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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-06-26
AMDUF:OTC- (USD)
COMMON STOCK | Asset Management |
Last Closing
USD 68.8999Change
0.00 (0.00)%Market Cap
USD 15.92BVolume
N/AVerdict
Verdict
Values as of: 2024-06-26
COMMON STOCK | Asset Management |
Last Closing
USD 68.8999Change
0.00 (0.00)%Market Cap
USD 15.92BVolume
N/AVerdict
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
IVSBF | Investor AB ser. B |
N/A |
USD 83.42B |
IVSXF | Investor AB (publ) |
N/A |
USD 82.45B |
TGOPY | 3i Group PLC ADR |
N/A |
USD 38.50B |
EQBBF | EQT AB (publ) |
N/A |
USD 36.54B |
PGPHF | Partners Group |
N/A |
USD 35.52B |
LGGNF | Legal & General Group Plc |
N/A |
USD 17.99B |
IVTBF | Investment AB Latour (publ) |
N/A |
USD 17.84B |
LGGNY | Legal & General Group Plc |
N/A |
USD 17.69B |
JBARF | Julius Bär Gruppe AG |
N/A |
USD 12.10B |
JBAXY | Julius Baer Group Ltd |
N/A |
USD 11.44B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
CACM:PA | Lyxor UCITS CAC Mid 60 D-.. | 3.84 % | 0.00 % |
N/A |
USD 0.01B |
IQQS:XETRA | iShares EURO STOXX Small .. | 1.53 % | 0.00 % |
N/A |
USD 0.51B |
IQQS:F | iShares EURO STOXX Small .. | 0.00 % | 0.00 % |
N/A |
USD 0.53B |
DJSC:SW | iShares EURO STOXX Small .. | 0.00 % | 0.00 % |
N/A |
USD 0.53B |
Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 27.59% | 87% | B+ | 80% | B- | ||
Dividend Return | 15.76% | 98% | N/A | 95% | A | ||
Total Return | 43.35% | 91% | A- | 85% | B | ||
Trailing 12 Months | |||||||
Capital Gain | 21.67% | 77% | C+ | 76% | C+ | ||
Dividend Return | 15.03% | 87% | B+ | 92% | A | ||
Total Return | 36.70% | 83% | B | 82% | B | ||
Trailing 5 Years | |||||||
Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | N/A | N/A | N/A | N/A | N/A | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | -1.60% | 37% | F | 35% | F | ||
Dividend Return | 2.75% | 41% | F | 40% | F | ||
Total Return | 4.34% | 68% | D+ | 66% | D+ | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 23.52% | 77% | C+ | 81% | B- | ||
Risk Adjusted Return | 11.68% | 46% | F | 45% | F | ||
Market Capitalization | 15.92B | 95% | A | 93% | A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
This stock has shown below median revenue growth in the previous 5 years compared to its sector