BN
Price
$50.03
Change
+$2.01 (+4.19%)
Updated
Apr 22, 04:59 PM (EDT)
Capitalization
62.67B
15 days until earnings call
IVZ
Price
$13.47
Change
+$1.02 (+8.19%)
Updated
Apr 22, 04:59 PM (EDT)
Capitalization
7.41B
97 days until earnings call
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BN vs IVZ

Header iconBN vs IVZ Comparison
Open Charts BN vs IVZBanner chart's image
Brookfield
Price$50.03
Change+$2.01 (+4.19%)
Volume$13.03K
Capitalization62.67B
Inves
Price$13.47
Change+$1.02 (+8.19%)
Volume$198.1K
Capitalization7.41B
BN vs IVZ Comparison Chart
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BN
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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VS
BN vs. IVZ commentary
Apr 23, 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 BN is a StrongBuy and IVZ is a Hold.

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COMPARISON
Comparison
Apr 23, 2025
Stock price -- (BN: $50.05 vs. IVZ: $13.49)
Brand notoriety: BN and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BN: 102% vs. IVZ: 192%
Market capitalization -- BN: $62.67B vs. IVZ: $7.41B
BN [@Investment Managers] is valued at $62.67B. IVZ’s [@Investment Managers] market capitalization is $7.41B. 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).

BN’s FA Score shows that 2 FA rating(s) are green whileIVZ’s FA Score has 1 green FA rating(s).

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

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.

BN’s TA Score shows that 6 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).

  • BN’s TA Score: 6 bullish, 2 bearish.
  • IVZ’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, BN is a better buy in the short-term than IVZ.

Price Growth

BN (@Investment Managers) experienced а +1.44% price change this week, while IVZ (@Investment Managers) price change was +3.13% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.39%. For the same industry, the average monthly price growth was -5.28%, and the average quarterly price growth was -5.05%.

Reported Earning Dates

BN is expected to report earnings on Aug 07, 2025.

IVZ is expected to report earnings on Jul 29, 2025.

Industries' Descriptions

@Investment Managers (+0.39% 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
BN($62.7B) has a higher market cap than IVZ($7.41B). BN has higher P/E ratio than IVZ: BN (67.52) vs IVZ (12.27). BN YTD gains are higher at: -16.259 vs. IVZ (-21.958). BN has higher annual earnings (EBITDA): 30.7B vs. IVZ (1.13B). BN has more cash in the bank: 16.9B vs. IVZ (1.93B). IVZ has less debt than BN: IVZ (9.05B) vs BN (234B). BN has higher revenues than IVZ: BN (95.9B) vs IVZ (5.72B).
BNIVZBN / IVZ
Capitalization62.7B7.41B846%
EBITDA30.7B1.13B2,714%
Gain YTD-16.259-21.95874%
P/E Ratio67.5212.27550%
Revenue95.9B5.72B1,678%
Total Cash16.9B1.93B875%
Total Debt234B9.05B2,587%
FUNDAMENTALS RATINGS
BN vs IVZ: Fundamental Ratings
BN
IVZ
OUTLOOK RATING
1..100
89
VALUATION
overvalued / fair valued / undervalued
1..100
75
Overvalued
28
Undervalued
PROFIT vs RISK RATING
1..100
2864
SMR RATING
1..100
8883
PRICE GROWTH RATING
1..100
5764
P/E GROWTH RATING
1..100
583
SEASONALITY SCORE
1..100
n/an/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.

IVZ's Valuation (28) in the Investment Managers industry is somewhat better than the same rating for BN (75). This means that IVZ’s stock grew somewhat faster than BN’s over the last 12 months.

BN's Profit vs Risk Rating (28) in the Investment Managers industry is somewhat better than the same rating for IVZ (64). This means that BN’s stock grew somewhat faster than IVZ’s over the last 12 months.

IVZ's SMR Rating (83) in the Investment Managers industry is in the same range as BN (88). This means that IVZ’s stock grew similarly to BN’s over the last 12 months.

BN's Price Growth Rating (57) in the Investment Managers industry is in the same range as IVZ (64). This means that BN’s stock grew similarly to IVZ’s over the last 12 months.

BN's P/E Growth Rating (5) in the Investment Managers industry is significantly better than the same rating for IVZ (83). This means that BN’s stock grew significantly faster than IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BNIVZ
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
78%
Momentum
ODDS (%)
Bullish Trend 2 days ago
79%
Bearish Trend 2 days ago
72%
MACD
ODDS (%)
Bullish Trend 2 days ago
81%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
68%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
55%
Bearish Trend 2 days ago
68%
Advances
ODDS (%)
Bullish Trend 8 days ago
69%
Bullish Trend 8 days ago
70%
Declines
ODDS (%)
Bearish Trend 15 days ago
65%
Bearish Trend 15 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
79%
Aroon
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
61%
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BN
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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BN and

Correlation & Price change

A.I.dvisor indicates that over the last year, BN has been closely correlated with BAM. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BN jumps, then BAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BN
1D Price
Change %
BN100%
-3.38%
BAM - BN
85%
Closely correlated
-2.70%
BX - BN
80%
Closely correlated
-7.80%
APO - BN
76%
Closely correlated
-5.64%
KKR - BN
76%
Closely correlated
-5.24%
IVZ - BN
76%
Closely correlated
-2.66%
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