Federated Investors Inc B
Statements
Ratios
Valuation ratios (P/E, P/S, EV/EBITDA and the other multiples) are based on the closing price at the end of each period, not on the current price. Margins and returns are shown in percent, multiples without a unit, per-share figures in the reporting currency, net debt in millions.
Tick rows to compare them in a chart (up to 4)
| Line item | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Valuation | |||||||||||||||||||||||||||||
| – | 17.0 | 14.0 | 22.9 | 22.8 | 14.6 | 17.2 | 18.5 | 25.0 | 18.2 | 19.3 | 7.6 | 13.9 | 14.6 | 10.1 | 10.8 | 17.9 | 22.2 | 17.0 | 13.4 | 12.1 | 11.7 | 11.6 | 8.5 | 13.0 | 13.0 | 9.5 | 12.2 | 9.7 | |
| – | 3.0 | 2.9 | 5.2 | 5.4 | 4.2 | 4.0 | 4.0 | 4.4 | 377.1 | 623.0 | 381.7 | 2,653.4 | 2.8 | 1.7 | 2.1 | 3.3 | 3.9 | 3.1 | 2.5 | 3.2 | 2.3 | 2.4 | 1.9 | 2.7 | 2.2 | 1.8 | 2.0 | 2.2 | |
| – | 17.7 | 14.6 | 24.1 | 16.2 | 8.7 | 8.3 | 7.3 | 7.4 | 6.8 | 7.3 | 4.0 | 5.1 | 5.3 | 2.8 | 4.0 | 5.1 | 5.4 | 4.4 | 4.7 | 4.6 | 3.0 | 3.0 | 2.5 | 3.2 | 3.0 | 2.5 | 3.0 | 3.3 | |
| – | 2.7 | 2.6 | 5.0 | 5.3 | 4.0 | 3.7 | 3.7 | 4.1 | – | – | 382.9 | 2,556.0 | 3.0 | 2.1 | 2.1 | 3.5 | 4.0 | 3.2 | 2.5 | 3.1 | 2.3 | 2.3 | 1.8 | 2.7 | 2.2 | 1.8 | 1.9 | 2.0 | |
| – | 16.7 | 6.5 | 10.0 | 11.1 | 8.5 | 9.2 | 8.1 | 11.8 | – | – | 4.5 | 7.4 | 8.8 | 6.6 | 6.2 | 11.7 | 13.8 | 10.1 | 8.4 | 9.6 | 7.4 | 8.1 | 5.7 | 8.6 | 7.9 | 6.6 | 7.5 | 6.3 | |
| – | 29.9 | 15.1 | 22.6 | 14.0 | 13.8 | 13.6 | 11.5 | 21.8 | 12.4 | 13.2 | 5.7 | 11.1 | 12.6 | 14.5 | 6.6 | 11.6 | 18.0 | 12.7 | 11.7 | 13.5 | 13.6 | 9.9 | 7.7 | 22.0 | 9.7 | 9.4 | 9.5 | 13.3 | |
| – | 3.3% | 6.6% | 4.4% | 7.1% | 7.2% | 7.4% | 8.7% | 4.6% | 8.0% | 7.6% | 17.5% | 9.0% | 7.9% | 6.9% | 15.2% | 8.6% | 5.5% | 7.9% | 8.6% | 7.4% | 7.3% | 10.1% | 12.9% | 4.5% | 10.3% | 10.7% | 10.5% | 7.5% | |
| Margins | |||||||||||||||||||||||||||||
| -4.7% | -5.3% | -5.3% | -5.0% | -4.2% | -0.7% | -0.6% | -2.5% | -2.0% | 14.1% | 18.9% | -15.2% | -450.7% | 100.0% | 72.6% | 72.8% | 69.4% | 66.8% | 69.0% | 74.1% | 73.8% | 68.8% | 66.7% | 65.2% | 59.1% | 64.5% | 65.0% | 66.9% | 73.6% | |
| 4.7% | 33.3% | 32.4% | 34.1% | 35.7% | 43.3% | 35.3% | 34.2% | 30.3% | 3,198.6% | 5,221.4% | 7,942.9% | 31,515.7% | 31.6% | 28.8% | 33.1% | 28.7% | 27.7% | 30.2% | 29.4% | 31.0% | 29.1% | 26.2% | 28.9% | 28.2% | 23.3% | 24.1% | 22.1% | 29.5% | |
| 12.7% | 17.7% | 20.6% | 22.8% | 23.5% | 28.7% | 23.3% | 21.4% | 17.6% | 2,075.2% | 3,221.8% | 4,993.7% | 19,025.3% | 18.8% | 16.9% | 19.9% | 18.5% | 17.4% | 18.3% | 18.3% | 26.4% | 19.4% | 20.5% | 22.5% | 20.8% | 16.6% | 18.6% | 16.4% | 22.3% | |
