FHI vs BNL

Comparison between Federated Hermes Inc - Class B (FHI, Company) and Broadstone Net Lease Inc (BNL, Company).

FHI is from the Financial Services sector, while BNL is from the Real Estate sector.

5-Year PerformanceFHI has outperformed BNL, delivering a return of +15.7% compared to +5.4%

FHI vs BNL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHI(COMPANY)	BNL(COMPANY)
Market Cap	$3.90B	$3.92B
Max Drawdown	70.56%	50.63%
Sharpe Ratio	1.22	1.76
5Y Beta	0.69	0.36
Industry	Asset Management	Reit - Diversified
P/E Ratio	10.24	30.89
Forward P/E	10.47	29.07
PEG Ratio	0.16	3.31
Dividend Yield	2.53%	5.74%
5Y Dividends CAGR	-5.83%	42.18%
5Y EPS CAGR	18.75%	-7.42%
Debt to Equity	28.93%	91.75%
Free Cash Flow Yield	7.80%	7.34%
P/S Ratio	2.20	8.76
P/B Ratio	3.39	1.35

Market Cap

FHI

$3.90B

Winner

BNL

$3.92B

Max Drawdown

FHI

70.56%

Winner

BNL

50.63%

Sharpe Ratio

FHI

1.22

Winner

BNL

1.76

5Y Beta

FHI

0.69

Winner

BNL

0.36

Industry

FHI

Asset Management

BNL

Reit - Diversified

P/E Ratio

Winner

FHI

10.24

BNL

30.89

Forward P/E

Winner

FHI

10.47

BNL

29.07

PEG Ratio

Winner

FHI

0.16

BNL

3.31

Dividend Yield

FHI

2.53%

Winner

BNL

5.74%

5Y Dividends CAGR

FHI

-5.83%

Winner

BNL

42.18%

5Y EPS CAGR

Winner

FHI

18.75%

BNL

-7.42%

Debt to Equity

Winner

FHI

28.93%

BNL

91.75%

Free Cash Flow Yield

Winner

FHI

7.80%

BNL

7.34%

P/S Ratio

Winner

FHI

2.20

BNL

8.76

P/B Ratio

FHI

3.39

Winner

BNL

1.35

FHI vs BNL - Historical Returns

Returns include dividend reinvestment.

Period	FHI	BNL
1 month	-3.81%	+2.77%
3 months	+0.92%	+9.26%
6 months	+14.76%	+15.15%
1 year	+32.27%	+41.29%
5 years(CAGR)	+15.75%	+5.40%
10 years(CAGR)	+10.65%	N/A
Max(CAGR)	+10.48%	+8.95%

FHI

-3.81%

Winner

BNL

+2.77%

FHI

+0.92%

Winner

BNL

+9.26%

FHI

+14.76%

Winner

BNL

+15.15%

FHI

+32.27%

Winner

BNL

+41.29%

5Y(CAGR)

Winner

FHI

+15.75%

BNL

+5.40%

10Y(CAGR)

FHI

+10.65%

BNL

N/A

Max(CAGR)

Winner

FHI

+10.48%

BNL

+8.95%

FHI vs BNL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FHI	BNL
2026	+6.06%	+18.71%
2025	+31.26%	+18.43%
2024	+29.78%	-3.11%
2023	-6.26%	+14.06%
2022	-1.47%	-29.97%
2021	+38.67%	+42.88%
2020	-4.63%	N/A
2019	+28.61%	N/A
2018	-22.29%	N/A
2017	+30.30%	N/A
2016	+7.86%	N/A
2015	-10.40%	N/A
2014	+20.62%	N/A
2013	+41.61%	N/A
2012	+42.12%	N/A
2011	-39.41%	N/A
2010	+2.24%	N/A
2009	+64.08%	N/A
2008	-53.29%	N/A
2007	+23.02%	N/A
2006	-6.84%	N/A
2005	+26.32%	N/A
2004	+6.97%	N/A
2003	+14.18%	N/A
2002	-16.27%	N/A
2001	+13.76%	N/A
2000	+129.17%	N/A
1999	+17.59%	N/A

FHI vs BNL Drawdown Comparison

The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.

The maximum drawdown for BNL was -43.56%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current FHI drawdown is -5.35%. The current BNL drawdown is -1.03%.

Rank	FHI	BNL
#1	-64.89% Feb 6, 2020 - Jun 16, 2021	-43.56% Sep 2, 2021 - Oct 25, 2023
#2	-59.32% Jan 23, 2008 - Jul 11, 2013	-9.21% Jun 14, 2021 - Jul 27, 2021
#3	-37.47% Dec 26, 2017 - Jul 26, 2019	-4.36% Aug 9, 2021 - Aug 31, 2021
#4	-32.68% May 15, 2002 - Oct 10, 2005	-1.88% Jul 30, 2021 - Aug 4, 2021
#5	-32.31% Jun 5, 2015 - Oct 16, 2017	-1.52% Apr 29, 2021 - May 13, 2021
#6	-29.62% Apr 18, 2023 - Nov 1, 2024	-1.51% Mar 24, 2021 - Mar 31, 2021
#7	-26.94% Jan 7, 2022 - Nov 30, 2022	-1.22% Apr 6, 2021 - Apr 13, 2021
#8	-24.16% Feb 23, 2006 - Apr 17, 2007	-0.94% Mar 22, 2021 - Mar 24, 2021
#9	-22.86% Nov 27, 2000 - May 8, 2001	-0.91% May 25, 2021 - Jun 1, 2021
#10	-21.44% Jul 17, 2007 - Oct 3, 2007	-0.57% May 18, 2021 - May 20, 2021
#11	-21.20% May 10, 2001 - Feb 1, 2002	-0.48% Apr 13, 2021 - Apr 16, 2021
#12	-17.68% Jul 27, 2000 - Oct 26, 2000	-0.23% Jul 27, 2021 - Jul 30, 2021
#13	-16.56% Dec 5, 2024 - May 8, 2025	-0.05% Apr 19, 2021 - Apr 21, 2021
#14	-14.98% Oct 31, 2007 - Jan 11, 2008	-0.05% Apr 23, 2021 - Apr 29, 2021
#15	-14.56% Aug 27, 2021 - Nov 3, 2021	-0.04% Aug 5, 2021 - Aug 9, 2021

Correlation

Correlation between FHI and BNL is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2000 - 2026)

FHI vs BNL dividend yield comparison.

Year	FHI	BNL
2026	1.31%	1.43%
2025	2.55%	6.68%
2024	5.38%	7.28%
2023	3.38%	6.50%
2022	2.97%	6.66%
2021	2.87%	4.13%
2020	7.20%	0.00%
2019	3.31%	0.00%
2018	3.99%	0.00%
2017	2.77%	0.00%
2016	7.07%	0.00%
2015	3.49%	0.00%
2014	3.04%	0.00%
2013	3.40%	0.00%
2012	11.02%	0.00%
2011	6.34%	0.00%
2010	8.48%	0.00%
2009	3.49%	0.00%
2008	21.76%	0.00%
2007	1.97%	0.00%
2006	2.04%	0.00%
2005	1.55%	0.00%
2004	1.36%	0.00%
2003	1.01%	0.00%
2002	0.86%	0.00%
2001	0.55%	0.00%
2000	0.48%	0.00%