FHI PEER ANALYSIS

Federated Investors Inc B — metric-by-metric comparison with peers and the industry median

FHIFederated Investors Inc B

🇺🇸 USA · NYSE · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

FHIIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	FHI	ONEX	ARG	EQT	AFI	PNI	Ind. Median
P/E	10.69	9.85●	25.64	41.12	31.12	32.27	18.84
P/B	3.41	0.59●	1.02	3.98	1.04	4.36	2.08
EV/EBITDA	6.80●	9.09	23.94	17.91	—	216.38	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	FHI	ONEX	ARG	EQT	AFI	PNI	Ind. Median
Current Ratio	39.13	3.66	1.41	6.84	3.65	54.99●	3.81
Debt/Equity	37.4%	0.3%	0.1%●	35.2%	—	12.8%	18.1%
NetDebt/EBITDA	-0.34	-0.14	-0.05	-2.38●	—	3.37	0.18

Profitability
Metric	FHI	ONEX	ARG	EQT	AFI	PNI	Ind. Median
Net Margin	21.4%	96.4%	91.9%	30.0%	85.0%	154.7%●	16.7%
ROE	35.0%●	6.4%	4.0%	9.3%	3.3%	13.5%	9.4%
ROA	19.2%●	4.9%	3.5%	6.4%	2.7%	11.8%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	FHI	ONEX	ARG	EQT	AFI	PNI	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	35.5%●	25.5%	8.2%	-6.2%	-7.6%	-7.2%	14.6%
Div. Yield	2.5%	0.3%	4.3%●	0.2%	3.9%	3.1%	1.4%
Payout	26.5%	3.5%	104.5%	63.6%	107.4%	104.1%	11.6%

Valuation
Metric	FHI	CNS	HLNE	HASI	STEP	VCTR	Ind. Median
P/E	10.69●	26.02	17.42	87.21	—	14.86	18.84
P/B	3.41	7.20	4.74	2.00	-7.99●	2.39	2.08
EV/EBITDA	6.80●	20.00	8.88	40.98	—	10.22	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	FHI	CNS	HLNE	HASI	STEP	VCTR	Ind. Median
Current Ratio	39.13	9.86	1.62	470.63●	1.49	1.77	3.81
Debt/Equity	37.4%	24.2%	38.9%	218.9%	-315.6%●	42.9%	18.1%
NetDebt/EBITDA	-0.34●	0.40	-0.02	21.13	-0.23	1.45	0.18

Profitability
Metric	FHI	CNS	HLNE	HASI	STEP	VCTR	Ind. Median
Net Margin	21.4%	27.1%	32.8%●	7.9%	-26.9%	25.8%	16.7%
ROE	35.0%●	29.1%	30.5%	2.3%	—	21.7%	9.4%
ROA	19.2%●	18.4%	12.5%	0.7%	-9.4%	11.3%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	FHI	CNS	HLNE	HASI	STEP	VCTR	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	35.5%●	-0.8%	14.6%	-58.1%	—	28.8%	14.6%
Div. Yield	2.5%	3.3%	2.8%	4.4%●	2.7%	2.3%	1.4%
Payout	26.5%	83.3%	56.9%	200.3%	-22.0%	36.1%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.