Federated Investors Net Income vs. Current Valuation
| FHI Stock | USD 42.33 0.22 0.52% |
Net Income | First Reported 1998-03-31 | Previous Quarter 16.3 M | Current Value 83.8 M | Quarterly Volatility 2.6 B |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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| Gross Profit Margin | 0.75 | 0.6499 |
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| Net Profit Margin | 0.22 | 0.1858 |
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| Operating Profit Margin | 0.34 | 0.249 |
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| Pretax Profit Margin | 0.36 | 0.2556 |
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| Return On Assets | 0.21 | 0.1422 |
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For Federated Investors profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Investors to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Investors B utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Investors's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Investors B over time as well as its relative position and ranking within its peers.
Federated |
Federated Investors' Revenue Breakdown by Earning Segment
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Federated Investors. If investors know Federated will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Federated Investors listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.237 | Dividend Share 1.18 | Earnings Share 3.16 | Revenue Per Share 19.903 | Quarterly Revenue Growth 0.014 |
The market value of Federated Investors is measured differently than its book value, which is the value of Federated that is recorded on the company's balance sheet. Investors also form their own opinion of Federated Investors' value that differs from its market value or its book value, called intrinsic value, which is Federated Investors' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Federated Investors' market value can be influenced by many factors that don't directly affect Federated Investors' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Federated Investors' value and its price as these two are different measures arrived at by different means. Investors typically determine if Federated Investors is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Federated Investors' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Federated Investors Current Valuation vs. Net Income Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated Investors's current stock value. Our valuation model uses many indicators to compare Federated Investors value to that of its competitors to determine the firm's financial worth. Federated Investors B is one of the top stocks in net income category among its peers. It also is rated as one of the top companies in current valuation category among its peers reporting about 10.92 of Current Valuation per Net Income. As of now, Federated Investors' Net Income is increasing as compared to previous years. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated Investors' earnings, one of the primary drivers of an investment's value.Federated Investors' Earnings Breakdown by Geography
Federated Current Valuation vs. Net Income
Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
Federated Investors |
| = | 304.78 M |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Federated Investors |
| = | 3.33 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Federated Current Valuation vs Competition
Federated Investors B is rated as one of the top companies in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is currently estimated at about 12.67 Billion. Federated Investors totals roughly 3.33 Billion in current valuation claiming about 26% of equities under Financials industry.
Federated Investors Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Investors, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Investors will eventually generate negative long term returns. The profitability progress is the general direction of Federated Investors' change in net profit over the period of time. It can combine multiple indicators of Federated Investors, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -19.9 M | -18.9 M | |
| Operating Income | 400.7 M | 334 M | |
| Income Before Tax | 411.3 M | 338.6 M | |
| Total Other Income Expense Net | 10.6 M | 10.1 M | |
| Net Income | 304.8 M | 219 M | |
| Income Tax Expense | 106.6 M | 106.2 M | |
| Net Income From Continuing Ops | 304.8 M | 253.5 M | |
| Non Operating Income Net Other | -17.6 M | -16.7 M | |
| Net Income Applicable To Common Shares | 275.4 M | 241 M | |
| Interest Income | 35.4 M | 37.2 M | |
| Net Interest Income | -12.5 M | -11.9 M | |
| Change To Netincome | 88.4 M | 92.8 M | |
| Net Income Per Share | 3.57 | 3.74 | |
| Income Quality | 1.02 | 0.94 | |
| Net Income Per E B T | 0.73 | 0.51 |
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated Investors. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Federated Investors position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Federated Investors' important profitability drivers and their relationship over time.
Use Federated Investors in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Federated Investors position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Federated Investors will appreciate offsetting losses from the drop in the long position's value.Federated Investors Pair Trading
Federated Investors B Pair Trading Analysis
The ability to find closely correlated positions to Federated Investors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Federated Investors when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Federated Investors - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Federated Investors B to buy it.
The correlation of Federated Investors is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Federated Investors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Investors moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Federated Investors can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Federated Investors position
In addition to having Federated Investors in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Currency Funds Thematic Idea Now
Currency Funds
Funds or Etfs investing in a single currency or combination of currencies from different countries in order to replicate respective foreign exchange markets. The Currency Funds theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Currency Funds Theme or any other thematic opportunities.
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To fully project Federated Investors' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Investors at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Federated Investors' income statement, its balance sheet, and the statement of cash flows.