IVZ
Price
$13.83
Change
-$1.86 (-11.85%)
Updated
Apr 3 closing price
Capitalization
7.41B
25 days until earnings call
SII
Price
$43.46
Change
-$1.42 (-3.16%)
Updated
Apr 3 closing price
Capitalization
964.89M
28 days until earnings call
Ad is loading...

IVZ vs SII

Header iconIVZ vs SII Comparison
Open Charts IVZ vs SIIBanner chart's image
Inves
Price$13.83
Change-$1.86 (-11.85%)
Volume$10.16M
Capitalization7.41B
Sprott
Price$43.46
Change-$1.42 (-3.16%)
Volume$149.69K
Capitalization964.89M
IVZ vs SII Comparison Chart
Loading...
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SII
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IVZ vs. SII commentary
Apr 04, 2025

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 SII is a Buy.

Ad is loading...
COMPARISON
Comparison
Apr 04, 2025
Stock price -- (IVZ: $13.83 vs. SII: $43.46)
Brand notoriety: IVZ and SII are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 193% vs. SII: 124%
Market capitalization -- IVZ: $7.41B vs. SII: $964.89M
IVZ [@Investment Managers] is valued at $7.41B. SII’s [@Investment Managers] market capitalization is $964.89M. 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 $5.99B.

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 1 FA rating(s) are green whileSII’s FA Score has 1 green FA rating(s).

  • IVZ’s FA Score: 1 green, 4 red.
  • SII’s FA Score: 1 green, 4 red.
According to our system of comparison, SII 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 6 TA indicator(s) are bullish while SII’s TA Score has 7 bullish TA indicator(s).

  • IVZ’s TA Score: 6 bullish, 3 bearish.
  • SII’s TA Score: 7 bullish, 3 bearish.
According to our system of comparison, SII is a better buy in the short-term than IVZ.

Price Growth

IVZ (@Investment Managers) experienced а -11.06% price change this week, while SII (@Investment Managers) price change was -3.81% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.35%. For the same industry, the average monthly price growth was -3.23%, and the average quarterly price growth was -1.72%.

Reported Earning Dates

IVZ is expected to report earnings on Apr 29, 2025.

SII is expected to report earnings on May 02, 2025.

Industries' Descriptions

@Investment Managers (-2.35% 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
Loading...
FUNDAMENTALS
Fundamentals
IVZ($7.41B) has a higher market cap than SII($965M). SII has higher P/E ratio than IVZ: SII (23.24) vs IVZ (12.27). SII YTD gains are higher at: 3.756 vs. IVZ (-19.991). IVZ has higher annual earnings (EBITDA): 1.13B vs. SII (57.2M). IVZ has more cash in the bank: 1.93B vs. SII (22.9M). SII has less debt than IVZ: SII (24.2M) vs IVZ (9.05B). IVZ has higher revenues than SII: IVZ (5.72B) vs SII (141M).
IVZSIIIVZ / SII
Capitalization7.41B965M768%
EBITDA1.13B57.2M1,977%
Gain YTD-19.9913.756-532%
P/E Ratio12.2723.2453%
Revenue5.72B141M4,054%
Total Cash1.93B22.9M8,437%
Total Debt9.05B24.2M37,376%
FUNDAMENTALS RATINGS
IVZ vs SII: Fundamental Ratings
IVZ
SII
OUTLOOK RATING
1..100
6626
VALUATION
overvalued / fair valued / undervalued
1..100
30
Undervalued
36
Fair valued
PROFIT vs RISK RATING
1..100
7132
SMR RATING
1..100
8454
PRICE GROWTH RATING
1..100
6045
P/E GROWTH RATING
1..100
7850
SEASONALITY SCORE
1..100
n/an/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 (30) in the Investment Managers industry is in the same range as SII (36) in the null industry. This means that IVZ’s stock grew similarly to SII’s over the last 12 months.

SII's Profit vs Risk Rating (32) in the null industry is somewhat better than the same rating for IVZ (71) in the Investment Managers industry. This means that SII’s stock grew somewhat faster than IVZ’s over the last 12 months.

SII's SMR Rating (54) in the null industry is in the same range as IVZ (84) in the Investment Managers industry. This means that SII’s stock grew similarly to IVZ’s over the last 12 months.

SII's Price Growth Rating (45) in the null industry is in the same range as IVZ (60) in the Investment Managers industry. This means that SII’s stock grew similarly to IVZ’s over the last 12 months.

SII's P/E Growth Rating (50) in the null industry is in the same range as IVZ (78) in the Investment Managers industry. This means that SII’s stock grew similarly to IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZSII
RSI
ODDS (%)
Bullish Trend 1 day ago
80%
N/A
Stochastic
ODDS (%)
Bullish Trend 1 day ago
67%
Bearish Trend 1 day ago
77%
Momentum
ODDS (%)
Bearish Trend 1 day ago
63%
Bearish Trend 1 day ago
73%
MACD
ODDS (%)
Bearish Trend 1 day ago
53%
Bearish Trend 1 day ago
77%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
68%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
67%
Bullish Trend 1 day ago
68%
Advances
ODDS (%)
Bullish Trend 3 days ago
70%
Bullish Trend 4 days ago
71%
Declines
ODDS (%)
Bearish Trend 5 days ago
66%
N/A
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
64%
Bearish Trend 1 day ago
69%
Aroon
ODDS (%)
Bearish Trend 1 day ago
62%
Bullish Trend 1 day ago
67%
View a ticker or compare two or three
Ad is loading...
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SII
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DFETX18.53N/A
N/A
DFA Emerging Markets II
ESECX30.14N/A
N/A
Eaton Vance Atlanta Capital Sel Eq C
LCCCX27.53N/A
N/A
Columbia Contrarian Core C
APHRX31.82N/A
N/A
Artisan Global Opportunities Instl
TRMNX19.74N/A
N/A
T. Rowe Price Mid-Cap Index

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-11.85%
JHG - IVZ
77%
Closely correlated
-11.05%
AMG - IVZ
74%
Closely correlated
-8.39%
TROW - IVZ
71%
Closely correlated
-8.18%
BN - IVZ
68%
Closely correlated
-7.41%
BLK - IVZ
67%
Closely correlated
-7.71%
More

SII and

Correlation & Price change

A.I.dvisor indicates that over the last year, SII has been loosely correlated with BN. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if SII jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SII
1D Price
Change %
SII100%
-3.16%
BN - SII
44%
Loosely correlated
-7.41%
IVZ - SII
41%
Loosely correlated
-11.85%
BK - SII
39%
Loosely correlated
-5.12%
PX - SII
39%
Loosely correlated
-11.81%
HLNE - SII
38%
Loosely correlated
-9.38%
More