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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
- Three distinct financial-services models: MORN is a research and data provider, NDAQ is an exchange and financial-technology operator, and SCHW is a brokerage and banking franchise.
- Valuation diverges sharply: MORN trades near a forward price-to-earnings (P/E) multiple of roughly 16x, while NDAQ carries a higher multiple and SCHW sits in between on a trailing basis.
- Momentum is mixed: MORN has outperformed over the trailing three months, while NDAQ and SCHW have been roughly flat to slightly lower year to date.
- Growth profiles differ: NDAQ is scaling recurring software and index revenue, SCHW benefits from record client activity, and MORN is monetizing its data assets through AI partnerships.
- Rate and sentiment sensitivity vary: SCHW is most exposed to interest rates and client cash behavior, whereas MORN and NDAQ are more tied to data, listing, and trading activity.
- Insider activity is a shared caution signal: all three names have shown notable insider selling over recent months.
Introduction
Investors and traders weighing opportunities across the financial-services sector often encounter three very different businesses under one umbrella: independent investment research, exchange infrastructure, and retail brokerage. MORN, NDAQ, and SCHW each capture a distinct slice of how capital markets generate revenue. This stock comparison examines their recent relative performance, business drivers, and market positioning. It is most relevant to investors seeking exposure to financial data and software, market operators, or wealth-management platforms, as well as to traders evaluating momentum and sentiment shifts across the sector in the current market environment.
MORN Overview and Recent Performance
Morningstar, Inc. (MORN) is a Chicago-based provider of independent investment research, ratings, data, and software. Its flagship products include Morningstar Direct, the PitchBook private-market data platform, and its wealth-management offerings. Recent market activity has been volatile: the stock has gained roughly 20% or more over the trailing three months, yet it remains modestly lower on a year-to-date basis after giving back a portion of that advance in recent weeks. Sentiment has been shaped by a series of product developments, including the launch of Morningstar Direct AI, an expanded partnership with Envestnet for public/private portfolios, and the integration of PitchBook data into a major enterprise AI platform. These catalysts underscore Morningstar's effort to reposition its data franchise around artificial intelligence, even as continued insider selling has tempered enthusiasm. The company has also maintained its quarterly dividend, providing a modest yield near 1%.
NDAQ Overview and Recent Performance
Nasdaq, Inc. (NDAQ) operates a diversified portfolio spanning equities and derivatives exchanges, market data, index licensing, listings, and financial-technology software. Its business has shifted toward recurring "Solutions" revenue rather than transaction fees alone. Recent quarters have been strong operationally, with double-digit revenue growth across divisions and index-related assets under management (AUM) exceeding $1 trillion for the first time. Despite this momentum, the stock has lagged its underlying business, trading slightly lower year to date within a wide range. Catalysts include a planned expansion to 23-hour trading, the acquisition of off-exchange venue LeveL Markets, and an investment in crypto exchange Kraken aimed at tokenized securities. Analysts broadly rate the shares a Buy, though valuation remains a point of debate given a trailing P/E multiple in the mid-20s and a premium to some intrinsic-value estimates.
SCHW Overview and Recent Performance
The Charles Schwab Corporation (SCHW) is one of the largest U.S. brokerage and wealth-management firms, serving tens of millions of client accounts alongside banking and advisory services. The company reported record quarterly results in recent periods, driven by higher asset-management fees, trading revenue, and new client activity. Relative performance has been more muted in recent weeks, with the stock fluctuating in the mid-$90s and roughly flat year to date. Key developments include an agreement to acquire Forge Global to expand access to private markets, a planned dual listing on the Texas Stock Exchange, and the rollout of a generative AI assistant. However, sentiment remains split: analysts debate the durability of elevated trading revenue and the lingering overhang of "cash sorting," the movement of client cash into higher-yielding products, which affects the bank's interest income. Rate sensitivity and client-cash behavior remain central risks.
Trending AI Robots
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Head-to-Head Comparison
These three companies compete for different pools of financial-services revenue, which produces meaningful trade-offs. MORN offers the most asset-light, data-centric model with high profitability and growth characteristics, but it is the smallest of the three and carries the most concentrated dependence on research and software subscriptions. NDAQ blends steady recurring solutions revenue with cyclical trading and listing activity, giving it a balanced growth profile but a richer valuation that leaves less margin for error. SCHW is the largest by market capitalization and the most sensitive to interest rates and client cash allocation, pairing strong near-term earnings momentum with structural questions about cash sorting and competition in wealth management. On momentum, MORN has shown the strongest recent three-month advance, while NDAQ and SCHW have been more range-bound. Risk profiles also differ: SCHW faces rate and deposit dynamics, NDAQ faces execution and competition risks, and MORN faces adoption risk for its AI-enabled products. Investor sentiment reflects these contrasts, with analysts most constructive on NDAQ's upside potential and more divided on SCHW's valuation.
