IVZ
Price
$28.87Alerts
Change
-$0.04 (-0.14%)
Updated
Nov 10 closing price
Capitalization
11.96B
76 days until earnings call
Intraday BUY SELL Signals
SUSA
Price
$153.93Alerts
Change
-$0.53 (-0.34%)
Updated
Nov 10 closing price
Net Assets
3.91B
Intraday BUY SELL Signals
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IVZ vs SUSA

IVZ vs SUSA Comparison Chart in %
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VS
IVZ vs. SUSA commentary
Nov 11, 2026

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 StrongBuy and SUSA is a StrongBuy.

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SUMMARIES
A.I.Advisor
a Summary for IVZ with price predictions
Nov 10, 2026

Momentum Indicator for IVZ turns positive, indicating new upward trend

IVZ saw its Momentum Indicator move above the 0 level on November 09, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 84 similar instances where the indicator turned positive. In 64 of the 84 cases, the stock moved higher in the following days. The odds of a move higher are at 76%.

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where IVZ's RSI Indicator exited the oversold zone, 22 of 33 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 67%.

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 41 of 57 cases where IVZ's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 72%.

The Moving Average Convergence Divergence (MACD) for IVZ just turned positive on November 09, 2026. Looking at past instances where IVZ's MACD turned positive, the stock continued to rise in 34 of 45 cases over the following month. The odds of a continued upward trend are 76%.

Following a +6.01% 3-day Advance, the price is estimated to grow further. Considering data from situations where IVZ advanced for three days, in 227 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.

IVZ may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Bearish Trend Analysis

Following a 3-day decline, the stock is projected to fall further. Considering past instances where IVZ declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 70%.

The Aroon Indicator for IVZ entered a downward trend on November 10, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is 49 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.

The Tickeron Price Growth Rating for this company is 51 (best 1 - 100 worst), indicating steady price growth. IVZ’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Valuation Rating of 76 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.200) is normal, around the industry mean (2.412). P/E Ratio (-40.418) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.901) is also within normal values, averaging (1.319). Dividend Yield (0.032) settles around the average of (0.270) among similar stocks. P/S Ratio (1.981) is also within normal values, averaging (15.694).

The Tickeron SMR rating for this company is 92 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron PE Growth Rating for this company is 100 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

A.I.Advisor
a Summary for SUSA with price predictions
Nov 10, 2026

SUSA in upward trend: price may ascend as a result of having broken its lower Bollinger Band on November 05, 2026

SUSA may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 34 of 36 cases where SUSA's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 90%.

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 41 of 49 cases where SUSA's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 84%.

Following a +2.65% 3-day Advance, the price is estimated to grow further. Considering data from situations where SUSA advanced for three days, in 272 of 331 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on SUSA as a result. In 60 of 78 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 77%.

The Moving Average Convergence Divergence Histogram (MACD) for SUSA turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 55 similar instances when the indicator turned negative. In 43 of the 55 cases the stock turned lower in the days that followed. This puts the odds of success at 78%.

SUSA moved below its 50-day moving average on November 05, 2026 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for SUSA crossed bearishly below the 50-day moving average on November 02, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 57%.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where SUSA declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 73%.

The Aroon Indicator for SUSA entered a downward trend on November 10, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

FUNDAMENTALS RATINGS
IVZ: Fundamental Ratings
IVZ
OUTLOOK RATING
1..100
28
VALUATION
overvalued / fair valued / undervalued
1..100
76
Overvalued
PROFIT vs RISK RATING
1..100
49
SMR RATING
1..100
92
PRICE GROWTH RATING
1..100
51
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
n/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.

TECHNICAL ANALYSIS
Technical Analysis
IVZSUSA
RSI
ODDS (%)
Bullish Trend 1 day ago
67%
N/A
Stochastic
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 1 day ago
84%
Momentum
ODDS (%)
Bullish Trend 1 day ago
76%
Bearish Trend 1 day ago
77%
MACD
ODDS (%)
Bullish Trend 1 day ago
76%
Bearish Trend 1 day ago
78%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
70%
Bearish Trend 1 day ago
75%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
69%
Bearish Trend 1 day ago
79%
Advances
ODDS (%)
Bullish Trend 8 days ago
68%
Bullish Trend 3 days ago
82%
Declines
ODDS (%)
Bearish Trend 20 days ago
70%
Bearish Trend 10 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
Bearish Trend 1 day ago
61%
Bearish Trend 1 day ago
82%
COMPARISON
Comparison
Nov 11, 2026
Stock price -- (IVZ: $28.87)
Brand notoriety:
Market capitalization --

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 overvalued. 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 0 FA rating(s) are green while .

  • IVZ’s FA Score: 0 green, 5 red.

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.

  • IVZ’s TA Score: 6 bullish, 2 bearish.

Price Growth

IVZ (@Investment Managers) experienced а +2.16% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.39%. For the same industry, the average monthly price growth was -3.16%, and the average quarterly price growth was -3.48%.

Reported Earning Dates

IVZ is expected to report earnings on Jan 26, 2027.

Industries' Descriptions

@Investment Managers (-0.39% 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.

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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with BLK. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then BLK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-0.14%
BLK - IVZ
70%
Closely correlated
+0.61%
BEN - IVZ
69%
Closely correlated
+1.17%
CG - IVZ
68%
Closely correlated
-1.44%
STT - IVZ
64%
Loosely correlated
+0.43%
BN - IVZ
59%
Loosely correlated
-1.35%
More

SUSA and

Correlation & Price change

A.I.dvisor indicates that over the last year, SUSA has been loosely correlated with BEN. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if SUSA jumps, then BEN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SUSA
1D Price
Change %
SUSA100%
-0.34%
BEN - SUSA
65%
Loosely correlated
+1.17%
FBIN - SUSA
62%
Loosely correlated
-3.51%
AXTA - SUSA
61%
Loosely correlated
-0.40%
TDY - SUSA
61%
Loosely correlated
+0.43%
IVZ - SUSA
58%
Loosely correlated
-0.14%
More
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