SVB Competitors

Summary

SVB Financial Group competes with Bank of America, Black Hills, Rocky Brands, Timken, and Procter Gamble; as well as few others. Analyzing SVB Financial 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 SVB Financial to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of SVB Financial competition on your existing holdings.

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as SVB Financial. Your research has to be compared to or analyzed against SVB Financial's peers to derive any actionable benefits. When done correctly, SVB Financial'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 SVB Financial Group.

SVB Financial Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between SVB Financial and its competitors represents the degree of relationship between the price movements of corresponding pink sheets. A correlation of about +1.0 implies that the price of SVB 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 SVB Financial Group does not affect the price movement of the other competitor.

	BML-PG	BKH	RCKY	TKR	PG	FDUS	SHOO	LECO
BML-PG		0.53	-0.55	-0.26	-0.14	0.46	0.21	0.66	BML-PG
BKH	0.53		-0.44	-0.45	0.5	0.88	-0.16	0.57	BKH
RCKY	-0.55	-0.44		0.66	0.27	-0.62	0.55	-0.79	RCKY
TKR	-0.26	-0.45	0.66		-0.09	-0.61	0.69	-0.38	TKR
PG	-0.14	0.5	0.27	-0.09		0.39	-0.03	-0.24	PG
FDUS	0.46	0.88	-0.62	-0.61	0.39		-0.43	0.67	FDUS
SHOO	0.21	-0.16	0.55	0.69	-0.03	-0.43		-0.16	SHOO
LECO	0.66	0.57	-0.79	-0.38	-0.24	0.67	-0.16		LECO
	BML-PG	BKH	RCKY	TKR	PG	FDUS	SHOO	LECO

Click cells to compare fundamentals

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High positive correlations

FDUS	+ 0.88	BKH
SHOO	+ 0.69	TKR
LECO	+ 0.67	FDUS
LECO	+ 0.66	BML-PG
TKR	+ 0.66	RCKY
LECO	+ 0.57	BKH

High negative correlations

LECO	- 0.79	RCKY
FDUS	- 0.62	RCKY
FDUS	- 0.61	TKR
RCKY	- 0.55	BML-PG
TKR	- 0.45	BKH
RCKY	- 0.44	BKH

Risk-Adjusted Indicators

There is a big difference between SVB Pink Sheet performing well and SVB Financial 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 SVB Financial'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BML-PG	0.43	0.06	(0.12)	(0.28)	0.54	(0.44)	0.97	(1.00)	2.56
BKH	0.88	0.06	0.02	0.21	0.71	(1.09)	2.11	(1.38)	4.28
RCKY	2.20	(0.70)	0.00	(0.25)	0.00	0.00	4.07	(4.71)	30.74
TKR	1.43	(0.27)	0.00	(0.05)	0.00	0.00	2.64	(2.47)	16.50
PG	0.72	0.10	(0.04)	(1.05)	0.77	(0.77)	1.74	(1.26)	4.66
FDUS	0.54	0.08	0.00	0.38	0.43	(0.60)	1.20	(0.92)	3.15
SHOO	1.36	(0.03)	(0.04)	0.09	1.69	(1.43)	2.96	(2.75)	8.41
LECO	1.47	(0.04)	0.04	0.11	1.50	(1.70)	3.09	(2.12)	9.04

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SVB Financial Competitive Analysis

The better you understand SVB Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, SVB Financial'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 SVB Financial'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

