COMP <GO>
FHI vs CNS // EV/EBITDA & P/E VALUATION
Federated Hermes Inc. (NYSE) VS. Cohen & Steers Inc (NYSE) • 15-METRIC TALLY: FHI 7
— CNS 1
▲ EV/EBITDA & P/E VALUATION LEADER: FHI
LAST: $58.01 (+2.17%) • MKT CAP: $4.33B
valuation
8.0x
LAST: $72.91 (+4.08%) • MKT CAP: $3.75B
valuation
19.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. CNS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | CNS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 39.80% | 33.70% | +6.10 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 8.0x | 19.7x | -11.70 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | -3.37% | +10.17 | FHI | /fcf-yield <GO> |
| Operating Margin | 28.50% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 22.40% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 3.39% | -0.97 | CNS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.0 | 52.1 | +2.90 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 22.8x | -12.80 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.33B | $3.75B | $581.9M | FHI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | CNS REV | FHI GROSS % | CNS GROSS % | FHI FCF | CNS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | $0 | — | — | $294.6M | -$126.4M |
| FY 2024 | $1.63B | $0 | — | — | $342.5M | $85.0M |
| FY 2023 | $1.61B | $0 | — | — | $239.4M | $172.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
CNS // BETA —