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Federated Investors (FII) Competitors

Federated Investors logo

FII vs. ARCC, BEN, SEIC, IVZ, AMG, MAIN, CNS, GBDC, PSEC, and OCSL

Should you be buying Federated Investors stock or one of its competitors? The main competitors of Federated Investors include Ares Capital (ARCC), Franklin Resources (BEN), SEI Investments (SEIC), Invesco (IVZ), Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), and Oaktree Specialty Lending (OCSL). These companies are all part of the "asset management & custody banks" industry.

Federated Investors vs.

Ares Capital (NASDAQ:ARCC) and Federated Investors (NYSE:FII) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, community ranking, analyst recommendations, valuation, profitability, media sentiment, risk, dividends and earnings.

27.4% of Ares Capital shares are owned by institutional investors. Comparatively, 82.2% of Federated Investors shares are owned by institutional investors. 0.5% of Ares Capital shares are owned by company insiders. Comparatively, 5.5% of Federated Investors shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Ares Capital has a beta of 0.7, suggesting that its share price is 30% less volatile than the S&P 500. Comparatively, Federated Investors has a beta of 0.73, suggesting that its share price is 27% less volatile than the S&P 500.

Ares Capital presently has a consensus target price of $22.00, suggesting a potential upside of 1.90%. Given Ares Capital's stronger consensus rating and higher possible upside, equities research analysts clearly believe Ares Capital is more favorable than Federated Investors.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.78
Federated Investors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 8.9%. Federated Investors pays an annual dividend of $1.08 per share and has a dividend yield of 2.5%. Ares Capital pays out 93.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Federated Investors pays out 40.1% of its earnings in the form of a dividend.

Ares Capital received 172 more outperform votes than Federated Investors when rated by MarketBeat users. Likewise, 62.69% of users gave Ares Capital an outperform vote while only 43.43% of users gave Federated Investors an outperform vote.

CompanyUnderperformOutperform
Ares CapitalOutperform Votes
420
62.69%
Underperform Votes
250
37.31%
Federated InvestorsOutperform Votes
248
43.43%
Underperform Votes
323
56.57%

In the previous week, Ares Capital had 7 more articles in the media than Federated Investors. MarketBeat recorded 13 mentions for Ares Capital and 6 mentions for Federated Investors. Ares Capital's average media sentiment score of 1.38 beat Federated Investors' score of 0.00 indicating that Ares Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ares Capital
11 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Federated Investors
2 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Capital$1.49B10.01$1.52B$2.0510.53
Federated Investors$1.33B3.24$272.34M$2.6915.82

Ares Capital has a net margin of 50.90% compared to Federated Investors' net margin of 20.52%. Federated Investors' return on equity of 28.65% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital50.90% 11.54% 5.50%
Federated Investors 20.52%28.65%15.66%

Summary

Ares Capital beats Federated Investors on 13 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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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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FII vs. The Competition

MetricFederated InvestorsInvestment Advice IndustryFinance SectorNYSE Exchange
Market Cap$4.30B$11.17B$11.49B$19.29B
Dividend Yield2.98%24.42%5.45%3.83%
P/E Ratio15.8239.2022.2234.41
Price / Sales3.247.7227.4134.88
Price / Cash15.2217.7117.6217.52
Price / Book4.133.712.764.69
Net Income$272.34M$419.40M$1.04B$1.02B

Federated Investors Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FII
Federated Investors
N/A$42.56
+0.2%
N/A+29.7%$4.30B$1.33B15.821,878
ARCC
Ares Capital
2.3313 of 5 stars
$21.96
+0.2%
$22.00
+0.2%
+0.7%$15.17B$1.49B8.982,550Positive News
BEN
Franklin Resources
4.0906 of 5 stars
$22.18
-0.2%
$20.25
-8.7%
-9.0%$11.65B$8.70B34.129,800News Coverage
Positive News
Dividend Announcement
SEIC
SEI Investments
4.569 of 5 stars
$85.25
-0.4%
$87.60
+2.8%
+24.1%$10.62B$2.16B19.314,840Analyst Upgrade
IVZ
Invesco
4.9156 of 5 stars
$15.23
-0.7%
$17.25
+13.3%
-7.7%$6.82B$6.12B12.918,610News Coverage
Positive News
Gap Down
AMG
Affiliated Managers Group
4.6306 of 5 stars
$182.47
+0.1%
$192.40
+5.4%
+10.9%$5.19B$2.04B12.093,950Positive News
MAIN
Main Street Capital
1.4587 of 5 stars
$56.25
+0.4%
$52.80
-6.1%
+13.9%$5.01B$607.66M10.1990
CNS
Cohen & Steers
2.9995 of 5 stars
$81.02
-0.8%
$90.00
+11.1%
+5.0%$4.13B$549.97M27.29390News Coverage
GBDC
Golub Capital BDC
1.9445 of 5 stars
$15.11
+0.3%
$15.50
+2.6%
-8.4%$4.02B$300.65M10.95N/APositive News
PSEC
Prospect Capital
0.7913 of 5 stars
$3.66
-0.2%
$3.00
-18.1%
-40.3%$1.63B$-182,778,000.00-18.332,019
OCSL
Oaktree Specialty Lending
2.7751 of 5 stars
$14.42
-0.2%
$15.83
+9.8%
-26.4%$1.27B$-1,542,000.0021.57N/APositive News

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This page (NYSE:FII) was last updated on 5/23/2025 by MarketBeat.com Staff
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