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BSIG
Price
$29.59
Change
-$0.07 (-0.24%)
Updated
Nov 15 closing price
74 days until earnings call
CG
Price
$50.46
Change
-$0.63 (-1.23%)
Updated
Nov 15 closing price
80 days until earnings call
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BSIG vs CG

Header iconBSIG vs CG Comparison
Open Charts BSIG vs CGBanner chart's image
BrightSphere Investment Group
Price$29.59
Change-$0.07 (-0.24%)
Volume$268.55K
CapitalizationN/A
Carlyle Group (The)
Price$50.46
Change-$0.63 (-1.23%)
Volume$2.14M
CapitalizationN/A
BSIG vs CG Comparison Chart
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BSIG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
CG
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
BSIG vs. CG commentary
Nov 18, 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 BSIG is a StrongSell and CG is a Sell.

COMPARISON
Comparison
Nov 18, 2024
Stock price -- (BSIG: $29.59 vs. CG: $50.46)
Brand notoriety: BSIG and CG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BSIG: 127% vs. CG: 82%
Market capitalization -- BSIG: $868.85M vs. CG: $16.93B
BSIG [@Investment Managers] is valued at $868.85M. CG’s [@Investment Managers] market capitalization is $16.93B. 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 $5.91B.

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).

BSIG’s FA Score shows that 3 FA rating(s) are green whileCG’s FA Score has 1 green FA rating(s).

  • BSIG’s FA Score: 3 green, 2 red.
  • CG’s FA Score: 1 green, 4 red.
According to our system of comparison, both BSIG and CG are a good buy in the long-term.

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.

BSIG’s TA Score shows that 4 TA indicator(s) are bullish while CG’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

BSIG (@Investment Managers) experienced а +1.16% price change this week, while CG (@Investment Managers) price change was -3.57% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +2.37%, and the average quarterly price growth was +5.40%.

Reported Earning Dates

BSIG is expected to report earnings on Jan 30, 2025.

CG is expected to report earnings on Feb 05, 2025.

Industries' Descriptions

@Investment Managers (+2.13% 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
CG($16.9B) has a higher market cap than BSIG($869M). CG has higher P/E ratio than BSIG: CG (77.57) vs BSIG (14.67). BSIG YTD gains are higher at: 54.639 vs. CG (27.088). BSIG has less debt than CG: BSIG (346M) vs CG (9.26B). CG has higher revenues than BSIG: CG (1.32B) vs BSIG (427M).
BSIGCGBSIG / CG
Capitalization869M16.9B5%
EBITDA133MN/A-
Gain YTD54.63927.088202%
P/E Ratio14.6777.5719%
Revenue427M1.32B32%
Total Cash147MN/A-
Total Debt346M9.26B4%
FUNDAMENTALS RATINGS
BSIG vs CG: Fundamental Ratings
BSIG
CG
OUTLOOK RATING
1..100
3085
VALUATION
overvalued / fair valued / undervalued
1..100
72
Overvalued
86
Overvalued
PROFIT vs RISK RATING
1..100
2437
SMR RATING
1..100
734
PRICE GROWTH RATING
1..100
3941
P/E GROWTH RATING
1..100
165
SEASONALITY SCORE
1..100
5085

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.

BSIG's Valuation (72) in the Investment Managers industry is in the same range as CG (86). This means that BSIG’s stock grew similarly to CG’s over the last 12 months.

BSIG's Profit vs Risk Rating (24) in the Investment Managers industry is in the same range as CG (37). This means that BSIG’s stock grew similarly to CG’s over the last 12 months.

BSIG's SMR Rating (7) in the Investment Managers industry is in the same range as CG (34). This means that BSIG’s stock grew similarly to CG’s over the last 12 months.

BSIG's Price Growth Rating (39) in the Investment Managers industry is in the same range as CG (41). This means that BSIG’s stock grew similarly to CG’s over the last 12 months.

CG's P/E Growth Rating (5) in the Investment Managers industry is in the same range as BSIG (16). This means that CG’s stock grew similarly to BSIG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BSIGCG
RSI
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
56%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
70%
Bearish Trend 3 days ago
65%
Momentum
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
72%
MACD
ODDS (%)
Bullish Trend 3 days ago
64%
Bearish Trend 3 days ago
57%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
67%
Bearish Trend 3 days ago
68%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
66%
Bullish Trend 3 days ago
73%
Advances
ODDS (%)
Bullish Trend 6 days ago
69%
Bullish Trend 12 days ago
73%
Declines
ODDS (%)
Bearish Trend 10 days ago
59%
Bearish Trend 3 days ago
69%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
55%
Aroon
ODDS (%)
Bullish Trend 3 days ago
66%
Bullish Trend 3 days ago
74%
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BSIG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
CG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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BSIG and

Correlation & Price change

A.I.dvisor indicates that over the last year, BSIG has been loosely correlated with VRTS. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if BSIG jumps, then VRTS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSIG
1D Price
Change %
BSIG100%
-0.24%
VRTS - BSIG
59%
Loosely correlated
-1.46%
APAM - BSIG
59%
Loosely correlated
-0.66%
DHIL - BSIG
56%
Loosely correlated
-0.09%
BN - BSIG
56%
Loosely correlated
-1.75%
CG - BSIG
55%
Loosely correlated
-1.23%
More

CG and

Correlation & Price change

A.I.dvisor indicates that over the last year, CG has been closely correlated with BX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then BX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CG
1D Price
Change %
CG100%
-1.23%
BX - CG
69%
Closely correlated
+0.11%
JHG - CG
67%
Closely correlated
-2.54%
TPG - CG
67%
Closely correlated
-1.87%
APAM - CG
65%
Loosely correlated
-0.66%
TROW - CG
64%
Loosely correlated
-0.86%
More