Neuberger Competitors

Stocks . USA . 
Stock . Neuberger Berman Next
NBXG Stock  USD 13.40  0.25  1.90%   
Neuberger Berman Next competes with Royce Total, T Rowe, Columbia Convertible, Natixis Oakmark, and Eaton Vance; as well as few others. The company conducts business under Capital Markets sector and is part of 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 William Blair Correlation

Good diversification

The correlation between Neuberger Berman Next and WILNX is -0.13 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Neuberger Berman Next and WILNX in the same portfolio, assuming nothing else is changed.

Moving against Neuberger Stock

  0.39RA Brookfield Real AssetsPairCorr
The Neuberger Berman's current Return On Tangible Assets is estimated to increase to 0.22. The Neuberger Berman's current Return On Capital Employed is estimated to increase to 0.22. At this time, Neuberger Berman's Return On Tangible Assets are most likely to increase slightly in the upcoming years. The Neuberger Berman's current Return On Assets is estimated to increase to 0.22, while Non Current Assets Total are projected to decrease to roughly 966.3 M.
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Neuberger Berman'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
12.1613.3914.62
Details
Intrinsic
Valuation
LowRealHigh
12.4613.6914.92
Details

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 Next does not affect the price movement of the other competitor.

High positive correlations

BAUAX
+ 0.97
RYTFX
LEVIX
+ 0.93
PACIX
WILNX
+ 0.93
PACIX
SLGFX
+ 0.92
BAUAX
NEFOX
+ 0.91
RYTFX
SLGFX
+ 0.91
RYTFX
  

High negative correlations

SMAPX
- 0.32
EOS

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
RYTFX  1.02  0.30  0.38  0.29  0.25 
(1.39)
 2.39 
(1.29)
 16.09 
RPIDX  0.12  0.00 (0.31) 0.40  0.00 
(0.21)
 0.46 
(0.23)
 1.03 
PACIX  0.79  0.03  0.02  0.10  0.93 
(0.81)
 1.67 
(1.67)
 3.83 
NEFOX  0.71  0.04  0.04  0.10  0.71 
(0.78)
 1.94 
(1.41)
 4.21 
EOS  0.74 (0.10) 0.00 (0.09) 0.00 
 0.00 
 1.36 
(1.77)
 3.57 
BAUAX  1.08  0.30  0.34  0.35  0.45 
(1.40)
 2.56 
(1.51)
 16.04 
LEVIX  1.13 (0.06)(0.03) 0.02  1.36 
(1.20)
 2.43 
(2.32)
 5.97 
SMAPX  0.68  0.21  0.18  2.06  0.53 
(0.81)
 1.45 
(1.33)
 3.86 
SLGFX  0.59  0.03  0.01  0.10  0.71 
(0.67)
 1.15 
(1.58)
 5.49 
WILNX  0.69  0.09  0.06  0.23  0.84 
(0.70)
 1.77 
(1.60)
 4.43 

