BAM
Price
$44.23
Change
-$2.83 (-6.01%)
Updated
Apr 4 closing price
Capitalization
16.34B
JBAXY
Price
$11.59
Change
-$1.32 (-10.22%)
Updated
Apr 4 closing price
Capitalization
14.48B
46 days until earnings call
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BAM vs JBAXY

Header iconBAM vs JBAXY Comparison
Open Charts BAM vs JBAXYBanner chart's image
Brookfield Asset Management
Price$44.23
Change-$2.83 (-6.01%)
Volume$2.75M
Capitalization16.34B
Julius Baer Group
Price$11.59
Change-$1.32 (-10.22%)
Volume$133.53K
Capitalization14.48B
BAM vs JBAXY Comparison Chart
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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BAM vs. JBAXY commentary
Apr 07, 2025

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 BAM is a StrongBuy and JBAXY is a StrongBuy.

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COMPARISON
Comparison
Apr 07, 2025
Stock price -- (BAM: $44.23 vs. JBAXY: $11.59)
Brand notoriety: BAM and JBAXY are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BAM: 142% vs. JBAXY: 113%
Market capitalization -- BAM: $16.34B vs. JBAXY: $14.48B
BAM [@Investment Managers] is valued at $16.34B. JBAXY’s [@Investment Managers] market capitalization is $14.48B. 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 $5.99B.

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).

BAM’s FA Score shows that 1 FA rating(s) are green whileJBAXY’s FA Score has 3 green FA rating(s).

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

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.

BAM’s TA Score shows that 3 TA indicator(s) are bullish while JBAXY’s TA Score has 6 bullish TA indicator(s).

  • BAM’s TA Score: 3 bullish, 7 bearish.
  • JBAXY’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, JBAXY is a better buy in the short-term than BAM.

Price Growth

BAM (@Investment Managers) experienced а -8.80% price change this week, while JBAXY (@Investment Managers) price change was -17.45% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -5.17%. For the same industry, the average monthly price growth was -5.94%, and the average quarterly price growth was -5.43%.

Reported Earning Dates

BAM is expected to report earnings on Feb 08, 2023.

JBAXY is expected to report earnings on May 22, 2025.

Industries' Descriptions

@Investment Managers (-5.17% 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
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FUNDAMENTALS
Fundamentals
BAM($16.3B) has a higher market cap than JBAXY($14.5B). BAM has higher P/E ratio than JBAXY: BAM (37.12) vs JBAXY (13.25). JBAXY YTD gains are higher at: -9.993 vs. BAM (-17.740). JBAXY has higher revenues than BAM: JBAXY (3.87B) vs BAM (383M).
BAMJBAXYBAM / JBAXY
Capitalization16.3B14.5B112%
EBITDA522MN/A-
Gain YTD-17.740-9.993178%
P/E Ratio37.1213.25280%
Revenue383M3.87B10%
Total Cash9MN/A-
Total Debt256MN/A-
FUNDAMENTALS RATINGS
BAM vs JBAXY: Fundamental Ratings
BAM
JBAXY
OUTLOOK RATING
1..100
5950
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
21
Undervalued
PROFIT vs RISK RATING
1..100
6630
SMR RATING
1..100
529
PRICE GROWTH RATING
1..100
6160
P/E GROWTH RATING
1..100
4441
SEASONALITY SCORE
1..100
n/a50

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.

JBAXY's Valuation (21) in the null industry is in the same range as BAM (25). This means that JBAXY’s stock grew similarly to BAM’s over the last 12 months.

JBAXY's Profit vs Risk Rating (30) in the null industry is somewhat better than the same rating for BAM (66). This means that JBAXY’s stock grew somewhat faster than BAM’s over the last 12 months.

JBAXY's SMR Rating (9) in the null industry is somewhat better than the same rating for BAM (52). This means that JBAXY’s stock grew somewhat faster than BAM’s over the last 12 months.

JBAXY's Price Growth Rating (60) in the null industry is in the same range as BAM (61). This means that JBAXY’s stock grew similarly to BAM’s over the last 12 months.

JBAXY's P/E Growth Rating (41) in the null industry is in the same range as BAM (44). This means that JBAXY’s stock grew similarly to BAM’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BAMJBAXY
RSI
ODDS (%)
Bullish Trend 3 days ago
76%
Bullish Trend 3 days ago
85%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
67%
Bullish Trend 3 days ago
67%
Momentum
ODDS (%)
Bearish Trend 3 days ago
60%
Bearish Trend 3 days ago
51%
MACD
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
52%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
60%
Bearish Trend 3 days ago
57%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
51%
Advances
ODDS (%)
Bullish Trend 5 days ago
65%
Bullish Trend 20 days ago
64%
Declines
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
67%
Aroon
ODDS (%)
Bearish Trend 3 days ago
63%
Bullish Trend 3 days ago
43%
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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JBAXY and

Correlation & Price change

A.I.dvisor indicates that over the last year, JBAXY has been loosely correlated with APAM. These tickers have moved in lockstep 35% of the time. This A.I.-generated data suggests there is some statistical probability that if JBAXY jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBAXY
1D Price
Change %
JBAXY100%
-10.22%
APAM - JBAXY
35%
Loosely correlated
-4.43%
BAM - JBAXY
35%
Loosely correlated
-6.01%
BLK - JBAXY
34%
Loosely correlated
-7.33%
JHG - JBAXY
32%
Poorly correlated
-7.81%
HLNE - JBAXY
32%
Poorly correlated
-3.71%
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