HRGLF
Price
$13.65
Change
+$0.50 (+3.80%)
Updated
Dec 12 closing price
WHG
Price
$15.11
Change
+$0.31 (+2.09%)
Updated
Dec 19, 04:25 PM (EDT)
48 days until earnings call
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HRGLF vs WHG

Header iconHRGLF vs WHG Comparison
Open Charts HRGLF vs WHGBanner chart's image
Hargreaves Lansdown
Price$13.65
Change+$0.50 (+3.80%)
Volume$428
CapitalizationN/A
Westwood Holdings Group
Price$15.11
Change+$0.31 (+2.09%)
Volume$500
CapitalizationN/A
HRGLF vs WHG Comparison Chart
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HRGLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
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HRGLF vs. WHG 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 HRGLF is a Hold and WHG is a Hold.

COMPARISON
Comparison
Dec 19, 2024
Stock price -- (HRGLF: $13.65 vs. WHG: $14.80)
Brand notoriety: HRGLF and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HRGLF: 58% vs. WHG: 62%
Market capitalization -- HRGLF: $5.19B vs. WHG: $111.65M
HRGLF [@Investment Managers] is valued at $5.19B. WHG’s [@Investment Managers] market capitalization is $111.65M. 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).

HRGLF’s FA Score shows that 2 FA rating(s) are green whileWHG’s FA Score has 2 green FA rating(s).

  • HRGLF’s FA Score: 2 green, 3 red.
  • WHG’s FA Score: 2 green, 3 red.
According to our system of comparison, both HRGLF and WHG are a good buy in the long-term.

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.

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

  • HRGLF’s TA Score: 2 bullish, 3 bearish.
  • WHG’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, HRGLF is a better buy in the short-term than WHG.

Price Growth

HRGLF (@Investment Managers) experienced а +3.80% price change this week, while WHG (@Investment Managers) price change was -5.07% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.56%. For the same industry, the average monthly price growth was +0.42%, and the average quarterly price growth was +7.07%.

Reported Earning Dates

WHG is expected to report earnings on Feb 05, 2025.

Industries' Descriptions

@Investment Managers (-2.56% 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
HRGLF($5.19B) has a higher market cap than WHG($112M). HRGLF has higher P/E ratio than WHG: HRGLF (15.02) vs WHG (11.18). HRGLF YTD gains are higher at: 46.774 vs. WHG (23.285). HRGLF has higher annual earnings (EBITDA): 331M vs. WHG (8.27M). HRGLF has more cash in the bank: 446M vs. WHG (53.1M). WHG has less debt than HRGLF: WHG (4.55M) vs HRGLF (14.6M). HRGLF has higher revenues than WHG: HRGLF (642M) vs WHG (89.8M).
HRGLFWHGHRGLF / WHG
Capitalization5.19B112M4,634%
EBITDA331M8.27M4,005%
Gain YTD46.77423.285201%
P/E Ratio15.0211.18134%
Revenue642M89.8M715%
Total Cash446M53.1M840%
Total Debt14.6M4.55M321%
FUNDAMENTALS RATINGS
HRGLF vs WHG: Fundamental Ratings
HRGLF
WHG
OUTLOOK RATING
1..100
3776
VALUATION
overvalued / fair valued / undervalued
1..100
100
Overvalued
23
Undervalued
PROFIT vs RISK RATING
1..100
100100
SMR RATING
1..100
2187
PRICE GROWTH RATING
1..100
5043
P/E GROWTH RATING
1..100
1313
SEASONALITY SCORE
1..100
8585

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.

WHG's Valuation (23) in the Investment Banks Or Brokers industry is significantly better than the same rating for HRGLF (100) in the null industry. This means that WHG’s stock grew significantly faster than HRGLF’s over the last 12 months.

WHG's Profit vs Risk Rating (100) in the Investment Banks Or Brokers industry is in the same range as HRGLF (100) in the null industry. This means that WHG’s stock grew similarly to HRGLF’s over the last 12 months.

HRGLF's SMR Rating (21) in the null industry is significantly better than the same rating for WHG (87) in the Investment Banks Or Brokers industry. This means that HRGLF’s stock grew significantly faster than WHG’s over the last 12 months.

WHG's Price Growth Rating (43) in the Investment Banks Or Brokers industry is in the same range as HRGLF (50) in the null industry. This means that WHG’s stock grew similarly to HRGLF’s over the last 12 months.

WHG's P/E Growth Rating (13) in the Investment Banks Or Brokers industry is in the same range as HRGLF (13) in the null industry. This means that WHG’s stock grew similarly to HRGLF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HRGLFWHG
RSI
ODDS (%)
Bullish Trend 2 days ago
52%
Bearish Trend 2 days ago
80%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
60%
Bullish Trend 2 days ago
72%
Momentum
ODDS (%)
Bearish Trend 2 days ago
48%
Bearish Trend 2 days ago
63%
MACD
ODDS (%)
Bullish Trend 2 days ago
54%
Bearish Trend 2 days ago
68%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
45%
Bearish Trend 2 days ago
70%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
69%
Advances
ODDS (%)
N/A
Bullish Trend 29 days ago
72%
Declines
ODDS (%)
N/A
Bearish Trend 2 days ago
74%
BollingerBands
ODDS (%)
N/A
Bullish Trend 2 days ago
81%
Aroon
ODDS (%)
Bearish Trend 2 days ago
56%
Bullish Trend 2 days ago
76%
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HRGLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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HRGLF and

Correlation & Price change

A.I.dvisor tells us that HRGLF and WHG have been poorly correlated (+21% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HRGLF and WHG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRGLF
1D Price
Change %
HRGLF100%
N/A
WHG - HRGLF
21%
Poorly correlated
-3.39%
HALFF - HRGLF
7%
Poorly correlated
+0.63%
HCGI - HRGLF
5%
Poorly correlated
N/A
GLAE - HRGLF
2%
Poorly correlated
N/A
FRRPF - HRGLF
1%
Poorly correlated
+0.08%
More

WHG and

Correlation & Price change

A.I.dvisor tells us that WHG and VRTS have been poorly correlated (+33% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WHG and VRTS's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
-3.39%
VRTS - WHG
33%
Poorly correlated
-5.41%
BCSF - WHG
29%
Poorly correlated
-1.05%
SSSS - WHG
27%
Poorly correlated
-5.79%
NXDT - WHG
26%
Poorly correlated
-4.12%
OWL - WHG
25%
Poorly correlated
-6.05%
More