Advertisement
NEWT vs SAMG
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 NEWT is a Hold and SAMG is a StrongBuy.
NEWT's RSI Oscillator ascends from oversold territory
The RSI Indicator for NEWT moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 36 similar instances when the indicator left oversold territory. In 32 of the 36 cases the stock moved higher. This puts the odds of a move higher at 89%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 7 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +2.90% 3-day Advance, the price is estimated to grow further. Considering data from situations where NEWT advanced for three days, in 213 of 316 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 03, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NEWT as a result. In 73 of 92 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 79%.
The Moving Average Convergence Divergence Histogram (MACD) for NEWT turned negative on November 03, 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 42 similar instances when the indicator turned negative. In 31 of the 42 cases the stock turned lower in the days that followed. This puts the odds of success at 74%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NEWT 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 78%.
NEWT broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for NEWT entered a downward trend on October 22, 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 Valuation Rating of 16 (best 1 - 100 worst) indicates that the company is slightly undervalued 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 (0.846) is normal, around the industry mean (1.262). P/E Ratio (4.798) is within average values for comparable stocks, (13.479). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (1.190). Dividend Yield (0.071) settles around the average of (0.035) among similar stocks. NEWT's P/S Ratio (1.216) is slightly lower than the industry average of (3.738).
The Tickeron SMR rating for this company is 36 (best 1 - 100 worst), indicating strong sales and a profitable 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 37 (best 1 - 100 worst), pointing to consistent 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.
The Tickeron Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating fairly steady price growth. NEWT’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. NEWT’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 56, placing this stock worse than average.
Momentum Indicator for SAMG turns positive, indicating new upward trend
SAMG saw its Momentum Indicator move above the 0 level on October 30, 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 115 similar instances where the indicator turned positive. In 73 of the 115 cases, the stock moved higher in the following days. The odds of a move higher are at 63%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for SAMG just turned positive on October 30, 2026. Looking at past instances where SAMG's MACD turned positive, the stock continued to rise in 32 of 52 cases over the following month. The odds of a continued upward trend are 62%.
Following a +3.46% 3-day Advance, the price is estimated to grow further. Considering data from situations where SAMG advanced for three days, in 174 of 281 cases, the price rose further within the following month. The odds of a continued upward trend are 62%.
The Aroon Indicator entered an Uptrend today. In 107 of 178 cases where SAMG Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 60%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 46 of 57 cases where SAMG's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 81%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SAMG 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 62%.
SAMG broke above its upper Bollinger Band on October 30, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 2 (best 1 - 100 worst), pointing to outstanding 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.
The Tickeron Price Growth Rating for this company is 48 (best 1 - 100 worst), indicating steady price growth. SAMG’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 65 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 89 (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 Valuation Rating of 93 (best 1 - 100 worst) indicates that the company is significantly 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 (1.815) is normal, around the industry mean (2.412). P/E Ratio (76.286) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (1.770) is also within normal values, averaging (1.319). Dividend Yield (0.079) settles around the average of (0.270) among similar stocks. P/S Ratio (0.617) is also within normal values, averaging (15.694).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. SAMG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock worse than average.
NEWT | SAMG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 36 | 89 | |
PRICE GROWTH RATING 1..100 | 59 | 48 | |
P/E GROWTH RATING 1..100 | 37 | 2 | |
SEASONALITY SCORE 1..100 | 75 | 65 |
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.
NEWT's Valuation (16) in the null industry is significantly better than the same rating for SAMG (93) in the Investment Banks Or Brokers industry. This means that NEWT’s stock grew significantly faster than SAMG’s over the last 12 months.
NEWT's Profit vs Risk Rating (100) in the null industry is in the same range as SAMG (100) in the Investment Banks Or Brokers industry. This means that NEWT’s stock grew similarly to SAMG’s over the last 12 months.
NEWT's SMR Rating (36) in the null industry is somewhat better than the same rating for SAMG (89) in the Investment Banks Or Brokers industry. This means that NEWT’s stock grew somewhat faster than SAMG’s over the last 12 months.
SAMG's Price Growth Rating (48) in the Investment Banks Or Brokers industry is in the same range as NEWT (59) in the null industry. This means that SAMG’s stock grew similarly to NEWT’s over the last 12 months.
