Federated Hermes (FHI) Return on Invested Capital [ROIC] (2010 - 2021)
Federated Hermes' Return on Invested Capital [ROIC] was 20.05% in Q4 2021, down 5.63 percentage points from 25.68% a year earlier and down 2.59 percentage points from the prior quarter.
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Analysis
Federated Hermes (FHI) Return on Invested Capital [ROIC] (2010 - 2021) Analysis & Trends
For FY2021, Return on Invested Capital [ROIC] at Federated Hermes came in at 20.79%, down 5.98 percentage points from FY2020.
- Return on Invested Capital [ROIC] shows a five-year change of -4.81 percentage points (FY2016 to FY2021).
- In earlier years, Return on Invested Capital [ROIC] was 26.77% in FY2020 (+2.03 pp), 24.75% in FY2019 (-1.03 pp), 25.78% in FY2018 (-7.04 pp) and 32.82% in FY2017 (+7.21 pp).
- The Q4 2021 figure marks the lowest quarterly Return on Invested Capital [ROIC] since Q4 2015.
- Compared with a year earlier, Return on Invested Capital [ROIC] was higher in five of the last eight quarters, with an average year-over-year change of -0.30 percentage points.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q4 2017 (a gain of 7.10 percentage points); the worst was Q3 2019 (a drop of 8.37 percentage points).
- Per Business Quant data, FHI's Return on Invested Capital [ROIC] in the three quarters before Q4 2021 was 22.63% (Q3 2021), 24.01% (Q2 2021) and 26.20% (Q1 2021).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Federated Hermes | 4.20 Bn | 1.85 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2021 | 20.05% |
| Sep 30, 2021 | 22.63% |
| Jun 30, 2021 | 24.01% |
| Mar 31, 2021 | 26.20% |
| Dec 31, 2020 | 25.68% |
| Sep 30, 2020 | 25.09% |
| Jun 30, 2020 | 23.94% |
| Mar 31, 2020 | 23.47% |
| Dec 31, 2019 | 23.87% |
| Sep 30, 2019 | 23.90% |
| Jun 30, 2019 | 23.68% |
| Mar 31, 2019 | 23.83% |
| Dec 31, 2018 | 25.05% |
| Sep 30, 2018 | 32.27% |
| Jun 30, 2018 | 32.02% |
| Mar 31, 2018 | 31.45% |
| Dec 31, 2017 | 32.51% |
| Sep 30, 2017 | 26.18% |
| Jun 30, 2017 | 26.42% |
| Mar 31, 2017 | 26.80% |
API Access
Federated Hermes Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=FHI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=FHI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();