| -0.7% | 10.1% | 19.1% | 23.1% | 38.2% | 30.2% | 29.5% | 34.4% | 20.2% | 3,032.9% | 4,730.5% | 6,693.0% | 23,951.7% | 21.9% | 11.8% | 32.5% | 28.5% | 21.4% | 24.5% | 21.0% | 23.6% | 16.6% | 24.1% | 24.8% | 12.3% | 22.1% | 18.9% | 21.0% | 16.3% | |
| Returns | |||||||||||||||||||||||||||||
| – | 104.2% | 104.4% | 105.1% | 71.0% | 59.8% | 48.4% | 39.6% | 29.7% | 37.4% | 37.9% | 53.0% | 36.4% | 36.3% | 27.7% | 37.3% | 28.6% | 24.5% | 26.2% | 35.1% | 38.3% | 25.7% | 26.2% | 28.7% | 24.3% | 22.9% | 26.5% | 24.5% | 33.7% | |
| 15.2% | 15.9% | 18.4% | 22.1% | 39.1% | 38.4% | 21.8% | 19.0% | 17.9% | 24.4% | 25.9% | 26.5% | 21.3% | 15.5% | 13.1% | 17.3% | 14.3% | 13.1% | 14.3% | 18.1% | 23.7% | 14.3% | 14.5% | 15.8% | 13.4% | 11.9% | 14.2% | 12.9% | 17.6% | |
| Balance Sheet & Debt | |||||||||||||||||||||||||||||
| -15 | -179 | -148 | -135 | -68 | -144 | -231 | -249 | -244 | – | – | 5.6 | -101 | 205 | 312 | -25 | 172 | 127 | 44 | 86 | -146 | -22 | -136 | -211 | 7.5 | 29 | -19 | -140 | -215 | |
| -0.2 | -2.1 | -0.6 | -0.4 | -0.2 | -0.4 | -0.7 | -0.6 | -0.8 | – | – | 0.0 | -0.3 | 0.6 | 1.1 | -0.1 | 0.7 | 0.5 | 0.2 | 0.3 | -0.4 | -0.1 | -0.4 | -0.5 | 0.0 | 0.1 | 0.0 | -0.3 | -0.4 | |
| -12.2% | 15.3% | 17.7% | 21.0% | 55.0% | 64.3% | 45.1% | 48.0% | 60.3% | 65.3% | 68.3% | 49.9% | 58.5% | 42.7% | 47.3% | 46.2% | 49.9% | 53.5% | 54.7% | 51.6% | 61.8% | 55.5% | 55.4% | 55.2% | 55.2% | 51.8% | 53.7% | 52.5% | 52.3% | |
| – | 0.1 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | – | – | 0.1 | 0.0 | 0.8 | 0.7 | 0.1 | 0.5 | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Per Share | |||||||||||||||||||||||||||||
| 0.40 | 0.71 | 0.96 | 1.27 | 1.40 | 1.74 | 1.71 | 1.64 | 1.48 | 1.86 | 2.13 | 2.22 | 1.97 | 1.79 | 1.50 | 1.88 | 1.61 | 1.48 | 1.69 | 2.11 | 2.99 | 2.27 | 2.80 | 3.38 | 2.89 | 2.79 | 3.57 | 3.38 | 5.37 | |
| 3.14 | 4.01 | 4.65 | 5.56 | 5.95 | 6.07 | 7.35 | 7.67 | 8.40 | 0.09 | 0.07 | 0.04 | 0.01 | 9.52 | 8.89 | 9.43 | 8.73 | 8.53 | 9.22 | 11.54 | 11.32 | 11.71 | 13.64 | 15.02 | 13.89 | 16.86 | 19.19 | 20.55 | 24.11 | |
| -0.32 | 0.68 | 0.92 | 1.21 | 1.97 | 2.91 | 3.54 | 4.14 | 4.99 | 4.98 | 5.62 | 4.20 | 5.42 | 4.94 | 5.41 | 5.02 | 5.63 | 6.05 | 6.46 | 6.01 | 7.81 | 8.84 | 10.71 | 11.79 | 11.90 | 12.19 | 13.45 | 13.79 | 15.94 | |
| -0.02 | 0.40 | 0.89 | 1.29 | 2.27 | 1.84 | 2.17 | 2.64 | 1.70 | 2.72 | 3.13 | 2.98 | 2.48 | 2.08 | 1.05 | 3.07 | 2.49 | 1.82 | 2.26 | 2.42 | 2.68 | 1.95 | 3.29 | 3.73 | 1.71 | 3.73 | 3.62 | 4.31 | 3.92 | |
Data as of: October 9, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.