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MORN or NDAQ or SCHW
Which Stock Would AI Choose? Morningstar (MORN) vs. Nasdaq (NDAQ) vs. Charles Schwab (SCHW) Stock Comparison
Key Takeaways
- Morningstar (MORN) is a smaller, research-and-software franchise whose recent momentum has been driven by artificial intelligence (AI) integrations and data-licensing deals, though it trades at a premium valuation.
- Nasdaq (NDAQ) is the most diversified of the three, combining exchange operations, index products, and financial technology, with record results anchored by the historic SpaceX listing.
- Charles Schwab (SCHW) is the largest by market capitalization and client assets, but its stock has recently lagged despite record asset inflows, reflecting rate and cash-sorting concerns.
- All three benefit from distinct growth drivers: AI and data licensing for Morningstar, capital-markets activity for Nasdaq, and rising client engagement for Schwab.
- Relative performance and valuation sensitivity vary sharply, making each a different type of portfolio position rather than interchangeable peers.
Introduction
This stock comparison examines three financial-services companies that occupy different corners of the same industry. Morningstar is a provider of investment research, data, and software; Nasdaq operates exchanges and sells market infrastructure technology; and Charles Schwab runs a massive retail brokerage, wealth, and banking platform. Because each company reacts differently to interest rates, market activity, and AI disruption, investors and traders often weigh them together when seeking exposure to the financial sector. This analysis reviews their recent performance, growth drivers, and market positioning to help readers understand how they compare in the current environment.
MORN Overview and Recent Performance
MORN, or Morningstar, Inc., generates revenue primarily from research, ratings, data licensing, and investment-management software. In recent quarters the company has reported solid growth, including double-digit revenue gains and expanding margins, supported by its PitchBook private-market data and index businesses. Recent market activity has been shaped by a series of AI-related announcements, such as the launch of Morningstar Direct AI, integrations of PitchBook data into major AI platforms, and a partnership with Envestnet to distribute model portfolios. These catalysts lifted sentiment and produced a meaningful rebound off earlier lows, though the shares remain below their 52-week high. Analysts have maintained generally constructive ratings, with price targets raised in recent weeks, while insider selling and a comparatively high valuation remain points of debate.
NDAQ Overview and Recent Performance
NDAQ, or Nasdaq, Inc., operates exchanges and has transformed into a diversified technology provider spanning listings, index products, and financial-crime and regulatory software. Its recent results have been among the strongest in its history: net revenue grew roughly 15% year over year, annualized recurring revenue (ARR) surpassed $3 billion, and index assets under management (AUM) crossed $1 trillion for the first time. The period was headlined by the SpaceX initial public offering (IPO), the largest in exchange history, alongside record trading volumes and a dividend increase. These milestones reinforced Nasdaq's positioning as a beneficiary of active capital markets and rising AI adoption across financial workflows, although higher expenses and tougher year-over-year comparisons in some segments are noted watchpoints.
SCHW Overview and Recent Performance
SCHW, or The Charles Schwab Corporation, is a leading retail brokerage, wealth-management, and banking franchise serving tens of millions of accounts and trillions of dollars in client assets. Recent earnings showed record net revenue and net income, with core net new assets of roughly $190 billion in a single quarter and strong new-account growth. Client engagement remains elevated, and the firm has introduced AI-powered tools such as its "Charley" assistant. Despite these positive fundamentals, the stock has pulled back in recent weeks as investors weigh interest-rate dynamics, the potential for renewed client cash sorting, and rising technology spending. Several analysts have lowered price targets while retaining favorable long-term ratings, reflecting a tension between robust asset gathering and near-term margin uncertainty.
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Head-to-Head Comparison
The three stocks differ fundamentally in business model and risk profile. Morningstar is a higher-margin, subscription-heavy data and research business whose growth hinges on AI monetization and data licensing; it carries a premium valuation and modest scale, making it more sensitive to sentiment shifts around AI disruption. Nasdaq blends exchange volumes with recurring software revenue, giving it a steadier, diversified income stream, but its results depend on capital-markets activity and technology spending cycles. Schwab is far larger and benefits from a rate-sensitive banking model, meaning its earnings and stock are closely tied to interest-rate expectations and client cash behavior. In terms of recent momentum, Nasdaq has shown the most consistent broad-based strength, while Morningstar has been more volatile and Schwab has lagged despite strong fundamentals. Sector exposure, valuation sensitivity, and catalyst profiles therefore make these names complementary rather than directly comparable alternatives.
Tickeron AI Verdict
Based on observable trend consistency, catalyst breadth, and relative positioning, Tickeron's AI would most likely favor Nasdaq among these three names. Nasdaq combines diversified, recurring revenue with demonstrated momentum across listings, index AUM, and financial technology, supported by record results and a favorable capital-markets backdrop. Morningstar's AI-driven catalysts are promising but less proven in terms of durable monetization, while Schwab's strong asset gathering is currently offset by rate and cost-related sentiment. This is a probabilistic assessment grounded in current data rather than a definitive claim, and relative positioning could shift as new catalysts and market conditions evolve.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
MORN in upward trend: 10-day moving average broke above 50-day moving average on October 19, 2026
The 10-day moving average for MORN crossed bullishly above the 50-day moving average on October 19, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 72%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 06, 2026. You may want to consider a long position or call options on MORN as a result. In 51 of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 59%.
