Company Analysis Federated Investors
1. Summary
Advantages
- Dividends (3.1%) are higher than the sector average (2.71%).
- The stock's return over the last year (39.88%) is higher than the sector average (24.75%).
- The company's current efficiency (ROE=24.57%) is higher than the sector average (ROE=10.76%)
Disadvantages
- Price (36.23 $) is higher than fair price (32.73 $)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Federated Investors | Financials | Index | |
|---|---|---|---|
| 7 days | 6.1% | 2.5% | 0.8% |
| 90 days | 13.4% | 0.5% | 6.8% |
| 1 year | 39.9% | 24.7% | 32.2% |
FII vs Sector: Federated Investors has outperformed the "Financials" sector by 15.13% over the past year.
FII vs Market: Federated Investors has outperformed the market by 7.68% 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 0.767% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (36.23 $) is higher than the fair price (32.73 $).
Price is higher than fair: The current price (36.23 $) is 9.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (7.91) is lower than that of the sector as a whole (61.97).
P/E vs Market: The company's P/E (7.91) is lower than that of the market as a whole (47.41).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.13) is higher than that of the sector as a whole (1.3).
P/BV vs Market: The company's P/BV (2.13) is lower than that of the market as a whole (22.54).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.55) is lower than that of the sector as a whole (3.31).
P/S vs Market: The company's P/S indicator (1.55) is lower than that of the market as a whole (15.1).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (5.28) is higher than that of the sector as a whole (-89.78).
EV/Ebitda vs Market: The company's EV/Ebitda (5.28) is lower than that of the market as a whole (22.02).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -0.0646% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-0.0646%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-61.45%).
5.4. ROE
ROE vs Sector: The company's ROE (24.57%) is higher than that of the sector as a whole (10.76%).
ROE vs Market: The company's ROE (24.57%) is higher than that of the market as a whole (16.9%).
5.5. ROA
ROA vs Sector: The company's ROA (12.98%) is higher than that of the sector as a whole (3.86%).
ROA vs Market: The company's ROA (12.98%) is higher than that of the market as a whole (6.57%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.1% is higher than the average for the sector '2.71%.
7.2. 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.
7.3. 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
