Free Trial

Federated Hermes (FHI) Competitors

$34.96
+0.40 (+1.16%)
(As of 07/17/2024 ET)

FHI vs. HLI, EVR, HLNE, IVZ, JHG, AMG, STEP, LAZ, MC, and AB

Should you be buying Federated Hermes stock or one of its competitors? The main competitors of Federated Hermes include Houlihan Lokey (HLI), Evercore (EVR), Hamilton Lane (HLNE), Invesco (IVZ), Janus Henderson Group (JHG), Affiliated Managers Group (AMG), StepStone Group (STEP), Lazard (LAZ), Moelis & Company (MC), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.

Federated Hermes vs.

Houlihan Lokey (NYSE:HLI) and Federated Hermes (NYSE:FHI) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, valuation, dividends, profitability, risk, community ranking, analyst recommendations, institutional ownership and media sentiment.

Houlihan Lokey received 268 more outperform votes than Federated Hermes when rated by MarketBeat users. Likewise, 62.15% of users gave Houlihan Lokey an outperform vote while only 27.63% of users gave Federated Hermes an outperform vote.

CompanyUnderperformOutperform
Houlihan LokeyOutperform Votes
289
62.15%
Underperform Votes
176
37.85%
Federated HermesOutperform Votes
21
27.63%
Underperform Votes
55
72.37%

In the previous week, Houlihan Lokey had 7 more articles in the media than Federated Hermes. MarketBeat recorded 18 mentions for Houlihan Lokey and 11 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 0.78 beat Houlihan Lokey's score of 0.46 indicating that Houlihan Lokey is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Houlihan Lokey
5 Very Positive mention(s)
4 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Federated Hermes
5 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

78.1% of Houlihan Lokey shares are held by institutional investors. Comparatively, 75.9% of Federated Hermes shares are held by institutional investors. 26.0% of Houlihan Lokey shares are held by company insiders. Comparatively, 3.7% of Federated Hermes shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Houlihan Lokey has a beta of 0.67, indicating that its stock price is 33% less volatile than the S&P 500. Comparatively, Federated Hermes has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.

Federated Hermes has a net margin of 18.75% compared to Federated Hermes' net margin of 14.64%. Houlihan Lokey's return on equity of 27.00% beat Federated Hermes' return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey14.64% 18.08% 10.69%
Federated Hermes 18.75%27.00%14.62%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Houlihan Lokey$1.91B5.31$280.30M$4.1136.08
Federated Hermes$1.61B1.83$298.98M$3.529.93

Houlihan Lokey pays an annual dividend of $2.28 per share and has a dividend yield of 1.5%. Federated Hermes pays an annual dividend of $1.24 per share and has a dividend yield of 3.5%. Houlihan Lokey pays out 55.5% of its earnings in the form of a dividend. Federated Hermes pays out 35.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Federated Hermes is clearly the better dividend stock, given its higher yield and lower payout ratio.

Houlihan Lokey currently has a consensus price target of $148.00, suggesting a potential downside of 0.20%. Federated Hermes has a consensus price target of $38.00, suggesting a potential upside of 8.70%. Given Houlihan Lokey's stronger consensus rating and higher possible upside, analysts plainly believe Federated Hermes is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Federated Hermes
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

Summary

Houlihan Lokey and Federated Hermes tied by winning 10 of the 20 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.
Skip Chart

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.
Skip Chart

FHI vs. The Competition

MetricFederated HermesInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$2.91B$10.00B$9.66B$18.70B
Dividend Yield3.59%24.23%10.28%3.46%
P/E Ratio9.9335.7957.5621.31
Price / Sales1.836.133,557.8615.56
Price / Cash9.0016.6128.8720.68
Price / Book2.633.852.655.14
Net Income$298.98M$308.03M$1.01B$974.70M
7 Day Performance3.80%3.43%3.33%2.97%
1 Month Performance9.73%6.09%6.74%6.48%
1 Year Performance-1.47%13.61%14.69%9.05%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HLI
Houlihan Lokey
4.3702 of 5 stars
4.37 / 5 stars
$141.42
+1.9%
$148.00
+4.7%
+44.3%$9.52B$1.91B34.412,610
EVR
Evercore
4.3712 of 5 stars
4.37 / 5 stars
$227.02
+0.7%
$207.00
-8.8%
+81.9%$8.68B$2.43B35.642,195Upcoming Earnings
Short Interest ↓
News Coverage
HLNE
Hamilton Lane
3.8995 of 5 stars
3.90 / 5 stars
$137.39
+2.0%
$114.29
-16.8%
+65.4%$7.28B$553.84M37.23600News Coverage
IVZ
Invesco
4.5482 of 5 stars
4.55 / 5 stars
$16.03
+0.3%
$16.81
+4.9%
-6.6%$7.19B$5.72B-21.378,500Upcoming Earnings
JHG
Janus Henderson Group
4.3346 of 5 stars
4.33 / 5 stars
$35.20
0.0%
$30.59
-13.1%
+24.3%$5.65B$2.10B13.282,200Analyst Forecast
Positive News
AMG
Affiliated Managers Group
4.137 of 5 stars
4.14 / 5 stars
$166.89
+1.1%
$174.40
+4.5%
+9.4%$5.26B$2.04B9.264,000Upcoming Earnings
Short Interest ↑
Analyst Revision
News Coverage
STEP
StepStone Group
2.0833 of 5 stars
2.08 / 5 stars
$46.51
-0.1%
$39.07
-16.0%
+84.0%$5.15B$711.63M51.68980Analyst Forecast
LAZ
Lazard
3.179 of 5 stars
3.18 / 5 stars
$41.44
+0.3%
$45.00
+8.6%
+31.6%$4.66B$2.52B-118.403,291Upcoming Earnings
Analyst Downgrade
News Coverage
MC
Moelis & Company
0.9948 of 5 stars
0.99 / 5 stars
$61.02
+1.5%
$50.00
-18.1%
+35.3%$4.56B$884.41M-321.161,161Upcoming Earnings
News Coverage
AB
AllianceBernstein
3.5985 of 5 stars
3.60 / 5 stars
$33.83
-0.4%
$40.69
+20.3%
-0.1%$3.90B$4.16B14.044,707Upcoming Earnings

Related Companies and Tools

This page (NYSE:FHI) was last updated on 7/18/2024 by MarketBeat.com Staff

From Our Partners