JBARF
Price
$63.13
Change
+$0.56 (+0.89%)
Updated
Dec 20 closing price
LBGUF
Price
$53.11
Change
+$2.35 (+4.63%)
Updated
Oct 16 closing price
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JBARF vs LBGUF

Header iconJBARF vs LBGUF Comparison
Open Charts JBARF vs LBGUFBanner chart's image
Julius Baer Group
Price$63.13
Change+$0.56 (+0.89%)
Volume$959
CapitalizationN/A
LE Lundbergfoeretagen AB
Price$53.11
Change+$2.35 (+4.63%)
Volume$352
CapitalizationN/A
JBARF vs LBGUF Comparison Chart
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JBARF vs. LBGUF 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 JBARF is a Hold and LBGUF is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (JBARF: $63.13 vs. LBGUF: $53.11)
Brand notoriety: JBARF and LBGUF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: JBARF: 164% vs. LBGUF: 100%
Market capitalization -- JBARF: $14.48B vs. LBGUF: $10.92B
JBARF [@Investment Managers] is valued at $14.48B. LBGUF’s [@Investment Managers] market capitalization is $10.92B. 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).

JBARF’s FA Score shows that 3 FA rating(s) are green whileLBGUF’s FA Score has 0 green FA rating(s).

  • JBARF’s FA Score: 3 green, 2 red.
  • LBGUF’s FA Score: 0 green, 5 red.
According to our system of comparison, JBARF is a better buy in the long-term than LBGUF.

Price Growth

JBARF (@Investment Managers) experienced а -7.08% price change this week, while LBGUF (@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 -1.79%. For the same industry, the average monthly price growth was -1.10%, and the average quarterly price growth was +8.10%.

Industries' Descriptions

@Investment Managers (-1.79% 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
JBARF($14.5B) has a higher market cap than LBGUF($10.9B). LBGUF has higher P/E ratio than JBARF: LBGUF (16.81) vs JBARF (12.22). JBARF (11.105) and LBGUF (10.636) have similar YTD gains . JBARF has less debt than LBGUF: JBARF (17.3B) vs LBGUF (20.8B). LBGUF has higher revenues than JBARF: LBGUF (32.6B) vs JBARF (3.87B).
JBARFLBGUFJBARF / LBGUF
Capitalization14.5B10.9B133%
EBITDAN/A13.5B-
Gain YTD11.10510.636104%
P/E Ratio12.2216.8173%
Revenue3.87B32.6B12%
Total CashN/A2.79B-
Total Debt17.3B20.8B83%
FUNDAMENTALS RATINGS
JBARF vs LBGUF: Fundamental Ratings
JBARF
LBGUF
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
21
Undervalued
35
Fair valued
PROFIT vs RISK RATING
1..100
48100
SMR RATING
1..100
1198
PRICE GROWTH RATING
1..100
4450
P/E GROWTH RATING
1..100
576
SEASONALITY SCORE
1..100
6530

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.

JBARF's Valuation (21) in the null industry is in the same range as LBGUF (35). This means that JBARF’s stock grew similarly to LBGUF’s over the last 12 months.

JBARF's Profit vs Risk Rating (48) in the null industry is somewhat better than the same rating for LBGUF (100). This means that JBARF’s stock grew somewhat faster than LBGUF’s over the last 12 months.

JBARF's SMR Rating (11) in the null industry is significantly better than the same rating for LBGUF (98). This means that JBARF’s stock grew significantly faster than LBGUF’s over the last 12 months.

JBARF's Price Growth Rating (44) in the null industry is in the same range as LBGUF (50). This means that JBARF’s stock grew similarly to LBGUF’s over the last 12 months.

JBARF's P/E Growth Rating (5) in the null industry is significantly better than the same rating for LBGUF (76). This means that JBARF’s stock grew significantly faster than LBGUF’s over the last 12 months.

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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JBARF and

Correlation & Price change

A.I.dvisor tells us that JBARF and JBAXY have been poorly correlated (+27% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that JBARF and JBAXY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBARF
1D Price
Change %
JBARF100%
+0.89%
JBAXY - JBARF
27%
Poorly correlated
+0.63%
FNCSF - JBARF
21%
Poorly correlated
N/A
LBGUF - JBARF
12%
Poorly correlated
N/A
IGIFF - JBARF
10%
Poorly correlated
+0.19%
IVSXF - JBARF
9%
Poorly correlated
N/A
More

LBGUF and

Correlation & Price change

A.I.dvisor tells us that LBGUF and CION have been poorly correlated (+24% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that LBGUF and CION's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LBGUF
1D Price
Change %
LBGUF100%
N/A
CION - LBGUF
24%
Poorly correlated
+0.52%
BX - LBGUF
21%
Poorly correlated
+1.14%
NMFC - LBGUF
21%
Poorly correlated
+0.81%
AMDUF - LBGUF
20%
Poorly correlated
N/A
MGPUF - LBGUF
14%
Poorly correlated
-0.40%
More