IVSBF
Price
$26.11
Change
+$0.20 (+0.77%)
Updated
Dec 20 closing price
PGPHF
Price
$1321.82
Change
-$30.82 (-2.28%)
Updated
Dec 20 closing price
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IVSBF vs PGPHF

Header iconIVSBF vs PGPHF Comparison
Open Charts IVSBF vs PGPHFBanner chart's image
Investors AB
Price$26.11
Change+$0.20 (+0.77%)
Volume$3.43K
CapitalizationN/A
Partners Group Holding Zug Namen-Akt
Price$1321.82
Change-$30.82 (-2.28%)
Volume$104
CapitalizationN/A
IVSBF vs PGPHF Comparison Chart
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IVSBF vs. PGPHF 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 IVSBF is a Hold and PGPHF is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (IVSBF: $26.10 vs. PGPHF: $1321.82)
Brand notoriety: IVSBF and PGPHF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVSBF: 116% vs. PGPHF: 251%
Market capitalization -- IVSBF: $62.33B vs. PGPHF: $29.13B
IVSBF [@Investment Managers] is valued at $62.33B. PGPHF’s [@Investment Managers] market capitalization is $29.13B. 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).

IVSBF’s FA Score shows that 2 FA rating(s) are green whilePGPHF’s FA Score has 1 green FA rating(s).

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

Price Growth

IVSBF (@Investment Managers) experienced а -2.97% price change this week, while PGPHF (@Investment Managers) price change was -6.67% 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%.

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.

FUNDAMENTALS
Fundamentals
IVSBF($62.3B) has a higher market cap than PGPHF($29.1B). PGPHF has higher P/E ratio than IVSBF: PGPHF (25.71) vs IVSBF (4.72). IVSBF YTD gains are higher at: 13.549 vs. PGPHF (-8.746). IVSBF has more cash in the bank: 10.4B vs. PGPHF (307M). PGPHF has less debt than IVSBF: PGPHF (1.13B) vs IVSBF (96.1B). IVSBF has higher revenues than PGPHF: IVSBF (189B) vs PGPHF (2.33B).
IVSBFPGPHFIVSBF / PGPHF
Capitalization62.3B29.1B214%
EBITDAN/A1.57B-
Gain YTD13.549-8.746-155%
P/E Ratio4.7225.7118%
Revenue189B2.33B8,098%
Total Cash10.4B307M3,388%
Total Debt96.1B1.13B8,497%
FUNDAMENTALS RATINGS
IVSBF vs PGPHF: Fundamental Ratings
IVSBF
PGPHF
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
26
Undervalued
89
Overvalued
PROFIT vs RISK RATING
1..100
3156
SMR RATING
1..100
9817
PRICE GROWTH RATING
1..100
5758
P/E GROWTH RATING
1..100
9044
SEASONALITY SCORE
1..100
34n/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.

IVSBF's Valuation (26) in the null industry is somewhat better than the same rating for PGPHF (89). This means that IVSBF’s stock grew somewhat faster than PGPHF’s over the last 12 months.

IVSBF's Profit vs Risk Rating (31) in the null industry is in the same range as PGPHF (56). This means that IVSBF’s stock grew similarly to PGPHF’s over the last 12 months.

PGPHF's SMR Rating (17) in the null industry is significantly better than the same rating for IVSBF (98). This means that PGPHF’s stock grew significantly faster than IVSBF’s over the last 12 months.

IVSBF's Price Growth Rating (57) in the null industry is in the same range as PGPHF (58). This means that IVSBF’s stock grew similarly to PGPHF’s over the last 12 months.

PGPHF's P/E Growth Rating (44) in the null industry is somewhat better than the same rating for IVSBF (90). This means that PGPHF’s stock grew somewhat faster than IVSBF’s over the last 12 months.

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVSBF
1D Price
Change %
IVSBF100%
+0.79%
TGOPY - IVSBF
23%
Poorly correlated
+0.58%
HALFF - IVSBF
22%
Poorly correlated
N/A
PGPHF - IVSBF
20%
Poorly correlated
-2.28%
JBAXY - IVSBF
17%
Poorly correlated
+0.63%
IGIFF - IVSBF
17%
Poorly correlated
+0.19%
More

PGPHF and

Correlation & Price change

A.I.dvisor tells us that PGPHF and JBAXY have been poorly correlated (+28% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that PGPHF and JBAXY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PGPHF
1D Price
Change %
PGPHF100%
-2.28%
JBAXY - PGPHF
28%
Poorly correlated
+0.63%
TGOPY - PGPHF
23%
Poorly correlated
+0.58%
IVSBF - PGPHF
21%
Poorly correlated
+0.79%
ONEXF - PGPHF
17%
Poorly correlated
-0.53%
LBGUF - PGPHF
8%
Poorly correlated
N/A
More