HRGLF
Price
$13.65
Change
+$0.50 (+3.80%)
Updated
Dec 12 closing price
JBAXY
Price
$12.85
Change
+$0.08 (+0.63%)
Updated
Dec 20 closing price
38 days until earnings call
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HRGLF vs JBAXY

Header iconHRGLF vs JBAXY Comparison
Open Charts HRGLF vs JBAXYBanner chart's image
Hargreaves Lansdown
Price$13.65
Change+$0.50 (+3.80%)
Volume$428
CapitalizationN/A
Julius Baer Group
Price$12.85
Change+$0.08 (+0.63%)
Volume$155.57K
CapitalizationN/A
HRGLF vs JBAXY Comparison Chart
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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HRGLF vs. JBAXY 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 HRGLF is a Hold and JBAXY is a StrongBuy.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (HRGLF: $13.65 vs. JBAXY: $12.85)
Brand notoriety: HRGLF and JBAXY are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HRGLF: 57% vs. JBAXY: 177%
Market capitalization -- HRGLF: $5.19B vs. JBAXY: $14.48B
HRGLF [@Investment Managers] is valued at $5.19B. JBAXY’s [@Investment Managers] market capitalization is $14.48B. 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).

HRGLF’s FA Score shows that 2 FA rating(s) are green whileJBAXY’s FA Score has 4 green FA rating(s).

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

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.

JBAXY’s TA Score shows that 6 TA indicator(s) are bullish.

  • JBAXY’s TA Score: 6 bullish, 4 bearish.

Price Growth

HRGLF (@Investment Managers) experienced а 0.00% price change this week, while JBAXY (@Investment Managers) price change was -2.87% 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

JBAXY is expected to report earnings on Jan 30, 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
JBAXY($14.5B) has a higher market cap than HRGLF($5.19B). HRGLF has higher P/E ratio than JBAXY: HRGLF (15.02) vs JBAXY (13.25). HRGLF YTD gains are higher at: 46.774 vs. JBAXY (21.240). JBAXY has higher revenues than HRGLF: JBAXY (3.87B) vs HRGLF (642M).
HRGLFJBAXYHRGLF / JBAXY
Capitalization5.19B14.5B36%
EBITDA331MN/A-
Gain YTD46.77421.240220%
P/E Ratio15.0213.25113%
Revenue642M3.87B17%
Total Cash446MN/A-
Total Debt14.6MN/A-
FUNDAMENTALS RATINGS
HRGLF vs JBAXY: Fundamental Ratings
HRGLF
JBAXY
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
100
Overvalued
22
Undervalued
PROFIT vs RISK RATING
1..100
10032
SMR RATING
1..100
2211
PRICE GROWTH RATING
1..100
4843
P/E GROWTH RATING
1..100
134
SEASONALITY SCORE
1..100
n/a17

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.

JBAXY's Valuation (22) in the null industry is significantly better than the same rating for HRGLF (100). This means that JBAXY’s stock grew significantly faster than HRGLF’s over the last 12 months.

JBAXY's Profit vs Risk Rating (32) in the null industry is significantly better than the same rating for HRGLF (100). This means that JBAXY’s stock grew significantly faster than HRGLF’s over the last 12 months.

JBAXY's SMR Rating (11) in the null industry is in the same range as HRGLF (22). This means that JBAXY’s stock grew similarly to HRGLF’s over the last 12 months.

JBAXY's Price Growth Rating (43) in the null industry is in the same range as HRGLF (48). This means that JBAXY’s stock grew similarly to HRGLF’s over the last 12 months.

JBAXY's P/E Growth Rating (4) in the null industry is in the same range as HRGLF (13). This means that JBAXY’s stock grew similarly to HRGLF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JBAXY
RSI
ODDS (%)
Bearish Trend 4 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
57%
Momentum
ODDS (%)
Bearish Trend 4 days ago
55%
MACD
ODDS (%)
Bearish Trend 4 days ago
63%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
60%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
53%
Advances
ODDS (%)
Bullish Trend 4 days ago
63%
Declines
ODDS (%)
Bearish Trend 6 days ago
62%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
71%
Aroon
ODDS (%)
Bullish Trend 4 days ago
45%
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JBAXY
Daily Signalchanged days ago
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HRGLF and

Correlation & Price change

A.I.dvisor tells us that HRGLF and JBAXY have been poorly correlated (+11% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HRGLF and JBAXY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRGLF
1D Price
Change %
HRGLF100%
N/A
JBAXY - HRGLF
11%
Poorly correlated
+0.63%
IGIFF - HRGLF
9%
Poorly correlated
+0.19%
GLAE - HRGLF
7%
Poorly correlated
N/A
HALFF - HRGLF
6%
Poorly correlated
N/A
JBARF - HRGLF
5%
Poorly correlated
+0.89%
More

JBAXY and

Correlation & Price change

A.I.dvisor tells us that JBAXY and TGOPY have been poorly correlated (+29% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that JBAXY and TGOPY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBAXY
1D Price
Change %
JBAXY100%
+0.63%
TGOPY - JBAXY
29%
Poorly correlated
+0.58%
PGPHF - JBAXY
27%
Poorly correlated
-2.28%
JBARF - JBAXY
27%
Poorly correlated
+0.89%
ARES - JBAXY
22%
Poorly correlated
+2.90%
IGIFF - JBAXY
21%
Poorly correlated
+0.19%
More