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).
UBAAF’s FA Score shows that 2 FA rating(s) are green whileWNDLF’s FA Score has 2 green FA rating(s).
UBAAF (@Investment Managers) experienced а -3.85% price change this week, while WNDLF (@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 -1.86%. For the same industry, the average monthly price growth was -1.16%, and the average quarterly price growth was +8.03%.
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.
UBAAF | WNDLF | UBAAF / WNDLF | |
Capitalization | 128M | 4.3B | 3% |
EBITDA | N/A | 1.7B | - |
Gain YTD | 12.772 | 13.622 | 94% |
P/E Ratio | 8.80 | 15.67 | 56% |
Revenue | -6.33M | 8.91B | -0% |
Total Cash | 2.05M | 3.36B | 0% |
Total Debt | 36.1M | 6.24B | 1% |
UBAAF | WNDLF | ||
---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 23 Undervalued | 19 Undervalued | |
PROFIT vs RISK RATING 1..100 | 16 | 100 | |
SMR RATING 1..100 | 52 | 95 | |
PRICE GROWTH RATING 1..100 | 52 | 51 | |
P/E GROWTH RATING 1..100 | 38 | 5 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
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.
WNDLF's Valuation (19) in the null industry is in the same range as UBAAF (23). This means that WNDLF’s stock grew similarly to UBAAF’s over the last 12 months.
UBAAF's Profit vs Risk Rating (16) in the null industry is significantly better than the same rating for WNDLF (100). This means that UBAAF’s stock grew significantly faster than WNDLF’s over the last 12 months.
UBAAF's SMR Rating (52) in the null industry is somewhat better than the same rating for WNDLF (95). This means that UBAAF’s stock grew somewhat faster than WNDLF’s over the last 12 months.
WNDLF's Price Growth Rating (51) in the null industry is in the same range as UBAAF (52). This means that WNDLF’s stock grew similarly to UBAAF’s over the last 12 months.
WNDLF's P/E Growth Rating (5) in the null industry is somewhat better than the same rating for UBAAF (38). This means that WNDLF’s stock grew somewhat faster than UBAAF’s over the last 12 months.
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A.I.dvisor tells us that UBAAF and ADLRF have been poorly correlated (+33% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UBAAF and ADLRF's prices will move in lockstep.
Ticker / NAME | Correlation To UBAAF | 1D Price Change % | ||
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UBAAF | 100% | -4.63% | ||
ADLRF - UBAAF | 33% Poorly correlated | N/A | ||
URNAF - UBAAF | 7% Poorly correlated | N/A | ||
TSRUF - UBAAF | 5% Poorly correlated | N/A | ||
WNDLF - UBAAF | 3% Poorly correlated | N/A | ||
TRRPF - UBAAF | 3% Poorly correlated | N/A | ||
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A.I.dvisor tells us that WNDLF and OFS have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WNDLF and OFS's prices will move in lockstep.
Ticker / NAME | Correlation To WNDLF | 1D Price Change % | ||
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WNDLF | 100% | N/A | ||
OFS - WNDLF | 22% Poorly correlated | -2.66% | ||
FFXDF - WNDLF | 20% Poorly correlated | +6.26% | ||
URNAF - WNDLF | 13% Poorly correlated | N/A | ||
WNMLA - WNDLF | 8% Poorly correlated | N/A | ||
GCMG - WNDLF | 6% Poorly correlated | -1.01% | ||
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