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).
FFXDF’s FA Score shows that 1 FA rating(s) are green whileGAIN’s FA Score has 2 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.
FFXDF’s TA Score shows that 3 TA indicator(s) are bullish while GAIN’s TA Score has 5 bullish TA indicator(s).
FFXDF (@Investment Managers) experienced а -4.12% price change this week, while GAIN (@Investment Managers) price change was -4.85% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.71%. For the same industry, the average monthly price growth was -0.06%, and the average quarterly price growth was +7.44%.
GAIN is expected to report earnings on Feb 11, 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.
FFXDF | GAIN | FFXDF / GAIN | |
Capitalization | 1.96B | 511M | 384% |
EBITDA | N/A | N/A | - |
Gain YTD | -0.702 | 3.812 | -18% |
P/E Ratio | 25.45 | 7.05 | 361% |
Revenue | 112M | 60.8M | 184% |
Total Cash | N/A | 3.05M | - |
Total Debt | 497M | 414M | 120% |
FFXDF | GAIN | ||
---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 97 Overvalued | |
PROFIT vs RISK RATING 1..100 | 60 | 32 | |
SMR RATING 1..100 | 85 | 46 | |
PRICE GROWTH RATING 1..100 | 51 | 54 | |
P/E GROWTH RATING 1..100 | 5 | 8 | |
SEASONALITY SCORE 1..100 | 50 | 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.
FFXDF's Valuation (69) in the null industry is in the same range as GAIN (97). This means that FFXDF’s stock grew similarly to GAIN’s over the last 12 months.
GAIN's Profit vs Risk Rating (32) in the null industry is in the same range as FFXDF (60). This means that GAIN’s stock grew similarly to FFXDF’s over the last 12 months.
GAIN's SMR Rating (46) in the null industry is somewhat better than the same rating for FFXDF (85). This means that GAIN’s stock grew somewhat faster than FFXDF’s over the last 12 months.
FFXDF's Price Growth Rating (51) in the null industry is in the same range as GAIN (54). This means that FFXDF’s stock grew similarly to GAIN’s over the last 12 months.
FFXDF's P/E Growth Rating (5) in the null industry is in the same range as GAIN (8). This means that FFXDF’s stock grew similarly to GAIN’s over the last 12 months.
FFXDF | GAIN | |
---|---|---|
RSI ODDS (%) | 2 days ago71% | 2 days ago76% |
Stochastic ODDS (%) | 2 days ago72% | 2 days ago59% |
Momentum ODDS (%) | 2 days ago63% | 2 days ago49% |
MACD ODDS (%) | 2 days ago60% | 2 days ago55% |
TrendWeek ODDS (%) | 2 days ago62% | 2 days ago51% |
TrendMonth ODDS (%) | 2 days ago60% | 2 days ago47% |
Advances ODDS (%) | 14 days ago57% | 10 days ago57% |
Declines ODDS (%) | 2 days ago67% | 2 days ago54% |
BollingerBands ODDS (%) | N/A | 2 days ago68% |
Aroon ODDS (%) | 2 days ago49% | 2 days ago57% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PFGRX | 33.94 | N/A | N/A |
Pioneer Fundamental Growth R | |||
SLESX | 11.32 | -0.04 | -0.35% |
Invesco Income Advantage U.S. Fund R6 | |||
SOIUX | 20.64 | -0.10 | -0.48% |
Spirit of America Utilts Inst | |||
ATEYX | 160.65 | -0.89 | -0.55% |
AB Sustainable Global Thematic Advisor | |||
NWXQX | 18.86 | -0.23 | -1.20% |
Nationwide Mid Cap Market Idx Instl Svc |
A.I.dvisor tells us that FFXDF and WNDLF have been poorly correlated (+27% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that FFXDF and WNDLF's prices will move in lockstep.
Ticker / NAME | Correlation To FFXDF | 1D Price Change % | ||
---|---|---|---|---|
FFXDF | 100% | -2.54% | ||
WNDLF - FFXDF | 27% Poorly correlated | N/A | ||
HLNE - FFXDF | 24% Poorly correlated | -2.45% | ||
GAIN - FFXDF | 23% Poorly correlated | -0.76% | ||
STT - FFXDF | 23% Poorly correlated | -2.06% | ||
GSBD - FFXDF | 22% Poorly correlated | +0.71% | ||
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