BRDG
Price
$7.63
Change
-$1.10 (-12.60%)
Updated
Apr 4, 04:59 PM (EDT)
Capitalization
280.98M
37 days until earnings call
IVZ
Price
$12.79
Change
-$1.04 (-7.52%)
Updated
Apr 4, 04:59 PM (EDT)
Capitalization
7.41B
24 days until earnings call
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BRDG vs IVZ

Header iconBRDG vs IVZ Comparison
Open Charts BRDG vs IVZBanner chart's image
Bridge Investment Group Holdings
Price$7.63
Change-$1.10 (-12.60%)
Volume$558
Capitalization280.98M
Inves
Price$12.79
Change-$1.04 (-7.52%)
Volume$63.31K
Capitalization7.41B
BRDG vs IVZ Comparison Chart
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BRDG
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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BRDG vs. IVZ commentary
Apr 05, 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 BRDG is a Hold and IVZ is a Hold.

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COMPARISON
Comparison
Apr 05, 2025
Stock price -- (BRDG: $8.73 vs. IVZ: $13.83)
Brand notoriety: BRDG and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BRDG: 189% vs. IVZ: 194%
Market capitalization -- BRDG: $280.98M vs. IVZ: $7.41B
BRDG [@Investment Managers] is valued at $280.98M. 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).

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

  • BRDG’s FA Score: 2 green, 3 red.
  • IVZ’s FA Score: 1 green, 4 red.
According to our system of comparison, BRDG 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.

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

  • BRDG’s TA Score: 4 bullish, 5 bearish.
  • IVZ’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, both BRDG and IVZ are a bad buy in the short-term.

Price Growth

BRDG (@Investment Managers) experienced а -12.53% price change this week, while IVZ (@Investment Managers) price change was -11.06% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -3.97%. For the same industry, the average monthly price growth was -4.65%, and the average quarterly price growth was -4.06%.

Reported Earning Dates

BRDG is expected to report earnings on May 12, 2025.

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

Industries' Descriptions

@Investment Managers (-3.97% 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
IVZ($7.41B) has a higher market cap than BRDG($281M). BRDG has higher P/E ratio than IVZ: BRDG (26.30) vs IVZ (12.27). BRDG YTD gains are higher at: 5.179 vs. IVZ (-19.991). IVZ has higher annual earnings (EBITDA): 1.13B vs. BRDG (-36.42M). IVZ has more cash in the bank: 1.93B vs. BRDG (77.5M). BRDG has less debt than IVZ: BRDG (484M) vs IVZ (9.05B). IVZ has higher revenues than BRDG: IVZ (5.72B) vs BRDG (391M).
BRDGIVZBRDG / IVZ
Capitalization281M7.41B4%
EBITDA-36.42M1.13B-3%
Gain YTD5.179-19.991-26%
P/E Ratio26.3012.27214%
Revenue391M5.72B7%
Total Cash77.5M1.93B4%
Total Debt484M9.05B5%
FUNDAMENTALS RATINGS
IVZ: Fundamental Ratings
IVZ
OUTLOOK RATING
1..100
66
VALUATION
overvalued / fair valued / undervalued
1..100
30
Undervalued
PROFIT vs RISK RATING
1..100
71
SMR RATING
1..100
84
PRICE GROWTH RATING
1..100
60
P/E GROWTH RATING
1..100
78
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
BRDGIVZ
RSI
ODDS (%)
Bearish Trend 2 days ago
74%
Bullish Trend 2 days ago
80%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
54%
Bullish Trend 2 days ago
67%
Momentum
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
63%
MACD
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
53%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
68%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
67%
Advances
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
70%
Declines
ODDS (%)
Bearish Trend 5 days ago
75%
Bearish Trend 5 days ago
66%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
57%
Bullish Trend 2 days ago
64%
Aroon
ODDS (%)
N/A
Bearish Trend 2 days ago
62%
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BRDG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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BRDG and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRDG
1D Price
Change %
BRDG100%
-11.82%
JHG - BRDG
46%
Loosely correlated
-11.05%
CG - BRDG
45%
Loosely correlated
-16.41%
BX - BRDG
43%
Loosely correlated
-9.86%
APO - BRDG
43%
Loosely correlated
-12.77%
IVZ - BRDG
42%
Loosely correlated
-11.85%
More

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-11.85%
JHG - IVZ
77%
Closely correlated
-11.05%
AMG - IVZ
74%
Closely correlated
-8.39%
TROW - IVZ
71%
Closely correlated
-8.18%
BN - IVZ
68%
Closely correlated
-7.41%
BLK - IVZ
67%
Closely correlated
-7.71%
More