GEG
Price
$2.08
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Capitalization
60.73M
75 days until earnings call
IVZ
Price
$16.73
Change
+$0.14 (+0.84%)
Updated
Jul 3 closing price
Capitalization
7.41B
18 days until earnings call
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GEG vs IVZ

Header iconGEG vs IVZ Comparison
Open Charts GEG vs IVZBanner chart's image
Great Elm Group
Price$2.08
Change-$0.00 (-0.00%)
Volume$80
Capitalization60.73M
Inves
Price$16.73
Change+$0.14 (+0.84%)
Volume$2.86M
Capitalization7.41B
GEG vs IVZ Comparison Chart in %
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GEG
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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GEG vs. IVZ commentary
Jul 04, 2025

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 GEG is a Hold and IVZ is a StrongBuy.

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COMPARISON
Comparison
Jul 04, 2025
Stock price -- (GEG: $2.07 vs. IVZ: $16.73)
Brand notoriety: GEG and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: GEG: 47% vs. IVZ: 61%
Market capitalization -- GEG: $60.73M vs. IVZ: $7.41B
GEG [@Investment Managers] is valued at $60.73M. IVZ’s [@Investment Managers] market capitalization is $7.41B. 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 $6.16B.

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).

GEG’s FA Score shows that 0 FA rating(s) are green whileIVZ’s FA Score has 1 green FA rating(s).

  • GEG’s FA Score: 0 green, 5 red.
  • IVZ’s FA Score: 1 green, 4 red.
According to our system of comparison, IVZ is a better buy in the long-term than GEG.

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.

GEG’s TA Score shows that 6 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).

  • GEG’s TA Score: 6 bullish, 3 bearish.
  • IVZ’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, GEG is a better buy in the short-term than IVZ.

Price Growth

GEG (@Investment Managers) experienced а -1.90% price change this week, while IVZ (@Investment Managers) price change was +7.38% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.17%. For the same industry, the average monthly price growth was +6.54%, and the average quarterly price growth was +10.33%.

Reported Earning Dates

GEG is expected to report earnings on Sep 17, 2025.

IVZ is expected to report earnings on Jul 22, 2025.

Industries' Descriptions

@Investment Managers (+2.17% 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
IVZ($7.41B) has a higher market cap than GEG($60.7M). IVZ has higher P/E ratio than GEG: IVZ (12.27) vs GEG (2.31). GEG YTD gains are higher at: 14.365 vs. IVZ (-1.897). IVZ has higher annual earnings (EBITDA): 1.13B vs. GEG (2.4M). IVZ has more cash in the bank: 1.93B vs. GEG (123M). GEG has less debt than IVZ: GEG (64.4M) vs IVZ (9.05B). IVZ has higher revenues than GEG: IVZ (5.72B) vs GEG (11.1M).
GEGIVZGEG / IVZ
Capitalization60.7M7.41B1%
EBITDA2.4M1.13B0%
Gain YTD14.365-1.897-757%
P/E Ratio2.3112.2719%
Revenue11.1M5.72B0%
Total Cash123M1.93B6%
Total Debt64.4M9.05B1%
FUNDAMENTALS RATINGS
GEG vs IVZ: Fundamental Ratings
GEG
IVZ
OUTLOOK RATING
1..100
8327
VALUATION
overvalued / fair valued / undervalued
1..100
66
Overvalued
20
Undervalued
PROFIT vs RISK RATING
1..100
10059
SMR RATING
1..100
9082
PRICE GROWTH RATING
1..100
5245
P/E GROWTH RATING
1..100
9878
SEASONALITY SCORE
1..100
5050

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.

IVZ's Valuation (20) in the Investment Managers industry is somewhat better than the same rating for GEG (66) in the Internet Software Or Services industry. This means that IVZ’s stock grew somewhat faster than GEG’s over the last 12 months.

IVZ's Profit vs Risk Rating (59) in the Investment Managers industry is somewhat better than the same rating for GEG (100) in the Internet Software Or Services industry. This means that IVZ’s stock grew somewhat faster than GEG’s over the last 12 months.

IVZ's SMR Rating (82) in the Investment Managers industry is in the same range as GEG (90) in the Internet Software Or Services industry. This means that IVZ’s stock grew similarly to GEG’s over the last 12 months.

IVZ's Price Growth Rating (45) in the Investment Managers industry is in the same range as GEG (52) in the Internet Software Or Services industry. This means that IVZ’s stock grew similarly to GEG’s over the last 12 months.

IVZ's P/E Growth Rating (78) in the Investment Managers industry is in the same range as GEG (98) in the Internet Software Or Services industry. This means that IVZ’s stock grew similarly to GEG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
GEGIVZ
RSI
ODDS (%)
Bullish Trend 1 day ago
81%
Bearish Trend 1 day ago
70%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
67%
Bearish Trend 1 day ago
67%
Momentum
ODDS (%)
Bearish Trend 1 day ago
70%
Bullish Trend 1 day ago
73%
MACD
ODDS (%)
Bearish Trend 1 day ago
64%
Bullish Trend 1 day ago
80%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
72%
Bullish Trend 1 day ago
72%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
69%
Bullish Trend 1 day ago
70%
Advances
ODDS (%)
Bullish Trend 4 days ago
67%
Bullish Trend 1 day ago
70%
Declines
ODDS (%)
Bearish Trend 8 days ago
77%
Bearish Trend 22 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
74%
Bearish Trend 1 day ago
61%
Aroon
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 1 day ago
71%
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GEG
Daily Signalchanged days ago
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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GEG and

Correlation & Price change

A.I.dvisor tells us that GEG and VRTS have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that GEG and VRTS's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GEG
1D Price
Change %
GEG100%
-0.48%
VRTS - GEG
22%
Poorly correlated
-0.80%
STEP - GEG
22%
Poorly correlated
+0.71%
IVZ - GEG
21%
Poorly correlated
+0.84%
MAIN - GEG
21%
Poorly correlated
+1.61%
TSLX - GEG
21%
Poorly correlated
+1.67%
More

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.84%
JHG - IVZ
84%
Closely correlated
+0.47%
AMG - IVZ
81%
Closely correlated
+0.47%
KKR - IVZ
80%
Closely correlated
+3.03%
BN - IVZ
80%
Closely correlated
+2.67%
CG - IVZ
79%
Closely correlated
+2.30%
More