ADLRF
Price
$13.65
Change
-$0.00 (-0.00%)
Updated
Oct 16 closing price
ENDI
Price
$9.75
Change
-$0.00 (-0.00%)
Updated
Nov 6 closing price
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ADLRF vs ENDI

Header iconADLRF vs ENDI Comparison
Open Charts ADLRF vs ENDIBanner chart's image
ALARIS EQUITY PARTNERS INCOME TR
Price$13.65
Change-$0.00 (-0.00%)
Volume$500
CapitalizationN/A
ENDI
Price$9.75
Change-$0.00 (-0.00%)
Volume$2.43K
CapitalizationN/A
ADLRF vs ENDI Comparison Chart
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ADLRF vs. ENDI commentary
Nov 16, 2024

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 ADLRF is a Hold and ENDI is a Hold.

COMPARISON
Comparison
Nov 16, 2024
Stock price -- (ADLRF: $13.65 vs. ENDI: $9.75)
Brand notoriety: ADLRF and ENDI are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: ADLRF: 123% vs. ENDI: 109%
Market capitalization -- ADLRF: $540.72M vs. ENDI: $19.08M
ADLRF [@Investment Managers] is valued at $540.72M. ENDI’s [@Investment Managers] market capitalization is $19.08M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.91B.

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 undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

ADLRF’s FA Score shows that 1 FA rating(s) are green whileENDI’s FA Score has 1 green FA rating(s).

  • ADLRF’s FA Score: 1 green, 4 red.
  • ENDI’s FA Score: 1 green, 4 red.
According to our system of comparison, ENDI is a better buy in the long-term than ADLRF.

Price Growth

ADLRF (@Investment Managers) experienced а 0.00% price change this week, while ENDI (@Investment Managers) price change was 0.00% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.71%. For the same industry, the average monthly price growth was +2.02%, and the average quarterly price growth was +5.28%.

Reported Earning Dates

ENDI is expected to report earnings on May 13, 2022.

Industries' Descriptions

@Investment Managers (+0.71% 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.

FUNDAMENTALS
Fundamentals
ADLRF($541M) has a higher market cap than ENDI($19.1M). ENDI has higher P/E ratio than ADLRF: ENDI (11.72) vs ADLRF (6.59). ENDI YTD gains are higher at: 142.537 vs. ADLRF (13.551). ADLRF has higher annual earnings (EBITDA): 159M vs. ENDI (114K). ADLRF has more cash in the bank: 24.9M vs. ENDI (16.2M). ADLRF has higher revenues than ENDI: ADLRF (190M) vs ENDI (7.87M).
ADLRFENDIADLRF / ENDI
Capitalization541M19.1M2,832%
EBITDA159M114K139,474%
Gain YTD13.551142.53710%
P/E Ratio6.5911.7256%
Revenue190M7.87M2,415%
Total Cash24.9M16.2M154%
Total Debt300MN/A-
FUNDAMENTALS RATINGS
ENDI: Fundamental Ratings
ENDI
OUTLOOK RATING
1..100
31
VALUATION
overvalued / fair valued / undervalued
1..100
59
Fair valued
PROFIT vs RISK RATING
1..100
43
SMR RATING
1..100
78
PRICE GROWTH RATING
1..100
39
P/E GROWTH RATING
1..100
24
SEASONALITY SCORE
1..100
n/a

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.

TECHNICAL ANALYSIS
Technical Analysis
RSI
ODDS (%)
Stochastic
ODDS (%)
Momentum
ODDS (%)
MACD
ODDS (%)
TrendWeek
ODDS (%)
TrendMonth
ODDS (%)
Advances
ODDS (%)
Declines
ODDS (%)
BollingerBands
ODDS (%)
Aroon
ODDS (%)
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ADLRF and

Correlation & Price change

A.I.dvisor tells us that ADLRF and UBAAF have been poorly correlated (+33% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ADLRF and UBAAF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADLRF
1D Price
Change %
ADLRF100%
N/A
UBAAF - ADLRF
33%
Poorly correlated
-1.27%
LRFC - ADLRF
29%
Poorly correlated
+2.54%
SRXXF - ADLRF
22%
Poorly correlated
N/A
CLSPF - ADLRF
17%
Poorly correlated
+18.66%
ENDI - ADLRF
10%
Poorly correlated
N/A
More

ENDI and

Correlation & Price change

A.I.dvisor tells us that ENDI and MONTF have been poorly correlated (+23% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ENDI and MONTF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ENDI
1D Price
Change %
ENDI100%
N/A
MONTF - ENDI
23%
Poorly correlated
N/A
ADLRF - ENDI
10%
Poorly correlated
N/A
BAM - ENDI
10%
Poorly correlated
-0.90%
JPPYY - ENDI
6%
Poorly correlated
N/A
CRBG - ENDI
5%
Poorly correlated
-0.75%
More