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
NBXG RYTFX RPIDX PACIX NEFOX EOS BAUAX LEVIX SMAPX SLGFX
 1.90 
 13.40 
Neuberger
 0.65 
 7.69 
Royce
 0.46 
 8.80 
RPIDX
 0.88 
 27.38 
Columbia
 0.54 
 31.46 
NATIXIS
 0.09 
 22.00 
Eaton
 1.28 
 28.53 
Brown
 1.09 
 12.94 
Lazard
 1.54 
 11.88 
Salient
 0.14 
 21.92 
Simt
Market Volatility
(90 Days Market Risk)
Very steady
Somewhat reliable
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weakest
Solid
Fair
Good
Good
Weakest
Solid
Fair
Solid
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Tiny
Low
Low
Low
Low
Average
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Strong Sell
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Buy
Strong Sell
Strong Buy
Strong Hold
Strong Hold
Strong Buy
Hold
Strong Buy
Strong Hold
Net Asset
1.39 B
938.05 M
1.21 B
1.57 B
1.19 B
N/A
1.1 B
37.37 M
1.05 B
480.74 M
Price To Book
0.77
1.96
N/A
3.25
1.72
0.83
1.82
2.82
1.22
N/A
Retained Earnings
228.69 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
N/A
8.2
4.1
3.33
14.31
8.79
9.97
6.61
19.42
12.08
One Year Return
N/A
7.34
5.83
23.48
12.2
5.29
13.68
4.07
15.51
12.31
Beta
N/A
N/A
N/A
N/A
N/A
1.21
N/A
N/A
N/A
N/A
Cash Position Weight
N/A
2.29
15.68
2.36
4.77
N/A
3.87
1.91
1.54
1.29
Equity Positions Weight
N/A
95.88
1.29
9.8
95.24
N/A
96.13
98.09
98.46
98.71
Shares Outstanding
78.76 M
N/A
N/A
N/A
N/A
50.84 M
N/A
N/A
N/A
N/A
Three Year Return
N/A
10.37
6.13
13.96
15.88
20.21
11.18
9.86
21.84
19.26
Annual Yield
0.097
0.0059
0.0727
0.0137
0.0069
0.0072
0.0046
N/A
0.0388
0.0092
Total Debt
24.64 M
N/A
N/A
N/A
N/A
852.13 K
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
78.37
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
9.85 K
N/A
N/A
N/A
N/A
198.44 K
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
2.5 K
N/A
N/A
N/A
N/A
N/A
N/A
100 K
Total Asset
1.39 B
48.34 M
97.86 M
304.23 M
311.12 M
N/A
1.84 M
26.4 M
193.41 M
1.2 B
Short Ratio
0.05
N/A
N/A
N/A
N/A
1.25
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
0.01
0.03
0.04
N/A
1.65
0.04
N/A
0.08
0.04
Shares Owned By Institutions
42.36
N/A
N/A
N/A
N/A
15.61
N/A
N/A
N/A
N/A
Market Capitalization
1.06 B
N/A
N/A
N/A
N/A
1.03 B
N/A
N/A
N/A
N/A
Price To Earning
N/A
40.0
N/A
1.75
14.93
3.7
21.13
5.29
18.6
N/A
Price To Sales
3.24
1.15
N/A
3.88
1.43
98.91
0.77
2.03
0.64
N/A
Earnings Per Share
4.08
N/A
N/A
N/A
N/A
4.75
N/A
N/A
N/A
N/A
Year To Date Return
N/A
7.89
0.62
6.88
2.13
0.26
9.3
2.27
15.27
0.0913
Ten Year Return
N/A
7.19
N/A
10.38
9.87
N/A
8.37
12.0
N/A
N/A
Day Typical Price
13.32
7.69
8.8
27.38
31.46
22.03
28.53
12.94
11.88
21.92
Accumulation Distribution
0.0223
N/A
N/A
N/A
N/A
0.0108
N/A
N/A
N/A
N/A
Market Facilitation Index
0.3
N/A
N/A
N/A
N/A
0.24
N/A
N/A
N/A
N/A
Daily Balance Of Power
0.8333
9.2 T
9.2 T
9.2 T
9.2 T
0.0833
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.25
0.05
0.04
0.24
0.17
0.02
0.36
0.14
0.18
0.03
Rate Of Daily Change
1.02
1.01
1.0
1.01
1.01
1.0
1.01
1.01
1.02
1.0
Day Median Price
13.28
7.69
8.8
27.38
31.46
22.04
28.53
12.94
11.88
21.92
Price Action Indicator
0.25
0.025
0.02
0.12
0.085
(0.03)
0.18
0.07
0.09
0.015
Coefficient Of Variation
(988.92)
516.41
1324.61
1175.08
876.81
(1,864)
545.28
4565.69
377.83
1066.85
Mean Deviation
0.9425
1.02
0.1198
0.7897
0.706
0.7382
1.08
1.13
0.6808
0.5947
Jensen Alpha
(0.18)
0.2984
0.0034
0.0301
0.0381
(0.10)
0.3041
(0.06)
0.2097
0.0275
Total Risk Alpha
(0.23)
0.2289
(0.01)
9.0E-4
0.0267
(0.13)
0.2149
(0.08)
0.1525
0.0066
Sortino Ratio
N/A
0.3751
(0.31)
0.0154
0.0419
N/A
0.3395
(0.03)
0.1849
0.0124
Downside Variance
N/A
0.717
0.0319
1.05
0.7137
N/A
0.8233
2.07
0.712
0.6779
Standard Deviation
1.24
2.0
0.1855
1.01
0.9233
0.9397
2.06
1.43
0.8537
0.8553
Kurtosis
0.7433
34.58
4.57
0.4235
0.1019
(0.04)
31.89
(0.32)
(0.12)
3.67
Potential Upside
1.49
2.39
0.4566
1.67
1.94
1.36
2.56
2.43
1.45
1.15
Treynor Ratio
(0.18)
0.2856
0.3968
0.0995
0.0999
(0.09)
0.3453
0.0163
2.06
0.0986
Maximum Drawdown
6.34
16.09
1.03
3.83
4.21
3.57
16.04
5.97
3.86
5.49
Variance
1.54
4.01
0.0344
1.01
0.8525
0.883
4.25
2.03
0.7289
0.7315
Market Risk Adjusted Performance
(0.17)
0.2956
0.4068
0.1095
0.1099
(0.08)
0.3553
0.0263
2.07
0.1086
Risk Adjusted Performance
(0.08)
0.1622
0.0274
0.0707
0.0933
(0.04)
0.1541
0.022
0.2141
0.0762
Skewness
(0.38)
5.13
1.56
(0.03)
0.1862
(0.27)
4.83
0.1284
(0.27)
0.6311
Semi Deviation
N/A
0.245
0.0
0.9283
0.7098
N/A
0.4464
1.36
0.5316
0.7145
Information Ratio
(0.16)
0.1587
(0.30)
0.0157
0.0383
(0.13)
0.1495
(0.03)
0.1828
0.012
Value At Risk
(2.51)
(1.29)
(0.23)
(1.67)
(1.41)
(1.77)
(1.51)
(2.32)
(1.33)
(1.58)
Expected Short fall
N/A
(1.39)
(0.21)
(0.81)
(0.78)
N/A
(1.40)
(1.20)
(0.81)
(0.67)
Downside Deviation
N/A
0.8468
0.1787
1.03
0.8448
N/A
0.9074
1.44
0.8438
0.8233
Semi Variance
N/A
0.06
(0.0001)
0.8617
0.5038
N/A
0.1993
1.85
0.2826
0.5105

