COMP <GO>
FHI vs MS // NET PROFIT MARGIN
Federated Hermes Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: FHI 11
— MS 2
▲ NET PROFIT MARGIN LEADER: FHI
LAST: $58.48 (+0.81%) • MKT CAP: $4.33B
net-margins
22.40%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
net-margins
20.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | MS | 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% | 3.00% | +36.80 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 31.0x | -23.00 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | -7.25% | +14.05 | FHI | /fcf-yield <GO> |
| Operating Margin | 28.50% | 24.60% | +3.90 | FHI | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 22.40% | 20.20% | +2.20 | FHI | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | 5.50% | +4.80 | FHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 2.21% | +0.21 | FHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.52 | 0.46 | +5.06 | FHI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.0 | 43.3 | +14.74 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 1.04 | -0.01 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 16.5x | -6.50 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.33B | $298.41B | -$294.08B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | MS REV | FHI GROSS % | MS GROSS % | FHI FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | $0 | 44.0% | — | $294.6M | -$17.89B |
| FY 2024 | $1.63B | $0 | 44.0% | — | $342.5M | $1.36B |
| FY 2023 | $1.61B | $0 | 44.0% | — | $239.4M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
MS // BETA 1.04