BK
Price
$78.17
Change
-$0.51 (-0.65%)
Updated
Nov 12, 03:50 PM (EDT)
65 days until earnings call
SAR
Price
$24.93
Change
-$0.16 (-0.64%)
Updated
Nov 12, 03:35 PM (EDT)
57 days until earnings call
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BK vs SAR

Header iconBK vs SAR Comparison
Open Charts BK vs SARBanner chart's image
Bank of New York Mellon
Price$78.17
Change-$0.51 (-0.65%)
Volume$1.15K
CapitalizationN/A
SARATOGA INVESTMENT
Price$24.93
Change-$0.16 (-0.64%)
Volume$100
CapitalizationN/A
BK vs SAR Comparison Chart
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BK
Daily Signalchanged days ago
Gain/Loss if shorted
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SAR
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
BK vs. SAR commentary
Nov 12, 2024

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 BK is a StrongBuy and SAR is a Buy.

COMPARISON
Comparison
Nov 12, 2024
Stock price -- (SAR: $25.09)
Brand notoriety:
Market capitalization --

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).

SAR’s FA Score shows that 2 FA rating(s) are green while.

  • SAR’s FA Score: 2 green, 3 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.

BK’s TA Score shows that 4 TA indicator(s) are bullish while SAR’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

SAR (@Investment Managers) experienced а +7.87% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.67%. For the same industry, the average monthly price growth was +3.65%, and the average quarterly price growth was +6.64%.

Reported Earning Dates

SAR is expected to report earnings on Jan 08, 2025.

Industries' Descriptions

@Investment Managers (+2.67% 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
BK($42.9B) has a higher market cap than SAR($317M). BK has higher P/E ratio than SAR: BK (14.72) vs SAR (12.23). BK YTD gains are higher at: 55.558 vs. SAR (6.482). SAR has less debt than BK: SAR (794M) vs BK (31.7B). BK has higher revenues than SAR: BK (17.3B) vs SAR (34.6M).
BKSARBK / SAR
Capitalization42.9B317M13,533%
EBITDAN/AN/A-
Gain YTD55.5586.482857%
P/E Ratio14.7212.23120%
Revenue17.3B34.6M50,000%
Total Cash5.72BN/A-
Total Debt31.7B794M3,992%
FUNDAMENTALS RATINGS
BK vs SAR: Fundamental Ratings
BK
SAR
OUTLOOK RATING
1..100
6777
VALUATION
overvalued / fair valued / undervalued
1..100
79
Overvalued
4
Undervalued
PROFIT vs RISK RATING
1..100
1846
SMR RATING
1..100
740
PRICE GROWTH RATING
1..100
1249
P/E GROWTH RATING
1..100
2017
SEASONALITY SCORE
1..100
7550

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.

SAR's Valuation (4) in the null industry is significantly better than the same rating for BK (79) in the Major Banks industry. This means that SAR’s stock grew significantly faster than BK’s over the last 12 months.

BK's Profit vs Risk Rating (18) in the Major Banks industry is in the same range as SAR (46) in the null industry. This means that BK’s stock grew similarly to SAR’s over the last 12 months.

BK's SMR Rating (7) in the Major Banks industry is somewhat better than the same rating for SAR (40) in the null industry. This means that BK’s stock grew somewhat faster than SAR’s over the last 12 months.

BK's Price Growth Rating (12) in the Major Banks industry is somewhat better than the same rating for SAR (49) in the null industry. This means that BK’s stock grew somewhat faster than SAR’s over the last 12 months.

SAR's P/E Growth Rating (17) in the null industry is in the same range as BK (20) in the Major Banks industry. This means that SAR’s stock grew similarly to BK’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BKSAR
RSI
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
36%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
70%
Bearish Trend 2 days ago
48%
Momentum
ODDS (%)
Bullish Trend 2 days ago
65%
Bullish Trend 2 days ago
51%
MACD
ODDS (%)
Bearish Trend 2 days ago
52%
Bullish Trend 2 days ago
46%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 2 days ago
54%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
63%
Bullish Trend 2 days ago
55%
Advances
ODDS (%)
Bullish Trend 7 days ago
59%
Bullish Trend 2 days ago
56%
Declines
ODDS (%)
Bearish Trend 5 days ago
57%
Bearish Trend 12 days ago
44%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
47%
Aroon
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 2 days ago
58%
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BK
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SAR
Daily Signalchanged days ago
Gain/Loss if shorted
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SAR and

Correlation & Price change

A.I.dvisor indicates that over the last year, SAR has been loosely correlated with NEWT. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if SAR jumps, then NEWT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAR
1D Price
Change %
SAR100%
+1.01%
NEWT - SAR
46%
Loosely correlated
+9.69%
NXDT - SAR
39%
Loosely correlated
-1.81%
BK - SAR
37%
Loosely correlated
+2.10%
SLRC - SAR
36%
Loosely correlated
-0.31%
GLAD - SAR
36%
Loosely correlated
+1.47%
More