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).
JFHHF’s FA Score shows that 2 FA rating(s) are green whileSTEP’s FA Score has 2 green FA rating(s).
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.
STEP’s TA Score shows that 4 TA indicator(s) are bullish.
JFHHF (@Investment Managers) experienced а 0.00% price change this week, while STEP (@Investment Managers) price change was -6.18% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.85%. For the same industry, the average monthly price growth was -1.16%, and the average quarterly price growth was +8.03%.
STEP is expected to report earnings on Feb 11, 2025.
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.
JFHHF | STEP | JFHHF / STEP | |
Capitalization | 801M | 2.3B | 35% |
EBITDA | 107M | 225M | 48% |
Gain YTD | 0.777 | 86.708 | 1% |
P/E Ratio | 8.98 | 38.72 | 23% |
Revenue | 417M | 527M | 79% |
Total Cash | 448M | 174M | 257% |
Total Debt | 49.6M | 242M | 20% |
STEP | |
---|---|
RSI ODDS (%) | 4 days ago90% |
Stochastic ODDS (%) | 4 days ago73% |
Momentum ODDS (%) | 4 days ago74% |
MACD ODDS (%) | 4 days ago66% |
TrendWeek ODDS (%) | 4 days ago71% |
TrendMonth ODDS (%) | 4 days ago75% |
Advances ODDS (%) | 12 days ago78% |
Declines ODDS (%) | 6 days ago71% |
BollingerBands ODDS (%) | 4 days ago86% |
Aroon ODDS (%) | 4 days ago74% |
A.I.dvisor indicates that over the last year, JFHHF has been loosely correlated with FNCSF. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if JFHHF jumps, then FNCSF could also see price increases.
Ticker / NAME | Correlation To JFHHF | 1D Price Change % | ||
---|---|---|---|---|
JFHHF | 100% | N/A | ||
FNCSF - JFHHF | 44% Loosely correlated | N/A | ||
ELRNF - JFHHF | 28% Poorly correlated | N/A | ||
GBLBF - JFHHF | 9% Poorly correlated | N/A | ||
STEP - JFHHF | 5% Poorly correlated | -0.36% | ||
WNMLA - JFHHF | 4% Poorly correlated | N/A | ||
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A.I.dvisor indicates that over the last year, STEP has been loosely correlated with HLNE. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if STEP jumps, then HLNE could also see price increases.
Ticker / NAME | Correlation To STEP | 1D Price Change % | ||
---|---|---|---|---|
STEP | 100% | -0.36% | ||
HLNE - STEP | 61% Loosely correlated | -0.48% | ||
OWL - STEP | 60% Loosely correlated | +1.69% | ||
KKR - STEP | 56% Loosely correlated | +2.82% | ||
JHG - STEP | 54% Loosely correlated | +2.04% | ||
TPG - STEP | 53% Loosely correlated | +1.31% | ||
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