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 while.
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 4 TA indicator(s) are bullish.
BEN (@Investment Managers) experienced а +1.34% price change this weekfor the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.07%. For the same industry, the average monthly price growth was +4.15%, and the average quarterly price growth was +6.97%.
BEN is expected to report earnings on Feb 03, 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.
BEN | ||
---|---|---|
OUTLOOK RATING 1..100 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 24 Undervalued | |
PROFIT vs RISK RATING 1..100 | 98 | |
SMR RATING 1..100 | 84 | |
PRICE GROWTH RATING 1..100 | 51 | |
P/E GROWTH RATING 1..100 | 16 | |
SEASONALITY SCORE 1..100 | 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.
BEN | SNPD | |
---|---|---|
RSI ODDS (%) | N/A | 15 days ago90% |
Stochastic ODDS (%) | 1 day ago62% | 15 days ago60% |
Momentum ODDS (%) | 1 day ago63% | 15 days ago75% |
MACD ODDS (%) | N/A | N/A |
TrendWeek ODDS (%) | 1 day ago68% | 15 days ago75% |
TrendMonth ODDS (%) | 1 day ago66% | 15 days ago68% |
Advances ODDS (%) | 1 day ago64% | 17 days ago73% |
Declines ODDS (%) | 15 days ago71% | 22 days ago68% |
BollingerBands ODDS (%) | 1 day ago60% | N/A |
Aroon ODDS (%) | N/A | N/A |
A.I.dvisor indicates that over the last year, BEN has been closely correlated with IVZ. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BEN jumps, then IVZ could also see price increases.
Ticker / NAME | Correlation To BEN | 1D Price Change % | ||
---|---|---|---|---|
BEN | 100% | +1.10% | ||
IVZ - BEN | 83% Closely correlated | +0.34% | ||
TROW - BEN | 78% Closely correlated | +1.40% | ||
BLK - BEN | 75% Closely correlated | +0.82% | ||
AMP - BEN | 61% Loosely correlated | +0.33% | ||
VRTS - BEN | 60% Loosely correlated | +1.12% | ||
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A.I.dvisor indicates that over the last year, SNPD has been closely correlated with BEN. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if SNPD jumps, then BEN could also see price increases.
Ticker / NAME | Correlation To SNPD | 1D Price Change % | ||
---|---|---|---|---|
SNPD | 100% | N/A | ||
BEN - SNPD | 76% Closely correlated | +0.37% | ||
FRT - SNPD | 72% Closely correlated | +1.10% | ||
FUL - SNPD | 72% Closely correlated | +0.40% | ||
SEIC - SNPD | 71% Closely correlated | +0.31% | ||
TROW - SNPD | 70% Closely correlated | +0.56% | ||
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