Federated Investors B Stock Performance
| FHI Stock | USD 36.79 5.14 16.24% |
Federated Investors has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.07, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Investors are expected to decrease at a much lower rate. During the bear market, Federated Investors is likely to outperform the market. Federated Investors right now shows a risk of 2.55%. Please confirm Federated Investors jensen alpha, accumulation distribution, relative strength index, as well as the relationship between the value at risk and day typical price , to decide if Federated Investors will be following its price patterns.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Investors B are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak technical indicators, Federated Investors may actually be approaching a critical reversion point that can send shares even higher in July 2024. ...more
Actual Historical Performance (%)
One Day Return (1.09) | Five Day Return (2.44) | Year To Date Return (6.36) | Ten Year Return 8.54 | All Time Return 139.59 |
Forward Dividend Yield 0.0392 | Payout Ratio 0.5364 | Last Split Factor 3:2 | Forward Dividend Rate 1.24 | Dividend Date 2024-05-15 |
| Begin Period Cash Flow | 340.6 M |
Federated |
Federated Investors Relative Risk vs. Return Landscape
If you would invest 3,410 in Federated Investors B on March 18, 2024 and sell it today you would earn a total of 269.00 from holding Federated Investors B or generate 7.89% return on investment over 90 days. Federated Investors B is generating 0.1756% of daily returns assuming volatility of 2.5462% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than Federated, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Federated Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Investors' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Federated Investors B, and traders can use it to determine the average amount a Federated Investors' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.069
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.55 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Federated Investors is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Federated Investors by adding it to a well-diversified portfolio.
Federated Investors Fundamentals Growth
Federated Stock prices reflect investors' perceptions of the future prospects and financial health of Federated Investors, and Federated Investors fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Stock performance.
| Return On Equity | 0.26 | |||
| Return On Asset | 0.12 | |||
| Profit Margin | 0.19 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 2.51 B | |||
| Shares Outstanding | 84.15 M | |||
| Price To Earning | 12.73 X | |||
| Price To Book | 2.67 X | |||
| Price To Sales | 1.87 X | |||
| Revenue | 1.61 B | |||
| Gross Profit | 933.1 M | |||
| EBITDA | 427.6 M | |||
| Net Income | 285 M | |||
| Cash And Equivalents | 336.78 M | |||
| Cash Per Share | 5.06 X | |||
| Total Debt | 457.94 M | |||
| Debt To Equity | 0.50 % | |||
| Current Ratio | 2.71 X | |||
| Book Value Per Share | 14.29 X | |||
| Cash Flow From Operations | 311.83 M | |||
| Earnings Per Share | 3.51 X | |||
| Market Capitalization | 2.66 B | |||
| Total Asset | 2.17 B | |||
| Retained Earnings | 1.19 B | |||
| Working Capital | 433.39 M | |||
| Current Asset | 381.07 M | |||
| Current Liabilities | 160.19 M | |||
About Federated Investors Performance
To evaluate Federated Investors Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Federated Investors generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Federated Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Federated Investors market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Federated's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (76.96) | (80.81) | |
| Return On Tangible Assets | 0.31 | 0.35 | |
| Return On Capital Employed | 0.21 | 0.37 | |
| Return On Assets | 0.14 | 0.21 | |
| Return On Equity | 0.26 | 0.41 |
Things to note about Federated Investors performance evaluation
Checking the ongoing alerts about Federated Investors for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Federated Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Investors has a strong financial position based on the latest SEC filings | |
| Over 79.0% of the company shares are owned by institutional investors |
- Analyzing Federated Investors' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federated Investors' stock is overvalued or undervalued compared to its peers.
- Examining Federated Investors' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Federated Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Investors' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Federated Investors' stock. These opinions can provide insight into Federated Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Federated Stock analysis
When running Federated Investors' price analysis, check to measure Federated Investors' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Federated Investors is operating at the current time. Most of Federated Investors' value examination focuses on studying past and present price action to predict the probability of Federated Investors' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Federated Investors' price. Additionally, you may evaluate how the addition of Federated Investors to your portfolios can decrease your overall portfolio volatility.
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