IX
Price
$103.55
Change
+$0.81 (+0.79%)
Updated
Jan 17 closing price
Capitalization
23.48B
22 days until earnings call
SF
Price
$113.88
Change
+$2.04 (+1.82%)
Updated
Jan 17 closing price
Capitalization
7.95B
3 days until earnings call
Ad is loading...

IX vs SF

Header iconIX vs SF Comparison
Open Charts IX vs SFBanner chart's image
ORIX
Price$103.55
Change+$0.81 (+0.79%)
Volume$19.37K
Capitalization23.48B
Stifel Financial
Price$113.88
Change+$2.04 (+1.82%)
Volume$746.52K
Capitalization7.95B
IX vs SF Comparison Chart
Loading...
IX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IX vs. SF commentary
Jan 19, 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 IX is a Hold and SF is a Hold.

Ad is loading...
COMPARISON
Comparison
Jan 19, 2025
Stock price -- (IX: $103.55 vs. SF: $113.88)
Brand notoriety: IX and SF are both not notable
IX represents the Financial Conglomerates, while SF is part of the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: IX: 50% vs. SF: 121%
Market capitalization -- IX: $23.48B vs. SF: $7.95B
IX [@Financial Conglomerates] is valued at $23.48B. SF’s [@Investment Banks/Brokers] market capitalization is $7.95B. The market cap for tickers in the [@Financial Conglomerates] industry ranges from $590.24B to $0. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Financial Conglomerates] industry is $3.06B. The average market capitalization across the [@Investment Banks/Brokers] industry is $11.67B.

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).

IX’s FA Score shows that 2 FA rating(s) are green whileSF’s FA Score has 2 green FA rating(s).

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

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.

IX’s TA Score shows that 3 TA indicator(s) are bullish while SF’s TA Score has 4 bullish TA indicator(s).

  • IX’s TA Score: 3 bullish, 5 bearish.
  • SF’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, SF is a better buy in the short-term than IX.

Price Growth

IX (@Financial Conglomerates) experienced а +4.14% price change this week, while SF (@Investment Banks/Brokers) price change was +9.51% for the same time period.

The average weekly price growth across all stocks in the @Financial Conglomerates industry was -0.19%. For the same industry, the average monthly price growth was +0.56%, and the average quarterly price growth was +28.80%.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +18.48%. For the same industry, the average monthly price growth was +17.50%, and the average quarterly price growth was +31.86%.

Reported Earning Dates

IX is expected to report earnings on May 07, 2025.

SF is expected to report earnings on Apr 23, 2025.

Industries' Descriptions

@Financial Conglomerates (-0.19% weekly)

Financial conglomerates usually encompass a wide range of financial services including (not necessarily limited to) investment banking, insurance, capital raising/underwriting, trading of financial securities, investment advisory services, wealth management of high net-worth individuals, and retail banking. Think Citigroup, American Express Company, ING Group.

@Investment Banks/Brokers (+18.48% weekly)

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IX($23.5B) has a higher market cap than SF($7.95B). SF has higher P/E ratio than IX: SF (18.06) vs IX (9.26). SF YTD gains are higher at: 7.353 vs. IX (-2.523). SF has less debt than IX: SF (1.18B) vs IX (6.24T). IX has higher revenues than SF: IX (1.81T) vs SF (4.29B).
IXSFIX / SF
Capitalization23.5B7.95B296%
EBITDAN/AN/A-
Gain YTD-2.5237.353-34%
P/E Ratio9.2618.0651%
Revenue1.81T4.29B42,158%
Total CashN/AN/A-
Total Debt6.24T1.18B530,527%
FUNDAMENTALS RATINGS
IX vs SF: Fundamental Ratings
IX
SF
OUTLOOK RATING
1..100
3040
VALUATION
overvalued / fair valued / undervalued
1..100
19
Undervalued
81
Overvalued
PROFIT vs RISK RATING
1..100
368
SMR RATING
1..100
111
PRICE GROWTH RATING
1..100
5839
P/E GROWTH RATING
1..100
8436
SEASONALITY SCORE
1..100
5095

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.

IX's Valuation (19) in the Finance Or Rental Or Leasing industry is somewhat better than the same rating for SF (81) in the Investment Banks Or Brokers industry. This means that IX’s stock grew somewhat faster than SF’s over the last 12 months.

SF's Profit vs Risk Rating (8) in the Investment Banks Or Brokers industry is in the same range as IX (36) in the Finance Or Rental Or Leasing industry. This means that SF’s stock grew similarly to IX’s over the last 12 months.

IX's SMR Rating (1) in the Finance Or Rental Or Leasing industry is in the same range as SF (11) in the Investment Banks Or Brokers industry. This means that IX’s stock grew similarly to SF’s over the last 12 months.

SF's Price Growth Rating (39) in the Investment Banks Or Brokers industry is in the same range as IX (58) in the Finance Or Rental Or Leasing industry. This means that SF’s stock grew similarly to IX’s over the last 12 months.

SF's P/E Growth Rating (36) in the Investment Banks Or Brokers industry is somewhat better than the same rating for IX (84) in the Finance Or Rental Or Leasing industry. This means that SF’s stock grew somewhat faster than IX’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IXSF
RSI
ODDS (%)
Bullish Trend 12 days ago
75%
Bullish Trend 12 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 12 days ago
47%
Bearish Trend 12 days ago
68%
Momentum
ODDS (%)
Bearish Trend 12 days ago
43%
Bullish Trend 12 days ago
65%
MACD
ODDS (%)
Bearish Trend 12 days ago
51%
Bullish Trend 12 days ago
85%
TrendWeek
ODDS (%)
Bearish Trend 12 days ago
48%
Bullish Trend 12 days ago
72%
TrendMonth
ODDS (%)
Bearish Trend 12 days ago
45%
Bearish Trend 12 days ago
65%
Advances
ODDS (%)
Bullish Trend 14 days ago
56%
Bullish Trend 14 days ago
68%
Declines
ODDS (%)
Bearish Trend 12 days ago
51%
Bearish Trend 20 days ago
65%
BollingerBands
ODDS (%)
Bullish Trend 12 days ago
69%
N/A
Aroon
ODDS (%)
N/A
Bearish Trend 12 days ago
59%
View a ticker or compare two or three
Ad is loading...
IX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MAXI31.572.44
+8.38%
Simplify Bitcoin Strategy PLUS Inc ETF
SNSR35.950.49
+1.38%
Global X Internet of Things ETF
FNDA30.500.18
+0.59%
Schwab Fundamental U.S. Small CompanyETF
EZM64.490.20
+0.31%
WisdomTree U.S. MidCap Earnings ETF
VABS24.30-0.03
-0.13%
Virtus Newfleet ABS/MBS ETF

IX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IX has been loosely correlated with NMR. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if IX jumps, then NMR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IX
1D Price
Change %
IX100%
+0.79%
NMR - IX
53%
Loosely correlated
+1.70%
SF - IX
36%
Loosely correlated
+1.82%
AER - IX
36%
Loosely correlated
-0.11%
BBDC - IX
35%
Loosely correlated
-0.21%
JEF - IX
34%
Loosely correlated
+1.73%
More