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).
CCIA’s FA Score shows that 1 FA rating(s) are green whileOXLCO’s FA Score has 1 green FA rating(s).
CCIA (@Investment Managers) experienced а -0.85% price change this week, while OXLCO (@Investment Managers) price change was +0.17% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.01%. For the same industry, the average monthly price growth was +0.78%, and the average quarterly price growth was +5.83%.
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.
CCIA | OXLCO | CCIA / OXLCO | |
Capitalization | N/A | N/A | - |
EBITDA | N/A | N/A | - |
Gain YTD | 1.404 | 2.429 | 58% |
P/E Ratio | N/A | N/A | - |
Revenue | -6.66M | 142M | -5% |
Total Cash | 2.24M | N/A | - |
Total Debt | 3.48M | 195M | 2% |
OXLCO | ||
---|---|---|
OUTLOOK RATING 1..100 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 77 | |
SMR RATING 1..100 | 100 | |
PRICE GROWTH RATING 1..100 | 51 | |
P/E GROWTH RATING 1..100 | 100 | |
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.
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1 Day | |||
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MFs / NAME | Price $ | Chg $ | Chg % |
QISCX | 26.05 | 0.26 | +1.01% |
Federated Hermes MDT Small Cap Core IS | |||
BUIMX | 16.63 | 0.14 | +0.85% |
Buffalo Mid Cap Growth Inst | |||
RYAVX | 72.40 | 0.46 | +0.64% |
Rydex S&P MidCap 400 Pure Value H | |||
PWJDX | 32.16 | 0.20 | +0.63% |
PGIM Jennison International Opps R4 | |||
HLEZX | 16.84 | -0.24 | -1.41% |
Harding Loevner Instl Emerg Mkts Z |
A.I.dvisor indicates that over the last year, CCIA has been closely correlated with OXLCP. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if CCIA jumps, then OXLCP could also see price increases.
Ticker / NAME | Correlation To CCIA | 1D Price Change % | ||
---|---|---|---|---|
CCIA | 100% | -0.88% | ||
OXLCP - CCIA | 66% Closely correlated | +0.17% | ||
EICB - CCIA | 64% Loosely correlated | N/A | ||
OCCIN - CCIA | 60% Loosely correlated | -0.04% | ||
EICA - CCIA | 52% Loosely correlated | +0.03% | ||
OXLCN - CCIA | 52% Loosely correlated | +0.23% | ||
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A.I.dvisor indicates that over the last year, OXLCO has been loosely correlated with EICB. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if OXLCO jumps, then EICB could also see price increases.
Ticker / NAME | Correlation To OXLCO | 1D Price Change % | ||
---|---|---|---|---|
OXLCO | 100% | -0.04% | ||
EICB - OXLCO | 63% Loosely correlated | N/A | ||
OXLCP - OXLCO | 61% Loosely correlated | +0.17% | ||
OCCIN - OXLCO | 58% Loosely correlated | -0.04% | ||
EICA - OXLCO | 53% Loosely correlated | +0.03% | ||
CCIA - OXLCO | 52% Loosely correlated | -0.88% | ||
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