FHI
Price
$36.88
Change
+$0.71 (+1.96%)
Updated
Oct 4 closing price
18 days until earnings call
VRTS
Price
$208.39
Change
+$4.20 (+2.06%)
Updated
Oct 4 closing price
19 days until earnings call
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FHI vs VRTS

Header iconFHI vs VRTS Comparison
Open Charts FHI vs VRTSBanner chart's image
Federated Hermes
Price$36.88
Change+$0.71 (+1.96%)
Volume$479.25K
CapitalizationN/A
Virtus Investment Partners
Price$208.39
Change+$4.20 (+2.06%)
Volume$21.96K
CapitalizationN/A
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FHI vs VRTS Comparison Chart
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FHI
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
FHI vs. VRTS commentary
Oct 06, 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 FHI is a StrongBuy and VRTS is a Buy.

COMPARISON
Comparison
Oct 06, 2024
Stock price -- (FHI: $36.88 vs. VRTS: $208.39)
Brand notoriety: FHI and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: FHI: 87% vs. VRTS: 68%
Market capitalization -- FHI: $3.04B vs. VRTS: $1.71B
FHI [@Investment Managers] is valued at $3.04B. VRTS’s [@Investment Managers] market capitalization is $1.71B. 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).

FHI’s FA Score shows that 0 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • FHI’s FA Score: 0 green, 5 red.
  • VRTS’s FA Score: 1 green, 4 red.
According to our system of comparison, VRTS 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.

FHI’s TA Score shows that 3 TA indicator(s) are bullish while VRTS’s TA Score has 7 bullish TA indicator(s).

  • FHI’s TA Score: 3 bullish, 5 bearish.
  • VRTS’s TA Score: 7 bullish, 1 bearish.
According to our system of comparison, VRTS is a better buy in the short-term than FHI.

Price Growth

FHI (@Investment Managers) experienced а -0.30% price change this week, while VRTS (@Investment Managers) price change was +0.27% 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

FHI is expected to report earnings on Jan 23, 2025.

VRTS is expected to report earnings on Jan 31, 2025.

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
FHI($3.04B) has a higher market cap than VRTS($1.72B). VRTS has higher P/E ratio than FHI: VRTS (13.66) vs FHI (10.61). FHI YTD gains are higher at: 15.395 vs. VRTS (-11.671). FHI (451M) and VRTS (434M) have comparable annual earnings (EBITDA) . FHI has more cash in the bank: 561M vs. VRTS (340M). FHI has less debt than VRTS: FHI (458M) vs VRTS (2.18B). FHI has higher revenues than VRTS: FHI (1.61B) vs VRTS (841M).
FHIVRTSFHI / VRTS
Capitalization3.04B1.72B177%
EBITDA451M434M104%
Gain YTD15.395-11.671-132%
P/E Ratio10.6113.6678%
Revenue1.61B841M191%
Total Cash561M340M165%
Total Debt458M2.18B21%
FUNDAMENTALS RATINGS
FHI vs VRTS: Fundamental Ratings
FHI
VRTS
OUTLOOK RATING
1..100
806
VALUATION
overvalued / fair valued / undervalued
1..100
95
Overvalued
17
Undervalued
PROFIT vs RISK RATING
1..100
5249
SMR RATING
1..100
4262
PRICE GROWTH RATING
1..100
4758
P/E GROWTH RATING
1..100
5238
SEASONALITY SCORE
1..100
85n/a

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.

VRTS's Valuation (17) in the Investment Managers industry is significantly better than the same rating for FHI (95) in the null industry. This means that VRTS’s stock grew significantly faster than FHI’s over the last 12 months.

VRTS's Profit vs Risk Rating (49) in the Investment Managers industry is in the same range as FHI (52) in the null industry. This means that VRTS’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 VRTS (62) in the Investment Managers industry. This means that FHI’s stock grew similarly to VRTS’s over the last 12 months.

FHI's Price Growth Rating (47) in the null industry is in the same range as VRTS (58) in the Investment Managers industry. This means that FHI’s stock grew similarly to VRTS’s over the last 12 months.

VRTS's P/E Growth Rating (38) in the Investment Managers industry is in the same range as FHI (52) in the null industry. This means that VRTS’s stock grew similarly to FHI’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
FHIVRTS
RSI
ODDS (%)
Bearish Trend 3 days ago
70%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
58%
Bullish Trend 3 days ago
75%
Momentum
ODDS (%)
Bullish Trend 3 days ago
64%
Bullish Trend 3 days ago
78%
MACD
ODDS (%)
Bearish Trend 3 days ago
57%
Bullish Trend 3 days ago
63%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
54%
Bullish Trend 3 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
58%
Bullish Trend 3 days ago
72%
Advances
ODDS (%)
Bullish Trend 13 days ago
64%
Bullish Trend 7 days ago
74%
Declines
ODDS (%)
Bearish Trend 6 days ago
55%
Bearish Trend 4 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
66%
Bullish Trend 3 days ago
67%
Aroon
ODDS (%)
Bullish Trend 3 days ago
60%
N/A
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FHI
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
VRTS
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 52% 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
52%
Loosely correlated
+1.52%
PFG - FHI
47%
Loosely correlated
+3.22%
BEN - FHI
47%
Loosely correlated
+1.69%
APAM - FHI
47%
Loosely correlated
+2.78%
VRTS - FHI
44%
Loosely correlated
+2.06%
More

VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been loosely correlated with CNS. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if VRTS jumps, then CNS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
+2.06%
CNS - VRTS
65%
Loosely correlated
+2.00%
APAM - VRTS
63%
Loosely correlated
+2.78%
BEN - VRTS
63%
Loosely correlated
+1.69%
JHG - VRTS
62%
Loosely correlated
+3.43%
BN - VRTS
61%
Loosely correlated
+0.97%
More