FHI:NYE-Federated Investors Inc B (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 41.95

Change

-0.25 (-0.59)%

Market Cap

USD 3.30B

Volume

0.73M

Analyst Target

USD 28.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
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APO Apollo Global Management LLC C..

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ARES Ares Management LP

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OWL Blue Owl Capital Inc

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RJF Raymond James Financial Inc.

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BAM Brookfield Asset Management In..

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ETFs Containing FHI

XMLV Invesco S&P MidCap Low Vo.. 1.53 % 0.25 %

-0.23 (-0.69%)

USD 0.85B
CSF VictoryShares US Discover.. 0.37 % 0.35 %

-0.33 (-0.69%)

USD 0.04B
CSA VictoryShares US Small Ca.. 0.00 % 0.35 %

-0.40 (-0.69%)

USD 0.03B
CSB VictoryShares US Small Ca.. 0.00 % 0.35 %

-0.22 (-0.69%)

USD 0.29B
TPSC Timothy Plan US Small Cap.. 0.00 % 0.00 %

-0.29 (-0.69%)

USD 0.16B

Market Performance

  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 23.89% 89% A- 78% C+
Dividend Return 6.53% 55% F 84% B
Total Return 30.42% 91% A- 83% B
Trailing 12 Months  
Capital Gain 28.33% 87% B+ 71% C-
Dividend Return 6.76% 45% F 77% C+
Total Return 35.09% 85% B 77% C+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 10.35% 88% B+ 66% D+
Dividend Return 14.07% 84% B 70% C-
Total Return 3.72% 40% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 21.07% 58% F 52% F
Risk Adjusted Return 66.76% 91% A- 81% B-
Market Capitalization 3.30B 87% B+ 72% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
Superior risk adjusted returns

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.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

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.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.