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Federated Investors (FII) Competitors

Federated Investors logo

FII vs. ARCC, BEN, SEIC, IVZ, MAIN, AMG, 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), Main Street Capital (MAIN), Affiliated Managers Group (AMG), 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 superior business? We will contrast the two businesses based on the strength of their profitability, risk, earnings, dividends, valuation, analyst recommendations, community ranking, institutional ownership and media sentiment.

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%

27.4% of Ares Capital shares are held by institutional investors. Comparatively, 82.2% of Federated Investors shares are held by institutional investors. 0.5% of Ares Capital shares are held by insiders. Comparatively, 5.5% of Federated Investors shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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$1.71B8.15$1.52B$2.458.30
Federated Investors$1.33B3.10$272.34M$2.6915.10

Ares Capital has a beta of 0.77, indicating that its stock price is 23% less volatile than the S&P 500. Comparatively, Federated Investors has a beta of 0.73, indicating that its stock price is 27% less volatile than the S&P 500.

Ares Capital received 171 more outperform votes than Federated Investors when rated by MarketBeat users. Likewise, 62.63% of users gave Ares Capital an outperform vote while only 43.43% of users gave Federated Investors an outperform vote.

CompanyUnderperformOutperform
Ares CapitalOutperform Votes
419
62.63%
Underperform Votes
250
37.37%
Federated InvestorsOutperform Votes
248
43.43%
Underperform Votes
323
56.57%

Ares Capital presently has a consensus price target of $22.22, indicating a potential upside of 9.28%. 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)
7 Buy rating(s)
1 Strong Buy rating(s)
2.82
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 9.4%. Federated Investors pays an annual dividend of $1.08 per share and has a dividend yield of 2.7%. Ares Capital pays out 78.4% 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.

In the previous week, Ares Capital had 30 more articles in the media than Federated Investors. MarketBeat recorded 37 mentions for Ares Capital and 7 mentions for Federated Investors. Ares Capital's average media sentiment score of 0.49 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
10 Very Positive mention(s)
7 Positive mention(s)
10 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Neutral
Federated Investors
0 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Ares Capital beats Federated Investors on 14 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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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FII vs. The Competition

MetricFederated InvestorsInvestment Advice IndustryFinance SectorNYSE Exchange
Market Cap$4.11B$10.69B$11.13B$18.95B
Dividend Yield2.98%24.59%5.77%4.02%
P/E Ratio15.1036.7922.1632.95
Price / Sales3.107.7126.1127.88
Price / Cash15.2217.7117.6017.52
Price / Book3.943.612.664.47
Net Income$272.34M$411.75M$1.03B$1.02B

Federated Investors Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FII
Federated Investors
N/A$40.61
+0.5%
N/A+23.0%$4.11B$1.33B15.101,878
ARCC
Ares Capital
2.1337 of 5 stars
$21.25
+0.7%
$22.22
+4.6%
+0.2%$13.67B$1.71B8.672,550Earnings Report
Dividend Announcement
Analyst Forecast
Short Interest ↑
BEN
Franklin Resources
4.2233 of 5 stars
$18.75
+0.2%
$18.96
+1.1%
-17.8%$9.85B$8.74B28.859,800Upcoming Earnings
Short Interest ↓
SEIC
SEI Investments
4.8866 of 5 stars
$77.78
-1.0%
$87.60
+12.6%
+18.7%$9.78B$2.16B17.604,840Analyst Revision
Positive News
IVZ
Invesco
4.9057 of 5 stars
$13.94
+0.1%
$17.25
+23.7%
-1.8%$6.24B$6.12B11.818,610Short Interest ↑
Positive News
MAIN
Main Street Capital
1.5771 of 5 stars
$54.53
+0.7%
$52.60
-3.5%
+7.9%$4.83B$601.25M9.8890Upcoming Earnings
News Coverage
AMG
Affiliated Managers Group
4.4604 of 5 stars
$162.98
+0.3%
$192.40
+18.1%
+6.0%$4.69B$2.04B10.793,950Upcoming Earnings
Positive News
CNS
Cohen & Steers
3.6583 of 5 stars
$76.20
flat
$90.00
+18.1%
+10.6%$3.88B$553.52M25.66390Positive News
GBDC
Golub Capital BDC
2.1047 of 5 stars
$14.53
+0.6%
$15.50
+6.7%
-17.6%$3.86B$309.01M10.53N/AUpcoming Earnings
Analyst Forecast
News Coverage
Positive News
PSEC
Prospect Capital
1.2541 of 5 stars
$3.69
+1.1%
$3.50
-5.1%
-31.5%$1.65B$101.04M-18.452,019Upcoming Earnings
Ex-Dividend
Analyst Forecast
News Coverage
Positive News
OCSL
Oaktree Specialty Lending
2.0262 of 5 stars
$14.89
+1.4%
$16.00
+7.5%
-24.8%$1.22B$48.88M22.22N/AEarnings Report
Analyst Forecast
News Coverage
Positive News
Gap Down

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This page (NYSE:FII) was last updated on 5/1/2025 by MarketBeat.com Staff
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