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CG
Price
$50.46
Change
-$0.63 (-1.23%)
Updated
Nov 15 closing price
79 days until earnings call
SMOT
Price
$35.68
Change
-$0.51 (-1.41%)
Updated
Nov 15 closing price
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CG vs SMOT

Header iconCG vs SMOT Comparison
Open Charts CG vs SMOTBanner chart's image
Carlyle Group (The)
Price$50.46
Change-$0.63 (-1.23%)
Volume$2.14M
CapitalizationN/A
VanEck Morningstar SMID Moat ETF
Price$35.68
Change-$0.51 (-1.41%)
Volume$36.16K
CapitalizationN/A
CG vs SMOT Comparison Chart
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CG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SMOT
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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VS
CG vs. SMOT 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 CG is a Sell and SMOT is a StrongSell.

COMPARISON
Comparison
Nov 18, 2024
Stock price -- (CG: $50.46)
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, 5 bearish.

Price Growth

CG (@Investment Managers) experienced а -3.57% price change this weekfor 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

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 RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
85
VALUATION
overvalued / fair valued / undervalued
1..100
86
Overvalued
PROFIT vs RISK RATING
1..100
37
SMR RATING
1..100
34
PRICE GROWTH RATING
1..100
41
P/E GROWTH RATING
1..100
5
SEASONALITY SCORE
1..100
85

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
CGSMOT
RSI
ODDS (%)
Bearish Trend 3 days ago
56%
Bearish Trend 3 days ago
78%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
81%
Momentum
ODDS (%)
Bullish Trend 3 days ago
72%
Bullish Trend 3 days ago
88%
MACD
ODDS (%)
Bearish Trend 3 days ago
57%
Bullish Trend 3 days ago
74%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
73%
Bullish Trend 3 days ago
80%
Advances
ODDS (%)
Bullish Trend 12 days ago
73%
Bullish Trend 12 days ago
82%
Declines
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
76%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
76%
Aroon
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
81%
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CG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SMOT
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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SMOT and

Correlation & Price change

A.I.dvisor indicates that over the last year, SMOT has been closely correlated with CE. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMOT jumps, then CE could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMOT
1D Price
Change %
SMOT100%
-1.41%
CE - SMOT
79%
Closely correlated
-0.22%
LFUS - SMOT
75%
Closely correlated
-3.29%
ALLE - SMOT
75%
Closely correlated
-1.10%
CG - SMOT
74%
Closely correlated
-1.23%
ITT - SMOT
73%
Closely correlated
+0.62%
More