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 whileIVZ’s FA Score has 1 green FA rating(s).

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

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 IVZ’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

APAM (@Investment Managers) experienced а +1.19% price change this week, while IVZ (@Investment Managers) price change was -0.28% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.30%. For the same industry, the average monthly price growth was +4.44%, and the average quarterly price growth was +3.48%.

Reported Earning Dates

APAM is expected to report earnings on Feb 04, 2025.

IVZ is expected to report earnings on Jan 28, 2025.

Industries' Descriptions

@Investment Managers (-0.30% 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
Loading...
FUNDAMENTALS
Fundamentals
IVZ($7.41B) has a higher market cap than APAM($3.16B). APAM has higher P/E ratio than IVZ: APAM (14.26) vs IVZ (12.27). APAM YTD gains are higher at: 3.909 vs. IVZ (3.051). IVZ has higher annual earnings (EBITDA): 1.13B vs. APAM (402M). IVZ has more cash in the bank: 1.93B vs. APAM (178M). APAM has less debt than IVZ: APAM (313M) vs IVZ (9.05B). IVZ has higher revenues than APAM: IVZ (5.72B) vs APAM (975M).
APAMIVZAPAM / IVZ
Capitalization3.16B7.41B43%
EBITDA402M1.13B36%
Gain YTD3.9093.051128%
P/E Ratio14.2612.27116%
Revenue975M5.72B17%
Total Cash178M1.93B9%
Total Debt313M9.05B3%
FUNDAMENTALS RATINGS
APAM vs IVZ: Fundamental Ratings
APAM
IVZ
OUTLOOK RATING
1..100
8350
VALUATION
overvalued / fair valued / undervalued
1..100
11
Undervalued
80
Overvalued
PROFIT vs RISK RATING
1..100
2668
SMR RATING
1..100
1690
PRICE GROWTH RATING
1..100
4719
P/E GROWTH RATING
1..100
6738
SEASONALITY SCORE
1..100
8595

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 (11) in the Investment Managers industry is significantly better than the same rating for IVZ (80). This means that APAM’s stock grew significantly faster than IVZ’s over the last 12 months.

APAM's Profit vs Risk Rating (26) in the Investment Managers industry is somewhat better than the same rating for IVZ (68). This means that APAM’s stock grew somewhat faster than IVZ’s over the last 12 months.

APAM's SMR Rating (16) in the Investment Managers industry is significantly better than the same rating for IVZ (90). This means that APAM’s stock grew significantly faster than IVZ’s over the last 12 months.

IVZ's Price Growth Rating (19) in the Investment Managers industry is in the same range as APAM (47). This means that IVZ’s stock grew similarly to APAM’s over the last 12 months.

IVZ's P/E Growth Rating (38) in the Investment Managers industry is in the same range as APAM (67). This means that IVZ’s stock grew similarly to APAM’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APAMIVZ
RSI
ODDS (%)
Bearish Trend 4 days ago
61%
Bearish Trend 4 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
78%
Bearish Trend 4 days ago
77%
Momentum
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
86%
MACD
ODDS (%)
Bearish Trend 4 days ago
72%
Bearish Trend 4 days ago
55%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
71%
Bearish Trend 4 days ago
70%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
65%
Bullish Trend 4 days ago
72%
Advances
ODDS (%)
Bullish Trend 21 days ago
70%
Bullish Trend 26 days ago
70%
Declines
ODDS (%)
Bearish Trend 7 days ago
69%
Bearish Trend 7 days ago
69%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
69%
Bearish Trend 4 days ago
70%
Aroon
ODDS (%)
N/A
Bullish Trend 4 days ago
72%
View a ticker or compare two or three
Ad is loading...
APAM
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
IVZ
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPY579.583.45
+0.60%
SPDR® S&P 500® ETF Trust
GME20.83-0.08
-0.38%
GameStop Corp
BTC.X62851.375000-341.648440
-0.54%
Bitcoin cryptocurrency
AAPL227.55-1.49
-0.65%
Apple
TSLA217.80-20.97
-8.78%
Tesla

APAM and

Correlation & Price change

A.I.dvisor indicates that over the last year, APAM has been closely correlated with JHG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if APAM jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APAM
1D Price
Change %
APAM100%
+2.36%
JHG - APAM
74%
Closely correlated
+1.21%
CNS - APAM
73%
Closely correlated
+2.17%
IVZ - APAM
68%
Closely correlated
+0.06%
BX - APAM
67%
Closely correlated
+2.69%
TROW - APAM
66%
Closely correlated
+0.91%
More

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with TROW. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then TROW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.06%
TROW - IVZ
71%
Closely correlated
+0.91%
APAM - IVZ
68%
Closely correlated
+2.36%
JHG - IVZ
67%
Closely correlated
+1.21%
BLK - IVZ
67%
Closely correlated
+3.63%
AMG - IVZ
65%
Loosely correlated
+0.95%
More