COMP <GO>
FHI vs BAC // 10Y YIELD & FRED MACRO BETA
Federated Hermes Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: FHI 10
— BAC 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: FHI
LAST: $58.48 (+0.81%) • MKT CAP: $4.33B
macro-sensitivity
1.03
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 39.80% | 2.50% | +37.30 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 30.2x | -22.20 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | 2.10% | +4.70 | FHI | /fcf-yield <GO> |
| Operating Margin | 28.50% | 32.90% | -4.40 | BAC | /operating-margins <GO> |
| Net Profit Margin | 22.40% | 27.00% | -4.60 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | 6.80% | +3.50 | FHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 0.00% | +2.42 | FHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.52 | 0.45 | +5.07 | FHI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.0 | 27.7 | +30.36 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.03 | 0.90 | +0.13 | FHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 10.9x | -0.90 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.33B | $357.61B | -$353.28B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | BAC REV | FHI GROSS % | BAC GROSS % | FHI FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | $113.10B | 44.0% | 44.0% | $294.6M | $7.52B |
| FY 2024 | $1.63B | $105.86B | 44.0% | 44.0% | $342.5M | -$13.57B |
| FY 2023 | $1.61B | $102.77B | 44.0% | 44.0% | $239.4M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
BAC // BETA 0.90