ICGUF
Price
$27.14
Change
+$2.76 (+11.32%)
Updated
Oct 10 closing price
Capitalization
5.25B
IVSXF
Price
$26.85
Change
+$0.14 (+0.52%)
Updated
Jan 8 closing price
Capitalization
62.33B
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ICGUF vs IVSXF

Header iconICGUF vs IVSXF Comparison
Open Charts ICGUF vs IVSXFBanner chart's image
Intermediate Capital Group
Price$27.14
Change+$2.76 (+11.32%)
Volume$350
Capitalization5.25B
Investors AB
Price$26.85
Change+$0.14 (+0.52%)
Volume$600
Capitalization62.33B
ICGUF vs IVSXF Comparison Chart
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IVSXF
Daily Signalchanged days ago
Gain/Loss if bought
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ICGUF vs. IVSXF commentary
Jan 20, 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 ICGUF is a Hold and IVSXF is a Hold.

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COMPARISON
Comparison
Jan 20, 2025
Stock price -- (ICGUF: $27.14 vs. IVSXF: $26.85)
Brand notoriety: ICGUF and IVSXF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: ICGUF: 100% vs. IVSXF: 128%
Market capitalization -- ICGUF: $5.25B vs. IVSXF: $62.33B
ICGUF [@Investment Managers] is valued at $5.25B. IVSXF’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 $5.97B.

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).

ICGUF’s FA Score shows that 1 FA rating(s) are green whileIVSXF’s FA Score has 1 green FA rating(s).

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

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.

IVSXF’s TA Score shows that 4 TA indicator(s) are bullish.

  • IVSXF’s TA Score: 4 bullish, 1 bearish.

Price Growth

ICGUF (@Investment Managers) experienced а 0.00% price change this week, while IVSXF (@Investment Managers) price change was 0.00% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.49%. For the same industry, the average monthly price growth was +2.40%, and the average quarterly price growth was +7.41%.

Industries' Descriptions

@Investment Managers (+2.49% 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
IVSXF($62.3B) has a higher market cap than ICGUF($5.25B). ICGUF has higher P/E ratio than IVSXF: ICGUF (17.51) vs IVSXF (4.66). IVSXF YTD gains are higher at: 1.531 vs. ICGUF (0.000). IVSXF has more cash in the bank: 10.4B vs. ICGUF (183M). ICGUF has less debt than IVSXF: ICGUF (6.11B) vs IVSXF (96.1B). IVSXF has higher revenues than ICGUF: IVSXF (189B) vs ICGUF (447M).
ICGUFIVSXFICGUF / IVSXF
Capitalization5.25B62.3B8%
EBITDAN/AN/A-
Gain YTD0.0001.531-
P/E Ratio17.514.66376%
Revenue447M189B0%
Total Cash183M10.4B2%
Total Debt6.11B96.1B6%
FUNDAMENTALS RATINGS
ICGUF vs IVSXF: Fundamental Ratings
ICGUF
IVSXF
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
19
Undervalued
27
Undervalued
PROFIT vs RISK RATING
1..100
4976
SMR RATING
1..100
6098
PRICE GROWTH RATING
1..100
5053
P/E GROWTH RATING
1..100
9189
SEASONALITY SCORE
1..100
50n/a

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.

ICGUF's Valuation (19) in the null industry is in the same range as IVSXF (27). This means that ICGUF’s stock grew similarly to IVSXF’s over the last 12 months.

ICGUF's Profit vs Risk Rating (49) in the null industry is in the same range as IVSXF (76). This means that ICGUF’s stock grew similarly to IVSXF’s over the last 12 months.

ICGUF's SMR Rating (60) in the null industry is somewhat better than the same rating for IVSXF (98). This means that ICGUF’s stock grew somewhat faster than IVSXF’s over the last 12 months.

ICGUF's Price Growth Rating (50) in the null industry is in the same range as IVSXF (53). This means that ICGUF’s stock grew similarly to IVSXF’s over the last 12 months.

IVSXF's P/E Growth Rating (89) in the null industry is in the same range as ICGUF (91). This means that IVSXF’s stock grew similarly to ICGUF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ICGUFIVSXF
RSI
ODDS (%)
N/A
Bullish Trend 13 days ago
50%
Stochastic
ODDS (%)
N/A
Bullish Trend 13 days ago
49%
Momentum
ODDS (%)
N/A
Bearish Trend 13 days ago
34%
MACD
ODDS (%)
N/A
Bullish Trend 13 days ago
51%
TrendWeek
ODDS (%)
Bullish Trend 13 days ago
33%
Bullish Trend 13 days ago
49%
TrendMonth
ODDS (%)
Bullish Trend 13 days ago
30%
Bullish Trend 13 days ago
46%
Advances
ODDS (%)
N/A
N/A
Declines
ODDS (%)
N/A
N/A
BollingerBands
ODDS (%)
N/A
Bullish Trend 13 days ago
65%
Aroon
ODDS (%)
N/A
N/A
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IVSXF
Daily Signalchanged days ago
Gain/Loss if bought
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ICGUF and

Correlation & Price change

A.I.dvisor tells us that ICGUF and NINTF have been poorly correlated (+26% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ICGUF and NINTF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ICGUF
1D Price
Change %
ICGUF100%
N/A
NINTF - ICGUF
26%
Poorly correlated
N/A
DTSRF - ICGUF
22%
Poorly correlated
+2.02%
AGFMF - ICGUF
20%
Poorly correlated
+6.99%
ARES - ICGUF
20%
Poorly correlated
+1.82%
IVSXF - ICGUF
14%
Poorly correlated
N/A
More

IVSXF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVSXF has been loosely correlated with DVDDF. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if IVSXF jumps, then DVDDF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVSXF
1D Price
Change %
IVSXF100%
N/A
DVDDF - IVSXF
48%
Loosely correlated
N/A
ICGUF - IVSXF
14%
Poorly correlated
N/A
JBARF - IVSXF
7%
Poorly correlated
+4.07%
IVSBF - IVSXF
5%
Poorly correlated
+3.23%
IPZYF - IVSXF
1%
Poorly correlated
N/A
More