Federated Hermes (FHI) Competitors

$32.79
-0.26 (-0.79%)
(As of 05/17/2024 ET)

FHI vs. AMK, DBRG, PJT, HPH, VCTR, APAM, CIXXF, CNS, GCMG, and AB

Should you be buying Federated Hermes stock or one of its competitors? The main competitors of Federated Hermes include AssetMark Financial (AMK), DigitalBridge Group (DBRG), PJT Partners (PJT), Highest Performances (HPH), Victory Capital (VCTR), Artisan Partners Asset Management (APAM), CI Financial (CIXXF), Cohen & Steers (CNS), GCM Grosvenor (GCMG), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.

Federated Hermes vs.

Federated Hermes (NYSE:FHI) and AssetMark Financial (NYSE:AMK) are both mid-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, community ranking, valuation, media sentiment, earnings and analyst recommendations.

In the previous week, AssetMark Financial had 2 more articles in the media than Federated Hermes. MarketBeat recorded 3 mentions for AssetMark Financial and 1 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 1.47 beat AssetMark Financial's score of 0.11 indicating that Federated Hermes is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Federated Hermes
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AssetMark Financial
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Federated Hermes currently has a consensus target price of $38.29, suggesting a potential upside of 16.76%. AssetMark Financial has a consensus target price of $33.75, suggesting a potential downside of 0.56%. Given Federated Hermes' higher possible upside, research analysts clearly believe Federated Hermes is more favorable than AssetMark Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Hermes
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
AssetMark Financial
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.50

Federated Hermes has higher revenue and earnings than AssetMark Financial. Federated Hermes is trading at a lower price-to-earnings ratio than AssetMark Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.61B1.71$298.98M$3.529.32
AssetMark Financial$708.50M3.56$123.12M$1.9117.77

AssetMark Financial has a net margin of 19.92% compared to Federated Hermes' net margin of 18.75%. Federated Hermes' return on equity of 27.00% beat AssetMark Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes18.75% 27.00% 14.62%
AssetMark Financial 19.92%12.93%10.00%

75.9% of Federated Hermes shares are held by institutional investors. Comparatively, 28.6% of AssetMark Financial shares are held by institutional investors. 3.7% of Federated Hermes shares are held by insiders. Comparatively, 2.0% of AssetMark Financial shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

AssetMark Financial received 49 more outperform votes than Federated Hermes when rated by MarketBeat users. Likewise, 63.89% of users gave AssetMark Financial an outperform vote while only 27.40% of users gave Federated Hermes an outperform vote.

CompanyUnderperformOutperform
Federated HermesOutperform Votes
20
27.40%
Underperform Votes
53
72.60%
AssetMark FinancialOutperform Votes
69
63.89%
Underperform Votes
39
36.11%

Federated Hermes has a beta of 1.14, meaning that its share price is 14% more volatile than the S&P 500. Comparatively, AssetMark Financial has a beta of 1.11, meaning that its share price is 11% more volatile than the S&P 500.

Summary

Federated Hermes beats AssetMark Financial on 11 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FHI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FHI vs. The Competition

MetricFederated HermesInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$2.76B$8.28B$9.83B$18.09B
Dividend Yield3.75%25.42%5.83%3.44%
P/E Ratio9.3245.6640.0826.23
Price / Sales1.714.97291.7511.56
Price / Cash8.6115.4829.0319.45
Price / Book2.413.493.306.01
Net Income$298.98M$297.58M$1.01B$966.65M
7 Day Performance-0.73%1.40%1.69%1.85%
1 Month Performance-6.21%4.41%5.40%7.14%
1 Year Performance-10.61%24.57%17.86%21.67%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMK
AssetMark Financial
3.016 of 5 stars
$33.94
-0.1%
$33.75
-0.6%
+20.5%$2.53B$708.50M17.77990Short Interest ↑
High Trading Volume
DBRG
DigitalBridge Group
4.876 of 5 stars
$14.79
-0.4%
$21.75
+47.1%
+27.4%$2.42B$1.50B9.54300Analyst Forecast
Short Interest ↓
PJT
PJT Partners
1.7186 of 5 stars
$99.43
+0.1%
$93.25
-6.2%
+54.1%$2.38B$1.15B27.391,012
HPH
Highest Performances
0 of 5 stars
$9.00
+0.4%
N/AN/A$2.22B$15.78M0.00288Gap Down
VCTR
Victory Capital
4.445 of 5 stars
$52.16
-0.1%
$46.67
-10.5%
+59.6%$3.35B$821.03M16.66481Analyst Forecast
APAM
Artisan Partners Asset Management
2.5486 of 5 stars
$43.38
+1.0%
$43.00
-0.9%
+38.5%$3.49B$975.10M13.23573Analyst Revision
Positive News
CIXXF
CI Financial
0 of 5 stars
$12.14
-0.5%
N/A+13.3%$1.91B$2.03B-606.902,390Analyst Revision
News Coverage
Gap Up
CNS
Cohen & Steers
2.4286 of 5 stars
$71.09
-1.3%
$67.00
-5.7%
+30.9%$3.52B$489.64M27.66405Positive News
GCMG
GCM Grosvenor
1.5378 of 5 stars
$9.80
+0.2%
$10.40
+6.1%
+40.1%$1.83B$445M-33.79538
AB
AllianceBernstein
3.4557 of 5 stars
$32.65
-1.4%
$41.19
+26.1%
-0.1%$3.76B$4.16B13.554,707

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This page (NYSE:FHI) was last updated on 5/18/2024 by MarketBeat.com Staff

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