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).
PFG’s FA Score shows that 2 FA rating(s) are green whileSTT’s FA Score has 5 green FA rating(s).
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.
PFG’s TA Score shows that 7 TA indicator(s) are bullish while STT’s TA Score has 2 bullish TA indicator(s).
PFG (@Investment Managers) experienced а +1.30% price change this week, while STT (@Investment Managers) price change was +0.74% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +2.37%, and the average quarterly price growth was +5.40%.
PFG is expected to report earnings on Feb 03, 2025.
STT is expected to report earnings on Jan 17, 2025.
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.
PFG | STT | PFG / STT | |
Capitalization | 20.4B | 23.3B | 88% |
EBITDA | N/A | N/A | - |
Gain YTD | 12.958 | 26.638 | 49% |
P/E Ratio | 33.73 | 13.84 | 244% |
Revenue | 13.7B | 11.9B | 115% |
Total Cash | 27.2B | 4.05B | 672% |
Total Debt | 3.99B | 21.5B | 19% |
PFG | STT | ||
---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 25 Undervalued | 32 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 32 | |
SMR RATING 1..100 | 100 | 7 | |
PRICE GROWTH RATING 1..100 | 49 | 20 | |
P/E GROWTH RATING 1..100 | 23 | 25 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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.
PFG's Valuation (25) in the Life Or Health Insurance industry is in the same range as STT (32) in the Regional Banks industry. This means that PFG’s stock grew similarly to STT’s over the last 12 months.
STT's Profit vs Risk Rating (32) in the Regional Banks industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that STT’s stock grew significantly faster than PFG’s over the last 12 months.
STT's SMR Rating (7) in the Regional Banks industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that STT’s stock grew significantly faster than PFG’s over the last 12 months.
STT's Price Growth Rating (20) in the Regional Banks industry is in the same range as PFG (49) in the Life Or Health Insurance industry. This means that STT’s stock grew similarly to PFG’s over the last 12 months.
PFG's P/E Growth Rating (23) in the Life Or Health Insurance industry is in the same range as STT (25) in the Regional Banks industry. This means that PFG’s stock grew similarly to STT’s over the last 12 months.
PFG | STT | |
---|---|---|
RSI ODDS (%) | 3 days ago76% | 3 days ago79% |
Stochastic ODDS (%) | 3 days ago63% | 3 days ago68% |
Momentum ODDS (%) | 3 days ago67% | N/A |
MACD ODDS (%) | 3 days ago74% | 3 days ago65% |
TrendWeek ODDS (%) | 3 days ago65% | 3 days ago70% |
TrendMonth ODDS (%) | 3 days ago56% | 3 days ago65% |
Advances ODDS (%) | 12 days ago64% | 12 days ago67% |
Declines ODDS (%) | 4 days ago63% | 4 days ago61% |
BollingerBands ODDS (%) | 3 days ago82% | 3 days ago79% |
Aroon ODDS (%) | 3 days ago59% | 3 days ago65% |
A.I.dvisor indicates that over the last year, PFG has been loosely correlated with STT. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then STT could also see price increases.
A.I.dvisor indicates that over the last year, STT has been closely correlated with BK. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if STT jumps, then BK could also see price increases.
Ticker / NAME | Correlation To STT | 1D Price Change % | ||
---|---|---|---|---|
STT | 100% | +1.38% | ||
BK - STT | 71% Closely correlated | +0.93% | ||
NTRS - STT | 71% Closely correlated | +1.55% | ||
PFG - STT | 62% Loosely correlated | +0.23% | ||
JHG - STT | 59% Loosely correlated | -2.54% | ||
APAM - STT | 59% Loosely correlated | -0.66% | ||
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