IVZ
Price
$14.50
Change
-$0.12 (-0.82%)
Updated
Sep 22, 6:59 PM EST
31 days until earnings call
KKR
Price
$62.17
Change
+$0.79 (+1.29%)
Updated
Sep 22, 6:59 PM EST
37 days until earnings call

Compare predictions IVZ vs KKR

Header iconIVZ vs KKR Comparison
Open Charts IVZ vs KKRBanner chart's image
Inves
Price$14.50
Change-$0.12 (-0.82%)
Volume$1.43M
CapitalizationN/A
KKR & Co
Price$62.17
Change+$0.79 (+1.29%)
Volume$1.45M
CapitalizationN/A
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IVZ vs KKR Comparison Chart

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Technical Analysis# Of IndicatorsAvg. Odds
   
   
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Technical Analysis# Of IndicatorsAvg. Odds
   
   
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IVZ vs. KKR commentary
Sep 24, 2023

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 IVZ is a Hold and KKR is a StrongSell.

COMPARISON
Comparison
Sep 24, 2023
Stock price -- (IVZ: $14.49 vs. KKR: $62.16)
Brand notoriety: IVZ and KKR are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 114% vs. KKR: 120%
Market capitalization -- IVZ: $6.5B vs. KKR: $53.31B
IVZ [@Investment Managers] is valued at $6.5B. KKR’s [@Investment Managers] market capitalization is $53.31B. The market cap for tickers in the [@Investment Managers] industry ranges from $108.81B to $0. The average market capitalization across the [@Investment Managers] industry is $5.17B.

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).

IVZ’s FA Score shows that 2 FA rating(s) are green whileKKR’s FA Score has 1 green FA rating(s).

  • IVZ’s FA Score: 2 green, 3 red.
  • KKR’s FA Score: 1 green, 4 red.
According to our system of comparison, KKR is a better buy in the long-term than IVZ.

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.

IVZ’s TA Score shows that 4 TA indicator(s) are bullish while KKR’s TA Score has 2 bullish TA indicator(s).

  • IVZ’s TA Score: 4 bullish, 4 bearish.
  • KKR’s TA Score: 2 bullish, 5 bearish.
According to our system of comparison, IVZ is a better buy in the short-term than KKR.

Price Growth

IVZ (@Investment Managers) experienced а -6.94% price change this week, while KKR (@Investment Managers) price change was -3.48% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.74%. For the same industry, the average monthly price growth was +7.77%, and the average quarterly price growth was +13.05%.

Reported Earning Dates

IVZ is expected to report earnings on Oct 24, 2023.

KKR is expected to report earnings on Oct 31, 2023.

Industries' Descriptions

@Investment Managers (-1.74% 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
A.I.dvisor published
a Summary for IVZ with price predictions.
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A.I.dvisor published
a Summary for KKR with price predictions.
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FUNDAMENTALS
Fundamentals
KKR($53.3B) has a higher market cap than IVZ($6.56B). KKR has higher P/E ratio than IVZ: KKR (48.54) vs IVZ (10.45). KKR YTD gains are higher at: 35.075 vs. IVZ (-16.661). KKR has higher annual earnings (EBITDA): 3.8B vs. IVZ (1.37B). KKR has more cash in the bank: 10.3B vs. IVZ (1.29B). IVZ has less debt than KKR: IVZ (8.37B) vs KKR (47.6B). KKR has higher revenues than IVZ: KKR (11.1B) vs IVZ (5.75B).
IVZKKRIVZ / KKR
Capitalization6.56B53.3B12%
EBITDA1.37B3.8B36%
Gain YTD-16.66135.075-48%
P/E Ratio10.4548.5422%
Revenue5.75B11.1B52%
Total Cash1.29B10.3B12%
Total Debt8.37B47.6B18%
FUNDAMENTALS RATINGS
IVZ vs KKR: Fundamental Ratings
IVZ
KKR
OUTLOOK RATING
1..100
7550
VALUATION
overvalued / fair valued / undervalued
1..100
23
Undervalued
87
Overvalued
PROFIT vs RISK RATING
1..100
10024
SMR RATING
1..100
8182
PRICE GROWTH RATING
1..100
5839
P/E GROWTH RATING
1..100
2134
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.

IVZ's Valuation (23) in the Investment Managers industry is somewhat better than the same rating for KKR (87). This means that IVZ’s stock grew somewhat faster than KKR’s over the last 12 months.

KKR's Profit vs Risk Rating (24) in the Investment Managers industry is significantly better than the same rating for IVZ (100). This means that KKR’s stock grew significantly faster than IVZ’s over the last 12 months.

IVZ's SMR Rating (81) in the Investment Managers industry is in the same range as KKR (82). This means that IVZ’s stock grew similarly to KKR’s over the last 12 months.

KKR's Price Growth Rating (39) in the Investment Managers industry is in the same range as IVZ (58). This means that KKR’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's P/E Growth Rating (21) in the Investment Managers industry is in the same range as KKR (34). This means that IVZ’s stock grew similarly to KKR’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZKKR
RSI
ODDS (%)
Bullish Trend 2 days ago
79%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
69%
Bearish Trend 2 days ago
59%
Momentum
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
60%
MACD
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
54%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
61%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
72%
Bullish Trend 2 days ago
70%
Advances
ODDS (%)
Bullish Trend 9 days ago
70%
Bullish Trend 6 days ago
70%
Declines
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 17 days ago
66%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
66%
Bearish Trend 2 days ago
59%
Aroon
ODDS (%)
Bearish Trend 2 days ago
74%
Bullish Trend 2 days ago
59%
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Technical Analysis# Of IndicatorsAvg. Odds
   
   
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Technical Analysis# Of IndicatorsAvg. Odds
   
   
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with BEN. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then BEN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-0.96%
BEN - IVZ
84%
Closely correlated
-0.64%
BLK - IVZ
83%
Closely correlated
-1.31%
TROW - IVZ
79%
Closely correlated
-0.69%
JHG - IVZ
78%
Closely correlated
-0.67%
APAM - IVZ
75%
Closely correlated
+0.27%
More