BN
Price
$56.09
Change
+$0.60 (+1.08%)
Updated
Dec 20 closing price
45 days until earnings call
VRTS
Price
$221.00
Change
+$3.12 (+1.43%)
Updated
Dec 20 closing price
39 days until earnings call
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BN vs VRTS

Header iconBN vs VRTS Comparison
Open Charts BN vs VRTSBanner chart's image
Brookfield
Price$56.09
Change+$0.60 (+1.08%)
Volume$2.87M
CapitalizationN/A
Virtus Investment Partners
Price$221.00
Change+$3.12 (+1.43%)
Volume$196.4K
CapitalizationN/A
BN vs VRTS Comparison Chart
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BN
Daily Signalchanged days ago
Gain/Loss if bought
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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VS
BN vs. VRTS commentary
Dec 23, 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 BN is a Hold and VRTS is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (BN: $56.09 vs. VRTS: $221.00)
Brand notoriety: BN and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BN: 152% vs. VRTS: 555%
Market capitalization -- BN: $62.67B vs. VRTS: $1.71B
BN [@Investment Managers] is valued at $62.67B. VRTS’s [@Investment Managers] market capitalization is $1.71B. 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).

BN’s FA Score shows that 2 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • BN’s FA Score: 2 green, 3 red.
  • VRTS’s FA Score: 1 green, 4 red.
According to our system of comparison, VRTS is a better buy in the long-term than BN.

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.

BN’s TA Score shows that 5 TA indicator(s) are bullish while VRTS’s TA Score has 5 bullish TA indicator(s).

  • BN’s TA Score: 5 bullish, 4 bearish.
  • VRTS’s TA Score: 5 bullish, 4 bearish.
According to our system of comparison, both BN and VRTS are a good buy in the short-term.

Price Growth

BN (@Investment Managers) experienced а -4.28% price change this week, while VRTS (@Investment Managers) price change was -7.80% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.17%. For the same industry, the average monthly price growth was +0.69%, and the average quarterly price growth was +9.08%.

Reported Earning Dates

BN is expected to report earnings on Feb 06, 2025.

VRTS is expected to report earnings on Jan 31, 2025.

Industries' Descriptions

@Investment Managers (-2.17% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BN($62.7B) has a higher market cap than VRTS($1.72B). BN has higher P/E ratio than VRTS: BN (67.52) vs VRTS (13.66). BN YTD gains are higher at: 40.766 vs. VRTS (-5.382). BN has higher annual earnings (EBITDA): 30.7B vs. VRTS (434M). BN has more cash in the bank: 16.9B vs. VRTS (340M). VRTS has less debt than BN: VRTS (2.18B) vs BN (234B). BN has higher revenues than VRTS: BN (95.9B) vs VRTS (841M).
BNVRTSBN / VRTS
Capitalization62.7B1.72B3,656%
EBITDA30.7B434M7,074%
Gain YTD40.766-5.382-757%
P/E Ratio67.5213.66494%
Revenue95.9B841M11,403%
Total Cash16.9B340M4,971%
Total Debt234B2.18B10,754%
FUNDAMENTALS RATINGS
BN vs VRTS: Fundamental Ratings
BN
VRTS
OUTLOOK RATING
1..100
8076
VALUATION
overvalued / fair valued / undervalued
1..100
71
Overvalued
19
Undervalued
PROFIT vs RISK RATING
1..100
2343
SMR RATING
1..100
8756
PRICE GROWTH RATING
1..100
4255
P/E GROWTH RATING
1..100
1150
SEASONALITY SCORE
1..100
n/a50

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.

VRTS's Valuation (19) in the Investment Managers industry is somewhat better than the same rating for BN (71). This means that VRTS’s stock grew somewhat faster than BN’s over the last 12 months.

BN's Profit vs Risk Rating (23) in the Investment Managers industry is in the same range as VRTS (43). This means that BN’s stock grew similarly to VRTS’s over the last 12 months.

VRTS's SMR Rating (56) in the Investment Managers industry is in the same range as BN (87). This means that VRTS’s stock grew similarly to BN’s over the last 12 months.

BN's Price Growth Rating (42) in the Investment Managers industry is in the same range as VRTS (55). This means that BN’s stock grew similarly to VRTS’s over the last 12 months.

BN's P/E Growth Rating (11) in the Investment Managers industry is somewhat better than the same rating for VRTS (50). This means that BN’s stock grew somewhat faster than VRTS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BNVRTS
RSI
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
88%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
76%
Momentum
ODDS (%)
Bearish Trend 3 days ago
60%
Bearish Trend 3 days ago
67%
MACD
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
64%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
59%
Bearish Trend 3 days ago
65%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
65%
Advances
ODDS (%)
Bullish Trend 3 days ago
70%
N/A
Declines
ODDS (%)
Bearish Trend 5 days ago
64%
Bearish Trend 4 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 3 days ago
84%
Aroon
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
70%
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BN
Daily Signalchanged days ago
Gain/Loss if bought
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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BN and

Correlation & Price change

A.I.dvisor indicates that over the last year, BN has been closely correlated with BAM. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if BN jumps, then BAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BN
1D Price
Change %
BN100%
+1.08%
BAM - BN
80%
Closely correlated
+0.37%
BX - BN
70%
Closely correlated
+1.14%
JHG - BN
68%
Closely correlated
+2.04%
APAM - BN
67%
Closely correlated
+1.34%
TROW - BN
64%
Loosely correlated
+2.79%
More

VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been closely correlated with APAM. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTS jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
+1.43%
APAM - VRTS
66%
Closely correlated
+1.34%
JHG - VRTS
65%
Loosely correlated
+2.04%
BN - VRTS
61%
Loosely correlated
+1.08%
TROW - VRTS
61%
Loosely correlated
+2.79%
CNS - VRTS
60%
Loosely correlated
+2.01%
More