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).
IOOFF’s FA Score shows that 1 FA rating(s) are green whileIVTBF’s FA Score has 0 green FA rating(s).
IOOFF (@Investment Managers) experienced а 0.00% price change this week, while IVTBF (@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 -3.12%. For the same industry, the average monthly price growth was -0.66%, and the average quarterly price growth was +6.50%.
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.
IOOFF | IVTBF | IOOFF / IVTBF | |
Capitalization | 1.32B | 12.9B | 10% |
EBITDA | 126M | 5.97B | 2% |
Gain YTD | -21.687 | 15.904 | -136% |
P/E Ratio | 64.94 | 35.46 | 183% |
Revenue | 1.96B | 24B | 8% |
Total Cash | 1.3B | 1.51B | 86% |
Total Debt | 572M | 14.7B | 4% |
IOOFF | ||
---|---|---|
OUTLOOK RATING 1..100 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 7 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 90 | |
PRICE GROWTH RATING 1..100 | 71 | |
P/E GROWTH RATING 1..100 | 76 | |
SEASONALITY SCORE 1..100 | n/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.
IOOFF | IVTBF | |
---|---|---|
RSI ODDS (%) | N/A | N/A |
Stochastic ODDS (%) | N/A | N/A |
Momentum ODDS (%) | N/A | N/A |
MACD ODDS (%) | N/A | N/A |
TrendWeek ODDS (%) | 3 days ago6% | 3 days ago26% |
TrendMonth ODDS (%) | 3 days ago6% | 3 days ago26% |
Advances ODDS (%) | N/A | N/A |
Declines ODDS (%) | N/A | N/A |
BollingerBands ODDS (%) | N/A | N/A |
Aroon ODDS (%) | N/A | N/A |
1 Day | |||
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Hotchkis & Wiley Large Cap Fdml Value A |
A.I.dvisor indicates that over the last year, IOOFF has been loosely correlated with TRRPF. These tickers have moved in lockstep 41% of the time. This A.I.-generated data suggests there is some statistical probability that if IOOFF jumps, then TRRPF could also see price increases.
Ticker / NAME | Correlation To IOOFF | 1D Price Change % | ||
---|---|---|---|---|
IOOFF | 100% | N/A | ||
TRRPF - IOOFF | 41% Loosely correlated | N/A | ||
GBLBF - IOOFF | 24% Poorly correlated | -2.69% | ||
GCMG - IOOFF | 1% Poorly correlated | -0.97% | ||
WNDLF - IOOFF | 1% Poorly correlated | N/A | ||
JFHHF - IOOFF | 0% Poorly correlated | N/A | ||
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A.I.dvisor tells us that IVTBF and SVVC have been poorly correlated (+21% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that IVTBF and SVVC's prices will move in lockstep.
Ticker / NAME | Correlation To IVTBF | 1D Price Change % | ||
---|---|---|---|---|
IVTBF | 100% | N/A | ||
SVVC - IVTBF | 21% Poorly correlated | +18.36% | ||
WNDLF - IVTBF | 13% Poorly correlated | N/A | ||
STEP - IVTBF | 5% Poorly correlated | -2.11% | ||
IOOFF - IVTBF | 0% Poorly correlated | N/A | ||
KRMCF - IVTBF | 0% Poorly correlated | N/A | ||
More |