Stock comparison
Federated Hermes
MSCI
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
FHI
Federated Hermes
Market cap
$4.16B
Sector
Financials
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | FHI | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 64C | 80A | MSCI |
| Benjamin Graham | 67B | 71B | MSCI |
| Philip Fisher | 60C | 82A | MSCI |
| Peter Lynch | 39D | 70B | MSCI |
| Joel Greenblatt | 33F | 80A | MSCI |
| Charlie Munger | 59C | 87C | MSCI |
| Terry Smith | 56C | 88C | MSCI |
Side-by-side metrics
| Metric | FHI | MSCI |
|---|---|---|
| Market cap | $4.16B | $42.85B |
| P/E (TTM) | 10.2x | 31.2x |
| EV/EBIT | 7.8x | 27.5x |
| ROIC (TTM) | 17.86% | 38.53% |
| Gross margin | 69.98% | 82.86% |
| Net margin | 21.42% | 40.74% |
| Revenue CAGR 5y | 8.63% | 11.29% |
| EPS CAGR 5y | 18.0% | 15.35% |
| Debt / Equity | 0.4x | - |
| Dividend yield | 2.49% | 1.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
FHI leads on
- EV/EBIT7.8xvs 27.5x+71%
- P/E (TTM)10.2xvs 31.2x+67%
- Dividend yield2.49%vs 1.37%+45%
- EPS CAGR 5y18.0%vs 15.35%+15%
MSCI leads on
- Debt / Equity-vs 0.4x+116%
- Market cap$42.85Bvs $4.16B+90%
- ROIC (TTM)38.53%vs 17.86%+54%
- Net margin40.74%vs 21.42%+47%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.