Guggenheim Competitors

Stocks . USA . 
Stock . Guggenheim Active Allocation
GUG Stock  USD 16.13  0.09  0.55%   
Guggenheim Active competes with Blackstone Gso, Alger Capital, Nuveen Dow, Nuveen Variable, and Nuveen Multi; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Guggenheim Active competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Guggenheim Active to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Guggenheim Active Correlation with its peers.

Guggenheim Active vs Nationwide Mid Correlation

Almost no diversification

The correlation between Guggenheim Active Allocation and NWXQX is 0.9 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Guggenheim Active Allocation and NWXQX in the same portfolio, assuming nothing else is changed.

Moving together with Guggenheim Stock

  0.61DHIL Diamond Hill InvestmentPairCorr
  0.63SPT6 Beta Systems SoftwarePairCorr
  0.93HHI Henderson High IncomePairCorr

Moving against Guggenheim Stock

  0.6355O1 Apollo Investment Corp Earnings Call This WeekPairCorr
  0.45NP Neptune Insurance Downward RallyPairCorr
  0.34BX Blackstone GroupPairCorr
The current Return On Tangible Assets is estimated to decrease to 0.04. The current Return On Capital Employed is estimated to decrease to 0.04. At this time, Guggenheim Active's Debt To Assets are most likely to slightly decrease in the upcoming years.
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Guggenheim Active's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
15.4516.1416.83
Details
Intrinsic
Valuation
LowRealHigh
15.1015.7916.48
Details
Naive
Forecast
LowNextHigh
15.6816.3717.06
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.1516.0419.93
Details

Guggenheim Active Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Guggenheim Active and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Guggenheim and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Guggenheim Active does not affect the price movement of the other competitor.

High positive correlations

GHY
+ 0.97
IEMFX
NWXQX
+ 0.95
DIAX
GHY
+ 0.93
NMAI
IEMFX
+ 0.92
NMAI
NWXQX
+ 0.92
IEMFX
IEMFX
+ 0.91
DIAX
  

High negative correlations

NXJ
- 0.44
EWMCX
NXJ
- 0.42
GHY
NXJ
- 0.39
BGB
NXJ
- 0.37
IEMFX
NWXQX
- 0.3
NXJ
NXJ
- 0.28
ALZFX

Risk-Adjusted Indicators

There is a big difference between Guggenheim Stock performing well and Guggenheim Active Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Guggenheim Active's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
BGB  0.29 (0.01)(0.11)(0.04) 0.34 
(0.36)
 0.59 
(0.68)
 2.23 
ALZFX  1.06  0.04  0.02  0.08  1.50 
(0.98)
 2.24 
(2.76)
 8.08 
DIAX  0.50  0.06  0.09  0.13  0.43 
(0.54)
 1.17 
(0.91)
 2.30 
NPFD  0.35  0.04  0.02  0.31  0.36 
(0.38)
 0.84 
(0.76)
 1.85 
NMAI  0.53  0.05  0.05  0.14  0.60 
(0.56)
 1.02 
(1.32)
 3.37 
IEMFX  0.67  0.19  0.22  0.34  0.43 
(0.75)
 1.40 
(1.21)
 4.04 
GHY  0.39  0.06  0.07  0.25  0.27 
(0.48)
 1.01 
(0.67)
 2.15 
EWMCX  0.65 (0.02)(0.02) 0.02  0.91 
(0.62)
 1.30 
(1.58)
 3.67 
NXJ  0.28  0.00 (0.10)(0.06) 0.29 
(0.36)
 0.64 
(0.49)
 1.52 
NWXQX  0.71  0.10  0.11  0.13  0.65 
(0.81)
 1.85 
(1.36)
 4.41 

