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).
PSBD’s FA Score shows that 2 FA rating(s) are green whilePWM’s FA Score has 0 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.
PSBD’s TA Score shows that 3 TA indicator(s) are bullish while PWM’s TA Score has 5 bullish TA indicator(s).
PSBD (@Investment Managers) experienced а -0.92% price change this week, while PWM (@Investment Managers) price change was +10.87% 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%.
PSBD is expected to report earnings on Aug 07, 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.
PSBD | PWM | PSBD / PWM | |
Capitalization | 530M | 13.5M | 3,926% |
EBITDA | N/A | N/A | - |
Gain YTD | -2.314 | -68.685 | 3% |
P/E Ratio | 4.77 | 99.98 | 5% |
Revenue | 109M | N/A | - |
Total Cash | N/A | N/A | - |
Total Debt | 642M | N/A | - |
PSBD | PWM | |
---|---|---|
RSI ODDS (%) | N/A | 4 days ago90% |
Stochastic ODDS (%) | 4 days ago28% | 4 days ago67% |
Momentum ODDS (%) | 4 days ago23% | 4 days ago78% |
MACD ODDS (%) | 4 days ago27% | 4 days ago82% |
TrendWeek ODDS (%) | 4 days ago33% | 4 days ago85% |
TrendMonth ODDS (%) | 4 days ago35% | 4 days ago85% |
Advances ODDS (%) | 7 days ago26% | 26 days ago84% |
Declines ODDS (%) | 5 days ago26% | 20 days ago90% |
BollingerBands ODDS (%) | 4 days ago23% | 4 days ago90% |
Aroon ODDS (%) | 4 days ago33% | 4 days ago90% |
A.I.dvisor indicates that over the last year, PSBD has been loosely correlated with SLRC. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if PSBD jumps, then SLRC could also see price increases.
Ticker / NAME | Correlation To PSBD | 1D Price Change % | ||
---|---|---|---|---|
PSBD | 100% | +1.30% | ||
SLRC - PSBD | 45% Loosely correlated | +1.61% | ||
CGBD - PSBD | 45% Loosely correlated | +0.72% | ||
GAIN - PSBD | 43% Loosely correlated | +0.56% | ||
FDUS - PSBD | 42% Loosely correlated | +1.07% | ||
ARCC - PSBD | 42% Loosely correlated | +1.63% | ||
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