Company Analysis Federated Investors
1. Summary
Advantages
- Dividends (3.1%) are higher than the sector average (2.7%).
- The stock's return over the last year (54.1%) is higher than the sector average (4.35%).
Disadvantages
- Price (36.23 $) is higher than fair price (31.07 $)
- The company's current efficiency (ROE=24.57%) is lower than the sector average (ROE=89.51%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Federated Investors | Financials | Index | |
|---|---|---|---|
| 7 days | 6.2% | 5.5% | -0.5% |
| 90 days | 12% | -1.8% | 3.7% |
| 1 year | 54.1% | 4.4% | 13% |
FII vs Sector: Federated Investors has outperformed the "Financials" sector by 49.75% over the past year.
FII vs Market: Federated Investors has outperformed the market by 41.08% over the past year.
Stable price: FII is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: FII with weekly volatility of 1.04% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (36.23 $) is higher than the fair price (31.07 $).
Price is higher than fair: The current price (36.23 $) is 14.2% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (7.91) is lower than that of the sector as a whole (53.3).
P/E vs Market: The company's P/E (7.91) is lower than that of the market as a whole (55.86).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2.13) is lower than that of the sector as a whole (2.65).
P/BV vs Market: The company's P/BV (2.13) is lower than that of the market as a whole (17.51).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.55) is lower than that of the sector as a whole (6.31).
P/S vs Market: The company's P/S indicator (1.55) is lower than that of the market as a whole (27.76).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (5.28) is lower than that of the sector as a whole (15.48).
EV/Ebitda vs Market: The company's EV/Ebitda (5.28) is lower than that of the market as a whole (32.47).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -1.23% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-1.23%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (29.45%).
6.4. ROE
ROE vs Sector: The company's ROE (24.57%) is lower than that of the sector as a whole (89.51%).
ROE vs Market: The company's ROE (24.57%) is lower than that of the market as a whole (38.91%).
6.6. ROA
ROA vs Sector: The company's ROA (12.98%) is lower than that of the sector as a whole (24.7%).
ROA vs Market: The company's ROA (12.98%) is higher than that of the market as a whole (11.35%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (7.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.27%).
8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.1% is higher than the average for the sector '2.7%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.1% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 3.1% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
8.3. Payout percentage
Dividend Coverage: Current payments from income (0%) are at an uncomfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
Based on sources: porti.ru
