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).
AATRL’s FA Score shows that 1 FA rating(s) are green whileFHI’s FA Score has 3 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.
AATRL’s TA Score shows that 2 TA indicator(s) are bullish while FHI’s TA Score has 3 bullish TA indicator(s).
AATRL (@Investment Managers) experienced а 0.00% price change this week, while FHI (@Investment Managers) price change was +0.55% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.42%. For the same industry, the average monthly price growth was +2.37%, and the average quarterly price growth was +9.96%.
FHI is expected to report earnings on Apr 23, 2026.
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.
| AATRL | FHI | AATRL / FHI | |
| Capitalization | N/A | 4.09B | - |
| EBITDA | N/A | 554M | - |
| Gain YTD | 0.000 | 1.402 | - |
| P/E Ratio | N/A | 10.29 | - |
| Revenue | N/A | 1.74B | - |
| Total Cash | N/A | 647M | - |
| Total Debt | N/A | 461M | - |
AATRL | FHI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 49 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 24 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 18 | |
SMR RATING 1..100 | 100 | 29 | |
PRICE GROWTH RATING 1..100 | 46 | 49 | |
P/E GROWTH RATING 1..100 | 100 | 68 | |
SEASONALITY SCORE 1..100 | 53 | 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.
AATRL's Valuation (15) in the null industry is in the same range as FHI (24). This means that AATRL’s stock grew similarly to FHI’s over the last 12 months.
FHI's Profit vs Risk Rating (18) in the null industry is significantly better than the same rating for AATRL (100). This means that FHI’s stock grew significantly faster than AATRL’s over the last 12 months.
FHI's SMR Rating (29) in the null industry is significantly better than the same rating for AATRL (100). This means that FHI’s stock grew significantly faster than AATRL’s over the last 12 months.
AATRL's Price Growth Rating (46) in the null industry is in the same range as FHI (49). This means that AATRL’s stock grew similarly to FHI’s over the last 12 months.
FHI's P/E Growth Rating (68) in the null industry is in the same range as AATRL (100). This means that FHI’s stock grew similarly to AATRL’s over the last 12 months.
| AATRL | FHI | |
|---|---|---|
| RSI ODDS (%) | N/A | 6 days ago 52% |
| Stochastic ODDS (%) | 3 days ago 46% | 1 day ago 54% |
| Momentum ODDS (%) | N/A | 1 day ago 51% |
| MACD ODDS (%) | 3 days ago 53% | 1 day ago 47% |
| TrendWeek ODDS (%) | 3 days ago 47% | 1 day ago 62% |
| TrendMonth ODDS (%) | 3 days ago 52% | 1 day ago 59% |
| Advances ODDS (%) | N/A | 3 days ago 62% |
| Declines ODDS (%) | N/A | 9 days ago 53% |
| BollingerBands ODDS (%) | N/A | 1 day ago 69% |
| Aroon ODDS (%) | 3 days ago 69% | 1 day ago 63% |
A.I.dvisor tells us that AATRL and APAM have been poorly correlated (+29% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that AATRL and APAM's prices will move in lockstep.
| Ticker / NAME | Correlation To AATRL | 1D Price Change % | ||
|---|---|---|---|---|
| AATRL | 100% | N/A | ||
| APAM - AATRL | 29% Poorly correlated | -1.94% | ||
| VRTS - AATRL | 29% Poorly correlated | -6.20% | ||
| CNS - AATRL | 26% Poorly correlated | -3.60% | ||
| BEN - AATRL | 26% Poorly correlated | -0.26% | ||
| FHI - AATRL | 25% Poorly correlated | -1.71% | ||
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A.I.dvisor indicates that over the last year, FHI has been closely correlated with JHG. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if FHI jumps, then JHG could also see price increases.
| Ticker / NAME | Correlation To FHI | 1D Price Change % | ||
|---|---|---|---|---|
| FHI | 100% | -1.71% | ||
| JHG - FHI | 70% Closely correlated | -0.27% | ||
| APAM - FHI | 70% Closely correlated | -1.94% | ||
| BLK - FHI | 69% Closely correlated | -4.43% | ||
| SEIC - FHI | 69% Closely correlated | -5.14% | ||
| TROW - FHI | 68% Closely correlated | -3.74% | ||
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