IVTBF
Price
$24.56
Change
-$1.66 (-6.33%)
Updated
May 3 closing price
SVVC
Price
$0.06
Change
-$0.01 (-14.29%)
Updated
Dec 18 closing price
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IVTBF vs SVVC

Header iconIVTBF vs SVVC Comparison
Open Charts IVTBF vs SVVCBanner chart's image
INVESTMENTAKTIEBOLAGET LATOUR SHARE AK
Price$24.56
Change-$1.66 (-6.33%)
Volume$9.59K
CapitalizationN/A
Firsthand Technology Value Fund
Price$0.06
Change-$0.01 (-14.29%)
Volume$21.65K
CapitalizationN/A
IVTBF vs SVVC Comparison Chart
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SVVC
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IVTBF vs. SVVC 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 SVVC is a Hold.

COMPARISON
Comparison
Dec 19, 2024
Stock price -- (IVTBF: $24.56 vs. SVVC: $0.06)
Brand notoriety: IVTBF and SVVC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVTBF: 100% vs. SVVC: 172%
Market capitalization -- IVTBF: $12.86B vs. SVVC: $1.62M
IVTBF [@Investment Managers] is valued at $12.86B. SVVC’s [@Investment Managers] market capitalization is $1.62M. 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 whileSVVC’s FA Score has 1 green FA rating(s).

  • IVTBF’s FA Score: 0 green, 5 red.
  • SVVC’s FA Score: 1 green, 4 red.
According to our system of comparison, SVVC 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.

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

  • SVVC’s TA Score: 4 bullish, 5 bearish.

Price Growth

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%.

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 SVVC($1.62M). IVTBF has higher P/E ratio than SVVC: IVTBF (35.46) vs SVVC (7.32). IVTBF YTD gains are higher at: 15.904 vs. SVVC (-78.633). IVTBF has more cash in the bank: 1.51B vs. SVVC (165M). IVTBF has higher revenues than SVVC: IVTBF (24B) vs SVVC (-39.18M).
IVTBFSVVCIVTBF / SVVC
Capitalization12.9B1.62M796,296%
EBITDA5.97BN/A-
Gain YTD15.904-78.633-20%
P/E Ratio35.467.32484%
Revenue24B-39.18M-61,254%
Total Cash1.51B165M913%
Total Debt14.7BN/A-
FUNDAMENTALS RATINGS
SVVC: Fundamental Ratings
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.

TECHNICAL ANALYSIS
Technical Analysis
IVTBFSVVC
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
N/A
Bullish Trend 3 days ago
65%
Momentum
ODDS (%)
N/A
Bullish Trend 3 days ago
54%
MACD
ODDS (%)
N/A
Bearish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
26%
Bullish Trend 3 days ago
65%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
26%
Bullish Trend 3 days ago
59%
Advances
ODDS (%)
N/A
Bullish Trend 8 days ago
58%
Declines
ODDS (%)
N/A
Bearish Trend 14 days ago
86%
BollingerBands
ODDS (%)
N/A
Bearish Trend 3 days ago
87%
Aroon
ODDS (%)
N/A
Bearish Trend 3 days ago
88%
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SVVC
Daily Signalchanged days ago
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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

SVVC and

Correlation & Price change

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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVVC
1D Price
Change %
SVVC100%
-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%
More