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).
BAM’s FA Score shows that 2 FA rating(s) are green whileCIXXF’s FA Score has 1 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.
BAM’s TA Score shows that 2 TA indicator(s) are bullish.
BAM (@Investment Managers) experienced а -1.10% price change this week, while CIXXF (@Investment Managers) price change was -1.00% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +2.37%, and the average quarterly price growth was +5.40%.
BAM is expected to report earnings on Feb 08, 2023.
CIXXF is expected to report earnings on Feb 21, 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.
BAM | CIXXF | BAM / CIXXF | |
Capitalization | 16.3B | 2.32B | 702% |
EBITDA | 522M | 673M | 78% |
Gain YTD | 42.819 | 51.687 | 83% |
P/E Ratio | 37.12 | 15.72 | 236% |
Revenue | 383M | 2.44B | 16% |
Total Cash | 9M | 174M | 5% |
Total Debt | 256M | 4.36B | 6% |
BAM | CIXXF | ||
---|---|---|---|
OUTLOOK RATING 1..100 | 95 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 22 Undervalued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 45 | 80 | |
SMR RATING 1..100 | 54 | 88 | |
PRICE GROWTH RATING 1..100 | 38 | 37 | |
P/E GROWTH RATING 1..100 | 26 | 1 | |
SEASONALITY SCORE 1..100 | n/a | 47 |
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.
BAM's Valuation (22) in the null industry is somewhat better than the same rating for CIXXF (57). This means that BAM’s stock grew somewhat faster than CIXXF’s over the last 12 months.
BAM's Profit vs Risk Rating (45) in the null industry is somewhat better than the same rating for CIXXF (80). This means that BAM’s stock grew somewhat faster than CIXXF’s over the last 12 months.
BAM's SMR Rating (54) in the null industry is somewhat better than the same rating for CIXXF (88). This means that BAM’s stock grew somewhat faster than CIXXF’s over the last 12 months.
CIXXF's Price Growth Rating (37) in the null industry is in the same range as BAM (38). This means that CIXXF’s stock grew similarly to BAM’s over the last 12 months.
CIXXF's P/E Growth Rating (1) in the null industry is in the same range as BAM (26). This means that CIXXF’s stock grew similarly to BAM’s over the last 12 months.
BAM | |
---|---|
RSI ODDS (%) | 3 days ago65% |
Stochastic ODDS (%) | 3 days ago62% |
Momentum ODDS (%) | N/A |
MACD ODDS (%) | 3 days ago57% |
TrendWeek ODDS (%) | 3 days ago58% |
TrendMonth ODDS (%) | 3 days ago62% |
Advances ODDS (%) | 7 days ago65% |
Declines ODDS (%) | 3 days ago62% |
BollingerBands ODDS (%) | 3 days ago58% |
Aroon ODDS (%) | 3 days ago60% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VIHAX | 33.65 | -0.01 | -0.03% |
Vanguard Intl Hi Div Yld Adm | |||
RDWHX | 10.63 | -0.07 | -0.65% |
American Funds Dvlpg Wld Gr&Inc R5E | |||
MIEGX | 10.49 | -0.08 | -0.76% |
BNY Mellon Emerging Markets Inv | |||
FCIHX | 16.35 | -0.16 | -0.97% |
NYLI PineStone International Equity Cl P | |||
CZOVX | 30.03 | -0.40 | -1.31% |
Zacks All-Cap Core Institutional |
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.
Ticker / NAME | Correlation To BAM | 1D Price Change % | ||
---|---|---|---|---|
BAM | 100% | -0.54% | ||
BN - BAM | 80% Closely correlated | -1.75% | ||
BX - BAM | 71% Closely correlated | +0.11% | ||
APAM - BAM | 63% Loosely correlated | -0.66% | ||
TROW - BAM | 63% Loosely correlated | -0.86% | ||
CG - BAM | 62% Loosely correlated | -1.23% | ||
More |
A.I.dvisor indicates that over the last year, CIXXF has been loosely correlated with BN. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if CIXXF jumps, then BN could also see price increases.
Ticker / NAME | Correlation To CIXXF | 1D Price Change % | ||
---|---|---|---|---|
CIXXF | 100% | +0.89% | ||
BN - CIXXF | 47% Loosely correlated | -1.75% | ||
BAM - CIXXF | 46% Loosely correlated | -0.54% | ||
VCTR - CIXXF | 46% Loosely correlated | -0.49% | ||
MAIN - CIXXF | 44% Loosely correlated | N/A | ||
APAM - CIXXF | 44% Loosely correlated | -0.66% | ||
More |