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 whileSVVC’s FA Score has 1 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.
SVVC’s TA Score shows that 4 TA indicator(s) are bullish.
IVTBF (@Investment Managers) experienced а 0.00% price change this week, while SVVC (@Investment Managers) price change was -0.26% 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.
IVTBF | SVVC | IVTBF / SVVC | |
Capitalization | 12.9B | 1.62M | 796,296% |
EBITDA | 5.97B | N/A | - |
Gain YTD | 15.904 | -78.633 | -20% |
P/E Ratio | 35.46 | 7.32 | 484% |
Revenue | 24B | -39.18M | -61,254% |
Total Cash | 1.51B | 165M | 913% |
Total Debt | 14.7B | N/A | - |
SVVC | ||
---|---|---|
OUTLOOK RATING 1..100 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 49 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 14 | |
PRICE GROWTH RATING 1..100 | 89 | |
P/E GROWTH RATING 1..100 | 74 | |
SEASONALITY SCORE 1..100 | 50 |
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.
IVTBF | SVVC | |
---|---|---|
RSI ODDS (%) | N/A | N/A |
Stochastic ODDS (%) | N/A | 3 days ago65% |
Momentum ODDS (%) | N/A | 3 days ago54% |
MACD ODDS (%) | N/A | 3 days ago90% |
TrendWeek ODDS (%) | 3 days ago26% | 3 days ago65% |
TrendMonth ODDS (%) | 3 days ago26% | 3 days ago59% |
Advances ODDS (%) | N/A | 8 days ago58% |
Declines ODDS (%) | N/A | 14 days ago86% |
BollingerBands ODDS (%) | N/A | 3 days ago87% |
Aroon ODDS (%) | N/A | 3 days ago88% |
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 | ||
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A.I.dvisor tells us that SVVC and HRZN have been poorly correlated (+23% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SVVC and HRZN's prices will move in lockstep.
Ticker / NAME | Correlation To SVVC | 1D Price Change % | ||
---|---|---|---|---|
SVVC | 100% | -11.22% | ||
HRZN - SVVC | 23% Poorly correlated | N/A | ||
NXDT - SVVC | 23% Poorly correlated | -4.12% | ||
BN - SVVC | 22% Poorly correlated | -6.02% | ||
GSBD - SVVC | 21% Poorly correlated | -1.09% | ||
SLRC - SVVC | 21% Poorly correlated | -1.06% | ||
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