JBAXY
Price
$11.59
Change
-$1.32 (-10.22%)
Updated
Apr 4 closing price
Capitalization
14.48B
46 days until earnings call
JHG
Price
$30.20
Change
-$2.56 (-7.81%)
Updated
Apr 4 closing price
Capitalization
5.22B
25 days until earnings call
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JBAXY vs JHG

Header iconJBAXY vs JHG Comparison
Open Charts JBAXY vs JHGBanner chart's image
Julius Baer Group
Price$11.59
Change-$1.32 (-10.22%)
Volume$133.53K
Capitalization14.48B
Janus Henderson Group
Price$30.20
Change-$2.56 (-7.81%)
Volume$1.94M
Capitalization5.22B
JBAXY vs JHG Comparison Chart
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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JBAXY vs. JHG commentary
Apr 07, 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 JBAXY is a StrongBuy and JHG is a StrongBuy.

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COMPARISON
Comparison
Apr 07, 2025
Stock price -- (JBAXY: $11.59 vs. JHG: $30.20)
Brand notoriety: JBAXY and JHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: JBAXY: 113% vs. JHG: 145%
Market capitalization -- JBAXY: $14.48B vs. JHG: $5.22B
JBAXY [@Investment Managers] is valued at $14.48B. JHG’s [@Investment Managers] market capitalization is $5.22B. 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).

JBAXY’s FA Score shows that 3 FA rating(s) are green whileJHG’s FA Score has 1 green FA rating(s).

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

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.

JBAXY’s TA Score shows that 6 TA indicator(s) are bullish while JHG’s TA Score has 4 bullish TA indicator(s).

  • JBAXY’s TA Score: 6 bullish, 4 bearish.
  • JHG’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, JBAXY is a better buy in the short-term than JHG.

Price Growth

JBAXY (@Investment Managers) experienced а -17.45% price change this week, while JHG (@Investment Managers) price change was -16.06% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -5.17%. For the same industry, the average monthly price growth was -5.94%, and the average quarterly price growth was -5.43%.

Reported Earning Dates

JBAXY is expected to report earnings on May 22, 2025.

JHG is expected to report earnings on Jul 30, 2025.

Industries' Descriptions

@Investment Managers (-5.17% 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
JBAXY($14.5B) has a higher market cap than JHG($5.22B). JHG (13.66) and JBAXY (13.25) have similar P/E ratio . JBAXY YTD gains are higher at: -9.993 vs. JHG (-28.368). JBAXY has higher revenues than JHG: JBAXY (3.87B) vs JHG (2.1B).
JBAXYJHGJBAXY / JHG
Capitalization14.5B5.22B278%
EBITDAN/A563M-
Gain YTD-9.993-28.36835%
P/E Ratio13.2513.6697%
Revenue3.87B2.1B184%
Total CashN/A1.89B-
Total DebtN/A382M-
FUNDAMENTALS RATINGS
JBAXY vs JHG: Fundamental Ratings
JBAXY
JHG
OUTLOOK RATING
1..100
5015
VALUATION
overvalued / fair valued / undervalued
1..100
21
Undervalued
30
Undervalued
PROFIT vs RISK RATING
1..100
3043
SMR RATING
1..100
973
PRICE GROWTH RATING
1..100
6084
P/E GROWTH RATING
1..100
4155
SEASONALITY SCORE
1..100
5065

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.

JBAXY's Valuation (21) in the null industry is in the same range as JHG (30) in the Investment Managers industry. This means that JBAXY’s stock grew similarly to JHG’s over the last 12 months.

JBAXY's Profit vs Risk Rating (30) in the null industry is in the same range as JHG (43) in the Investment Managers industry. This means that JBAXY’s stock grew similarly to JHG’s over the last 12 months.

JBAXY's SMR Rating (9) in the null industry is somewhat better than the same rating for JHG (73) in the Investment Managers industry. This means that JBAXY’s stock grew somewhat faster than JHG’s over the last 12 months.

JBAXY's Price Growth Rating (60) in the null industry is in the same range as JHG (84) in the Investment Managers industry. This means that JBAXY’s stock grew similarly to JHG’s over the last 12 months.

JBAXY's P/E Growth Rating (41) in the null industry is in the same range as JHG (55) in the Investment Managers industry. This means that JBAXY’s stock grew similarly to JHG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JBAXYJHG
RSI
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
86%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
71%
Momentum
ODDS (%)
Bearish Trend 3 days ago
51%
Bearish Trend 3 days ago
64%
MACD
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
54%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
62%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
51%
Bearish Trend 3 days ago
59%
Advances
ODDS (%)
Bullish Trend 20 days ago
64%
Bullish Trend 5 days ago
68%
Declines
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
63%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
79%
Aroon
ODDS (%)
Bullish Trend 3 days ago
43%
Bearish Trend 3 days ago
51%
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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JBAXY and

Correlation & Price change

A.I.dvisor indicates that over the last year, JBAXY has been loosely correlated with APAM. These tickers have moved in lockstep 35% of the time. This A.I.-generated data suggests there is some statistical probability that if JBAXY jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBAXY
1D Price
Change %
JBAXY100%
-10.22%
APAM - JBAXY
35%
Loosely correlated
-4.43%
BAM - JBAXY
35%
Loosely correlated
-6.01%
BLK - JBAXY
34%
Loosely correlated
-7.33%
JHG - JBAXY
32%
Poorly correlated
-7.81%
HLNE - JBAXY
32%
Poorly correlated
-3.71%
More

JHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, JHG has been closely correlated with KKR. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if JHG jumps, then KKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JHG
1D Price
Change %
JHG100%
-7.81%
KKR - JHG
80%
Closely correlated
-9.52%
CG - JHG
78%
Closely correlated
-7.28%
BN - JHG
76%
Closely correlated
-8.16%
APO - JHG
74%
Closely correlated
-11.96%
ARES - JHG
74%
Closely correlated
-9.61%
More