HALFF
Price
$165.38
Change
+$1.88 (+1.15%)
Updated
Sep 5 closing price
Capitalization
14.96B
IVSBF
Price
$31.16
Change
+$1.16 (+3.87%)
Updated
Sep 5 closing price
Capitalization
94.26B
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HALFF vs IVSBF

Header iconHALFF vs IVSBF Comparison
Open Charts HALFF vs IVSBFBanner chart's image
Hal Trust
Price$165.38
Change+$1.88 (+1.15%)
Volume$1
Capitalization14.96B
Investors AB
Price$31.16
Change+$1.16 (+3.87%)
Volume$5.52K
Capitalization94.26B
HALFF vs IVSBF Comparison Chart in %
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HALFF
Daily Signalchanged days ago
Gain/Loss if bought
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IVSBF
Daily Signalchanged days ago
Gain/Loss if bought
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HALFF vs. IVSBF commentary
Sep 06, 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 HALFF is a Buy and IVSBF is a StrongBuy.

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COMPARISON
Comparison
Sep 06, 2025
Stock price -- (HALFF: $165.38 vs. IVSBF: $31.16)
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: 167%
Market capitalization -- HALFF: $14.96B vs. IVSBF: $94.26B
HALFF [@Investment Managers] is valued at $14.96B. IVSBF’s [@Investment Managers] market capitalization is $94.26B. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.5B.

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 3 TA indicator(s) are bullish while IVSBF’s TA Score has 7 bullish TA indicator(s).

  • HALFF’s TA Score: 3 bullish, 4 bearish.
  • IVSBF’s TA Score: 7 bullish, 2 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 +11.05% price change this week, while IVSBF (@Investment Managers) price change was +2.13% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.75%, and the average quarterly price growth was +21.27%.

Industries' Descriptions

@Investment Managers (-0.32% 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($94.3B) has a higher market cap than HALFF($15B). IVSBF has higher P/E ratio than HALFF: IVSBF (38.50) vs HALFF (7.44). HALFF YTD gains are higher at: 39.272 vs. IVSBF (18.367). HALFF has less debt than IVSBF: HALFF (5.01B) vs IVSBF (110B). IVSBF has higher revenues than HALFF: IVSBF (79.9B) vs HALFF (12.5B).
HALFFIVSBFHALFF / IVSBF
Capitalization15B94.3B16%
EBITDA2.95BN/A-
Gain YTD39.27218.367214%
P/E Ratio7.4438.5019%
Revenue12.5B79.9B16%
Total Cash4.32BN/A-
Total Debt5.01B110B5%
FUNDAMENTALS RATINGS
HALFF vs IVSBF: Fundamental Ratings
HALFF
IVSBF
OUTLOOK RATING
1..100
4087
VALUATION
overvalued / fair valued / undervalued
1..100
24
Undervalued
26
Undervalued
PROFIT vs RISK RATING
1..100
6537
SMR RATING
1..100
9398
PRICE GROWTH RATING
1..100
4356
P/E GROWTH RATING
1..100
862
SEASONALITY SCORE
1..100
7565

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 (37) in the null industry is in the same range as HALFF (65). This means that IVSBF’s stock grew similarly to 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.

HALFF's Price Growth Rating (43) in the null industry is in the same range as IVSBF (56). This means that HALFF’s stock grew similarly to IVSBF’s over the last 12 months.

IVSBF's P/E Growth Rating (2) in the null industry is significantly better than the same rating for HALFF (86). This means that IVSBF’s stock grew significantly faster than HALFF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HALFFIVSBF
RSI
ODDS (%)
Bearish Trend 2 days ago
28%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
36%
Bullish Trend 2 days ago
63%
Momentum
ODDS (%)
N/A
Bullish Trend 2 days ago
54%
MACD
ODDS (%)
Bullish Trend 2 days ago
44%
Bearish Trend 2 days ago
44%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
34%
Bullish Trend 2 days ago
56%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
38%
Bullish Trend 2 days ago
56%
Advances
ODDS (%)
Bullish Trend 4 days ago
30%
Bullish Trend 20 days ago
54%
Declines
ODDS (%)
Bearish Trend 12 days ago
43%
Bearish Trend 5 days ago
46%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
29%
Bullish Trend 2 days ago
75%
Aroon
ODDS (%)
Bullish Trend 2 days ago
35%
Bullish Trend 2 days ago
54%
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HALFF
Daily Signalchanged days ago
Gain/Loss if bought
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IVSBF
Daily Signalchanged days ago
Gain/Loss if bought
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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%
+1.15%
IVSBF - HALFF
25%
Poorly correlated
+3.87%
CG - HALFF
23%
Poorly correlated
-1.82%
TROW - HALFF
22%
Poorly correlated
-3.01%
BUR - HALFF
22%
Poorly correlated
+0.15%
SEIC - HALFF
22%
Poorly correlated
-2.30%
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%
+3.87%
FNNCF - IVSBF
27%
Poorly correlated
+1.32%
VRTS - IVSBF
26%
Poorly correlated
-1.43%
HALFF - IVSBF
25%
Poorly correlated
+1.15%
TGOPY - IVSBF
24%
Poorly correlated
+1.44%
LGGNY - IVSBF
22%
Poorly correlated
+0.44%
More