HALFF
Price
$120.70
Change
+$0.75 (+0.63%)
Updated
Dec 18 closing price
IVSBF
Price
$27.07
Change
-$0.14 (-0.51%)
Updated
Dec 18 closing price
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HALFF vs IVSBF

Header iconHALFF vs IVSBF Comparison
Open Charts HALFF vs IVSBFBanner chart's image
Hal Trust
Price$120.70
Change+$0.75 (+0.63%)
Volume$3
CapitalizationN/A
Investors AB
Price$27.07
Change-$0.14 (-0.51%)
Volume$8.39K
CapitalizationN/A
HALFF vs IVSBF Comparison Chart
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HALFF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
IVSBF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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HALFF vs. IVSBF commentary
Dec 19, 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 HALFF is a StrongBuy and IVSBF is a Buy.

COMPARISON
Comparison
Dec 19, 2024
Stock price -- (HALFF: $120.70 vs. IVSBF: $27.07)
Brand notoriety: HALFF and IVSBF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HALFF: 0% vs. IVSBF: 295%
Market capitalization -- HALFF: $11.3B vs. IVSBF: $62.33B
HALFF [@Investment Managers] is valued at $11.3B. IVSBF’s [@Investment Managers] market capitalization is $62.33B. 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).

HALFF’s FA Score shows that 1 FA rating(s) are green whileIVSBF’s FA Score has 2 green FA rating(s).

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

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.

HALFF’s TA Score shows that 2 TA indicator(s) are bullish while IVSBF’s TA Score has 4 bullish TA indicator(s).

  • HALFF’s TA Score: 2 bullish, 5 bearish.
  • IVSBF’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, IVSBF is a better buy in the short-term than HALFF.

Price Growth

HALFF (@Investment Managers) experienced а -2.46% price change this week, while IVSBF (@Investment Managers) price change was -0.66% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -3.12%. For the same industry, the average monthly price growth was -0.66%, and the average quarterly price growth was +6.50%.

Industries' Descriptions

@Investment Managers (-3.12% 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
IVSBF($62.3B) has a higher market cap than HALFF($11.3B). HALFF has higher P/E ratio than IVSBF: HALFF (15.36) vs IVSBF (4.72). IVSBF YTD gains are higher at: 17.742 vs. HALFF (-4.961). IVSBF has more cash in the bank: 10.4B vs. HALFF (5.88B). HALFF has less debt than IVSBF: HALFF (5.25B) vs IVSBF (96.1B). IVSBF has higher revenues than HALFF: IVSBF (189B) vs HALFF (7.79B).
HALFFIVSBFHALFF / IVSBF
Capitalization11.3B62.3B18%
EBITDA5.24BN/A-
Gain YTD-4.96117.742-28%
P/E Ratio15.364.72326%
Revenue7.79B189B4%
Total Cash5.88B10.4B57%
Total Debt5.25B96.1B5%
FUNDAMENTALS RATINGS
HALFF vs IVSBF: Fundamental Ratings
HALFF
IVSBF
OUTLOOK RATING
1..100
2051
VALUATION
overvalued / fair valued / undervalued
1..100
24
Undervalued
26
Undervalued
PROFIT vs RISK RATING
1..100
10028
SMR RATING
1..100
9398
PRICE GROWTH RATING
1..100
7153
P/E GROWTH RATING
1..100
6589
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.

HALFF's Valuation (24) in the null industry is in the same range as IVSBF (26). This means that HALFF’s stock grew similarly to IVSBF’s over the last 12 months.

IVSBF's Profit vs Risk Rating (28) in the null industry is significantly better than the same rating for HALFF (100). This means that IVSBF’s stock grew significantly faster than HALFF’s over the last 12 months.

HALFF's SMR Rating (93) in the null industry is in the same range as IVSBF (98). This means that HALFF’s stock grew similarly to IVSBF’s over the last 12 months.

IVSBF's Price Growth Rating (53) in the null industry is in the same range as HALFF (71). This means that IVSBF’s stock grew similarly to HALFF’s over the last 12 months.

HALFF's P/E Growth Rating (65) in the null industry is in the same range as IVSBF (89). This means that HALFF’s stock grew similarly to IVSBF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HALFFIVSBF
RSI
ODDS (%)
Bullish Trend 1 day ago
47%
Bullish Trend 1 day ago
81%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
41%
Bullish Trend 1 day ago
60%
Momentum
ODDS (%)
Bearish Trend 1 day ago
44%
Bearish Trend 1 day ago
51%
MACD
ODDS (%)
Bearish Trend 1 day ago
45%
Bullish Trend 1 day ago
59%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
45%
Bearish Trend 1 day ago
50%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
46%
Bullish Trend 1 day ago
61%
Advances
ODDS (%)
Bullish Trend 11 days ago
20%
Bullish Trend 16 days ago
59%
Declines
ODDS (%)
Bearish Trend 17 days ago
47%
Bearish Trend 9 days ago
49%
BollingerBands
ODDS (%)
N/A
Bearish Trend 1 day ago
41%
Aroon
ODDS (%)
Bearish Trend 1 day ago
40%
Bearish Trend 1 day ago
39%
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HALFF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
IVSBF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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HALFF and

Correlation & Price change

A.I.dvisor tells us that HALFF and IVSBF have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HALFF and IVSBF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HALFF
1D Price
Change %
HALFF100%
+0.63%
IVSBF - HALFF
25%
Poorly correlated
-0.52%
CG - HALFF
23%
Poorly correlated
-5.43%
TROW - HALFF
22%
Poorly correlated
-4.29%
BUR - HALFF
22%
Poorly correlated
-3.71%
SEIC - HALFF
22%
Poorly correlated
-5.12%
More

IVSBF and

Correlation & Price change

A.I.dvisor tells us that IVSBF and FNNCF have been poorly correlated (+27% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that IVSBF and FNNCF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVSBF
1D Price
Change %
IVSBF100%
-0.52%
FNNCF - IVSBF
27%
Poorly correlated
N/A
VRTS - IVSBF
26%
Poorly correlated
-5.41%
HALFF - IVSBF
25%
Poorly correlated
+0.63%
TGOPY - IVSBF
24%
Poorly correlated
-2.00%
LGGNY - IVSBF
22%
Poorly correlated
-2.82%
More