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Company Analysis

Federated Hermes, Inc. FHI

A comprehensive view of key metrics, scores, and financial health for Federated Hermes, Inc.

Overview of Federated Hermes, Inc.

FHI NYQ
Financial Services Asset Management Mid Cap
Federated Hermes, Inc. (FHI), is a Mid Cap company, in the Asset Management industry, last closed at $56.99, about 70.8% overvalued vs fair value, +44.0% 1Y return, ranked 262/1004 in sector.
$56.99
0.78%
As of March 13, 2026
Previous close • Vol 90d: 21.5%
52-Week Range
Market Cap
$4.42B
Enterprise Value
$4.04B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.federatedhermes.co...
HQ Pittsburgh, PA
Employees 2,000
Fiscal year Dec 31

Next Events

Earnings Apr 23 Estimated

Fair Value Snapshot

Bear Base Bull
$9
$17
$31
Current: $56.99 -71% vs base

Engine Room Money Flow™

Mid Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$17.3M
-26.1%%
Interest Expense
$12.7M
Net Interest Income
$-12.7M
-1.2%%
Total Revenue
$1.8B
10.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
23.4%
Excellent

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$322.4M
125.6% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Federated Hermes, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
57
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing FHI's balance between Growth (38.3%), Profitability (29.2%), and Safety (32.5%). Growth 38% Safety 32% Profitability 29%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

68th percentile vs peers
69
Key Signals
Rev Growth YoY 10.3% 61p EPS Growth YoY 59.0% 74p Revenue CAGR 3Y 7.6% 52p EPS CAGR 3Y 24.3% 84p TSR 52.1% 91p
Strengths
  • Eps Cagr 3Y in top 20% of peers (24.3%, 84th percentile)
  • Interest Coverage Ratio in top 20% of peers (31.13, 90th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
  • Tsr in top 20% of peers (52.1%, 91th percentile)
Risks

No significant risks identified for this axis.

Profitability

52th percentile vs peers
52
Key Signals
Strengths
Risks
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Safety

58th percentile vs peers
58
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Federated Hermes, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
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- upside
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Base
$16.66
- - -
-70.8% vs current
Snapshot base estimate
Bull
-
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- upside
-
Fair Value Range Current: $-
$- $- $-
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