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Federated Hermes, Inc. (FHI) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Federated Hermes, Inc.

FHIMarket cap $3.98BPrice $55.9

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages money market funds, equities, and fixed-income strategies for institutions and individual investors worldwide. Pioneered money market funds decades ago and still ranks among the largest managers of that cash-parking staple, overseeing hundreds of billions in assets.

In Bastion Portfolios?

52W Return+11%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)+10%6

Rev CAGR (3y)+5%4

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1+11%7

EPS Growth Y+2+3%4

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin27%9

Net Income Margin21%8

Free Cash Flow Margin19%8

Debt

Net Debt/EBITDA-0.110

Efficiency

ROE33%9

ROA19%10

Earnings Stability77

GEAR+VERY STRONG97

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)98

P/BV3.25

EV Multiples

EV/EBITDA Fwd78

EV/EBIT Fwd88

Yield

Free Cash Flow Yield0.0%9

Dividend Yield2.7%7

Momentum

Short term

1 month return-9%3

3 month return-2%6

YTD return+9%6

Mid term

Price vs 52wHigh84%6

1 year return+9%6

Long term

3 year return+85%7

5 year return+101%7

Risk Shield

Price Risk

Beta0.67

Volatility25%8

Free Cash Flow

Free Cash Flow Margin19%8

Free Cash Flow Yield0.0%9

Quality

ROCE27%10

Earnings Stability77

Net Debt/EBITDA-0.110

02Growth

Is it actually growing, and how fast?

FHIFederated Hermes

Revenue FY25$1.8B

GROWTH RATING↗

AVERAGE41 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+11%7

EPS growth, FY27E+3%4

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 41% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, in line with the market.5/10

Revenue grew 8%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-2%6

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return+9%6

3-year return+85%7

5-year return+101%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +85% over three years and +101% over five, ahead of 60% of the market.

WATCH

It's up 9% over the past year, but 16% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-2%) and so far this year (+9%).

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Federated Hermes, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

FHIFederated Hermes

Revenue FY25$1.8B

GROWTH RATING↗

AVERAGE41 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+11%7

EPS growth, FY27E+3%4

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 41% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, in line with the market.5/10

Revenue grew 8%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-2%6

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return+9%6

3-year return+85%7

5-year return+101%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +85% over three years and +101% over five, ahead of 60% of the market.

WATCH

It's up 9% over the past year, but 16% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-2%) and so far this year (+9%).

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Federated Hermes, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community