COMP <GO>
FHI vs LAZ // REVENUE GROWTH (YOY)
Federated Hermes Inc. (NYSE) VS. Lazard Inc. (NYSE) • 15-METRIC TALLY: FHI 9
— LAZ 3
▲ REVENUE GROWTH (YOY) LEADER: FHI
LAST: $58.01 (+2.17%) • MKT CAP: $4.33B
revenue-growth
10.30%
LAST: $39.54 (+2.78%) • MKT CAP: $3.86B
revenue-growth
1.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. LAZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | LAZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 39.80% | 24.40% | +15.40 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 11.4x | -3.40 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | 12.62% | -5.82 | LAZ | /fcf-yield <GO> |
| Operating Margin | 28.50% | 10.30% | +18.20 | FHI | /operating-margins <GO> |
| Net Profit Margin | 22.40% | 7.40% | +15.00 | FHI | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 10.30% | 1.50% | +8.80 | FHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 4.83% | -2.41 | LAZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.0 | 59.9 | -4.90 | LAZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 1.01 | +0.02 | FHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 15.2x | -5.20 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.33B | $3.86B | $469.5M | FHI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | LAZ REV | FHI GROSS % | LAZ GROSS % | FHI FCF | LAZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | $3.19B | — | — | $294.6M | $487.4M |
| FY 2024 | $1.63B | $3.14B | — | — | $342.5M | $697.3M |
| FY 2023 | $1.61B | $2.59B | — | — | $239.4M | $48.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
LAZ // BETA 1.01