FEDERATED HERMES, INC. FHI

Latest FY: 2025 Financial Services Asset Management
Market Price $64.14
Market Cap $4.82B
P/E Ratio 12.50
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↑10.3% YoY
$1.80B
3-Yr CAGR: 7.6%
Net Income ↑50.3% YoY
$403.30M
Net Margin: 22.4%
Free Cash Flow ↓-14.0% YoY
$294.58M
FCF Yield: 6.11%
EPS (Diluted) ↑58.8% YoY
$5.13
Basic: $5.13
Return on Equity Efficiency
33.7%
ROA: 46.7%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (FHI)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $1,143.4M $335.7M $208.9M $2.03 $252.8M $239.9M
FY 2017 $1,102.9M -3.5% $341.5M $291.3M +39.5% $2.87 +41.4% $270.4M $260.6M +8.6%
FY 2018 $1,135.7M +3.0% $330.3M $220.3M -24.4% $2.18 -24.0% $206.3M $189.0M -27.5%
FY 2019 $1,326.9M +16.8% $347.9M $272.3M +23.6% $2.69 +23.4% $334.9M $319.9M +69.2%
FY 2020 $1,448.3M +9.1% $418.2M $326.4M +19.8% $3.23 +20.1% $373.2M $359.7M +12.5%
FY 2021 $1,300.4M -10.2% $366.3M $270.3M -17.2% $2.75 -14.9% $170.4M $160.0M -55.5%
FY 2022 $1,445.8M +11.2% $336.8M $239.5M -11.4% $2.65 -3.6% $323.9M $319.6M +99.8%
FY 2023 $1,609.6M +11.3% $387.5M $299.0M +24.8% $3.40 +28.3% $311.8M $303.9M -4.9%
FY 2024 $1,632.1M +1.4% $361.5M $268.3M -10.3% $3.23 -5.0% $346.6M $342.5M +12.7%
FY 2025 $1,800.7M +10.3% $513.9M $403.3M +50.3% $5.13 +58.8% $297.3M $294.6M -14.0%
$

Valuation

Market Price $64.14
Market Cap $4.82B
Enterprise Value $4.59B
P/E Ratio 12.50
P/B Ratio 4.07
FCF Yield 6.11%
Dividend Yield 2.07%
Shares Outstanding 75,912,700
%

Profitability & Margins

Gross Margin 28.54%
Operating Margin 28.54%
Net Margin 22.40%
Return on Equity (ROE) 33.69%
Return on Assets (ROA) 46.69%
Asset Turnover 2.08x
Revenue 3-Yr CAGR 7.59%
🛡️

Financial Health & Liquidity

Current Ratio 2.75
Cash Ratio 1.85
Debt / Equity 0.291
Debt / Assets 0.403
Cash & Equivalents $582.54M
Total Debt $348.37M
Book Value / Share $15.77
💧

Cash Flow Efficiency

Operating Cash Flow $297.35M
Capital Expenditures (CapEx) $2.76M
Free Cash Flow $294.58M
OCF / Revenue 16.51%
FCF / Revenue 16.36%
FCF 3-Yr CAGR -2.68%
🏷️

Per Share Metrics

EPS (Diluted) $5.13
EPS (Basic) $5.13
Dividends / Share $1.33
Book Value / Share $15.77
EPS YoY Growth 58.82%
🏛️

Balance Sheet (FY 2025)

Total Assets $863.79M
Total Liabilities $314.14M
Stockholders' Equity $1.20B
Current Assets $863.79M
Current Liabilities $314.14M