Values as of: 2024-09-12
COMMON STOCK | Asset Management |
Last Closing
USD 41.69Change
+0.50 (+1.21)%Market Cap
USD 39.15BVolume
1.50KAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| PGPHF | Partners Group |
+14.65 (+1.03%) |
USD 37.44B |
| EQBBF | EQT AB (publ) |
N/A |
USD 37.13B |
| IVTBF | Investment AB Latour (publ) |
N/A |
USD 18.65B |
| LGGNF | Legal & General Group Plc |
+0.02 (+0.75%) |
USD 17.99B |
| LGGNY | Legal & General Group Plc |
+0.23 (+1.55%) |
USD 17.31B |
| CHYYY | CHYYY |
N/A |
USD 15.54B |
| AMDUF | Amundi SA |
N/A |
USD 14.89B |
| GBLBF | Groep Brussel Lambert NV |
+0.79 (+1.04%) |
USD 9.65B |
| SFNXF | Sofina Société Anonyme |
N/A |
USD 8.89B |
| ICGUF | Intermediate Capital Group PLC |
N/A |
USD 8.18B |
N/A
| 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 | 31.43% | 85% | B | 81% | B- | ||
| Dividend Return | 1.38% | 8% | B- | 21% | F | ||
| Total Return | 32.81% | 84% | B | 80% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 64.98% | 96% | N/A | 88% | B+ | ||
| Dividend Return | 3.05% | 33% | F | 44% | F | ||
| Total Return | 68.03% | 95% | A | 88% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 209.96% | 93% | A | 92% | A | ||
| Dividend Return | 18.90% | 45% | F | 62% | D | ||
| Total Return | 228.87% | 94% | A | 92% | A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 33.99% | 75% | C | 72% | C | ||
| Dividend Return | 37.24% | 75% | C | 71% | C- | ||
| Total Return | 3.25% | 51% | F | 59% | D- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 39.62% | 54% | F | 59% | D- | ||
| Risk Adjusted Return | 93.98% | 99% | N/A | 98% | N/A | ||
| Market Capitalization | 39.15B | 100% | F | 97% | N/A | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.
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.
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