Tickeron AI Verdict
Based on observable trend consistency, catalyst quality, and relative positioning, Tickeron's AI would likely lean toward MORN as the current favorite among the three. Its combination of improving three-month momentum, a comparatively lower forward valuation, and a visible pipeline of AI and data-licensing catalysts offers a favorable balance of trend and stability. NDAQ presents a credible alternative given its recurring-revenue transformation and broad analyst support, but its richer multiple and lagging share price may temper conviction. SCHW shows strong fundamentals yet faces the most persistent structural overhangs. This assessment is probabilistic and based on current, observable market conditions rather than a definitive prediction of future returns.
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: price rose above 50-day moving average on October 08, 2026
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. In 27 of 41 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 66%.
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 45 of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 52%.
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 24 of 46 cases over the following month. The odds of a continued upward trend are 52%.
Following a +1.89% 3-day Advance, the price is estimated to grow further. Considering data from situations where MORN advanced for three days, in 172 of 309 cases, the price rose further within the following month. The odds of a continued upward trend are 56%.
MORN may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 5 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 10-day moving average for MORN crossed bearishly below the 50-day moving average on September 28, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 6 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 33%.
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 61%.
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 44 (best 1 - 100 worst), indicating steady price growth. MORN’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 65 (best 1 - 100 worst) indicates that the company is fair valued 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 (7.018) is normal, around the industry mean (-5.093). P/E Ratio (18.226) is within average values for comparable stocks, (25.252). Projected Growth (PEG Ratio) (0.770) is also within normal values, averaging (1.780). Dividend Yield (0.010) 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 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 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 77, placing this stock worse than average.
NDAQ's RSI Indicator recovers from oversold territory
The RSI Indicator for NDAQ moved out of oversold territory on September 17, 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 23 similar instances when the indicator left oversold territory. In 16 of the 23 cases the stock moved higher. This puts the odds of a move higher at 70%.
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 52 of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 65%.
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 27 of 44 cases over the following month. The odds of a continued upward trend are 61%.
Following a +2.08% 3-day Advance, the price is estimated to grow further. Considering data from situations where NDAQ advanced for three days, in 226 of 357 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 33 of 60 cases where NDAQ's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 55%.
NDAQ moved below its 50-day moving average on September 24, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for NDAQ crossed bearishly below the 50-day moving average on September 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 15 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 47%.
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%.
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 Profit vs. Risk Rating rating for this company is 32 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 48 (best 1 - 100 worst), indicating steady 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 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 PE Growth Rating for this company is 65 (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 82 (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 (4.318) is normal, around the industry mean (-5.093). P/E Ratio (27.003) is within average values for comparable stocks, (25.252). Projected Growth (PEG Ratio) (1.712) is also within normal values, averaging (1.780). Dividend Yield (0.013) settles around the average of (0.018) among similar stocks. P/S Ratio (5.831) is also within normal values, averaging (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.
SCHW's Indicator enters downward trend
The Aroon Indicator for SCHW entered a downward trend on October 15, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 114 similar instances where the Aroon Indicator formed such a pattern. In 68 of the 114 cases the stock moved lower. This puts the odds of a downward move at 60%.
Technical Analysis (Indicators)
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 8 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 57%.
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%.
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 suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 38 of 56 cases where SCHW's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 68%.
Following a +2.15% 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHW advanced for three days, in 190 of 325 cases, the price rose further within the following month. The odds of a continued upward trend are 58%.
SCHW may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call 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 57 (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 Profit vs. Risk Rating rating for this company is 61 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 78 (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 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 86 (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 (3.870) is normal, around the industry mean (4.320). P/E Ratio (17.905) is within average values for comparable stocks, (30.932). Projected Growth (PEG Ratio) (0.832) is also within normal values, averaging (0.809). Dividend Yield (0.013) settles around the average of (0.016) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (16.763).