Cross Equities Net Income Analysis

Compare Guggenheim Active and related stocks such as Blackstone Gso Strategic, Alger Capital Apprec, and Nuveen Dow 30Sm Net Income Over Time
Select Fundamental
Price To Sales RatioDividend Yield
Ptb RatioDays Sales Outstanding
Book Value Per ShareFree Cash Flow Yield
Invested CapitalOperating Cash Flow Per Share
Average PayablesStock Based Compensation To Revenue
Capex To DepreciationPb Ratio
Ev To SalesFree Cash Flow Per Share
RoicInventory Turnover
Net Income Per ShareDays Of Inventory On Hand
Payables TurnoverSales General And Administrative To Revenue
Average InventoryResearch And Ddevelopement To Revenue
Capex To RevenueCash Per Share
PocfratioInterest Coverage
Payout RatioCapex To Operating Cash Flow
Pfcf RatioDays Payables Outstanding
Net Current Asset ValueIncome Quality
RoeTangible Asset Value
Ev To Operating Cash FlowPe Ratio
Return On Tangible AssetsEv To Free Cash Flow
Earnings YieldIntangibles To Total Assets
Net Debt To E B I T D ACurrent Ratio
Tangible Book Value Per ShareReceivables Turnover
Shareholders Equity Per ShareDebt To Equity
Capex Per ShareGraham Net Net
Average ReceivablesRevenue Per Share
Interest Debt Per ShareDebt To Assets
Enterprise Value Over E B I T D AShort Term Coverage Ratios
Price Earnings RatioOperating Cycle
Price Book Value RatioPrice Earnings To Growth Ratio
Days Of Payables OutstandingDividend Payout Ratio
Price To Operating Cash Flows RatioPrice To Free Cash Flows Ratio
Pretax Profit MarginEbt Per Ebit
Operating Profit MarginEffective Tax Rate
Company Equity MultiplierLong Term Debt To Capitalization
Total Debt To CapitalizationReturn On Capital Employed
Debt Equity RatioEbit Per Revenue
Quick RatioDividend Paid And Capex Coverage Ratio
Net Income Per E B TCash Ratio
Cash Conversion CycleOperating Cash Flow Sales Ratio
Days Of Inventory OutstandingDays Of Sales Outstanding
Free Cash Flow Operating Cash Flow RatioCash Flow Coverage Ratios
Price To Book RatioFixed Asset Turnover
Capital Expenditure Coverage RatioPrice Cash Flow Ratio
Enterprise Value MultipleDebt Ratio
Cash Flow To Debt RatioPrice Sales Ratio
Return On AssetsAsset Turnover
Net Profit MarginGross Profit Margin
Price Fair ValueReturn On Equity
20102011201220132014201520162017201820192020202120222023202420252026
NPFD(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(75.3 M)(24.5 M)65.4 M65.4 M75.2 M78.9 M
NMAI12.8 M12.8 M12.8 M12.8 M12.8 M12.8 M12.8 M12.8 M12.8 M12.8 M12.8 M12.8 M(146.6 M)54.9 M35.8 M41.1 M43.2 M

Guggenheim Active and related stocks such as Blackstone Gso Strategic, Alger Capital Apprec, and Nuveen Dow 30Sm Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in Guggenheim Active financial statement analysis. It represents the amount of money remaining after all of Guggenheim Active Allocation operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Guggenheim Active Competitive Analysis

