Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
FHI
STRONG BUYFederated Hermes, Inc. · Financial Services · United States · $4.4B · Avg Vol: $42M/d
COMPANY DESCRIPTION
Federated Hermes, Inc. is a global investment manager offering a comprehensive suite of equity, fixed-income, alternative, and money market investment strategies to institutional and individual clients. The firm differentiates itself through its deep expertise in responsible investing and stewardship, integrating environmental, social, and governance (ESG) factors across its diverse product offerings.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 1.6B | 1.6B | 1.8B | 7.6% | 1.9B | 2.0B | 2.1B | 7.2% |
| EPS | 2.65 | 3.40 | 3.23 | 5.13 | 24.6% | 5.31 | 5.10 | 5.68 | 5.2% |
| Shares | 89.3M | 84.8M | 81.8M | 76.4M | -14.4% | 75.9M | — | — | — |
| Debt | 452.8M | 457.9M | 462.0M | 457.0M | 0.3% | 450.5M | — | — | — |
| Equity | 1.0B | 1.1B | 1.1B | 1.2B | 4.6% | — | — | — | — |
| Op CF | 323.9M | 311.8M | 346.6M | 297.3M | -2.8% | 311.9M | — | — | — |
| Inv CF | -32.4M | -30.6M | 64.3M | 2.0M | — | — | — | — | — |
| Fin CF | -168.5M | -243.1M | -286.4M | -237.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FHI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FHI | Federated Hermes, Inc.(you) | $4.4B | 95 | STRONG BUY |
| VCTR | Victory Capital Holdings, Inc. | $5.2B | 94 | STRONG BUY |
| DNP | DNP Select Income Fund Inc. | $4.1B | 79 | BUY |
| GQG.AX | GQG Partners Inc. | $3.0B | 84 | STRONG BUY |
| CSQ | Calamos Strategic Total Return Fund | $3.2B | 75 | BUY |
| APAM | Artisan Partners Asset Management Inc. | $2.5B | 79 | BUY |
| CNS | Cohen & Steers, Inc. | $4.0B | 66 | BUY |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $1.7B | 83 | STRONG BUY |
| AAMI | Acadian Asset Management Inc. | $2.6B | 75 | BUY |
| SEIC | SEI Investments Company | $10.5B | 79 | BUY |
Peer medians: ROE 10.1% · P/E 13.9x · Gross margin 0.0%