Neuberger Competitors

Stocks . USA . 
Stock . Neuberger Berman IMF
NBH Stock  USD 10.40  0.04  0.38%   
Neuberger Berman IMF competes with Putnam Municipal, Virtus Global, Neuberger Berman, Schwab Target, and Steward Large; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Neuberger Berman 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 Neuberger Berman to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Neuberger Berman Correlation with its peers.

Neuberger Berman vs MFS Intermediate Correlation

Very good diversification

The correlation between Neuberger Berman IMF and MIN is -0.21 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Neuberger Berman IMF and MIN in the same portfolio, assuming nothing else is changed.
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.9510.4010.85
Details
Intrinsic
Valuation
LowRealHigh
9.8610.3110.76
Details
Naive
Forecast
LowNextHigh
9.9710.4310.88
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.0210.2710.52
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Neuberger Berman. Your research has to be compared to or analyzed against Neuberger Berman's peers to derive any actionable benefits. When done correctly, Neuberger Berman's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Neuberger Berman IMF.

Neuberger Berman Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Neuberger Berman 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 Neuberger 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 Neuberger Berman IMF does not affect the price movement of the other competitor.

High positive correlations

SPVYX
+ 0.97
PRJPX
PRJPX
+ 0.96
WFIVX
SPVYX
+ 0.95
WFIVX
SEEKX
+ 0.91
SWYOX
SPVYX
+ 0.9
SWYOX
WFIVX
+ 0.88
SEEKX
  

High negative correlations

WFIVX
- 0.07
ZTR
MIN
- 0.07
PMO
ZTR
- 0.03
PMO
MIN
- 0.02
ZTR

Risk-Adjusted Indicators

There is a big difference between Neuberger Stock performing well and Neuberger Berman 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 Neuberger Berman'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
PMO  0.31  0.06  0.02  1.70  0.24 
(0.36)
 0.77 
(0.58)
 2.67 
ZTR  0.55  0.02 (0.02) 0.11  0.67 
(0.54)
 0.95 
(1.07)
 2.36 
NHS  0.52  0.05  0.02  0.22  0.66 
(0.57)
 1.15 
(1.14)
 3.92 
SWYOX  0.50  0.01  0.00  0.07  0.72 
(0.48)
 1.07 
(1.17)
 2.85 
SEEKX  0.59  0.04 (0.02) 0.47  0.78 
(0.61)
 1.12 
(1.24)
 6.15 
WFIVX  0.69  0.09  0.11  0.13  0.61 
(0.80)
 1.20 
(1.21)
 11.17 
PRJPX  0.90  0.36  0.32  0.84  0.46 
(1.13)
 1.73 
(1.65)
 15.28 
SPVYX  0.94  0.28  0.31  0.34  0.41 
(1.16)
 2.73 
(1.38)
 10.12 
CPZ  0.39  0.00 (0.12) 0.05  0.45 
(0.43)
 0.75 
(0.73)
 2.77 
MIN  0.41  0.02 (0.06)(4.75) 0.41 
(0.63)
 0.78 
(0.77)
 3.08 

