Federated Competitors
| FHI Stock | USD 54.33 1.00 1.88% |
Federated Investors vs United Community Correlation
Poor diversification
The correlation between Federated Investors B and UCB is 0.79 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Federated Investors B and UCB in the same portfolio, assuming nothing else is changed.
Moving together with Federated Stock
Federated Investors Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Federated Investors and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Federated and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Federated Investors does not affect the price movement of the other competitor.
High positive correlations
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Risk-Adjusted Indicators
There is a big difference between Federated Stock performing well and Federated Investors Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Federated Investors' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| GBDC | 0.86 | (0.14) | 0.00 | (0.12) | 0.00 | 1.69 | 7.65 | |||
| AB | 1.37 | 0.01 | (0.03) | 0.14 | 1.94 | 2.64 | 14.41 | |||
| CNS | 1.32 | (0.12) | (0.05) | (0.01) | 2.10 | 2.54 | 7.84 | |||
| APAM | 1.24 | (0.02) | (0.02) | 0.07 | 1.49 | 2.46 | 6.18 | |||
| HTGC | 0.94 | (0.10) | 0.00 | (0.11) | 0.00 | 1.67 | 6.95 | |||
| VCTR | 1.36 | 0.21 | 0.14 | 0.28 | 1.26 | 2.94 | 6.84 | |||
| FSK | 1.03 | (0.17) | 0.00 | (0.19) | 0.00 | 2.05 | 7.09 | |||
| AGO | 0.85 | 0.07 | 0.00 | 0.29 | 1.00 | 1.88 | 10.58 | |||
| UCB | 1.15 | 0.21 | 0.12 | 0.41 | 1.16 | 2.80 | 8.46 |
Federated Investors Competitive Analysis
The better you understand Federated Investors competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Federated Investors' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Federated Investors' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Federated Investors Competition Performance Charts
Five steps to successful analysis of Federated Investors Competition
Federated Investors' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Federated Investors in relation to its competition. Federated Investors' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Federated Investors in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Federated Investors' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Federated Investors, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Federated Investors position
In addition to having Federated Investors in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Sport Products
Companies manufacturing sporting goods and accessories. The Sport Products theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Sport Products Theme or any other thematic opportunities.
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Check out Federated Investors Correlation with its peers. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Is there potential for Asset Management & Custody Banks market expansion? Will Federated introduce new products? Factors like these will boost the valuation of Federated Investors. Market participants price Federated higher when confident in its future expansion prospects. Understanding fair value requires weighing current performance against future potential. All the valuation information about Federated Investors listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Federated Investors is measured differently than its book value, which is the value of Federated that is recorded on the company's balance sheet. Investors also form their own opinion of Federated Investors' value that differs from its market value or its book value, called intrinsic value, which is Federated Investors' true underlying value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Because Federated Investors' market value can be influenced by many factors that don't directly affect Federated Investors' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Federated Investors' value and its price as these two are different measures arrived at by different means. Investors typically determine if Federated Investors is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Federated Investors' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.