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).
BUR’s FA Score shows that 2 FA rating(s) are green whileHALFF’s FA Score has 1 green FA rating(s).
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.
BUR’s TA Score shows that 3 TA indicator(s) are bullish while HALFF’s TA Score has 3 bullish TA indicator(s).
BUR (@Investment Managers) experienced а -6.22% price change this week, while HALFF (@Investment Managers) price change was -2.46% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.27%. For the same industry, the average monthly price growth was +0.74%, and the average quarterly price growth was +7.44%.
BUR is expected to report earnings on Mar 12, 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.
BUR | HALFF | BUR / HALFF | |
Capitalization | 3.49B | 11.3B | 31% |
EBITDA | N/A | 5.24B | - |
Gain YTD | -16.162 | -4.961 | 326% |
P/E Ratio | 5.82 | 15.36 | 38% |
Revenue | 807M | 7.79B | 10% |
Total Cash | N/A | 5.88B | - |
Total Debt | 1.55B | 5.25B | 30% |
BUR | HALFF | ||
---|---|---|---|
OUTLOOK RATING 1..100 | 80 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 29 Undervalued | 24 Undervalued | |
PROFIT vs RISK RATING 1..100 | 13 | 100 | |
SMR RATING 1..100 | 41 | 93 | |
PRICE GROWTH RATING 1..100 | 53 | 71 | |
P/E GROWTH RATING 1..100 | 85 | 65 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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.
HALFF's Valuation (24) in the null industry is in the same range as BUR (29) in the Agricultural Commodities Or Milling industry. This means that HALFF’s stock grew similarly to BUR’s over the last 12 months.
BUR's Profit vs Risk Rating (13) in the Agricultural Commodities Or Milling industry is significantly better than the same rating for HALFF (100) in the null industry. This means that BUR’s stock grew significantly faster than HALFF’s over the last 12 months.
BUR's SMR Rating (41) in the Agricultural Commodities Or Milling industry is somewhat better than the same rating for HALFF (93) in the null industry. This means that BUR’s stock grew somewhat faster than HALFF’s over the last 12 months.
BUR's Price Growth Rating (53) in the Agricultural Commodities Or Milling industry is in the same range as HALFF (71) in the null industry. This means that BUR’s stock grew similarly to HALFF’s over the last 12 months.
HALFF's P/E Growth Rating (65) in the null industry is in the same range as BUR (85) in the Agricultural Commodities Or Milling industry. This means that HALFF’s stock grew similarly to BUR’s over the last 12 months.
BUR | HALFF | |
---|---|---|
RSI ODDS (%) | N/A | 1 day ago47% |
Stochastic ODDS (%) | 1 day ago70% | 1 day ago41% |
Momentum ODDS (%) | 1 day ago67% | 1 day ago44% |
MACD ODDS (%) | 1 day ago59% | 1 day ago45% |
TrendWeek ODDS (%) | 1 day ago73% | 1 day ago45% |
TrendMonth ODDS (%) | 1 day ago71% | 1 day ago46% |
Advances ODDS (%) | 9 days ago69% | 11 days ago20% |
Declines ODDS (%) | 1 day ago75% | 17 days ago47% |
BollingerBands ODDS (%) | 1 day ago65% | N/A |
Aroon ODDS (%) | 1 day ago49% | 1 day ago40% |
1 Day | |||
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MFs / NAME | Price $ | Chg $ | Chg % |
PINZX | 10.95 | N/A | N/A |
Principal Overseas Instl | |||
MLVRX | 18.59 | -0.42 | -2.21% |
MFS Low Volatility Equity R4 | |||
JDWRX | 108.52 | -3.18 | -2.85% |
Janus Henderson Global Research R | |||
VSMAX | 115.45 | -4.89 | -4.06% |
Vanguard Small Cap Index Admiral Shares | |||
LDVIX | 25.31 | -1.33 | -4.99% |
AXS FTSE Vntr Cptl RetTrckr I |
A.I.dvisor indicates that over the last year, BUR has been loosely correlated with CG. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if BUR jumps, then CG could also see price increases.
Ticker / NAME | Correlation To BUR | 1D Price Change % | ||
---|---|---|---|---|
BUR | 100% | -3.71% | ||
CG - BUR | 45% Loosely correlated | -5.43% | ||
BN - BUR | 45% Loosely correlated | -6.02% | ||
APAM - BUR | 44% Loosely correlated | -5.70% | ||
TROW - BUR | 43% Loosely correlated | -4.29% | ||
HLNE - BUR | 43% Loosely correlated | -6.67% | ||
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A.I.dvisor tells us that HALFF and IVSBF have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HALFF and IVSBF's prices will move in lockstep.
Ticker / NAME | Correlation To HALFF | 1D Price Change % | ||
---|---|---|---|---|
HALFF | 100% | +0.63% | ||
IVSBF - HALFF | 25% Poorly correlated | -0.52% | ||
CG - HALFF | 23% Poorly correlated | -5.43% | ||
TROW - HALFF | 22% Poorly correlated | -4.29% | ||
BUR - HALFF | 22% Poorly correlated | -3.71% | ||
SEIC - HALFF | 22% Poorly correlated | -5.12% | ||
More |