Neuberger Berman Competitive Analysis

The better you understand Neuberger Berman competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Neuberger Berman'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 Neuberger Berman'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
NBH PMO ZTR NHS SWYOX SEEKX WFIVX PRJPX SPVYX CPZ
 0.38 
 10.40 
Neuberger
 0.09 
 10.69 
Putnam
 0.77 
 6.53 
Virtus
 0.53 
 7.62 
Neuberger
 0.27 
 15.05 
Schwab
 0.84 
 39.19 
Steward
 0.45 
 35.26 
Wilshire
 0.55 
 14.50 
PRJPX
 1.26 
 24.95 
Simt
 0.34 
 14.74 
Calamos
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Market Performance
(90 Days Performance)
Fair
Good
Fair
Fair
Fair
Fair
Good
Solid
Solid
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Cautious Hold
Strong Buy
Strong Buy
Strong Buy
Strong Sell
Current Ratio
2.72
0.45
0.08
1.23
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
569.51 M
457.56 M
N/A
32.7 M
82.36 M
303.15 M
294.53 M
305 M
380.19 M
671.26 M
Profit Margin
0.17
0.57
55.24
-107.88
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
13.99 M
10.69 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
25.3 M
Operating Margin
0.86
0.88
69.19
83.32
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
537.95 M
450.17 M
462.85 M
213.7 M
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
0.92
0.94
0.73
0.75
N/A
2.18
2.58
1.47
N/A
0.53
Retained Earnings
(60.5 M)
(37.24 M)
(35.78 M)
(81.82 M)
N/A
N/A
N/A
N/A
N/A
(65.96 M)
Five Year Return
5.32
4.97
6.91
2.55
N/A
13.68
12.81
-0.88
9.74
N/A
Current Asset
N/A
907.46 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
N/A
N/A
21.83
9.19
N/A
14.97
15.01
39.93
15.25
N/A
Beta
0.74
0.77
1.19
0.93
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Employees
24
28
17
27
1
1
1
1
1
N/A
Cash Position Weight
N/A
N/A
N/A
N/A
1.34
1.04
1.7
1.42
2.93
N/A
Equity Positions Weight
N/A
N/A
N/A
N/A
94.23
98.96
98.3
97.7
97.07
N/A
Shares Outstanding
29.62 M
27.4 M
47.38 M
14.66 M
N/A
N/A
N/A
N/A
N/A
19.63 M
Three Year Return
N/A
N/A
10.56
8.32
N/A
19.81
19.62
13.05
11.89
N/A
Cash Flow From Operations
N/A
62.7 M
39.09 M
12.78 M
N/A
N/A
N/A
N/A
N/A
(64.15 M)
Annual Yield
0.0621
0.0442
0.0322
0.0095
0.0183
0.0028
0.0064
0.0248
0.0123
0.11
Total Debt
227.9 M
10.21 M
159.75 M
95.32 M
N/A
N/A
N/A
N/A
N/A
120 M
Return On Equity
0.0139
0.0204
2.37
-9.64
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
4.39
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0258
0.0191
1.34
2.91
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
67.76 K
33.89 K
78.76 K
6.96 K
N/A
N/A
N/A
N/A
N/A
9.4 K
Book Value Per Share
11.41
11.4
9.31
11.74
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
1 K
1 K
2.5 K
N/A
N/A
Current Liabilities
N/A
716.91 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
569.51 M
457.56 M
459.33 M
1.11 M
24.25 M
18.58 M
232.19 M
157.03 M
399.24 M
671.26 M
Debt To Equity
0.71
0.11
0.38
0.62
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
0.52
0.37
4.76
0.13
N/A
N/A
N/A
N/A
N/A
0.09
Last Dividend Paid
0.65
0.44
0.08
1.09
N/A
0.04
N/A
0.03
0.04
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
47.67
29.4
8.61
38.84
N/A
N/A
N/A
N/A
N/A
50.87
Market Capitalization
310.1 M
299.38 M
469.31 M
206.54 M
N/A
N/A
N/A
N/A
N/A
290.16 M
Price To Earning
64.83
24.08
49.14
57.1
N/A
18.54
19.58
16.31
N/A
2.71
Price To Sales
11.17
13.87
17.23
8.55
N/A
1.34
1.74
0.87
N/A
14.58
Net Income
4.8 M
10.69 M
10.34 M
(16.37 M)
N/A
N/A
N/A
N/A
N/A
19.29 M
Earnings Per Share
0.17
0.18
0.14
0.16
N/A
N/A
N/A
N/A
N/A
0.99
Shares Owned By Insiders
N/A
0.01
0.03
N/A
N/A
N/A
N/A
N/A
N/A
0.72
Revenue
16.54 M
11.17 M
18.72 M
15.18 M
N/A
N/A
N/A
N/A
N/A
55.51 M
Year To Date Return
N/A
N/A
4.84
0.82
N/A
1.8
2.26
5.83
4.91
N/A
Working Capital
N/A
190.54 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
11.4
12.15
10.32
5.02
N/A
Cash And Equivalents
296.99 K
608.61 K
208 K
1.95 M
N/A
N/A
N/A
N/A
N/A
N/A
Cash Per Share
0.02
0.02
N/A
0.13
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
27.75 M
21.58 M
18.04 M
16.32 M
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
10.42
10.7
6.53
7.6
15.05
39.19
35.26
14.5
24.95
14.79
Accumulation Distribution
1886.06
414.27
1204.99
1863.39
N/A
N/A
N/A
N/A
N/A
0.0161
Market Facilitation Index
N/A
0.0
N/A
0.0
N/A
N/A
N/A
N/A
N/A
0.24
Daily Balance Of Power
(0.44)
0.1111
1.25
0.4444
0
0
0
9.2 T
9.2 T
(0.21)
Period Momentum Indicator
(0.04)
0.01
0.05
0.04
(0.04)
(0.33)
(0.16)
0.08
0.31
(0.05)
Rate Of Daily Change
1.0
1.0
1.01
1.01
1.0
0.99
1.0
1.01
1.01
1.0
Day Median Price
10.43
10.71
6.53
7.59
15.05
39.19
35.26
14.5
24.95
14.81
Price Action Indicator
(0.04)
(0.01)
0.025
0.055
(0.02)
(0.17)
(0.08)
0.04
0.15
(0.1)
Relative Strength Index
59.23
62.16
61.99
66.9
57.11
55.62
56.91
69.5
69.67
45.84
Coefficient Of Variation
922.67
625.34
1270.5
918.9
1013.65
1745.05
852.09
481.68
424.49
11634.2
Mean Deviation
0.3617
0.3094
0.5519
0.5153
0.5047
0.5896
0.6852
0.9037
0.9373
0.3912
Jensen Alpha
0.0313
0.0595
0.0201
0.0546
0.0148
0.0354
0.0877
0.3575
0.2834
6.0E-4
Total Risk Alpha
0.0055
0.0284
(0.01)
0.0163
0.0061
(0.02)
0.0481
0.2423
0.2288
(0.04)
Sortino Ratio
(0.04)
0.0166
(0.02)
0.0209
4.0E-4
(0.02)
0.1136
0.3236
0.3127
(0.12)
Downside Variance
0.184
0.1787
0.6338
0.7397
0.6955
0.7156
0.6704
1.03
0.824
0.2369
Standard Deviation
0.4521
0.4472
0.6564
0.7577
0.6573
0.8737
1.34
1.89
1.48
0.5049
Kurtosis
(0.45)
3.77
(1.01)
3.87
0.0579
6.18
32.12
35.14
13.95
0.9619
Potential Upside
0.8955
0.7707
0.9524
1.15
1.07
1.12
1.2
1.73
2.73
0.7498
Treynor Ratio
0.2762
1.7
0.1052
0.221
0.0746
0.4664
0.1345
0.8396
0.3355
0.0491
Maximum Drawdown
1.75
2.67
2.36
3.92
2.85
6.15
11.17
15.28
10.12
2.77
Variance
0.2044
0.2
0.4308
0.5741
0.432
0.7634
1.8
3.57
2.19
0.255
Market Risk Adjusted Performance
0.2862
1.71
0.1152
0.231
0.0846
0.4764
0.1445
0.8496
0.3455
0.0591
Risk Adjusted Performance
0.0734
0.1112
0.0567
0.0803
0.0714
0.0437
0.0908
0.1588
0.1783
0.0018
Skewness
0.3502
1.11
(0.30)
0.3785
(0.60)
1.08
4.69
5.12
2.81
0.5651
Semi Deviation
0.2957
0.2413
0.6667
0.6577
0.7189
0.785
0.6132
0.4582
0.4113
0.4457
Information Ratio
(0.03)
0.0157
(0.02)
0.0237
5.0E-4
(0.02)
0.0693
0.1735
0.192
(0.12)
Value At Risk
(0.67)
(0.58)
(1.07)
(1.14)
(1.17)
(1.24)
(1.21)
(1.65)
(1.38)
(0.73)
Expected Short fall
(0.44)
(0.36)
(0.54)
(0.57)
(0.48)
(0.61)
(0.80)
(1.13)
(1.16)
(0.43)
Downside Deviation
0.4289
0.4227
0.7961
0.8601
0.834
0.846
0.8188
1.01
0.9077
0.4868
Semi Variance
0.0875
0.0582
0.4445
0.4326
0.5168
0.6162
0.3761
0.2099
0.1691
0.1986

