CG
Price
$41.06
Change
+$0.48 (+1.18%)
Updated
May 3, 6:59 PM EST
81 days until earnings call
JSMD
Price
$67.05
Change
+$0.68 (+1.02%)
Updated
May 3, 6:59 PM EST
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Compare trend and price CG vs JSMD

Header iconCG vs JSMD Comparison
Open Charts CG vs JSMDBanner chart's image
Carlyle Group (The)
Price$41.06
Change+$0.48 (+1.18%)
Volume$1.6M
CapitalizationN/A
Janus Henderson Small/Md Cp Gr Alpha ETF
Price$67.05
Change+$0.68 (+1.02%)
Volume$4.13K
CapitalizationN/A
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CG vs JSMD Comparison Chart

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CGDaily Signal changed days agoGain/Loss if shorted
 
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JSMDDaily Signal changed days agoGain/Loss if shorted
 
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VS
CG vs. JSMD commentary
May 05, 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 CG is a Hold and JSMD is a Hold.

COMPARISON
Comparison
May 05, 2024
Stock price -- (CG: $41.06)
Brand notoriety:
Market capitalization --

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).

CG’s FA Score shows that 1 FA rating(s) are green while.

  • CG’s FA Score: 1 green, 4 red.

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.

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

  • CG’s TA Score: 4 bullish, 6 bearish.

Price Growth

CG (@Investment Managers) experienced а -10.95% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.82%. For the same industry, the average monthly price growth was -0.42%, and the average quarterly price growth was +20.12%.

Reported Earning Dates

CG is expected to report earnings on Jul 25, 2024.

Industries' Descriptions

@Investment Managers (+0.82% 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
A.I.dvisor published
a Summary for CG with price predictions.
OPEN
A.I.dvisor published
a Summary for JSMD with price predictions.
OPEN
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
79
Overvalued
PROFIT vs RISK RATING
1..100
36
SMR RATING
1..100
35
PRICE GROWTH RATING
1..100
45
P/E GROWTH RATING
1..100
2
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
CGJSMD
RSI
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
85%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
73%
Bearish Trend 3 days ago
75%
Momentum
ODDS (%)
Bearish Trend 3 days ago
64%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bearish Trend 3 days ago
58%
Bullish Trend 3 days ago
73%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
66%
Bullish Trend 3 days ago
88%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
70%
Bearish Trend 3 days ago
80%
Advances
ODDS (%)
Bullish Trend 7 days ago
76%
Bullish Trend 3 days ago
87%
Declines
ODDS (%)
Bearish Trend 4 days ago
70%
Bearish Trend 10 days ago
81%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bearish Trend 3 days ago
76%
Bearish Trend 3 days ago
83%
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CGDaily Signal changed days agoGain/Loss if shorted
 
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JSMDDaily Signal changed days agoGain/Loss if shorted
 
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JSMD and

Correlation & Price change

A.I.dvisor indicates that over the last year, JSMD has been closely correlated with UFPI. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if JSMD jumps, then UFPI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSMD
1D Price
Change %
JSMD100%
+1.02%
UFPI - JSMD
81%
Closely correlated
+1.00%
CG - JSMD
80%
Closely correlated
+1.18%
GGG - JSMD
80%
Closely correlated
+1.50%
DIOD - JSMD
79%
Closely correlated
-0.18%
VRTS - JSMD
78%
Closely correlated
+1.49%
More