COMP <GO>
CNS vs FHI // ALTMAN Z-SCORE & DEBT/EQUITY
Cohen & Steers Inc (NYSE) VS. Federated Hermes Inc. (NYSE) • 15-METRIC TALLY: CNS 1
— FHI 7
■ METRIC PARITY
LAST: $74.38 (+2.62%) • MKT CAP: $3.73B
balance-sheet
—
LAST: $62.56 (+6.98%) • MKT CAP: $4.37B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CNS VS. FHI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CNS | FHI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 33.70% | 39.80% | -6.10 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.7x | 8.0x | +11.70 | FHI | /valuation <GO> |
| Free Cash Flow Yield | -3.37% | 6.80% | -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 | 3.39% | 2.42% | +0.97 | CNS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 8/9 | -6.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.9 | 57.6 | -5.70 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.8x | 10.0x | +12.80 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.73B | $4.37B | -$639.1M | FHI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CNS REV | FHI REV | CNS GROSS % | FHI GROSS % | CNS FCF | FHI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $497.7M | $1.80B | — | — | -$126.4M | $294.6M |
| FY 2024 | $484.1M | $1.63B | — | — | $85.0M | $342.5M |
| FY 2023 | $460.5M | $1.61B | — | — | $172.0M | $239.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CNS // BETA —
FHI // BETA 1.03