SAMG's P/E Growth Rating (2) in the Investment Banks Or Brokers industry is somewhat better than the same rating for NEWT (37) in the null industry. This means that SAMG’s stock grew somewhat faster than NEWT’s over the last 12 months.
| NEWT | SAMG | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 89% | N/A |
| Stochastic ODDS (%) | 1 day ago 68% | 3 days ago 81% |
| Momentum ODDS (%) | 1 day ago 79% | 1 day ago 63% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 62% |
| TrendWeek ODDS (%) | 1 day ago 74% | 1 day ago 65% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 63% |
| Advances ODDS (%) | 3 days ago 67% | 2 days ago 62% |
| Declines ODDS (%) | 1 day ago 78% | 9 days ago 62% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 77% |
| Aroon ODDS (%) | 1 day ago 70% | 1 day ago 60% |
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).
NEWT’s FA Score shows that 1 FA rating(s) are green while SAMG’s FA Score has 1 green FA rating(s).
- NEWT’s FA Score: 1 green, 4 red.
- SAMG’s FA Score: 1 green, 4 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.
NEWT’s TA Score shows that 3 TA indicator(s) are bullish while SAMG’s TA Score has 4 bullish TA indicator(s).
- NEWT’s TA Score: 3 bullish, 5 bearish.
- SAMG’s TA Score: 4 bullish, 3 bearish.
Price Growth
NEWT (@Regional Banks) experienced а +1.88% price change this week, while SAMG (@Investment Managers) price change was +2.41% for the same time period.
The average weekly price growth across all stocks in the @Regional Banks industry was -1.23%. For the same industry, the average monthly price growth was +2.41%, and the average quarterly price growth was +11.80%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.64%. For the same industry, the average monthly price growth was -2.86%, and the average quarterly price growth was -1.76%.
Reported Earning Dates
NEWT is expected to report earnings on Mar 02, 2027.
SAMG is expected to report earnings on Mar 04, 2027.
Industries' Descriptions
@Regional Banks (-1.23% weekly)Regional banks have a smaller reach than major banks, and cater mostly to one region of a country, such as a state or within a group of states. They offer services often similar – albeit with some limitations/smaller scale – compared to major banks. Taking deposits, making loans, mortgages, leases, credit cards , fund management, insurance and investment banking. SunTrust Banks, State Street Corp., M&T Bank Corp. are some examples of U.S. regional banks.
@Investment Managers (-2.64% 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.
Advertisement
NEWT and
Correlation & Price change
A.I.dvisor indicates that over the last year, NEWT has been loosely correlated with LOB. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if NEWT jumps, then LOB could also see price increases.
| Ticker / NAME | Correlation To NEWT | 1D Price Change % | ||
|---|---|---|---|---|
| NEWT | 100% | -0.55% | ||
| LOB - NEWT | 62% Loosely correlated | -0.29% | ||
| TCPC - NEWT | 61% Loosely correlated | +0.48% | ||
| AUB - NEWT | 61% Loosely correlated | -0.40% | ||
| CNOB - NEWT | 60% Loosely correlated | +0.12% | ||
| NBHC - NEWT | 60% Loosely correlated | +0.27% | ||
More | ||||
SAMG and
Correlation & Price change
A.I.dvisor indicates that over the last year, SAMG has been loosely correlated with NEWT. These tickers have moved in lockstep 34% of the time. This A.I.-generated data suggests there is some statistical probability that if SAMG jumps, then NEWT could also see price increases.
| Ticker / NAME | Correlation To SAMG | 1D Price Change % | ||
|---|---|---|---|---|
| SAMG | 100% | -0.27% | ||
| NEWT - SAMG | 34% Loosely correlated | -0.55% | ||
| TSLX - SAMG | 33% Poorly correlated | -0.62% | ||
| BBUC - SAMG | 33% Poorly correlated | -1.24% | ||
| WHG - SAMG | 32% Poorly correlated | +0.43% | ||
| EQH - SAMG | 31% Poorly correlated | +0.59% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IVEP | 23.74 | 0.77 | +3.33% |
| Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) | |||
| VOT | 293.17 | 5.97 | +2.08% |
| Vanguard Morningstar Mid-Cap Growth ETF (VOT) | |||
| SYZ | 29.56 | 0.26 | +0.90% |
| Lazard US Systematic Small Cap Equity ETF (SYZ) | |||
| LOWV | 84.90 | 0.61 | +0.72% |
| AB US Low Volatility Equity ETF (LOWV) | |||
| LEMB | 42.07 | -0.11 | -0.26% |
| iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) | |||