Advertisement
SAMG vs WHG
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 SAMG is a StrongBuy and WHG is a Buy.
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.
WHG in upward trend: price expected to rise as it breaks its lower Bollinger Band on November 05, 2026
WHG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 27 of 33 cases where WHG's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 4 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 +1.08% 3-day Advance, the price is estimated to grow further. Considering data from situations where WHG advanced for three days, in 175 of 247 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
The Aroon Indicator entered an Uptrend today. In 153 of 202 cases where WHG Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 76%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on WHG as a result. In 58 of 102 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 57%.
The Moving Average Convergence Divergence Histogram (MACD) for WHG turned negative on November 05, 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 48 similar instances when the indicator turned negative. In 32 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 67%.
WHG moved below its 50-day moving average on November 05, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for WHG crossed bearishly below the 50-day moving average on October 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 61%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WHG 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 66%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 46 (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 49 (best 1 - 100 worst), indicating steady price growth. WHG’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 50 (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 Profit vs. Risk Rating rating for this company is 68 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. WHG’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 better than average.
The Tickeron Valuation Rating of 79 (best 1 - 100 worst) indicates that the company is slightly 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 (1.407) is normal, around the industry mean (2.412). P/E Ratio (20.032) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.360) is also within normal values, averaging (1.319). Dividend Yield (0.032) settles around the average of (0.270) among similar stocks. P/S Ratio (1.645) is also within normal values, averaging (15.694).
The Tickeron SMR rating for this company is 80 (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.
SAMG | WHG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 68 | |
SMR RATING 1..100 | 89 | 80 | |
PRICE GROWTH RATING 1..100 | 48 | 49 | |
P/E GROWTH RATING 1..100 | 2 | 46 | |
SEASONALITY SCORE 1..100 | 65 | 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.
WHG's Valuation (79) in the Investment Banks Or Brokers industry is in the same range as SAMG (93). This means that WHG’s stock grew similarly to SAMG’s over the last 12 months.
WHG's Profit vs Risk Rating (68) in the Investment Banks Or Brokers industry is in the same range as SAMG (100). This means that WHG’s stock grew similarly to SAMG’s over the last 12 months.
WHG's SMR Rating (80) in the Investment Banks Or Brokers industry is in the same range as SAMG (89). This means that WHG’s stock grew similarly to 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 WHG (49). This means that SAMG’s stock grew similarly to WHG’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 WHG (46). This means that SAMG’s stock grew somewhat faster than WHG’s over the last 12 months.
| SAMG | WHG | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 3 days ago 81% | 1 day ago 71% |
| Momentum ODDS (%) | 1 day ago 63% | 1 day ago 57% |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 67% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 61% |
| TrendMonth ODDS (%) | 1 day ago 63% | 1 day ago 58% |
| Advances ODDS (%) | 2 days ago 62% | 3 days ago 71% |
| Declines ODDS (%) | 9 days ago 62% | 10 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 77% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 60% | 1 day ago 76% |
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).
SAMG’s FA Score shows that 1 FA rating(s) are green while WHG’s FA Score has 0 green FA rating(s).
- SAMG’s FA Score: 1 green, 4 red.
- WHG’s FA Score: 0 green, 5 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.
SAMG’s TA Score shows that 4 TA indicator(s) are bullish while WHG’s TA Score has 4 bullish TA indicator(s).
- SAMG’s TA Score: 4 bullish, 3 bearish.
- WHG’s TA Score: 4 bullish, 5 bearish.
Price Growth
SAMG (@Investment Managers) experienced а +2.41% price change this week, while WHG (@Investment Managers) price change was -1.43% for the same time period.
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
SAMG is expected to report earnings on Mar 04, 2027.
Industries' Descriptions
@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
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 | ||||
WHG and
Correlation & Price change
A.I.dvisor indicates that over the last year, WHG has been loosely correlated with CNS. These tickers have moved in lockstep 33% of the time. This A.I.-generated data suggests there is some statistical probability that if WHG jumps, then CNS could also see price increases.
| Ticker / NAME | Correlation To WHG | 1D Price Change % | ||
|---|---|---|---|---|
| WHG | 100% | +0.43% | ||
| CNS - WHG | 33% Loosely correlated | -1.29% | ||
| VRTS - WHG | 33% Poorly correlated | -1.34% | ||
| FHI - WHG | 32% Poorly correlated | -1.31% | ||
| SAMG - WHG | 32% Poorly correlated | -0.27% | ||
| CRBG - WHG | 32% Poorly correlated | +0.58% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLKR | 48.75 | 2.62 | +5.68% |
| Franklin FTSE South Korea ETF (FLKR) | |||
| IBX | 19.50 | 0.58 | +3.07% |
| Tradr 2X Long IBM Daily ETF (IBX) | |||
| PDN | 45.21 | 0.18 | +0.40% |
| Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) | |||
| ABXB | 18.73 | N/A | N/A |
| Abacus Flexible Bond Leaders ETF (ABXB) | |||
| RIET | 8.16 | -0.08 | -0.97% |
| Hoya Capital High Dividend Yield ETF (RIET) | |||