The better you understand Guggenheim Active competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Guggenheim Active's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Guggenheim Active's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
GUG BGB ALZFX DIAX NPFD NMAI IEMFX GHY EWMCX NXJ
 0.55 
 16.13 
Guggenheim
 0.26 
 11.64 
Blackstone
 1.15 
 103.77 
Alger
 0.44 
 15.68 
Nuveen
 0.20 
 19.72 
Nuveen
 0.15 
 13.63 
Nuveen
 0.71 
 45.24 
IEMFX
 0.70 
 12.79 
Pgim
 0.81 
 39.78 
Evercore
 0.56 
 12.66 
Nuveen
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Solid
Mild
Fair
Solid
Solid
Solid
Strong
Solid
Fair
Mild
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Small
Low
Low
Tiny
Tiny
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Strong Sell
Not Available
Not Available
Not Available
Strong Sell
Strong Sell
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Cautious Hold
Strong Hold
Strong Buy
Strong Hold
Buy
Strong Buy
Cautious Hold
Strong Hold
Cautious Hold
Current Ratio
N/A
N/A
N/A
0.46
0.14
N/A
N/A
N/A
N/A
0.04
Net Asset
783.57 M
24.32 M
4.98 B
N/A
773.74 M
650.24 M
1.85 B
N/A
514.19 M
N/A
Profit Margin
N/A
N/A
N/A
-290.93
1.01
N/A
N/A
N/A
N/A
-27.34
EBITDA
N/A
N/A
N/A
N/A
65.36 M
45.44 M
N/A
N/A
N/A
N/A
Price To Book
0.96
N/A
3.21
0.96
0.98
0.99
2.19
N/A
N/A
0.72
Operating Margin
N/A
N/A
N/A
52.73
0.83
N/A
N/A
N/A
N/A
82.95
Current Valuation
N/A
N/A
N/A
536.41 M
664.53 M
N/A
N/A
N/A
N/A
781.06 M
Retained Earnings
(72.95 M)
N/A
N/A
N/A
(112.03 M)
18.69 M
N/A
N/A
N/A
(8.15 M)
Five Year Return
N/A
4.12
16.22
7.91
N/A
N/A
-1.59
4.84
9.54
-0.61
One Year Return
N/A
2.28
24.46
7.46
N/A
N/A
41.88
10.26
8.12
6.08
Beta
N/A
0.48
N/A
0.96
0.73
N/A
N/A
0.43
N/A
0.33
Cash Position Weight
N/A
N/A
2.5
N/A
N/A
N/A
2.97
N/A
4.57
N/A
Equity Positions Weight
N/A
N/A
97.5
N/A
N/A
N/A
97.03
N/A
95.43
N/A
Shares Outstanding
32.98 M
44.66 M
N/A
36.37 M
24.16 M
33.43 M
N/A
40.92 M
N/A
41.48 M
Three Year Return
N/A
7.61
38.39
9.77
N/A
N/A
12.06
11.51
14.4
3.22
Cash Flow From Operations
N/A
N/A
N/A
N/A
14.66 M
28.23 M
N/A
N/A
N/A
29.94 M
Annual Yield
0.0883
0.0057
N/A
0.0075
0.0954
0.1
0.0097
0.0061
7.0E-4
0.0045
Total Debt
182.47 M
N/A
N/A
4.9 M
194.99 M
203.27 M
N/A
N/A
N/A
346.53 M
Return On Equity
N/A
N/A
N/A
-5.93
0.0965
N/A
N/A
N/A
N/A
-1.55
Number Of Shares Shorted
27.13 K
72.31 K
N/A
9.74 K
34.49 K
35.03 K
N/A
16.33 K
N/A
4.57 K
Return On Asset
N/A
N/A
N/A
0.65
0.031
N/A
N/A
N/A
N/A
1.93
Book Value Per Share
N/A
N/A
N/A
16.65
20.06
N/A
N/A
N/A
N/A
16.26
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
1000 K
N/A
1 K
N/A
Total Asset
783.57 M
19.18 M
3.41 B
N/A
773.74 M
650.24 M
1.79 B
N/A
514.19 M
132.69 M
Short Ratio
0.29
0.75
N/A
0.1
0.28
0.21
N/A
0.15
N/A
0.04
Last Dividend Paid
N/A
0.82
0.02
1.15
2.01
N/A
N/A
1.26
0.02
0.5
Debt To Equity
N/A
N/A
N/A
0.007
0.53
N/A
N/A
N/A
N/A
0.54
Shares Owned By Institutions
33.33
47.42
N/A
28.57
33.76
21.01
N/A
47.76
N/A
11.01
Market Capitalization
531.97 M
566.79 M
N/A
448.04 M
475.55 M
456.26 M
N/A
523.83 M
N/A
521.86 M
Price To Earning
N/A
9.83
2.01
6.17
N/A
N/A
15.29
20.02
N/A
69.17
Price To Sales
12.5
N/A
2.53
46.51
10.21
8.06
1.61
N/A
N/A
12.89
Net Income
N/A
N/A
N/A
(36.4 M)
65.36 M
35.78 M
N/A
N/A
N/A
(10.29 M)
Earnings Per Share
1.28
1.14
N/A
-0.43
1.94
1.65
N/A
0.53
N/A
0.17
Year To Date Return
N/A
0.24
0.3
3.36
N/A
N/A
10.94
1.64
0.36
2.18
Revenue
N/A
N/A
N/A
12.51 M
83.08 M
30.73 M
N/A
N/A
N/A
37.63 M
Ten Year Return
N/A
N/A
15.9
N/A
N/A
N/A
4.33
N/A
13.34
N/A
Gross Profit
N/A
N/A
N/A
12.14 M
46.57 M
N/A
N/A
N/A
N/A
37.63 M
Day Typical Price
16.22
11.64
103.77
15.66
19.69
13.64
45.24
12.82
39.78
12.63
Accumulation Distribution
0.0231
1228.61
N/A
1286.64
520.45
346.31
N/A
841.61
N/A
580.02
Market Facilitation Index
0.38
0.0
N/A
0.0
0.0
0.0
N/A
0.0
N/A
0.0
Daily Balance Of Power
(0.24)
(0.30)
9.2 T
(0.37)
0.25
(0.33)
9.2 T
(0.90)
9.2 T
0.7
Period Momentum Indicator
(0.09)
(0.03)
1.18
(0.07)
0.04
(0.02)
0.32
(0.09)
0.32
0.07
Rate Of Daily Change
0.99
1.0
1.01
1.0
1.0
1.0
1.01
0.99
1.01
1.01
Day Median Price
16.26
11.64
103.77
15.66
19.67
13.64
45.24
12.83
39.78
12.62
Price Action Indicator
(0.18)
(0.01)
0.59
(0.01)
0.07
(0.02)
0.16
(0.09)
0.16
0.075
Relative Strength Index
62.9
39.93
59.89
53.67
56.05
71.78
85.16
81.34
61.15
40.86
Coefficient Of Variation
772.25
19126.32
1763.0
642.27
832.61
813.68
392.62
630.46
3265.25
2864.84
Mean Deviation
0.6221
0.2944
1.06
0.4952
0.3543
0.5296
0.6741
0.3912
0.6485
0.2832
Jensen Alpha
0.0841
(0.01)
0.0419
0.0622
0.039
0.0544
0.1861
0.0601
(0.02)
0.0042
Total Risk Alpha
0.0528
(0.03)
0.0056
0.0579
0.0233
0.0427
0.1686
0.0469
(0.02)
(0.01)
Sortino Ratio
0.067
(0.11)
0.0231
0.088
0.0155
0.0511
0.2177
0.0703
(0.02)
(0.1)
Downside Variance
0.583
0.17
2.74
0.3228
0.2367
0.5507
0.6214
0.2292
0.9215
0.1188
Standard Deviation
0.7554
0.3982
1.5
0.6207
0.4511
0.6884
0.8569
0.5064
0.8234
0.3628
Kurtosis
(0.59)
1.48
1.73
0.0303
(0.20)
0.5462
0.2715
0.5488
0.1699
(0.25)
Potential Upside
1.35
0.5942
2.24
1.17
0.8377
1.02
1.4
1.01
1.3
0.6431
Treynor Ratio
0.8543
(0.04)
0.0833
0.1303
0.3127
0.1354
0.3443
0.2524
0.0172
(0.06)
Maximum Drawdown
2.58
2.23
8.08
2.3
1.85
3.37
4.04
2.15
3.67
1.52
Variance
0.5707
0.1586
2.24
0.3852
0.2035
0.4738
0.7343
0.2564
0.6781
0.1316
Market Risk Adjusted Performance
0.8643
(0.03)
0.0933
0.1403
0.3227
0.1454
0.3543
0.2624
0.0272
(0.05)
Risk Adjusted Performance
0.102
(0.01)
0.0496
0.1205
0.0875
0.0958
0.2023
0.1199
0.0246
0.0158
Skewness
(0.15)
0.5425
0.3376
0.3462
(0.04)
(0.36)
0.2832
0.4978
(0.58)
0.188
Semi Deviation
0.6256
0.3444
1.5
0.4264
0.3571
0.6008
0.4339
0.2737
0.9121
0.2897
Information Ratio
0.0677
(0.11)
0.0256
0.0805
0.0167
0.0551
0.2002
0.0665
(0.03)
(0.09)
Value At Risk
(1.08)
(0.68)
(2.76)
(0.91)
(0.76)
(1.32)
(1.21)
(0.67)
(1.58)
(0.49)
Expected Short fall
(0.68)
(0.36)
(0.98)
(0.54)
(0.38)
(0.56)
(0.75)
(0.48)
(0.62)
(0.36)
Downside Deviation
0.7636
0.4123
1.66
0.5681
0.4865
0.7421
0.7883
0.4787
0.96
0.3447
Semi Variance
0.3913
0.1186
2.26
0.1818
0.1275
0.3609
0.1883
0.0749
0.8319
0.0839

