JHG
Price
$43.28
Change
-$0.87 (-1.97%)
Updated
Aug 15 closing price
Capitalization
6.75B
75 days until earnings call
PAX
Price
$13.75
Change
-$0.03 (-0.22%)
Updated
Aug 15, 04:59 PM (EDT)
Capitalization
2.19B
87 days until earnings call
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JHG vs PAX

Header iconJHG vs PAX Comparison
Open Charts JHG vs PAXBanner chart's image
Janus Henderson Group
Price$43.28
Change-$0.87 (-1.97%)
Volume$1.47M
Capitalization6.75B
Patria Investments
Price$13.75
Change-$0.03 (-0.22%)
Volume$15.26K
Capitalization2.19B
JHG vs PAX Comparison Chart in %
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JHG
Daily Signalchanged days ago
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PAX
Daily Signalchanged days ago
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JHG vs. PAX commentary
Aug 16, 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 JHG is a Hold and PAX is a Hold.

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COMPARISON
Comparison
Aug 16, 2025
Stock price -- (JHG: $43.28 vs. PAX: $13.76)
Brand notoriety: JHG and PAX are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: JHG: 117% vs. PAX: 121%
Market capitalization -- JHG: $6.75B vs. PAX: $2.19B
JHG [@Investment Managers] is valued at $6.75B. PAX’s [@Investment Managers] market capitalization is $2.19B. The market cap for tickers in the [@Investment Managers] industry ranges from $175.76B to $0. The average market capitalization across the [@Investment Managers] industry is $7.67B.

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).

JHG’s FA Score shows that 2 FA rating(s) are green whilePAX’s FA Score has 2 green FA rating(s).

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

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.

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

  • JHG’s TA Score: 4 bullish, 5 bearish.
  • PAX’s TA Score: 2 bullish, 7 bearish.
According to our system of comparison, JHG is a better buy in the short-term than PAX.

Price Growth

JHG (@Investment Managers) experienced а +2.37% price change this week, while PAX (@Investment Managers) price change was +1.92% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.96%. For the same industry, the average monthly price growth was +1.72%, and the average quarterly price growth was +13.52%.

Reported Earning Dates

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

PAX is expected to report earnings on Nov 11, 2025.

Industries' Descriptions

@Investment Managers (+0.96% 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
JHG($6.75B) has a higher market cap than PAX($2.19B). PAX has higher P/E ratio than JHG: PAX (25.53) vs JHG (16.27). PAX YTD gains are higher at: 22.631 vs. JHG (4.781). JHG has higher annual earnings (EBITDA): 698M vs. PAX (138M). JHG has more cash in the bank: 222M vs. PAX (30.6M). PAX has less debt than JHG: PAX (192M) vs JHG (395M). JHG has higher revenues than PAX: JHG (2.59B) vs PAX (398M).
JHGPAXJHG / PAX
Capitalization6.75B2.19B308%
EBITDA698M138M506%
Gain YTD4.78122.63121%
P/E Ratio16.2725.5364%
Revenue2.59B398M650%
Total Cash222M30.6M725%
Total Debt395M192M206%
FUNDAMENTALS RATINGS
JHG: Fundamental Ratings
JHG
OUTLOOK RATING
1..100
22
VALUATION
overvalued / fair valued / undervalued
1..100
23
Undervalued
PROFIT vs RISK RATING
1..100
39
SMR RATING
1..100
72
PRICE GROWTH RATING
1..100
45
P/E GROWTH RATING
1..100
23
SEASONALITY SCORE
1..100
50

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
JHGPAX
RSI
ODDS (%)
Bearish Trend 1 day ago
67%
N/A
Stochastic
ODDS (%)
Bearish Trend 1 day ago
62%
Bearish Trend 2 days ago
65%
Momentum
ODDS (%)
Bullish Trend 1 day ago
73%
Bearish Trend 2 days ago
64%
MACD
ODDS (%)
Bearish Trend 1 day ago
60%
Bearish Trend 2 days ago
60%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
69%
Bullish Trend 2 days ago
66%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 2 days ago
59%
Advances
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
67%
Declines
ODDS (%)
Bearish Trend 1 day ago
62%
Bearish Trend 5 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
57%
Bearish Trend 2 days ago
80%
Aroon
ODDS (%)
Bullish Trend 1 day ago
56%
Bearish Trend 2 days ago
54%
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JHG
Daily Signalchanged days ago
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PAX
Daily Signalchanged days ago
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Correlation & Price change

A.I.dvisor indicates that over the last year, PAX has been closely correlated with BN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAX jumps, then BN could also see price increases.

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NAME
Correlation
To PAX
1D Price
Change %
PAX100%
+0.95%
BN - PAX
66%
Closely correlated
-0.23%
SEIC - PAX
64%
Loosely correlated
-0.70%
CG - PAX
64%
Loosely correlated
-1.62%
JHG - PAX
62%
Loosely correlated
-1.97%
IVZ - PAX
60%
Loosely correlated
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