Neuberger Berman Competition Performance Charts

Five steps to successful analysis of Neuberger Berman Competition

Neuberger Berman'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 Neuberger Berman IMF in relation to its competition. Neuberger Berman's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Neuberger Berman 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 Neuberger Berman's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Neuberger Berman IMF, 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.

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When determining whether Neuberger Berman IMF offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Neuberger Berman's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Neuberger Berman Imf Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Neuberger Berman Imf Stock:
How To Invest In Neuberger
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Is Neuberger Stock a good investment?
Details
What is Neuberger Berman's Net Worth?
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Largest Asset Management & Custody Banks Companies
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Largest Financial Services Companies
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Check out Neuberger Berman Correlation with its peers.
You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Is there potential for Asset Management & Custody Banks market expansion? Will Neuberger introduce new products? Factors like these will boost the valuation of Neuberger Berman. Anticipated expansion of Neuberger directly elevates investor willingness to pay premium valuations. Understanding fair value requires weighing current performance against future potential. All the valuation information about Neuberger Berman listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Neuberger Berman IMF's market price often diverges from its book value, the accounting figure shown on Neuberger's balance sheet. Smart investors calculate Neuberger Berman's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Since Neuberger Berman's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
It's important to distinguish between Neuberger Berman's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Neuberger Berman should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Neuberger Berman'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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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