	BML-PG	BKH	RCKY	TKR	PG	FDUS	SHOO	LECO
	1.10 22.98 Bank	0.20 64.07 Black	0.78 21.70 Rocky	0.85 77.45 Timken	0.06 179.26 Procter	1.00 21.29 Fidus	1.65 45.58 Steven	0.86 218.48 Lincoln
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	OK	Very Weak	Very Weak	Insignificant	Good	Weak	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Below Average	Very Small	Very Low	Low	Very Low	Low	Very Small
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Under Valued	Over Valued	Fairly Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Buy	Hold	Buy	Buy	Buy	Buy	Buy
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Buy	Hold	Strong Hold	Hold	Strong Hold	Strong Hold	Strong Hold
Current Ratio	N/A	0.97 X	2.56 X	2.03 X	0.62 X	2.58 X	2.39 X	1.62 X
Net Asset	3.05 T	9.62 B	479.38 M	6.54 B	122.37 B	1.09 T	1.35 B	3.38 B
Profit Margin	0.30 %	0.12 %	0.03 %	0.07 %	0.17 %	0.60 %	0.08 %	0.12 %
EBITDA	40.61 B	735.5 M	46.35 M	657.1 M	22.7 B	102.6 M	236.12 M	824.67 M
Operating Margin	0.34 %	0.19 %	0.09 %	0.12 %	0.28 %	0.73 %	0.13 %	0.17 %
Current Valuation	(112.16 B)	8.83 B	316.6 M	7.32 B	447.19 B	1.14 B	3.25 B	13.08 B
Price To Book	N/A	1.33 X	0.71 X	1.84 X	8.27 X	1.09 X	3.88 X	9.13 X
Five Year Return	3.72 %	3.17 %	1.84 %	2.15 %	2.67 %	10.25 %	N/A	1.82 %
Retained Earnings	N/A	1.16 B	151.58 M	2.23 B	123.81 B	85.14 M	1.68 B	3.69 B
Current Asset	N/A	822.15 M	129.22 M	1.21 B	33.78 B	N/A	457.82 M	936 M
Beta	1.4	0.68	2.13	1.43	0.41	1.44	1.1	1.15
Number Of Employees	216.82 K	2.87 K	2.06 K	19 K	108 K	N/A	2.9 K	12 K
Shares Outstanding	9.81 B	71.57 M	7.45 M	70.12 M	2.36 B	33.91 M	72.19 M	56.43 M
Cash Flow From Operations	(7.19 B)	944.4 M	73.58 M	545.2 M	19.85 B	48.41 M	229.24 M	667.54 M
Annual Yield	0.06 %	0.04 %	0.03 %	0.02 %	0.02 %	0.12 %	0.02 %	0.01 %
Total Debt	275.98 B	4.4 B	181.22 M	2.5 B	33.37 B	204.47 B	138.88 M	1.16 B
Return On Equity	0.1	0.0783	0.0598	0.13	0.29	0.14	0.2	0.38
Z Score	0.6	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return On Asset	0.0089	0.03	0.0516	0.0559	0.11	0.0565	0.11	0.12
Number Of Shares Shorted	1.79 K	2.1 M	94.58 K	1.23 M	17.63 M	212.88 K	3.03 M	827.97 K
Book Value Per Share	30.61 X	48.15 X	30.64 X	41.83 X	21.68 X	19.42 X	11.55 X	23.73 X
Current Liabilities	N/A	422.03 M	14.75 M	505.3 M	30.77 B	N/A	174.8 M	370.12 M
Total Asset	3.05 T	9.62 B	479.38 M	6.54 B	122.37 B	1.09 T	1.35 B	3.38 B
Short Ratio	0.22 X	3.64 X	1.70 X	1.97 X	2.67 X	0.88 X	3.90 X	2.77 X
Last Dividend Paid	0.86	2.58	0.62	1.34	3.89	1.72	0.84	2.84
Debt To Equity	N/A	1.50 %	1.43 %	0.86 %	0.74 %	0.80 %	0.13 %	0.97 %
Target Price	N/A	63.83	25.0	87.0	180.46	21.0	46.78	217.0
Shares Owned By Institutions	1.56 %	86.69 %	74.78 %	86.57 %	69.11 %	24.05 %	94.40 %	80.10 %
Market Capitalization	289.92 B	4.59 B	161.75 M	5.43 B	422.16 B	722.04 M	3.29 B	12.33 B
Price To Earning	10.76 X	19.38 X	9.50 X	14.32 X	25.21 X	15.91 X	130.74 X	39.83 X
Price To Earnings To Growth	N/A	3.24 X	1.62 X	0.95 X	3.79 X	3.59 X	1.83 X	2.03 X
Price To Sales	2.91 X	2.16 X	0.36 X	1.18 X	5.03 X	4.98 X	1.48 X	3.05 X
Net Income	27.53 B	262.2 M	10.43 M	394.1 M	14.88 B	77.13 M	171.55 M	545.25 M
Earnings Per Share	3.51 X	3.69 X	1.79 X	4.82 X	5.79 X	2.83 X	2.36 X	8.38 X
Shares Owned By Insiders	N/A	0.55 %	6.60 %	10.56 %	0.05 %	1.02 %	5.60 %	1.67 %
Revenue	94.95 B	2.33 B	461.83 M	4.77 B	84.04 B	154.18 M	1.98 B	4.19 B
Working Capital	N/A	(358.5 M)	186.64 M	1.16 B	(8.92 B)	N/A	477.21 M	938.5 M
