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).
HPH’s FA Score shows that 0 FA rating(s) are green whilePWM’s FA Score has 0 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.
HPH’s TA Score shows that 4 TA indicator(s) are bullish while PWM’s TA Score has 3 bullish TA indicator(s).
HPH (@Investment Managers) experienced а +9.33% price change this week, while PWM (@Investment Managers) price change was -31.18% 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%.
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.
HPH | PWM | HPH / PWM | |
Capitalization | 2.28B | 13.5M | 16,896% |
EBITDA | N/A | N/A | - |
Gain YTD | -95.138 | -44.290 | 215% |
P/E Ratio | N/A | 99.98 | - |
Revenue | N/A | N/A | - |
Total Cash | N/A | N/A | - |
Total Debt | N/A | N/A | - |
HPH | PWM | |
---|---|---|
RSI ODDS (%) | 1 day ago69% | 1 day ago50% |
Stochastic ODDS (%) | 1 day ago77% | 1 day ago74% |
Momentum ODDS (%) | 1 day ago84% | 1 day ago90% |
MACD ODDS (%) | N/A | 1 day ago90% |
TrendWeek ODDS (%) | 1 day ago71% | 1 day ago90% |
TrendMonth ODDS (%) | 1 day ago87% | 1 day ago80% |
Advances ODDS (%) | 12 days ago75% | 12 days ago85% |
Declines ODDS (%) | 2 days ago84% | 1 day ago90% |
BollingerBands ODDS (%) | 1 day ago62% | 1 day ago90% |
Aroon ODDS (%) | 1 day ago89% | 1 day ago90% |
A.I.dvisor tells us that HPH and PTMN have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HPH and PTMN's prices will move in lockstep.
Ticker / NAME | Correlation To HPH | 1D Price Change % | ||
---|---|---|---|---|
HPH | 100% | +14.50% | ||
PTMN - HPH | 22% Poorly correlated | -0.24% | ||
STEP - HPH | 20% Poorly correlated | -0.33% | ||
PWM - HPH | 12% Poorly correlated | -12.04% | ||
BXSL - HPH | 8% Poorly correlated | +1.26% | ||
CRBG - HPH | 6% Poorly correlated | +1.96% | ||
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A.I.dvisor tells us that PWM and AMTD have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that PWM and AMTD's prices will move in lockstep.
Ticker / NAME | Correlation To PWM | 1D Price Change % | ||
---|---|---|---|---|
PWM | 100% | -12.04% | ||
AMTD - PWM | 25% Poorly correlated | +2.75% | ||
VINP - PWM | 16% Poorly correlated | -0.60% | ||
HPH - PWM | 12% Poorly correlated | +14.50% | ||
APO - PWM | 12% Poorly correlated | +0.83% | ||
JPPYY - PWM | 11% Poorly correlated | +2.22% | ||
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