COMP <GO>
FHI vs JPM // 10Y YIELD & FRED MACRO BETA
Federated Hermes Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: FHI 8
— JPM 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: FHI
LAST: $62.16 (-0.64%) • MKT CAP: $4.63B
macro-sensitivity
1.03
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 39.80% | 17.72% | +22.08 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 9.5x | -1.50 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | -9.41% | +16.21 | FHI | /fcf-yield <GO> |
| Operating Margin | 28.50% | 41.98% | -13.48 | JPM | /operating-margins <GO> |
| Net Profit Margin | 22.40% | 32.48% | -10.08 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | 13.23% | -2.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 1.95% | +0.47 | FHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 3/9 | +5.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.5 | 53.6 | +18.90 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.03 | 1.00 | +0.03 | FHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 13.3x | -3.27 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.63B | $905.33B | -$900.70B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | JPM REV | FHI GROSS % | JPM GROSS % | FHI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | $182.45B | — | — | $294.6M | -$147.78B |
| FY 2024 | $1.63B | $177.56B | — | — | $342.5M | -$42.01B |
| FY 2023 | $1.61B | $158.10B | — | — | $239.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
JPM // BETA 1.00