The Moving Average Convergence Divergence (MACD) for MORN just turned positive on October 07, 2026. Looking at past instances where MORN's MACD turned positive, the stock continued to rise in 25 of 45 cases over the following month. The odds of a continued upward trend are 56%.
MORN moved above its 50-day moving average on October 08, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +5.19% 3-day Advance, the price is estimated to grow further. Considering data from situations where MORN advanced for three days, in 167 of 304 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
Bearish Trend Analysis
The RSI Indicator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 11 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where MORN 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%.
MORN 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 MORN entered a downward trend on October 12, 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 SMR rating for this company is 31 (best 1 - 100 worst), indicating very 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 Price Growth Rating for this company is 38 (best 1 - 100 worst), indicating fairly steady price growth. MORN’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 53 (best 1 - 100 worst), pointing to average 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 Valuation Rating of 70 (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 (8.240) is normal, around the industry mean (4.090). P/E Ratio (21.256) is within average values for comparable stocks, (18.317). Projected Growth (PEG Ratio) (0.770) is also within normal values, averaging (1.780). Dividend Yield (0.009) settles around the average of (0.018) among similar stocks. MORN's P/S Ratio (3.171) is slightly lower than the industry average of (7.166).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly 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. MORN’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 75, placing this stock worse than average.
NDAQ in upward trend: 10-day moving average moved above 50-day moving average on October 22, 2026
The 10-day moving average for NDAQ crossed bullishly above the 50-day moving average on October 22, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on NDAQ as a result. In 46 of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 57%.
The Moving Average Convergence Divergence (MACD) for NDAQ just turned positive on October 09, 2026. Looking at past instances where NDAQ's MACD turned positive, the stock continued to rise in 31 of 44 cases over the following month. The odds of a continued upward trend are 70%.
NDAQ moved above its 50-day moving average on October 20, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +8.97% 3-day Advance, the price is estimated to grow further. Considering data from situations where NDAQ advanced for three days, in 224 of 356 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
Bearish Trend Analysis
The RSI Indicator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NDAQ 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 51%.
NDAQ broke above its upper Bollinger Band on October 21, 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 NDAQ entered a downward trend on September 25, 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 Price Growth Rating for this company is 23 (best 1 - 100 worst), indicating outstanding price growth. NDAQ’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 24 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 51 (best 1 - 100 worst), pointing to average 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 SMR rating for this company is 52 (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 Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly 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 Valuation Rating of 88 (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 (4.782) is normal, around the industry mean (4.090). P/E Ratio (29.642) is within average values for comparable stocks, (18.317). Projected Growth (PEG Ratio) (1.712) is also within normal values, averaging (1.780). Dividend Yield (0.012) settles around the average of (0.018) among similar stocks. P/S Ratio (5.831) is also within normal values, averaging (7.166).
SCHW in upward trend: price may jump up because it broke its lower Bollinger Band on October 15, 2026
SCHW may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 30 of 38 cases where SCHW's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 79%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for SCHW's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
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 +2.30% 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHW advanced for three days, in 185 of 320 cases, the price rose further within the following month. The odds of a continued upward trend are 58%.
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for SCHW turned negative on October 15, 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 26 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 54%.
SCHW moved below its 50-day moving average on September 22, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for SCHW crossed bearishly below the 50-day moving average on September 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 14 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 64%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SCHW 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 59%.
The Aroon Indicator for SCHW entered a downward trend on October 23, 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 SMR rating for this company is 5 (best 1 - 100 worst), indicating very 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 Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating steady price growth. SCHW’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 72 (best 1 - 100 worst), pointing to worse than average 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 Profit vs. Risk Rating rating for this company is 72 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. SCHW’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 88, placing this stock better than average.
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 Valuation Rating of 88 (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 (3.565) is normal, around the industry mean (3.517). P/E Ratio (16.409) is within average values for comparable stocks, (8.810). Projected Growth (PEG Ratio) (0.832) is also within normal values, averaging (0.809). Dividend Yield (0.014) settles around the average of (7.656) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (16.763).
MORN | NDAQ | SCHW | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 23 | 23 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 88 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 24 | 72 | |
SMR RATING 1..100 | 31 | 52 | 5 | |
PRICE GROWTH RATING 1..100 | 38 | 23 | 59 | |
P/E GROWTH RATING 1..100 | 53 | 51 | 72 | |
SEASONALITY SCORE 1..100 | 85 | 85 | 75 |
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.
MORN's Valuation (70) in the Financial Publishing Or Services industry is in the same range as NDAQ (88) in the Investment Banks Or Brokers industry, and is in the same range as SCHW (88) in the Investment Banks Or Brokers industry. This means that MORN's stock grew similarly to NDAQ’s and similarly to SCHW’s over the last 12 months.
