FHI
Price
$41.93
Change
-$0.34 (-0.80%)
Updated
Jun 5 closing price
Capitalization
3.04B
48 days until earnings call
STT
Price
$98.36
Change
+$1.88 (+1.95%)
Updated
Jun 6, 11:21 AM (EDT)
Capitalization
23.35B
39 days until earnings call
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FHI vs STT

Header iconFHI vs STT Comparison
Open Charts FHI vs STTBanner chart's image
Federated Hermes
Price$41.93
Change-$0.34 (-0.80%)
Volume$634.53K
Capitalization3.04B
State Street
Price$98.36
Change+$1.88 (+1.95%)
Volume$300
Capitalization23.35B
FHI vs STT Comparison Chart
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FHI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STT
Daily Signalchanged days ago
Gain/Loss if bought
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FHI vs. STT commentary
Jun 06, 2025

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 FHI is a Buy and STT is a StrongBuy.

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COMPARISON
Comparison
Jun 06, 2025
Stock price -- (FHI: $41.93 vs. STT: $96.48)
Brand notoriety: FHI and STT are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: FHI: 76% vs. STT: 45%
Market capitalization -- FHI: $3.04B vs. STT: $23.35B
FHI [@Investment Managers] is valued at $3.04B. STT’s [@Investment Managers] market capitalization is $23.35B. 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 $6.13B.

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).

FHI’s FA Score shows that 2 FA rating(s) are green whileSTT’s FA Score has 2 green FA rating(s).

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

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.

FHI’s TA Score shows that 4 TA indicator(s) are bullish while STT’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

FHI (@Investment Managers) experienced а -1.29% price change this week, while STT (@Investment Managers) price change was -0.58% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.29%. For the same industry, the average monthly price growth was +4.08%, and the average quarterly price growth was +1.37%.

Reported Earning Dates

FHI is expected to report earnings on Jul 24, 2025.

STT is expected to report earnings on Jul 15, 2025.

Industries' Descriptions

@Investment Managers (-0.29% 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
STT($23.3B) has a higher market cap than FHI($3.04B). STT has higher P/E ratio than FHI: STT (13.84) vs FHI (10.61). FHI YTD gains are higher at: 3.635 vs. STT (-0.086). STT has more cash in the bank: 4.05B vs. FHI (561M). FHI has less debt than STT: FHI (458M) vs STT (21.5B). STT has higher revenues than FHI: STT (11.9B) vs FHI (1.61B).
FHISTTFHI / STT
Capitalization3.04B23.3B13%
EBITDA451MN/A-
Gain YTD3.635-0.086-4,215%
P/E Ratio10.6113.8477%
Revenue1.61B11.9B14%
Total Cash561M4.05B14%
Total Debt458M21.5B2%
FUNDAMENTALS RATINGS
FHI vs STT: Fundamental Ratings
FHI
STT
OUTLOOK RATING
1..100
7176
VALUATION
overvalued / fair valued / undervalued
1..100
39
Fair valued
42
Fair valued
PROFIT vs RISK RATING
1..100
1733
SMR RATING
1..100
396
PRICE GROWTH RATING
1..100
4746
P/E GROWTH RATING
1..100
2275
SEASONALITY SCORE
1..100
n/a50

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.

FHI's Valuation (39) in the null industry is in the same range as STT (42) in the Regional Banks industry. This means that FHI’s stock grew similarly to STT’s over the last 12 months.

FHI's Profit vs Risk Rating (17) in the null industry is in the same range as STT (33) in the Regional Banks industry. This means that FHI’s stock grew similarly to STT’s over the last 12 months.

STT's SMR Rating (6) in the Regional Banks industry is somewhat better than the same rating for FHI (39) in the null industry. This means that STT’s stock grew somewhat faster than FHI’s over the last 12 months.

STT's Price Growth Rating (46) in the Regional Banks industry is in the same range as FHI (47) in the null industry. This means that STT’s stock grew similarly to FHI’s over the last 12 months.

FHI's P/E Growth Rating (22) in the null industry is somewhat better than the same rating for STT (75) in the Regional Banks industry. This means that FHI’s stock grew somewhat faster than STT’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
FHISTT
RSI
ODDS (%)
Bearish Trend 1 day ago
49%
Bearish Trend 1 day ago
64%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
71%
Bearish Trend 1 day ago
55%
Momentum
ODDS (%)
Bearish Trend 1 day ago
53%
Bullish Trend 1 day ago
75%
MACD
ODDS (%)
Bearish Trend 1 day ago
54%
Bearish Trend 1 day ago
60%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
53%
Bearish Trend 1 day ago
60%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
61%
Bullish Trend 1 day ago
62%
Advances
ODDS (%)
Bullish Trend 22 days ago
63%
Bullish Trend 22 days ago
63%
Declines
ODDS (%)
Bearish Trend 1 day ago
56%
Bearish Trend 5 days ago
58%
BollingerBands
ODDS (%)
N/A
Bearish Trend 1 day ago
69%
Aroon
ODDS (%)
Bullish Trend 1 day ago
60%
Bullish Trend 1 day ago
60%
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FHI
Daily Signalchanged days ago
Gain/Loss if bought
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STT
Daily Signalchanged days ago
Gain/Loss if bought
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FHI and

Correlation & Price change

A.I.dvisor indicates that over the last year, FHI has been closely correlated with APAM. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if FHI jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FHI
1D Price
Change %
FHI100%
-0.80%
APAM - FHI
67%
Closely correlated
-0.64%
VRTS - FHI
67%
Closely correlated
-0.28%
STT - FHI
66%
Closely correlated
+0.50%
AMG - FHI
66%
Closely correlated
+0.37%
SEIC - FHI
66%
Loosely correlated
+0.02%
More

STT and

Correlation & Price change

A.I.dvisor indicates that over the last year, STT has been closely correlated with NTRS. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if STT jumps, then NTRS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STT
1D Price
Change %
STT100%
+0.50%
NTRS - STT
82%
Closely correlated
+0.35%
BN - STT
78%
Closely correlated
+0.38%
PFG - STT
77%
Closely correlated
-0.52%
BLK - STT
76%
Closely correlated
+0.17%
IVZ - STT
76%
Closely correlated
-1.18%
More