Federated Hermes, Inc. Logo

Federated Hermes, Inc.

FHI

(2.0)
Stock Price

41,05 USD

-3437.46% ROA

23.52% ROE

-0.11x PER

Market Cap.

2.976.756.236,00 USD

35.83% DER

6.05% Yield

16.08% NPM

Federated Hermes, Inc. Stock Analysis

Federated Hermes, Inc. Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Federated Hermes, Inc. Fundamental Stock Analysis
# Analysis Rating
1 DER

The stock has a minimal amount of debt (33%) relative to its ownership, showcasing a strong financial position and lower risk for investors.

2 Dividend

With a solid track record of dividend payments over the past five years, the company has established itself as a dependable choice for investors seeking consistent income.

3 PBV

The stock's PBV ratio (2.46x) indicates a justifiable valuation, presenting a compelling choice for investors seeking reasonable returns.

4 Assets Growth

Over the past three years, this company's revenue has consistently grown, demonstrating a positive financial trend that makes it an appealing choice.

5 Graham Number

The Graham number calculation reveals that this company's stock price is potentially underestimated, implying that it may be a promising investment option.

6 Buffet Intrinsic Value

Warren Buffett's formula suggests that the company's stock is undervalued (240), making it an appealing investment prospect with its intrinsic value surpassing the current market price.

7 ROE

The stock's ROE indicates a negative return (-2411.12%) on shareholders' equity, suggesting poor financial performance.

8 ROA

The stock's ROA (-3015.43%) suggests that it's struggling to generate profits from its assets, making it a risky choice for investment.

9 Revenue Growth

Company has experienced no growth in revenue over the past three years, suggesting limited profitability and making it a less desirable investment opportunity.

10 Net Profit Growth

Throughout the last five years, this company's net profit has remained unchanged, indicating a lack of growth and making it a less favorable investment option.

11 Dividend Growth

The company's dividend growth has remained flat for the past three years, offering no indication of improved returns and making it a less advantageous investment opportunity.

Federated Hermes, Inc. Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Federated Hermes, Inc. Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Hold
2 MACD Sell
3 RSI Hold
4 Stoch RSI Sell