NDAQ's Profit vs Risk Rating (24) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SCHW (72) in the Investment Banks Or Brokers industry, and is significantly better than the same rating for MORN (100) in the Financial Publishing Or Services industry. This means that NDAQ's stock grew somewhat faster than SCHW’s and significantly faster than MORN’s over the last 12 months.
SCHW's SMR Rating (5) in the Investment Banks Or Brokers industry is in the same range as MORN (31) in the Financial Publishing Or Services industry, and is somewhat better than the same rating for NDAQ (52) in the Investment Banks Or Brokers industry. This means that SCHW's stock grew similarly to MORN’s and somewhat faster than NDAQ’s over the last 12 months.
NDAQ's Price Growth Rating (23) in the Investment Banks Or Brokers industry is in the same range as MORN (38) in the Financial Publishing Or Services industry, and is somewhat better than the same rating for SCHW (59) in the Investment Banks Or Brokers industry. This means that NDAQ's stock grew similarly to MORN’s and somewhat faster than SCHW’s over the last 12 months.
NDAQ's P/E Growth Rating (51) in the Investment Banks Or Brokers industry is in the same range as MORN (53) in the Financial Publishing Or Services industry, and is in the same range as SCHW (72) in the Investment Banks Or Brokers industry. This means that NDAQ's stock grew similarly to MORN’s and similarly to SCHW’s over the last 12 months.
| MORN | NDAQ | SCHW | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 68% | 1 day ago 55% | 1 day ago 74% |
| Stochastic ODDS (%) | 1 day ago 61% | 1 day ago 53% | 1 day ago 73% |
| Momentum ODDS (%) | 1 day ago 59% | 1 day ago 57% | N/A |
| MACD ODDS (%) | 1 day ago 56% | 1 day ago 70% | 1 day ago 54% |
| TrendWeek ODDS (%) | 1 day ago 53% | 1 day ago 63% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 52% | 1 day ago 62% | 1 day ago 62% |
| Advances ODDS (%) | 1 day ago 55% | 3 days ago 63% | 4 days ago 58% |
| Declines ODDS (%) | 6 days ago 62% | 11 days ago 51% | 1 day ago 59% |
| BollingerBands ODDS (%) | 1 day ago 68% | 1 day ago 55% | 1 day ago 79% |
| Aroon ODDS (%) | 1 day ago 71% | 1 day ago 51% | 1 day ago 61% |
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).
MORN’s FA Score shows that 1 FA rating(s) are green while NDAQ’s FA Score has 2 green FA rating(s), and SCHW’s FA Score reflects 1 green FA rating(s).
- MORN’s FA Score: 1 green, 4 red.
- NDAQ’s FA Score: 2 green, 3 red.
- SCHW’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.
MORN’s TA Score shows that 5 TA indicator(s) are bullish while NDAQ’s TA Score has 5 bullish TA indicator(s), and SCHW’s TA Score reflects 4 bullish TA indicator(s).
- MORN’s TA Score: 5 bullish, 5 bearish.
- NDAQ’s TA Score: 5 bullish, 5 bearish.
- SCHW’s TA Score: 4 bullish, 5 bearish.
Price Growth
MORN (@Financial Publishing/Services) experienced а +8.45% price change this week, while NDAQ (@Financial Publishing/Services) price change was +9.14% , and SCHW (@Investment Banks/Brokers) price fluctuated -1.50% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +4.46%. For the same industry, the average monthly price growth was +5.74%, and the average quarterly price growth was +8.83%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -3.13%. For the same industry, the average monthly price growth was -16.51%, and the average quarterly price growth was -16.42%.
Reported Earning Dates
MORN is expected to report earnings on Oct 28, 2026.
NDAQ is expected to report earnings on Feb 03, 2027.
SCHW is expected to report earnings on Jan 19, 2027.
Industries' Descriptions
@Financial Publishing/Services (+4.46% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
@Investment Banks/Brokers (-3.13% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
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NDAQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, NDAQ has been closely correlated with JEF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDAQ jumps, then JEF could also see price increases.
| Ticker / NAME | Correlation To NDAQ | 1D Price Change % | ||
|---|---|---|---|---|
| NDAQ | 100% | -0.72% | ||
| JEF - NDAQ | 71% Closely correlated | -1.86% | ||
| MS - NDAQ | 71% Closely correlated | -2.44% | ||
| GS - NDAQ | 70% Closely correlated | -1.75% | ||
| RJF - NDAQ | 69% Closely correlated | -0.94% | ||
| SF - NDAQ | 66% Closely correlated | -1.72% | ||
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SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | -0.94% | ||
| RJF - SCHW | 72% Closely correlated | -0.94% | ||
| LPLA - SCHW | 68% Closely correlated | -1.02% | ||
| NDAQ - SCHW | 62% Loosely correlated | -0.72% | ||
| MORN - SCHW | 57% Loosely correlated | +0.70% | ||
| SPGI - SCHW | 56% Loosely correlated | -0.62% | ||
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