Guggenheim Active Competition Performance Charts

Five steps to successful analysis of Guggenheim Active Competition

Guggenheim Active's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Guggenheim Active in relation to its competition. Guggenheim Active's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Guggenheim Active in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Guggenheim Active's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Guggenheim Active, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Guggenheim Active position

In addition to having Guggenheim Active in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Compulsion
Compulsion Theme
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.
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When determining whether Guggenheim Active is a strong investment it is important to analyze Guggenheim Active's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Guggenheim Active's future performance. For an informed investment choice regarding Guggenheim Stock, refer to the following important reports:
How To Invest In Guggenheim
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Is Guggenheim Stock a good investment?
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What is Guggenheim Active's Net Worth?
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Check out Guggenheim Active Correlation with its peers.
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Can Asset Management & Custody Banks industry sustain growth momentum? Does Guggenheim have expansion opportunities? Factors like these will boost the valuation of Guggenheim Active. Market participants price Guggenheim higher when confident in its future expansion prospects. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Guggenheim Active demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Earnings Share
1.28
Guggenheim Active's market price often diverges from its book value, the accounting figure shown on Guggenheim's balance sheet. Smart investors calculate Guggenheim Active's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Since Guggenheim Active's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Altman
Z Score
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Piotroski
F Score
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Beneish
M Score
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Financial
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Buy or Sell
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Technical
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Please note, there is a significant difference between Guggenheim Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if Guggenheim Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Active's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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