CNS
Price
$92.49
Change
+$1.82 (+2.01%)
Updated
Dec 20 closing price
30 days until earnings call
SWKH
Price
$15.89
Change
-$0.58 (-3.52%)
Updated
Dec 20, 04:59 PM (EDT)
95 days until earnings call
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CNS vs SWKH

Header iconCNS vs SWKH Comparison
Open Charts CNS vs SWKHBanner chart's image
Cohen & Steers
Price$92.49
Change+$1.82 (+2.01%)
Volume$704.35K
CapitalizationN/A
SWK Holdings
Price$15.89
Change-$0.58 (-3.52%)
Volume$2.31K
CapitalizationN/A
CNS vs SWKH Comparison Chart
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CNS
Daily Signalchanged days ago
Gain/Loss if bought
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SWKH
Daily Signalchanged days ago
Gain/Loss if bought
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CNS vs. SWKH commentary
Dec 23, 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 CNS is a Hold and SWKH is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (CNS: $92.49 vs. SWKH: $15.80)
Brand notoriety: CNS and SWKH are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CNS: 305% vs. SWKH: 691%
Market capitalization -- CNS: $3.7B vs. SWKH: $217.7M
CNS [@Investment Managers] is valued at $3.7B. SWKH’s [@Investment Managers] market capitalization is $217.7M. 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).

CNS’s FA Score shows that 2 FA rating(s) are green whileSWKH’s FA Score has 1 green FA rating(s).

  • CNS’s FA Score: 2 green, 3 red.
  • SWKH’s FA Score: 1 green, 4 red.
According to our system of comparison, CNS is a better buy in the long-term than SWKH.

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.

CNS’s TA Score shows that 4 TA indicator(s) are bullish while SWKH’s TA Score has 3 bullish TA indicator(s).

  • CNS’s TA Score: 4 bullish, 5 bearish.
  • SWKH’s TA Score: 3 bullish, 7 bearish.
According to our system of comparison, CNS is a better buy in the short-term than SWKH.

Price Growth

CNS (@Investment Managers) experienced а -6.61% price change this week, while SWKH (@Investment Managers) price change was -4.93% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.15%. For the same industry, the average monthly price growth was +0.72%, and the average quarterly price growth was +7.26%.

Reported Earning Dates

CNS is expected to report earnings on Jan 22, 2025.

SWKH is expected to report earnings on Mar 27, 2025.

Industries' Descriptions

@Investment Managers (-2.15% 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
CNS($3.7B) has a higher market cap than SWKH($218M). CNS has higher P/E ratio than SWKH: CNS (28.73) vs SWKH (13.65). CNS YTD gains are higher at: 25.732 vs. SWKH (-9.869). CNS has higher annual earnings (EBITDA): 184M vs. SWKH (19.4M). CNS has more cash in the bank: 265M vs. SWKH (4.5M). SWKH has less debt than CNS: SWKH (43.1M) vs CNS (140M). CNS has higher revenues than SWKH: CNS (490M) vs SWKH (37.8M).
CNSSWKHCNS / SWKH
Capitalization3.7B218M1,697%
EBITDA184M19.4M948%
Gain YTD25.732-9.869-261%
P/E Ratio28.7313.65211%
Revenue490M37.8M1,296%
Total Cash265M4.5M5,885%
Total Debt140M43.1M325%
FUNDAMENTALS RATINGS
CNS vs SWKH: Fundamental Ratings
CNS
SWKH
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
92
Overvalued
64
Fair valued
PROFIT vs RISK RATING
1..100
3758
SMR RATING
1..100
3085
PRICE GROWTH RATING
1..100
4856
P/E GROWTH RATING
1..100
2821
SEASONALITY SCORE
1..100
n/an/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.

SWKH's Valuation (64) in the null industry is in the same range as CNS (92) in the Investment Managers industry. This means that SWKH’s stock grew similarly to CNS’s over the last 12 months.

CNS's Profit vs Risk Rating (37) in the Investment Managers industry is in the same range as SWKH (58) in the null industry. This means that CNS’s stock grew similarly to SWKH’s over the last 12 months.

CNS's SMR Rating (30) in the Investment Managers industry is somewhat better than the same rating for SWKH (85) in the null industry. This means that CNS’s stock grew somewhat faster than SWKH’s over the last 12 months.

CNS's Price Growth Rating (48) in the Investment Managers industry is in the same range as SWKH (56) in the null industry. This means that CNS’s stock grew similarly to SWKH’s over the last 12 months.

SWKH's P/E Growth Rating (21) in the null industry is in the same range as CNS (28) in the Investment Managers industry. This means that SWKH’s stock grew similarly to CNS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CNSSWKH
RSI
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
64%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
63%
Bearish Trend 3 days ago
70%
Momentum
ODDS (%)
Bearish Trend 3 days ago
59%
Bearish Trend 3 days ago
59%
MACD
ODDS (%)
Bearish Trend 3 days ago
56%
Bearish Trend 3 days ago
55%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
62%
Bearish Trend 3 days ago
54%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
67%
Bullish Trend 3 days ago
50%
Advances
ODDS (%)
Bullish Trend 3 days ago
66%
Bullish Trend 11 days ago
49%
Declines
ODDS (%)
Bearish Trend 5 days ago
61%
Bearish Trend 5 days ago
52%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
63%
Bearish Trend 3 days ago
61%
Aroon
ODDS (%)
N/A
Bearish Trend 3 days ago
60%
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CNS
Daily Signalchanged days ago
Gain/Loss if bought
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SWKH
Daily Signalchanged days ago
Gain/Loss if bought
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SWKH and

Correlation & Price change

A.I.dvisor indicates that over the last year, SWKH has been loosely correlated with APAM. These tickers have moved in lockstep 38% of the time. This A.I.-generated data suggests there is some statistical probability that if SWKH jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWKH
1D Price
Change %
SWKH100%
-4.07%
APAM - SWKH
38%
Loosely correlated
+1.34%
CNS - SWKH
37%
Loosely correlated
+2.01%
DHIL - SWKH
35%
Loosely correlated
-0.06%
BX - SWKH
34%
Loosely correlated
+1.14%
CION - SWKH
32%
Poorly correlated
+0.52%
More