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APAM vs TROW
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 TROW is a Hold.
APAM in downward trend: 10-day moving average broke below 50-day moving average on September 15, 2026
The 10-day moving average for APAM crossed bearishly below the 50-day moving average on September 15, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 14 of 20 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 70%.
Technical Analysis (Indicators)
Bearish Trend Analysis
APAM moved below its 50-day moving average on September 10, 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 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 67%.
The Aroon Indicator for APAM entered a downward trend on October 16, 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.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where APAM's RSI Indicator exited the oversold zone, 26 of 34 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 76%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 9 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +4.83% 3-day Advance, the price is estimated to grow further. Considering data from situations where APAM advanced for three days, in 193 of 325 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
APAM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 2 (best 1 - 100 worst) indicates that the company is seriously undervalued 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 (6.057) is normal, around the industry mean (3.246). P/E Ratio (8.592) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.160) is also within normal values, averaging (1.319). Dividend Yield (0.097) settles around the average of (0.081) among similar stocks. P/S Ratio (1.921) is also within normal values, averaging (15.798).
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 PE Growth Rating for this company is 70 (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 Price Growth Rating for this company is 73 (best 1 - 100 worst), indicating slightly worse than average price growth. APAM’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued 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 Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. APAM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
TROW's RSI Oscillator recovers from oversold territory
The RSI Oscillator for TROW moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 33 similar instances when the indicator left oversold territory. In 21 of the 33 cases the stock moved higher. This puts the odds of a move higher at 64%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 36 of 67 cases where TROW's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 54%.
Following a +1.05% 3-day Advance, the price is estimated to grow further. Considering data from situations where TROW advanced for three days, in 178 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 56%.
TROW may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 13, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on TROW as a result. In 52 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 62%.
The Moving Average Convergence Divergence Histogram (MACD) for TROW turned negative on October 14, 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 48 similar instances when the indicator turned negative. In 27 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 56%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TROW 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 65%.
The Aroon Indicator for TROW entered a downward trend on October 16, 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 Valuation Rating of 11 (best 1 - 100 worst) indicates that the company is seriously undervalued 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 (2.012) is normal, around the industry mean (3.246). P/E Ratio (10.423) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (2.145) is also within normal values, averaging (1.319). Dividend Yield (0.050) settles around the average of (0.081) among similar stocks. P/S Ratio (2.933) is also within normal values, averaging (15.798).
The Tickeron SMR rating for this company is 46 (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 PE Growth Rating for this company is 50 (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 Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. TROW’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 75 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. TROW’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
APAM | TROW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 2 Undervalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 17 | 46 | |
PRICE GROWTH RATING 1..100 | 73 | 57 | |
P/E GROWTH RATING 1..100 | 70 | 50 | |
SEASONALITY SCORE 1..100 | 90 | 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.
APAM's Valuation (2) in the Investment Managers industry is in the same range as TROW (11). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.
APAM's Profit vs Risk Rating (100) in the Investment Managers industry is in the same range as TROW (100). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.
APAM's SMR Rating (17) in the Investment Managers industry is in the same range as TROW (46). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.
TROW's Price Growth Rating (57) in the Investment Managers industry is in the same range as APAM (73). This means that TROW’s stock grew similarly to APAM’s over the last 12 months.
TROW's P/E Growth Rating (50) in the Investment Managers industry is in the same range as APAM (70). This means that TROW’s stock grew similarly to APAM’s over the last 12 months.
| APAM | TROW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | 1 day ago 64% |
| Stochastic ODDS (%) | 1 day ago 68% | 1 day ago 54% |
| Momentum ODDS (%) | N/A | 1 day ago 62% |
| MACD ODDS (%) | N/A | 1 day ago 56% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 68% |
| Advances ODDS (%) | 3 days ago 59% | 9 days ago 56% |
| Declines ODDS (%) | 5 days ago 67% | 4 days ago 65% |
| BollingerBands ODDS (%) | 1 day ago 64% | 1 day ago 56% |
| Aroon ODDS (%) | 1 day ago 52% | 1 day ago 71% |
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 2 FA rating(s) are green while TROW’s FA Score has 1 green FA rating(s).
- APAM’s FA Score: 2 green, 3 red.
- TROW’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 4 TA indicator(s) are bullish while TROW’s TA Score has 4 bullish TA indicator(s).
- APAM’s TA Score: 4 bullish, 4 bearish.
- TROW’s TA Score: 4 bullish, 4 bearish.
Price Growth
APAM (@Investment Managers) experienced а -3.50% price change this week, while TROW (@Investment Managers) price change was -3.98% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.10%. For the same industry, the average monthly price growth was -1.67%, and the average quarterly price growth was -4.06%.
Reported Earning Dates
APAM is expected to report earnings on Oct 27, 2026.
TROW is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Investment Managers (-3.10% 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 TROW. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if APAM jumps, then TROW could also see price increases.
| Ticker / NAME | Correlation To APAM | 1D Price Change % | ||
|---|---|---|---|---|
| APAM | 100% | -1.43% | ||
| TROW - APAM | 58% Loosely correlated | -0.39% | ||
| BLK - APAM | 57% Loosely correlated | +1.21% | ||
| FHI - APAM | 56% Loosely correlated | -0.96% | ||
| BAM - APAM | 55% Loosely correlated | -1.44% | ||
| BX - APAM | 55% Loosely correlated | -2.37% | ||
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