MORN | NDAQ | SCHW | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 24 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 65 Fair valued | 82 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 32 | 61 | |
SMR RATING 1..100 | 31 | 52 | 5 | |
PRICE GROWTH RATING 1..100 | 44 | 48 | 57 | |
P/E GROWTH RATING 1..100 | 72 | 65 | 78 | |
SEASONALITY SCORE 1..100 | 85 | 85 | 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.
MORN's Valuation (65) in the Financial Publishing Or Services industry is in the same range as NDAQ (82) in the Investment Banks Or Brokers industry, and is in the same range as SCHW (86) 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 (32) in the Investment Banks Or Brokers industry is in the same range as SCHW (61) 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 similarly to 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.
MORN's Price Growth Rating (44) in the Financial Publishing Or Services industry is in the same range as NDAQ (48) in the Investment Banks Or Brokers industry, and is in the same range as SCHW (57) 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 P/E Growth Rating (65) in the Investment Banks Or Brokers industry is in the same range as MORN (72) in the Financial Publishing Or Services industry, and is in the same range as SCHW (78) 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 (%) | N/A | 1 day ago 70% | 1 day ago 76% |
| Stochastic ODDS (%) | 1 day ago 65% | 1 day ago 55% | 1 day ago 68% |
| Momentum ODDS (%) | 1 day ago 52% | 1 day ago 65% | N/A |
| MACD ODDS (%) | 1 day ago 52% | 1 day ago 61% | 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 (%) | 7 days ago 56% | 4 days ago 63% | 25 days ago 58% |
| Declines ODDS (%) | 17 days ago 61% | 2 days ago 51% | 9 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 55% | N/A | 1 day ago 71% |
| Aroon ODDS (%) | 1 day ago 67% | 1 day ago 50% | 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).
MORN’s FA Score shows that 1 FA rating(s) are green while NDAQ’s FA Score has 1 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: 1 green, 4 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 4 bullish TA indicator(s), and SCHW’s TA Score reflects 4 bullish TA indicator(s).
- MORN’s TA Score: 5 bullish, 4 bearish.
- NDAQ’s TA Score: 4 bullish, 5 bearish.
- SCHW’s TA Score: 4 bullish, 5 bearish.
Price Growth
MORN (@Financial Publishing/Services) experienced а +3.21% price change this week, while NDAQ (@Financial Publishing/Services) price change was +1.22% , and SCHW (@Investment Banks/Brokers) price fluctuated -2.80% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +2.41%. For the same industry, the average monthly price growth was +2.88%, and the average quarterly price growth was +4.21%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -4.97%. For the same industry, the average monthly price growth was -3.16%, and the average quarterly price growth was -13.18%.
Reported Earning Dates
MORN is expected to report earnings on Oct 28, 2026.
NDAQ is expected to report earnings on Oct 22, 2026.
SCHW is expected to report earnings on Jan 19, 2027.
Industries' Descriptions
@Financial Publishing/Services (+2.41% 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 (-4.97% 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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MORN and
Correlation & Price change
A.I.dvisor indicates that over the last year, MORN has been loosely correlated with JEF. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if MORN jumps, then JEF could also see price increases.
| Ticker / NAME | Correlation To MORN | 1D Price Change % | ||
|---|---|---|---|---|
| MORN | 100% | +2.59% | ||
| JEF - MORN | 64% Loosely correlated | +2.25% | ||
| SF - MORN | 63% Loosely correlated | +1.31% | ||
| PIPR - MORN | 63% Loosely correlated | +0.14% | ||
| SPGI - MORN | 63% Loosely correlated | +3.97% | ||
| GS - MORN | 62% Loosely correlated | +1.43% | ||
More | ||||
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% | +1.67% | ||
| JEF - NDAQ | 71% Closely correlated | +2.25% | ||
| MS - NDAQ | 71% Closely correlated | +0.33% | ||
| GS - NDAQ | 70% Closely correlated | +1.43% | ||
| RJF - NDAQ | 69% Closely correlated | +0.08% | ||
| SF - NDAQ | 66% Closely correlated | +1.31% | ||
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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% | -2.73% | ||
| RJF - SCHW | 72% Closely correlated | +0.08% | ||
| LPLA - SCHW | 68% Closely correlated | +1.27% | ||
| NDAQ - SCHW | 62% Loosely correlated | +1.67% | ||
| MORN - SCHW | 57% Loosely correlated | +2.59% | ||
| SPGI - SCHW | 56% Loosely correlated | +3.97% | ||
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