Federated Hermes, Inc. Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Federated Hermes, Inc. Revenue
Year Revenue Growth
1997 403.700.000
1998 522.127.000 22.68%
1999 601.098.000 13.14%
2000 680.768.000 11.7%
2001 715.777.000 4.89%
2002 711.069.000 -0.66%
2003 823.248.000 13.63%
2004 846.964.000 2.8%
2005 909.216.000 6.85%
2006 978.858.000 7.11%
2007 1.127.644.000 13.19%
2008 1.223.680.000 7.85%
2009 1.175.950.000 -4.06%
2010 951.943.000 -23.53%
2011 895.114.000 -6.35%
2012 945.706.000 5.35%
2013 878.365.000 -7.67%
2014 859.250.000 -2.22%
2015 926.609.000 7.27%
2016 1.143.371.000 18.96%
2017 1.102.924.000 -3.67%
2018 1.135.677.000 2.88%
2019 1.326.894.000 14.41%
2020 1.448.268.000 8.38%
2021 1.300.447.000 -11.37%
2022 1.445.814.000 10.05%
2023 1.610.624.000 10.23%
2023 1.609.332.000 -0.08%
2024 1.608.252.000 -0.07%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Federated Hermes, Inc. Research and Development Expenses
Year Research and Development Expenses Growth
1997 0
1998 0 0%
1999 0 0%
2000 0 0%
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2023 0 0%
2024 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Federated Hermes, Inc. General and Administrative Expenses
Year General and Administrative Expenses Growth
1997 0
1998 0 0%
1999 0 0%
2000 0 0%
2001 0 0%
2002 141.111.000.000 100%
2003 156.093.000 -90301.88%
2004 156.442.000 0.22%
2005 222.689.000 29.75%
2006 287.030.000 22.42%
2007 354.407.000 19.01%
2008 606.931.000 41.61%
2009 121.874.000 -398%
2010 76.227.000 -59.88%
2011 373.283.000 79.58%
2012 82.307.000 -353.53%
2013 102.855.000 19.98%
2014 99.197.000 -3.69%
2015 96.834.000 -2.44%
2016 99.325.000 2.51%
2017 102.939.000 3.51%
2018 133.044.000 22.63%
2019 158.273.000 15.94%
2020 163.362.000 3.12%
2021 185.670.000 12.01%
2022 178.891.000 -3.79%
2023 422.336.000 57.64%
2023 198.786.000 -112.46%
2024 211.216.000 5.88%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Federated Hermes, Inc. EBITDA
Year EBITDA Growth
1997 62.500.000
1998 228.611.000 72.66%
1999 293.073.000 22%
2000 343.303.000 14.63%
2001 360.305.000 4.72%
2002 346.281.000 -4.05%
2003 339.957.000 -1.86%
2004 385.146.000 11.73%
2005 373.635.000 -3.08%
2006 388.890.000 3.92%
2007 424.097.000 8.3%
2008 364.066.000 -16.49%
2009 363.920.000 -0.04%
2010 338.680.000 -7.45%
2011 256.594.000 -31.99%
2012 301.519.000 14.9%
2013 229.764.000 -31.23%
2014 226.906.000 -1.26%
2015 279.654.000 18.86%
2016 326.319.000 14.3%
2017 326.200.000 -0.04%
2018 328.652.000 0.75%
2019 338.511.000 2.91%
2020 395.965.000 14.51%
2021 353.569.000 -11.99%
2022 337.018.000 -4.91%
2023 405.696.000 16.93%
2023 427.600.000 5.12%
2024 446.904.000 4.32%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Federated Hermes, Inc. Gross Profit
Year Gross Profit Growth
1997 403.700.000
1998 522.127.000 22.68%
1999 601.098.000 13.14%
2000 680.768.000 11.7%
2001 715.777.000 4.89%
2002 711.069.000 -0.66%
2003 823.248.000 13.63%
2004 846.964.000 2.8%
2005 909.216.000 6.85%
2006 978.858.000 7.11%
2007 1.127.644.000 13.19%
2008 1.223.680.000 7.85%
2009 1.175.950.000 -4.06%
2010 951.943.000 -23.53%
2011 895.114.000 -6.35%
2012 688.084.000 -30.09%
2013 609.227.000 -12.94%