Cash And Equivalents	815.05 B	21.43 M	5.8 M	331.6 M	8.25 B	72.47 M	180.5 M	152.8 M
Cash Per Share	94.22 X	0.16 X	0.79 X	4.14 X	2.83 X	2.96 X	2.29 X	2.64 X
Gross Profit	92.41 B	772.84 M	226.42 M	1.28 B	39.25 B	94.14 M	873.84 M	1.28 B
Day Typical Price	22.93	64.19	21.99	77.35	179.06	21.23	45.41	218.45
Accumulation Distribution	125.12	1656.11	1326.84	4081.94	28736.88	1030.31	6299.11	1395.96
Daily Balance Of Power	0.9615	0.3095	(0.18)	0.6701	(0.07)	0.913	1.321429	0.6549
Period Momentum Indicator	0.25	0.13	(0.17)	0.65	(0.10)	0.21	0.74	1.86
Rate Of Daily Change	1.01	1.0	0.99	1.01	1.0	1.01	1.02	1.01
Day Median Price	22.9	64.25	22.14	77.31	178.96	21.21	45.33	218.44
Price Action Indicator	0.21	(0.12)	(0.53)	0.47	0.25	0.19	0.62	0.97
Relative Strength Index	60.4	56.98	29.17	37.32	52.38	65.96	41.05	67.47
Coefficient Of Variation	1114.19	706.07	(887.60)	(3,630)	941.2	521.74	2451.75	978.21
Mean Deviation	0.4309	0.8848	2.2	1.43	0.7206	0.5433	1.36	1.47
Jensen Alpha	0.0618	0.0585	(0.70)	(0.27)	0.1035	0.0848	(0.03)	(0.04)
Total Risk Alpha	(0.06)	(0.04)	(1.13)	(0.48)	(0.07)	0.0078	(0.23)	(0.14)
Sortino Ratio	(0.12)	0.0206	N/A	N/A	(0.04)	6.0E-4	(0.04)	0.0381
Downside Variance	0.4984	0.7602	N/A	N/A	0.8916	0.4524	3.04	2.83
Standard Deviation	0.5868	1.1	4.01	2.43	0.9626	0.7202	1.75	1.97
Kurtosis	0.0981	(0.30)	27.79	13.99	0.9909	1.52	0.3166	2.36
Potential Upside	0.97	2.11	4.07	2.64	1.74	1.2	2.96	3.09
Treynor Ratio	(0.28)	0.2135	(0.25)	(0.05)	(1.05)	0.378	0.0874	0.1057
Maximum Drawdown	2.56	4.28	30.74	16.5	4.66	3.15	8.41	9.04
Variance	0.3443	1.21	16.07	5.9	0.9266	0.5187	3.05	3.89
Market Risk Adjusted Performance	(0.27)	0.2235	(0.24)	(0.04)	(1.04)	0.388	0.0974	0.1157
Risk Adjusted Performance	0.0656	0.1113	(0.08)	(0.01)	0.0833	0.1459	0.0368	0.0843
Skewness	(0.31)	0.4114	(4.31)	(1.50)	(0.13)	0.4861	0.0054	0.4864
Semi Deviation	0.5372	0.7082	N/A	N/A	0.771	0.4338	1.69	1.5
Information Ratio	(0.14)	0.0163	(0.15)	(0.08)	(0.04)	6.0E-4	(0.04)	0.0325
Value At Risk	(1.00)	(1.38)	(4.71)	(2.47)	(1.26)	(0.92)	(2.75)	(2.12)
Expected Short fall	(0.44)	(1.09)	N/A	N/A	(0.77)	(0.60)	(1.43)	(1.70)
Downside Deviation	0.706	0.8719	N/A	N/A	0.9443	0.6726	1.74	1.68
Semi Variance	0.2886	0.5015	N/A	N/A	0.5944	0.1882	2.87	2.24

SVB Financial Competition Performance Charts

Five steps to successful analysis of SVB Financial Competition

SVB Financial'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 SVB Financial Group in relation to its competition. SVB Financial's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of SVB Financial 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 SVB Financial's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to SVB Financial Group, 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 SVB Financial position

In addition to having SVB Financial 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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Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.

You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

Other Consideration for investing in SVB Pink Sheet

If you are still planning to invest in SVB Financial Group check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the SVB Financial's history and understand the potential risks before investing.

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