Instrument overview

FHIFederated Hermes

StockNYSEEstados UnidosFinancialsEU retail: available
9/10
Balanced 9/109/10Balanced
Growth10/10
Balanced9/10
Income8/10

The Smart Score (1–10) describes how this instrument compares with its peers on published, rules-based measures of value, quality, trend, stability and dividend safety. It is not a forecast and not personal advice.

Compared with: Financials companies in USA (n = 190)

Current rating first published: · last recomputed · rating log

Factor scores

Value54 / 100
Quality99 / 100
Trend51 / 100
Stability85 / 100
Dividend safety67 / 100

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Share issuance (1 y)supports the score · percentile 72
  • Equity / assetssupports the score · percentile 91
  • Return on assetssupports the score · percentile 95

Red flags and notes

No red flagsNone of our published warning rules is triggered right now.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Valuation

P/E
10.0
P/B
3.2
P/S
2.0
EV/EBIT
7.6
Market cap (EUR)
€3528.9 M

Profitability and debt

Return on equity
34.8%
Return on invested capital
32.9%

Dividends

Dividend yield
2.62%
Payout ratio
27%
5-year dividend growth (per year)
12.2%
Years of dividend growth
2

Returns and risk

1 day
−0.3%
1 month
−6.9%
1 year
+7.5%
Volatility, 1 yr
24.6%
Max drawdown, 1 yr
−16.0%
Beta
0.76

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

News and filings

  • FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
  • Media reportA headline from a named media outlet. We link to it and do not check it.
  • RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.

Source: Filings: U.S. SEC EDGAR. The tone is scored automatically from the headline and can be wrong.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

DateEventBalancedGrowth · IncomeWarningsPrice at publication
Rating change 10 → 9/10 10 · 8 — Available with Invest Pro
First rating 10/10 10 · 8 — Available with Invest Pro

Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.