2014 573.913.000 -6.15%
2015 639.677.000 10.28%
2016 846.905.000 24.47%
2017 813.709.000 -4.08%
2018 780.912.000 -4.2%
2019 884.747.000 11.74%
2020 944.868.000 6.36%
2021 767.955.000 -23.04%
2022 933.101.000 17.7%
2023 1.568.096.000 40.49%
2023 1.211.264.000 -29.46%
2024 1.212.104.000 0.07%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Federated Hermes, Inc. Net Profit
Year Net Profit Growth
1997 51.400.000
1998 92.369.000 44.35%
1999 124.020.000 25.52%
2000 155.360.000 20.17%
2001 168.447.000 7.77%
2002 203.760.000 17.33%
2003 191.485.000 -6.41%
2004 181.179.000 -5.69%
2005 160.283.000 -13.04%
2006 197.729.000 18.94%
2007 217.471.000 9.08%
2008 224.317.000 3.05%
2009 197.292.000 -13.7%
2010 179.114.000 -10.15%
2011 150.906.000 -18.69%
2012 188.088.000 19.77%
2013 162.177.000 -15.98%
2014 149.236.000 -8.67%
2015 169.807.000 12.11%
2016 208.919.000 18.72%
2017 291.341.000 28.29%
2018 220.297.000 -32.25%
2019 272.339.000 19.11%
2020 326.364.000 16.55%
2021 270.293.000 -20.74%
2022 239.496.000 -12.86%
2023 -106.551.980.000 100.22%
2023 298.980.000 35738.5%
2024 65.176.000 -358.73%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Federated Hermes, Inc. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
1997 0
1998 1 0%
1999 1 0%
2000 1 100%
2001 1 0%
2002 2 0%
2003 2 0%
2004 2 0%
2005 2 0%
2006 2 0%
2007 2 50%
2008 2 0%
2009 2 -100%
2010 2 0%
2011 1 0%
2012 2 0%
2013 2 0%
2014 1 0%
2015 2 0%
2016 2 50%
2017 3 0%
2018 2 0%
2019 3 0%
2020 3 33.33%
2021 3 -50%
2022 3 0%
2023 -1.273 100.16%
2023 3 42500%
2024 1 0%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Federated Hermes, Inc. Free Cashflow
Year Free Cashflow Growth
1997 -2.700.000
1998 52.537.000 105.14%
1999 114.694.000 54.19%
2000 157.527.000 27.19%
2001 273.557.000 42.42%
2002 214.984.000 -27.25%
2003 242.529.000 11.36%
2004 291.518.000 16.8%
2005 183.665.000 -58.72%
2006 288.978.000 36.44%
2007 319.310.000 9.5%
2008 300.648.000 -6.21%
2009 248.379.000 -21.04%
2010 208.077.000 -19.37%
2011 105.243.000 -97.71%
2012 307.668.000 65.79%
2013 250.656.000 -22.75%
2014 183.632.000 -36.5%
2015 227.158.000 19.16%
2016 239.932.000 5.32%
2017 260.578.000 7.92%
2018 189.008.000 -37.87%
2019 319.895.000 40.92%
2020 359.741.000 11.08%
2021 159.962.000 -124.89%
2022 319.576.000 49.95%
2023 303.916.000 -5.15%
2023 103.554.000 -193.49%
2024 82.696.000 -25.22%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Federated Hermes, Inc. Operating Cashflow
Year Operating Cashflow Growth
1997 15.100.000
1998 60.063.000 74.86%
1999 132.145.000 54.55%
2000 169.841.000 22.19%
2001 280.646.000 39.48%
2002 222.307.000 -26.24%
2003 248.817.000 10.65%
2004 297.045.000 16.24%
2005 186.006.000 -59.7%
2006 293.718.000 36.67%
2007 326.999.000 10.18%
2008 308.776.000 -5.9%
2009 274.589.000 -12.45%
2010 215.947.000 -27.16%
2011 113.490.000 -90.28%
2012 316.343.000 64.12%
2013 260.972.000 -21.22%
2014 192.482.000 -35.58%
2015 233.184.000 17.45%
2016 252.771.000 7.75%
2017 270.377.000 6.51%
2018 206.282.000 -31.07%
2019 334.940.000 38.41%
2020 373.241.000 10.26%
2021 170.383.000 -119.06%
2022 323.948.000 47.4%
2023 311.831.000 -3.89%
2023 105.635.000 -195.2%
