AMG
Price
$181.18
Change
+$2.71 (+1.52%)
Updated
Oct 4 closing price
23 days until earnings call
FHI
Price
$36.88
Change
+$0.71 (+1.96%)
Updated
Oct 4 closing price
19 days until earnings call
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AMG vs FHI

Header iconAMG vs FHI Comparison
Open Charts AMG vs FHIBanner chart's image
Affiliated Managers Group
Price$181.18
Change+$2.71 (+1.52%)
Volume$160.14K
CapitalizationN/A
Federated Hermes
Price$36.88
Change+$0.71 (+1.96%)
Volume$479.25K
CapitalizationN/A
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AMG vs FHI Comparison Chart
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AMG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
FHI
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
AMG vs. FHI commentary
Oct 05, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMG is a Buy and FHI is a StrongBuy.

COMPARISON
Comparison
Oct 05, 2024
Stock price -- (AMG: $181.18 vs. FHI: $36.88)
Brand notoriety: AMG and FHI are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: AMG: 86% vs. FHI: 87%
Market capitalization -- AMG: $5.44B vs. FHI: $3.04B
AMG [@Investment Managers] is valued at $5.44B. FHI’s [@Investment Managers] market capitalization is $3.04B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.9B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

AMG’s FA Score shows that 2 FA rating(s) are green whileFHI’s FA Score has 0 green FA rating(s).

  • AMG’s FA Score: 2 green, 3 red.
  • FHI’s FA Score: 0 green, 5 red.
According to our system of comparison, AMG is a better buy in the long-term than FHI.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

AMG’s TA Score shows that 5 TA indicator(s) are bullish while FHI’s TA Score has 3 bullish TA indicator(s).

  • AMG’s TA Score: 5 bullish, 4 bearish.
  • FHI’s TA Score: 3 bullish, 5 bearish.
According to our system of comparison, AMG is a better buy in the short-term than FHI.

Price Growth

AMG (@Investment Managers) experienced а +2.78% price change this week, while FHI (@Investment Managers) price change was -0.30% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.22%. For the same industry, the average monthly price growth was +4.62%, and the average quarterly price growth was +3.25%.

Reported Earning Dates

AMG is expected to report earnings on Oct 28, 2024.

FHI is expected to report earnings on Oct 24, 2024.

Industries' Descriptions

@Investment Managers (+0.22% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
AMG($5.44B) has a higher market cap than FHI($3.04B). FHI has higher P/E ratio than AMG: FHI (10.61) vs AMG (9.52). AMG YTD gains are higher at: 19.677 vs. FHI (15.395). AMG has higher annual earnings (EBITDA): 1.28B vs. FHI (451M). AMG has more cash in the bank: 1.28B vs. FHI (561M). FHI has less debt than AMG: FHI (458M) vs AMG (2.54B). AMG has higher revenues than FHI: AMG (2.06B) vs FHI (1.61B).
AMGFHIAMG / FHI
Capitalization5.44B3.04B179%
EBITDA1.28B451M283%
Gain YTD19.67715.395128%
P/E Ratio9.5210.6190%
Revenue2.06B1.61B128%
Total Cash1.28B561M227%
Total Debt2.54B458M554%
FUNDAMENTALS RATINGS
AMG vs FHI: Fundamental Ratings
AMG
FHI
OUTLOOK RATING
1..100
7370
VALUATION
overvalued / fair valued / undervalued
1..100
85
Overvalued
95
Overvalued
PROFIT vs RISK RATING
1..100
2752
SMR RATING
1..100
4942
PRICE GROWTH RATING
1..100
4548
P/E GROWTH RATING
1..100
1252
SEASONALITY SCORE
1..100
8585

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

AMG's Valuation (85) in the Investment Managers industry is in the same range as FHI (95) in the null industry. This means that AMG’s stock grew similarly to FHI’s over the last 12 months.

AMG's Profit vs Risk Rating (27) in the Investment Managers industry is in the same range as FHI (52) in the null industry. This means that AMG’s stock grew similarly to FHI’s over the last 12 months.

FHI's SMR Rating (42) in the null industry is in the same range as AMG (49) in the Investment Managers industry. This means that FHI’s stock grew similarly to AMG’s over the last 12 months.

AMG's Price Growth Rating (45) in the Investment Managers industry is in the same range as FHI (48) in the null industry. This means that AMG’s stock grew similarly to FHI’s over the last 12 months.

AMG's P/E Growth Rating (12) in the Investment Managers industry is somewhat better than the same rating for FHI (52) in the null industry. This means that AMG’s stock grew somewhat faster than FHI’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
AMGFHI
RSI
ODDS (%)
Bearish Trend 1 day ago
56%
Bearish Trend 1 day ago
70%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
58%
Bearish Trend 1 day ago
58%
Momentum
ODDS (%)
Bullish Trend 1 day ago
67%
Bullish Trend 1 day ago
64%
MACD
ODDS (%)
Bullish Trend 1 day ago
60%
Bearish Trend 1 day ago
57%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
66%
Bearish Trend 1 day ago
54%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
67%
Bullish Trend 1 day ago
58%
Advances
ODDS (%)
Bullish Trend 19 days ago
64%
Bullish Trend 12 days ago
64%
Declines
ODDS (%)
Bearish Trend 13 days ago
66%
Bearish Trend 5 days ago
55%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 1 day ago
66%
Aroon
ODDS (%)
N/A
Bullish Trend 1 day ago
60%
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AMG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
FHI
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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FHI and

Correlation & Price change

A.I.dvisor indicates that over the last year, FHI has been loosely correlated with AMG. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if FHI jumps, then AMG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FHI
1D Price
Change %
FHI100%
+1.96%
AMG - FHI
51%
Loosely correlated
+1.52%
PFG - FHI
48%
Loosely correlated
+3.22%
APAM - FHI
47%
Loosely correlated
+2.78%
BEN - FHI
46%
Loosely correlated
+1.69%
AMP - FHI
45%
Loosely correlated
+1.54%
More