SAR
Price
$23.54
Change
-$0.20 (-0.84%)
Updated
Dec 23, 11:22 AM (EDT)
16 days until earnings call
WEDXF
Price
$3.58
Change
+$0.06 (+1.70%)
Updated
Dec 20 closing price
93 days until earnings call
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SAR vs WEDXF

Header iconSAR vs WEDXF Comparison
Open Charts SAR vs WEDXFBanner chart's image
SARATOGA INVESTMENT
Price$23.54
Change-$0.20 (-0.84%)
Volume$140
CapitalizationN/A
Westaim Corporation (The)
Price$3.58
Change+$0.06 (+1.70%)
Volume$42K
CapitalizationN/A
SAR vs WEDXF Comparison Chart
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SAR
Daily Signalchanged days ago
Gain/Loss if bought
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SAR vs. WEDXF 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 SAR is a Hold and WEDXF is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (SAR: $23.74 vs. WEDXF: $3.58)
Brand notoriety: SAR and WEDXF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: SAR: 91% vs. WEDXF: 45%
Market capitalization -- SAR: $316.76M vs. WEDXF: $378.65M
SAR [@Investment Managers] is valued at $316.76M. WEDXF’s [@Investment Managers] market capitalization is $378.65M. 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).

SAR’s FA Score shows that 2 FA rating(s) are green whileWEDXF’s FA Score has 2 green FA rating(s).

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

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.

SAR’s TA Score shows that 5 TA indicator(s) are bullish.

  • SAR’s TA Score: 5 bullish, 4 bearish.

Price Growth

SAR (@Investment Managers) experienced а -1.41% price change this week, while WEDXF (@Investment Managers) price change was -0.54% 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%.

Reported Earning Dates

SAR is expected to report earnings on May 07, 2025.

WEDXF is expected to report earnings on Mar 26, 2025.

Industries' Descriptions

@Investment Managers (-1.85% 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
WEDXF($379M) has a higher market cap than SAR($317M). SAR has higher P/E ratio than WEDXF: SAR (12.23) vs WEDXF (3.51). WEDXF YTD gains are higher at: 25.628 vs. SAR (5.276). WEDXF has less debt than SAR: WEDXF (227K) vs SAR (794M). WEDXF has higher revenues than SAR: WEDXF (117M) vs SAR (34.6M).
SARWEDXFSAR / WEDXF
Capitalization317M379M84%
EBITDAN/AN/A-
Gain YTD5.27625.62821%
P/E Ratio12.233.51349%
Revenue34.6M117M30%
Total CashN/A43M-
Total Debt794M227K349,780%
FUNDAMENTALS RATINGS
SAR vs WEDXF: Fundamental Ratings
SAR
WEDXF
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
3
Undervalued
78
Overvalued
PROFIT vs RISK RATING
1..100
4619
SMR RATING
1..100
3967
PRICE GROWTH RATING
1..100
5042
P/E GROWTH RATING
1..100
282
SEASONALITY SCORE
1..100
5050

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.

SAR's Valuation (3) in the null industry is significantly better than the same rating for WEDXF (78). This means that SAR’s stock grew significantly faster than WEDXF’s over the last 12 months.

WEDXF's Profit vs Risk Rating (19) in the null industry is in the same range as SAR (46). This means that WEDXF’s stock grew similarly to SAR’s over the last 12 months.

SAR's SMR Rating (39) in the null industry is in the same range as WEDXF (67). This means that SAR’s stock grew similarly to WEDXF’s over the last 12 months.

WEDXF's Price Growth Rating (42) in the null industry is in the same range as SAR (50). This means that WEDXF’s stock grew similarly to SAR’s over the last 12 months.

WEDXF's P/E Growth Rating (2) in the null industry is in the same range as SAR (28). This means that WEDXF’s stock grew similarly to SAR’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
SAR
RSI
ODDS (%)
Bearish Trend 4 days ago
47%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
55%
Momentum
ODDS (%)
Bearish Trend 4 days ago
49%
MACD
ODDS (%)
Bearish Trend 4 days ago
46%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
42%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
43%
Advances
ODDS (%)
Bullish Trend 4 days ago
57%
Declines
ODDS (%)
Bearish Trend 6 days ago
44%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
55%
Aroon
ODDS (%)
Bullish Trend 4 days ago
66%
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SAR
Daily Signalchanged days ago
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SAR and

Correlation & Price change

A.I.dvisor indicates that over the last year, SAR has been loosely correlated with FDUS. These tickers have moved in lockstep 38% of the time. This A.I.-generated data suggests there is some statistical probability that if SAR jumps, then FDUS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAR
1D Price
Change %
SAR100%
+0.13%
FDUS - SAR
38%
Loosely correlated
+0.99%
SLRC - SAR
36%
Loosely correlated
+0.19%
GLAD - SAR
36%
Loosely correlated
-0.38%
TRIN - SAR
35%
Loosely correlated
+0.97%
FSK - SAR
35%
Loosely correlated
+0.33%
More

WEDXF and

Correlation & Price change

A.I.dvisor tells us that WEDXF and SAR have been poorly correlated (+20% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WEDXF and SAR's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WEDXF
1D Price
Change %
WEDXF100%
+1.72%
SAR - WEDXF
20%
Poorly correlated
+0.13%
TGOPY - WEDXF
10%
Poorly correlated
+0.58%
TRRPF - WEDXF
6%
Poorly correlated
N/A
GCMG - WEDXF
6%
Poorly correlated
-1.01%
STEP - WEDXF
5%
Poorly correlated
-0.36%
More