2024 88.674.000 -19.13%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Federated Hermes, Inc. Capital Expenditure
Year Capital Expenditure Growth
1997 17.800.000
1998 7.526.000 -136.51%
1999 17.451.000 56.87%
2000 12.314.000 -41.72%
2001 7.089.000 -73.71%
2002 7.323.000 3.2%
2003 6.288.000 -16.46%
2004 5.527.000 -13.77%
2005 2.341.000 -136.1%
2006 4.740.000 50.61%
2007 7.689.000 38.35%
2008 8.128.000 5.4%
2009 26.210.000 68.99%
2010 7.870.000 -233.04%
2011 8.247.000 4.57%
2012 8.675.000 4.93%
2013 10.316.000 15.91%
2014 8.850.000 -16.56%
2015 6.026.000 -46.86%
2016 12.839.000 53.06%
2017 9.799.000 -31.02%
2018 17.274.000 43.27%
2019 15.045.000 -14.82%
2020 13.500.000 -11.44%
2021 10.421.000 -29.55%
2022 4.372.000 -138.36%
2023 7.915.000 44.76%
2023 2.081.000 -280.35%
2024 5.978.000 65.19%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Federated Hermes, Inc. Equity
Year Equity Growth
1997 -40.600.000
1998 89.377.000 145.43%
1999 119.408.000 25.15%
2000 148.406.000 19.54%
2001 237.460.000 37.5%
2002 341.297.000 30.42%
2003 396.413.000 13.9%
2004 458.339.000 13.51%
2005 541.582.000 15.37%
2006 530.257.000 -2.14%
2007 577.587.000 8.19%
2008 424.570.000 -36.04%
2009 557.249.000 23.81%
2010 495.631.000 -12.43%
2011 544.407.000 8.96%
2012 505.188.000 -7.76%
2013 566.569.000 10.83%
2014 609.810.000 7.09%
2015 650.128.000 6.2%
2016 596.742.000 -8.95%
2017 791.378.000 24.59%
2018 1.039.634.000 23.88%
2019 1.253.366.000 17.05%
2020 1.373.984.000 8.78%
2021 1.177.219.000 -16.71%
2022 1.107.513.000 -6.29%
2023 1.154.097.000 4.04%
2023 1.170.669.000 1.42%
2024 1.047.516.000 -11.76%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Federated Hermes, Inc. Assets
Year Assets Growth
1997 337.200.000
1998 580.020.000 41.86%
1999 672.597.000 13.76%
2000 704.212.000 4.49%
2001 431.190.000 -63.32%
2002 530.007.000 18.64%
2003 878.668.000 39.68%
2004 954.102.000 7.91%
2005 896.621.000 -6.41%
2006 810.294.000 -10.65%
2007 840.971.000 3.65%
2008 847.806.000 0.81%
2009 926.954.000 8.54%
2010 1.155.420.000 19.77%
2011 1.152.080.000 -0.29%
2012 1.090.061.000 -5.69%
2013 1.135.797.000 4.03%
2014 1.140.519.000 0.41%
2015 1.187.203.000 3.93%
2016 1.155.107.000 -2.78%
2017 1.231.410.000 6.2%
2018 1.543.683.000 20.23%
2019 1.880.131.000 17.89%
2020 2.060.839.000 8.77%
2021 2.018.187.000 -2.11%
2022 2.020.479.000 0.11%
2023 2.167.328.000 6.78%
2023 2.080.340.000 -4.18%
2024 1.911.507.000 -8.83%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Federated Hermes, Inc. Liabilities
Year Liabilities Growth
1997 377.800.000
1998 490.643.000 23%
1999 553.189.000 11.31%
2000 555.806.000 0.47%
2001 193.730.000 -186.9%
2002 188.710.000 -2.66%
2003 482.255.000 60.87%
2004 495.763.000 2.72%
2005 355.039.000 -39.64%
2006 280.037.000 -26.78%
2007 263.384.000 -6.32%
2008 423.236.000 37.77%
2009 369.705.000 -14.48%
2010 659.789.000 43.97%
2011 607.673.000 -8.58%
2012 586.117.000 -3.68%
2013 569.453.000 -2.93%
2014 530.867.000 -7.27%
2015 538.231.000 1.37%
2016 559.323.000 3.77%
2017 470.195.000 -18.96%
2018 686.562.000 31.51%
2019 838.851.000 18.15%
2020 923.842.000 9.2%
2021 904.170.000 -2.18%
2022 912.966.000 0.96%
2023 1.013.231.000 9.9%
2023 909.671.000 -11.38%
2024 863.991.000 -5.29%

