IVTBF
Price
$24.56
Change
-$1.66 (-6.33%)
Updated
May 3 closing price
STEP
Price
$57.28
Change
-$5.02 (-8.06%)
Updated
Dec 18 closing price
54 days until earnings call
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IVTBF vs STEP

Header iconIVTBF vs STEP Comparison
Open Charts IVTBF vs STEPBanner chart's image
INVESTMENTAKTIEBOLAGET LATOUR SHARE AK
Price$24.56
Change-$1.66 (-6.33%)
Volume$9.59K
CapitalizationN/A
StepStone Group
Price$57.28
Change-$5.02 (-8.06%)
Volume$850.59K
CapitalizationN/A
IVTBF vs STEP Comparison Chart
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STEP
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IVTBF vs. STEP 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 IVTBF is a Hold and STEP is a Hold.

COMPARISON
Comparison
Dec 19, 2024
Stock price -- (IVTBF: $24.56 vs. STEP: $57.28)
Brand notoriety: IVTBF and STEP are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVTBF: 100% vs. STEP: 140%
Market capitalization -- IVTBF: $12.86B vs. STEP: $2.3B
IVTBF [@Investment Managers] is valued at $12.86B. STEP’s [@Investment Managers] market capitalization is $2.3B. 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).

IVTBF’s FA Score shows that 0 FA rating(s) are green whileSTEP’s FA Score has 2 green FA rating(s).

  • IVTBF’s FA Score: 0 green, 5 red.
  • STEP’s FA Score: 2 green, 3 red.
According to our system of comparison, STEP is a better buy in the long-term than IVTBF.

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.

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

  • STEP’s TA Score: 4 bullish, 6 bearish.

Price Growth

IVTBF (@Investment Managers) experienced а 0.00% price change this week, while STEP (@Investment Managers) price change was -7.55% 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%.

Reported Earning Dates

STEP is expected to report earnings on Feb 11, 2025.

Industries' Descriptions

@Investment Managers (-3.12% 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
IVTBF($12.9B) has a higher market cap than STEP($2.3B). STEP has higher P/E ratio than IVTBF: STEP (38.72) vs IVTBF (35.46). STEP YTD gains are higher at: 84.010 vs. IVTBF (15.904). IVTBF has higher annual earnings (EBITDA): 5.97B vs. STEP (225M). IVTBF has more cash in the bank: 1.51B vs. STEP (174M). STEP has less debt than IVTBF: STEP (242M) vs IVTBF (14.7B). IVTBF has higher revenues than STEP: IVTBF (24B) vs STEP (527M).
IVTBFSTEPIVTBF / STEP
Capitalization12.9B2.3B562%
EBITDA5.97B225M2,653%
Gain YTD15.90484.01019%
P/E Ratio35.4638.7292%
Revenue24B527M4,554%
Total Cash1.51B174M866%
Total Debt14.7B242M6,074%
TECHNICAL ANALYSIS
Technical Analysis
IVTBFSTEP
RSI
ODDS (%)
N/A
Bullish Trend 1 day ago
89%
Stochastic
ODDS (%)
N/A
Bullish Trend 1 day ago
80%
Momentum
ODDS (%)
N/A
Bearish Trend 1 day ago
76%
MACD
ODDS (%)
N/A
Bearish Trend 1 day ago
66%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
26%
Bearish Trend 1 day ago
71%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
26%
Bearish Trend 1 day ago
75%
Advances
ODDS (%)
N/A
Bullish Trend 7 days ago
78%
Declines
ODDS (%)
N/A
Bearish Trend 1 day ago
71%
BollingerBands
ODDS (%)
N/A
Bullish Trend 1 day ago
82%
Aroon
ODDS (%)
N/A
Bearish Trend 1 day ago
74%
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STEP
Daily Signalchanged days ago
Gain/Loss if bought
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IVTBF and

Correlation & Price change

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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVTBF
1D Price
Change %
IVTBF100%
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