Federated Hermes (FHI) Invested Capital (2009 - 2021)
Federated Hermes (FHI) posted Invested Capital of $1.34 billion for Q4 2021, up 10.3% from $1.21 billion a year earlier and up 2.3% from the prior quarter.
Powered by 
Analysis
Federated Hermes (FHI) Invested Capital (2009 - 2021) Analysis & Trends
Since Q4 2009, Federated Hermes has reported Invested Capital for 48 quarters.
- Annual Invested Capital has increased for five consecutive years, with a five-year compound annual growth rate of 10.5% (FY2016 to FY2021).
- In prior years, Federated Hermes' Invested Capital was $1.21 billion in FY2020 (+6.2%), $1.14 billion in FY2019 (+15.0%), $992.12 million in FY2018 (+6.5%) and $931.22 million in FY2017 (+14.6%).
- The Q4 2021 figure stands as the highest quarterly Invested Capital in data going back to Q4 2009.
- On a year-over-year basis, Invested Capital has increased in each of the last three quarters, with growth averaging 9.4% over the last eight quarters.
- The strongest year-over-year quarter for Invested Capital in the past five years was Q2 2018, with growth of 20.6%; the weakest was Q2 2017, with a decline of 9.8%.
- According to Business Quant data, Invested Capital for the three prior quarters was $1.31 billion (Q3 2021), $1.23 billion (Q2 2021) and $1.23 billion (Q1 2021).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | - |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 34.26 Bn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 18.80 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | - |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 12.65 Bn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 9.71 Bn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | - |
| 10 | Federated Hermes | 4.22 Bn | 1.86 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2021 | 1.34 Bn |
| Sep 30, 2021 | 1.31 Bn |
| Jun 30, 2021 | 1.23 Bn |
| Mar 31, 2021 | 1.23 Bn |
| Dec 31, 2020 | 1.21 Bn |
| Sep 30, 2020 | 1.24 Bn |
| Jun 30, 2020 | 1.18 Bn |
| Mar 31, 2020 | 1.24 Bn |
| Dec 31, 2019 | 1.14 Bn |
| Sep 30, 2019 | 1.07 Bn |
| Jun 30, 2019 | 1.04 Bn |
| Mar 31, 2019 | 1.03 Bn |
| Dec 31, 2018 | 992.12 Mn |
| Sep 30, 2018 | 987.36 Mn |
| Jun 30, 2018 | 977.13 Mn |
| Mar 31, 2018 | 964.62 Mn |
| Dec 31, 2017 | 931.22 Mn |
| Sep 30, 2017 | 828.80 Mn |
| Jun 30, 2017 | 810.13 Mn |
| Mar 31, 2017 | 823.07 Mn |
API Access
Federated Hermes Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=FHI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "FHI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=FHI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();