Federated Hermes, Inc. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
19.92
Net Income per Share
-330.7
Price to Earning Ratio
-0.11x
Price To Sales Ratio
1.87x
POCF Ratio
8.53
PFCF Ratio
9.1
Price to Book Ratio
2.84
EV to Sales
1.96
EV Over EBITDA
7.46
EV to Operating CashFlow
9.22
EV to FreeCashFlow
9.52
Earnings Yield
-9.18
FreeCashFlow Yield
0.11
Market Cap
2,98 Bil.
Enterprise Value
3,12 Bil.
Graham Number
307.51
Graham NetNet
-1.63

Income Statement Metrics

Net Income per Share
-330.7
Income Quality
1.4
ROE
-24.1
Return On Assets
0.13
Return On Capital Employed
0.24
Net Income per EBT
0.67
EBT Per Ebit
0.92
Ebit per Revenue
0.26
Effective Tax Rate
0.3

Margins

Sales, General, & Administrative to Revenue
0.16
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0.02
Gross Profit Margin
0.73
Operating Profit Margin
0.26
Pretax Profit Margin
0.24
Net Profit Margin
0.16

Dividends

Dividend Yield
0.06
Dividend Yield %
6.05
Payout Ratio
-0.01
Dividend Per Share
2.18

Operating Metrics

Operating Cashflow per Share
4.22
Free CashFlow per Share
4.09
Capex to Operating CashFlow
0.03
Capex to Revenue
0.01
Capex to Depreciation
0.46
Return on Invested Capital
-21.54
Return on Tangible Assets
-34.37
Days Sales Outstanding
26.69
Days Payables Outstanding
112.2
Days of Inventory on Hand
461.56
Receivables Turnover
13.67
Payables Turnover
3.25
Inventory Turnover
0.79
Capex per Share
0.13

Balance Sheet

Cash per Share
5,70
Book Value per Share
13,09
Tangible Book Value per Share
-1.18
Shareholders Equity per Share
12.71
Interest Debt per Share
4.71
Debt to Equity
0.36
Debt to Assets
0.19
Net Debt to EBITDA
0.33
Current Ratio
2.75
Tangible Asset Value
-0,09 Bil.
Net Current Asset Value
-0,25 Bil.
Invested Capital
1656178000
Working Capital
0,39 Bil.
Intangibles to Total Assets
0.6
Average Receivables
0,12 Bil.
Average Payables
0,09 Bil.
Average Inventory
514400500
Debt to Market Cap
0.12

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Federated Hermes, Inc. Dividends
Year Dividends Growth
1998 0
1999 0 0%
2000 0 0%
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 1 0%
2006 1 0%
2007 1 0%
2008 4 100%
2009 1 0%
2010 2 100%
2011 1 0%
2012 2 100%
2013 1 0%
2014 1 100%
2015 1 0%
2016 2 50%
2017 1 -100%
2018 1 0%
2019 1 0%
2020 2 0%
2021 1 0%
2022 1 0%
2023 1 0%
2024 2 0%

Federated Hermes, Inc. Profile

About Federated Hermes, Inc.

Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

CEO
Mr. John Christopher Donahue
Employee
2.000
Address
Federated Investors Tower
Pittsburgh, 15222

Federated Hermes, Inc. Executives & BODs

Federated Hermes, Inc. Executives & BODs
# Name Age
1 Mr. Richard Anthony Novak
Vice President, Assistant Treasurer & Principal Accounting Officer
70
2 Ms. Dolores D. Dudiak
Vice President & Director of Human Resources
70
3 Mr. Thomas Robert Donahue
Vice President, Treasurer, Chief Financial Officer & Director
70
4 Ms. Mary Jo Ochson CFA
Head of the Tax-Free Money Market Investment Area, Chief Investment Officer, SVice President & Sr Portfolio Mngr
70
5 Mr. Peter J. Germain
Executive Vice President, Chief Legal Officer & Secretary
70
6 Mr. Stephen Paul Van Meter
Vice President & Chief Compliance Officer
70
7 Mr. John Basil Fisher
Vice President & Director
70
8 Mr. John Christopher Donahue
President, Chief Executive Officer & Chairman
70
9 Mr. Saker Anwar Nusseibeh CBE, Ph.D.
Chief Executive Officer of Federated Hermes Limited
70
10 Mr. Raymond J. Hanley
Senior Vice President
70

Federated Hermes, Inc. Competitors