JBAXY
Price
$13.52
Change
-$0.11 (-0.81%)
Updated
Jul 3 closing price
Capitalization
14.48B
16 days until earnings call
PGPHF
Price
$1330.83
Change
+$51.38 (+4.02%)
Updated
Jul 3 closing price
Capitalization
29.13B
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JBAXY vs PGPHF

Header iconJBAXY vs PGPHF Comparison
Open Charts JBAXY vs PGPHFBanner chart's image
Julius Baer Group
Price$13.52
Change-$0.11 (-0.81%)
Volume$113.8K
Capitalization14.48B
Partners Group Holding Zug Namen-Akt
Price$1330.83
Change+$51.38 (+4.02%)
Volume$2
Capitalization29.13B
JBAXY vs PGPHF Comparison Chart in %
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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PGPHF
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY vs. PGPHF commentary
Jul 06, 2025

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 JBAXY is a StrongBuy and PGPHF is a Buy.

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COMPARISON
Comparison
Jul 06, 2025
Stock price -- (JBAXY: $13.49 vs. PGPHF: $1330.83)
Brand notoriety: JBAXY and PGPHF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: JBAXY: 39% vs. PGPHF: 2%
Market capitalization -- JBAXY: $14.48B vs. PGPHF: $29.13B
JBAXY [@Investment Managers] is valued at $14.48B. 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 $6.16B.

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).

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

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

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 5 TA indicator(s) are bullish while PGPHF’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

JBAXY (@Investment Managers) experienced а +1.89% price change this week, while PGPHF (@Investment Managers) price change was +4.13% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

JBAXY is expected to report earnings on Jul 22, 2025.

Industries' Descriptions

@Investment Managers (+2.13% 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
PGPHF($29.1B) has a higher market cap than JBAXY($14.5B). PGPHF has higher P/E ratio than JBAXY: PGPHF (25.71) vs JBAXY (13.25). JBAXY YTD gains are higher at: 10.440 vs. PGPHF (0.420). JBAXY has higher revenues than PGPHF: JBAXY (3.87B) vs PGPHF (2.33B).
JBAXYPGPHFJBAXY / PGPHF
Capitalization14.5B29.1B50%
EBITDAN/A1.57B-
Gain YTD10.4400.4202,484%
P/E Ratio13.2525.7152%
Revenue3.87B2.33B166%
Total CashN/A307M-
Total DebtN/A1.13B-
FUNDAMENTALS RATINGS
JBAXY vs PGPHF: Fundamental Ratings
JBAXY
PGPHF
OUTLOOK RATING
1..100
650
VALUATION
overvalued / fair valued / undervalued
1..100
21
Undervalued
35
Fair valued
PROFIT vs RISK RATING
1..100
3462
SMR RATING
1..100
1423
PRICE GROWTH RATING
1..100
4656
P/E GROWTH RATING
1..100
9779
SEASONALITY SCORE
1..100
7595

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

JBAXY's Profit vs Risk Rating (34) in the null industry is in the same range as PGPHF (62). This means that JBAXY’s stock grew similarly to PGPHF’s over the last 12 months.

JBAXY's SMR Rating (14) in the null industry is in the same range as PGPHF (23). This means that JBAXY’s stock grew similarly to PGPHF’s over the last 12 months.

JBAXY's Price Growth Rating (46) in the null industry is in the same range as PGPHF (56). This means that JBAXY’s stock grew similarly to PGPHF’s over the last 12 months.

PGPHF's P/E Growth Rating (79) in the null industry is in the same range as JBAXY (97). This means that PGPHF’s stock grew similarly to JBAXY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JBAXYPGPHF
RSI
ODDS (%)
N/A
Bullish Trend 4 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
51%
Bearish Trend 4 days ago
66%
Momentum
ODDS (%)
Bullish Trend 4 days ago
70%
Bullish Trend 4 days ago
71%
MACD
ODDS (%)
Bullish Trend 4 days ago
64%
Bullish Trend 4 days ago
64%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
60%
Bullish Trend 4 days ago
64%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
50%
Bearish Trend 4 days ago
60%
Advances
ODDS (%)
Bullish Trend 7 days ago
64%
Bullish Trend 10 days ago
61%
Declines
ODDS (%)
Bearish Trend 19 days ago
58%
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
63%
Bearish Trend 4 days ago
73%
Aroon
ODDS (%)
Bearish Trend 4 days ago
53%
Bearish Trend 4 days ago
56%
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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PGPHF
Daily Signalchanged days ago
Gain/Loss if bought
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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%
-1.03%
TGOPY - JBAXY
29%
Poorly correlated
+0.64%
PGPHF - JBAXY
27%
Poorly correlated
+4.02%
JBARF - JBAXY
27%
Poorly correlated
N/A
ARES - JBAXY
22%
Poorly correlated
-0.01%
IGIFF - JBAXY
21%
Poorly correlated
+1.38%
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%
+4.02%
JBAXY - PGPHF
28%
Poorly correlated
-1.03%
TGOPY - PGPHF
23%
Poorly correlated
+0.64%
IVSBF - PGPHF
21%
Poorly correlated
+2.69%
ONEXF - PGPHF
17%
Poorly correlated
+1.62%
LBGUF - PGPHF
8%
Poorly correlated
N/A
More