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BAM vs VRTS
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 Hold and VRTS is a Hold.
BAM's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for BAM turned positive on October 05, 2026. Looking at past instances where BAM's MACD turned positive, the stock continued to rise in 33 of 45 cases over the following month. The odds of a continued upward trend are 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BAM as a result. In 58 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 70%.
BAM moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BAM crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 69%.
Following a +3.96% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 129 of 242 cases where BAM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 53%.
Bearish Trend Analysis
The RSI Oscillator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 11 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BAM moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BAM 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 66%.
BAM broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 29 (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 Price Growth Rating for this company is 42 (best 1 - 100 worst), indicating steady price growth. BAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 72 (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 Valuation Rating of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued 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: BAM's P/B Ratio (11.257) is slightly higher than the industry average of (2.412). P/E Ratio (30.257) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.038) settles around the average of (0.270) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.694).
The Tickeron Profit vs. Risk Rating rating for this company is 99 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BAM’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 80, placing this stock worse than average.
VRTS's Indicator enters downward trend
The Aroon Indicator for VRTS entered a downward trend on October 21, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 238 similar instances where the Aroon Indicator formed such a pattern. In 179 of the 238 cases the stock moved lower. This puts the odds of a downward move at 75%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
The 50-day moving average for VRTS moved below the 200-day moving average on October 22, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where VRTS 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 72%.
VRTS broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where VRTS's RSI Indicator exited the oversold zone, 23 of 33 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 70%.
The Momentum Indicator moved above the 0 level on November 02, 2026. You may want to consider a long position or call options on VRTS as a result. In 55 of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 63%.
The Moving Average Convergence Divergence (MACD) for VRTS just turned positive on October 22, 2026. Looking at past instances where VRTS's MACD turned positive, the stock continued to rise in 26 of 43 cases over the following month. The odds of a continued upward trend are 60%.
Following a +3.23% 3-day Advance, the price is estimated to grow further. Considering data from situations where VRTS advanced for three days, in 192 of 316 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 3 (best 1 - 100 worst) indicates that the company is seriously undervalued 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 SMR rating for this company is 61 (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 64 (best 1 - 100 worst), pointing to 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 Valuation Rating of 65 (best 1 - 100 worst) indicates that the company is fair valued 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 (0.892) is normal, around the industry mean (2.412). P/E Ratio (7.142) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.060) is also within normal values, averaging (1.319). Dividend Yield (0.077) settles around the average of (0.270) among similar stocks. P/S Ratio (1.089) is also within normal values, averaging (15.694).
The Tickeron Price Growth Rating for this company is 70 (best 1 - 100 worst), indicating slightly worse than average price growth. VRTS’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
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. VRTS’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 80, placing this stock worse than average.
BAM | VRTS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 65 Fair valued | |
PROFIT vs RISK RATING 1..100 | 99 | 100 | |
SMR RATING 1..100 | 29 | 61 | |
PRICE GROWTH RATING 1..100 | 42 | 70 | |
P/E GROWTH RATING 1..100 | 72 | 64 | |
SEASONALITY SCORE 1..100 | 75 | 3 |
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.
VRTS's Valuation (65) in the Investment Managers industry is in the same range as BAM (95) in the null industry. This means that VRTS’s stock grew similarly to BAM’s over the last 12 months.
BAM's Profit vs Risk Rating (99) in the null industry is in the same range as VRTS (100) in the Investment Managers industry. This means that BAM’s stock grew similarly to VRTS’s over the last 12 months.
BAM's SMR Rating (29) in the null industry is in the same range as VRTS (61) in the Investment Managers industry. This means that BAM’s stock grew similarly to VRTS’s over the last 12 months.
BAM's Price Growth Rating (42) in the null industry is in the same range as VRTS (70) in the Investment Managers industry. This means that BAM’s stock grew similarly to VRTS’s over the last 12 months.
VRTS's P/E Growth Rating (64) in the Investment Managers industry is in the same range as BAM (72) in the null industry. This means that VRTS’s stock grew similarly to BAM’s over the last 12 months.
| BAM | VRTS | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 66% | 4 days ago 70% |
| Stochastic ODDS (%) | 4 days ago 66% | 4 days ago 72% |
| Momentum ODDS (%) | 4 days ago 70% | 4 days ago 63% |
| MACD ODDS (%) | 6 days ago 73% | 4 days ago 60% |
| TrendWeek ODDS (%) | 4 days ago 65% | 4 days ago 63% |
| TrendMonth ODDS (%) | 4 days ago 57% | 4 days ago 71% |
| Advances ODDS (%) | 12 days ago 59% | 12 days ago 61% |
| Declines ODDS (%) | 22 days ago 66% | 15 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 56% | 4 days ago 67% |
| Aroon ODDS (%) | 4 days ago 53% | 4 days ago 75% |
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).
BAM’s FA Score shows that 1 FA rating(s) are green while VRTS’s FA Score has 0 green FA rating(s).
- BAM’s FA Score: 1 green, 4 red.
- VRTS’s FA Score: 0 green, 5 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.
BAM’s TA Score shows that 6 TA indicator(s) are bullish while VRTS’s TA Score has 4 bullish TA indicator(s).
- BAM’s TA Score: 6 bullish, 5 bearish.
- VRTS’s TA Score: 4 bullish, 5 bearish.
Price Growth
BAM (@Investment Managers) experienced а +9.72% price change this week, while VRTS (@Investment Managers) price change was +7.71% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.36%. For the same industry, the average monthly price growth was -4.19%, and the average quarterly price growth was -2.93%.
Reported Earning Dates
VRTS is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-1.36% 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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BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 87% 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.
VRTS and
Correlation & Price change
A.I.dvisor indicates that over the last year, VRTS has been loosely correlated with FHI. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if VRTS jumps, then FHI could also see price increases.
| Ticker / NAME | Correlation To VRTS | 1D Price Change % | ||
|---|---|---|---|---|
| VRTS | 100% | +1.99% | ||
| FHI - VRTS | 57% Loosely correlated | +0.52% | ||
| BLK - VRTS | 56% Loosely correlated | +0.70% | ||
| VCTR - VRTS | 53% Loosely correlated | +6.08% | ||
| BAM - VRTS | 52% Loosely correlated | +0.93% | ||
| BEN - VRTS | 52% Loosely correlated | +4.72% | ||
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