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Federated Investors (FII) Competitors

Federated Investors logo

FII vs. ARCC, SEIC, BEN, IVZ, AMG, MAIN, CNS, GBDC, PSEC, and VRTS

Should you be buying Federated Investors stock or one of its competitors? The main competitors of Federated Investors include Ares Capital (ARCC), SEI Investments (SEIC), Franklin Resources (BEN), Invesco (IVZ), Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), and Virtus Investment Partners (VRTS). These companies are all part of the "asset management & custody banks" industry.

Federated Investors vs.

Federated Investors (NYSE:FII) and Ares Capital (NASDAQ:ARCC) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their earnings, risk, media sentiment, valuation, dividends, profitability, analyst recommendations, institutional ownership and community ranking.

Ares Capital has a consensus price target of $22.43, suggesting a potential downside of 4.23%. Given Ares Capital's stronger consensus rating and higher possible upside, analysts plainly believe Ares Capital is more favorable than Federated Investors.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Investors
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.89

Ares Capital has a net margin of 53.71% compared to Federated Investors' net margin of 20.52%. Federated Investors' return on equity of 28.65% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Investors20.52% 28.65% 15.66%
Ares Capital 53.71%12.06%5.74%

82.2% of Federated Investors shares are held by institutional investors. Comparatively, 27.4% of Ares Capital shares are held by institutional investors. 5.5% of Federated Investors shares are held by insiders. Comparatively, 0.6% of Ares Capital shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Ares Capital has higher revenue and earnings than Federated Investors. Ares Capital is trading at a lower price-to-earnings ratio than Federated Investors, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Investors$1.33B3.03$272.34M$2.6914.78
Ares Capital$2.61B5.79$1.52B$2.609.01

In the previous week, Ares Capital had 18 more articles in the media than Federated Investors. MarketBeat recorded 22 mentions for Ares Capital and 4 mentions for Federated Investors. Ares Capital's average media sentiment score of 1.18 beat Federated Investors' score of 0.00 indicating that Ares Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Federated Investors
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ares Capital
13 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Federated Investors has a beta of 0.73, suggesting that its share price is 27% less volatile than the S&P 500. Comparatively, Ares Capital has a beta of 1, suggesting that its share price has a similar volatility profile to the S&P 500.

Ares Capital received 164 more outperform votes than Federated Investors when rated by MarketBeat users. Likewise, 62.52% of users gave Ares Capital an outperform vote while only 43.43% of users gave Federated Investors an outperform vote.

CompanyUnderperformOutperform
Federated InvestorsOutperform Votes
248
43.43%
Underperform Votes
323
56.57%
Ares CapitalOutperform Votes
412
62.52%
Underperform Votes
247
37.48%

Federated Investors pays an annual dividend of $1.08 per share and has a dividend yield of 2.7%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 8.2%. Federated Investors pays out 40.1% of its earnings in the form of a dividend. Ares Capital pays out 73.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

Ares Capital beats Federated Investors on 14 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FII vs. The Competition

MetricFederated InvestorsInvestment Advice IndustryFinance SectorNYSE Exchange
Market Cap$4.02B$12.68B$11.94B$20.35B
Dividend Yield2.98%23.87%5.75%3.62%
P/E Ratio14.7833.3724.4442.17
Price / Sales3.035.1627.7216.67
Price / Cash15.2219.3318.1220.36
Price / Book3.864.492.715.93
Net Income$272.34M$302.52M$1.07B$1.01B

Federated Investors Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FII
Federated Investors
N/A$39.75
+0.7%
N/A+10.8%$4.02B$1.33B14.781,878High Trading Volume
ARCC
Ares Capital
1.7712 of 5 stars
$23.30
-0.6%
$22.29
-4.4%
+13.6%$15.05B$2.61B8.962,550Upcoming Earnings
Analyst Forecast
Options Volume
Positive News
SEIC
SEI Investments
4.7387 of 5 stars
$83.45
-1.7%
$86.75
+4.0%
+33.9%$10.76B$1.92B20.165,089Earnings Report
Analyst Forecast
News Coverage
Gap Up
BEN
Franklin Resources
4.5776 of 5 stars
$20.32
+1.1%
$20.18
-0.7%
-25.7%$10.64B$8.48B23.6210,200Short Interest ↑
IVZ
Invesco
4.6139 of 5 stars
$17.77
+0.8%
$18.71
+5.3%
+18.3%$7.98B$5.72B-19.318,500Earnings Report
Dividend Announcement
Analyst Forecast
Options Volume
AMG
Affiliated Managers Group
4.0151 of 5 stars
$185.76
-0.5%
$195.40
+5.2%
+25.4%$5.62B$2.06B12.124,000Upcoming Earnings
Short Interest ↑
Analyst Revision
Positive News
MAIN
Main Street Capital
1.9705 of 5 stars
$60.78
-0.6%
$48.80
-19.7%
+33.6%$5.36B$500.39M11.0190Positive News
CNS
Cohen & Steers
3.5193 of 5 stars
$90.12
+1.5%
$106.50
+18.2%
+22.6%$4.56B$517.42M30.34390Short Interest ↓
News Coverage
GBDC
Golub Capital BDC
1.8562 of 5 stars
$15.59
+0.1%
$16.38
+5.0%
+0.8%$4.12B$724.68M11.06N/AUpcoming Earnings
Short Interest ↑
PSEC
Prospect Capital
0.9306 of 5 stars
$4.38
flat
$4.50
+2.7%
-28.2%$1.91B$861.66M-16.852,019News Coverage
VRTS
Virtus Investment Partners
3.0368 of 5 stars
$210.22
+0.7%
$238.50
+13.5%
-13.1%$1.48B$845.27M12.78770

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This page (NYSE:FII) was last updated on 1/31/2025 by MarketBeat.com Staff
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