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 Next 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 Next, 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 Neuberger Berman position

In addition to having Neuberger Berman 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.

Did You Try This Idea?

Run Farming Thematic Idea Now

Farming
Farming Theme
Companies producing farming products and providing services for farmers. The Farming theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Farming Theme or any other thematic opportunities.
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When determining whether Neuberger Berman Next is a strong investment it is important to analyze Neuberger Berman'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 Neuberger Berman's future performance. For an informed investment choice regarding Neuberger Stock, refer to the following important reports:
How To Invest In Neuberger
Details
Is Neuberger Stock a good investment?
Details
What is Neuberger Berman's Net Worth?
Details
Largest Asset Management & Custody Banks Companies
View
Largest Financial Services Companies
View
Check out Neuberger Berman Correlation with its peers.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Can Asset Management & Custody Banks industry sustain growth momentum? Does Neuberger have expansion opportunities? Factors like these will boost the valuation of Neuberger Berman. Anticipated expansion of Neuberger directly elevates investor willingness to pay premium valuations. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Neuberger Berman demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Earnings Share
4.08
The market value of Neuberger Berman Next is measured differently than its book value, which is the value of Neuberger that is recorded on the company's balance sheet. Investors also form their own opinion of Neuberger Berman's value that differs from its market value or its book value, called intrinsic value, which is Neuberger Berman's true underlying value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Because Neuberger Berman's market value can be influenced by many factors that don't directly affect Neuberger Berman's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic 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. Meanwhile, Neuberger Berman's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
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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