BEN
Price
$17.96
Change
-$1.47 (-7.57%)
Updated
Apr 3, 04:59 PM (EDT)
Capitalization
14.8B
32 days until earnings call
NTRSO
Price
$19.70
Change
-$0.09 (-0.45%)
Updated
Apr 3, 04:59 PM (EDT)
Capitalization
N/A
Ad is loading...

BEN vs NTRSO

Header iconBEN vs NTRSO Comparison
Open Charts BEN vs NTRSOBanner chart's image
Franklin Resources
Price$17.96
Change-$1.47 (-7.57%)
Volume$79.1K
Capitalization14.8B
Northern Trust
Price$19.70
Change-$0.09 (-0.45%)
Volume$372
CapitalizationN/A
BEN vs NTRSO Comparison Chart
Loading...
BEN
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
NTRSO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
BEN vs. NTRSO commentary
Apr 04, 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 BEN is a Hold and NTRSO is a Hold.

Ad is loading...
COMPARISON
Comparison
Apr 04, 2025
Stock price -- (BEN: $19.43 vs. NTRSO: $19.79)
Brand notoriety: BEN and NTRSO are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BEN: 58% vs. NTRSO: 27%
Market capitalization -- BEN: $14.8B vs. NTRSO: $0
BEN [@Investment Managers] is valued at $14.8B. NTRSO’s [@Investment Managers] market capitalization is $0. 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).

BEN’s FA Score shows that 2 FA rating(s) are green whileNTRSO’s FA Score has 1 green FA rating(s).

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

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.

BEN’s TA Score shows that 3 TA indicator(s) are bullish while NTRSO’s TA Score has 4 bullish TA indicator(s).

  • BEN’s TA Score: 3 bullish, 6 bearish.
  • NTRSO’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, NTRSO is a better buy in the short-term than BEN.

Price Growth

BEN (@Investment Managers) experienced а -0.56% price change this week, while NTRSO (@Investment Managers) price change was -0.60% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.96%. For the same industry, the average monthly price growth was -3.17%, and the average quarterly price growth was -1.56%.

Reported Earning Dates

BEN is expected to report earnings on May 05, 2025.

Industries' Descriptions

@Investment Managers (-2.96% 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
NTRSO YTD gains are higher at: -0.189 vs. BEN (-2.669). NTRSO has more cash in the bank: 4.79B vs. BEN (3.88B). BEN has less debt than NTRSO: BEN (11.8B) vs NTRSO (13.4B). BEN has higher revenues than NTRSO: BEN (7.87B) vs NTRSO (6.77B).
BENNTRSOBEN / NTRSO
Capitalization14.8BN/A-
EBITDA2.08BN/A-
Gain YTD-2.669-0.1891,415%
P/E Ratio14.54N/A-
Revenue7.87B6.77B116%
Total Cash3.88B4.79B81%
Total Debt11.8B13.4B88%
FUNDAMENTALS RATINGS
BEN: Fundamental Ratings
BEN
OUTLOOK RATING
1..100
58
VALUATION
overvalued / fair valued / undervalued
1..100
16
Undervalued
PROFIT vs RISK RATING
1..100
70
SMR RATING
1..100
87
PRICE GROWTH RATING
1..100
59
P/E GROWTH RATING
1..100
7
SEASONALITY SCORE
1..100
n/a

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.

TECHNICAL ANALYSIS
Technical Analysis
BENNTRSO
RSI
ODDS (%)
N/A
Bullish Trend 2 days ago
24%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
75%
Bullish Trend 2 days ago
32%
Momentum
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
45%
MACD
ODDS (%)
Bullish Trend 2 days ago
62%
Bearish Trend 2 days ago
50%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
40%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
37%
Advances
ODDS (%)
Bullish Trend 2 days ago
66%
Bullish Trend 16 days ago
33%
Declines
ODDS (%)
Bearish Trend 7 days ago
71%
Bearish Trend 3 days ago
41%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
26%
Aroon
ODDS (%)
Bearish Trend 2 days ago
59%
N/A
View a ticker or compare two or three
Ad is loading...
BEN
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
NTRSO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
AYI266.402.73
+1.04%
Acuity Inc
WHWK1.70N/A
N/A
Whitehawk Therapeutics Inc
NTGR24.90-0.02
-0.08%
NETGEAR
TWST38.21-0.73
-1.87%
Twist Bioscience Corp
PORTO.X0.955629-0.057368
-5.66%
FC Porto Fan Token cryptocurrency

NTRSO and

Correlation & Price change

A.I.dvisor indicates that over the last year, NTRSO has been loosely correlated with TROW. These tickers have moved in lockstep 42% of the time. This A.I.-generated data suggests there is some statistical probability that if NTRSO jumps, then TROW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NTRSO
1D Price
Change %
NTRSO100%
+0.51%
TROW - NTRSO
42%
Loosely correlated
+1.77%
BEN - NTRSO
41%
Loosely correlated
+0.62%
NXDT - NTRSO
39%
Loosely correlated
+1.55%
IVZ - NTRSO
39%
Loosely correlated
+3.29%
VRTS - NTRSO
39%
Loosely correlated
+0.57%
More