FHI vs INDV

Comparison between Federated Hermes Inc - Class B (FHI, Company) and Indivior Plc (INDV, Company).

FHI is from the Financial Services sector, while INDV is from the Healthcare sector.

5-Year PerformanceINDV has outperformed FHI, delivering a return of +26.5% compared to +18.5%

FHI vs INDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHI(COMPANY)	INDV(COMPANY)
Market Cap	$4.61B	$4.61B
Max Drawdown	70.56%	93.82%
Sharpe Ratio	0.94	1.62
5Y Beta	0.70	0.72
Industry	Asset Management	Drug Manufacturers - Specialty & Generic
P/E Ratio	11.88	17.42
Forward P/E	12.50	10.53
PEG Ratio	0.24	0.02
Dividend Yield	2.23%	N/A
5Y Dividends CAGR	-3.07%	N/A
5Y EPS CAGR	15.96%	N/A
Debt to Equity	27.82%	-234.13%
Free Cash Flow Yield	7.94%	-2.41%
P/S Ratio	2.47	3.44
P/B Ratio	3.63	145.25

Market Cap

Winner

FHI

$4.61B

INDV

$4.61B

Max Drawdown

Winner

FHI

70.56%

INDV

93.82%

Sharpe Ratio

FHI

0.94

Winner

INDV

1.62

5Y Beta

Winner

FHI

0.70

INDV

0.72

Industry

FHI

Asset Management

INDV

Drug Manufacturers - Specialty & Generic

P/E Ratio

Winner

FHI

11.88

INDV

17.42

Forward P/E

FHI

12.50

Winner

INDV

10.53

PEG Ratio

FHI

0.24

Winner

INDV

0.02

Dividend Yield

FHI

2.23%

INDV

N/A

5Y Dividends CAGR

FHI

-3.07%

INDV

N/A

5Y EPS CAGR

FHI

15.96%

INDV

N/A

Debt to Equity

FHI

27.82%

Winner

INDV

-234.13%

Free Cash Flow Yield

Winner

FHI

7.94%

INDV

-2.41%

P/S Ratio

Winner

FHI

2.47

INDV

3.44

P/B Ratio

Winner

FHI

3.63

INDV

145.25

FHI vs INDV - Historical Returns

Returns include dividend reinvestment.

Period	FHI	INDV
1 month	+8.95%	-4.92%
3 months	+17.72%	-1.97%
6 months	+22.74%	+12.98%
1 year	+28.29%	+76.05%
5 years(CAGR)	+18.46%	+26.45%
10 years(CAGR)	+11.99%	+7.52%
Max(CAGR)	+11.00%	+12.17%

Winner

FHI

+8.95%

INDV

-4.92%

Winner

FHI

+17.72%

INDV

-1.97%

Winner

FHI

+22.74%

INDV

+12.98%

FHI

+28.29%

Winner

INDV

+76.05%

5Y(CAGR)

FHI

+18.46%

Winner

INDV

+26.45%

10Y(CAGR)

Winner

FHI

+11.99%

INDV

+7.52%

Max(CAGR)

FHI

+11.00%

Winner

INDV

+12.17%

FHI vs INDV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FHI	INDV
2026	+22.95%	+8.65%
2025	+31.26%	+187.04%
2024	+29.78%	-19.65%
2023	-6.26%	-29.79%
2022	-1.47%	+31.42%
2021	+38.67%	+145.55%
2020	-4.63%	+177.99%
2019	+28.61%	-63.74%
2018	-22.29%	-75.45%
2017	+30.30%	+54.91%
2016	+7.86%	+38.02%
2015	-10.40%	+21.30%
2014	+20.62%	+5.63%
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 INDV Drawdown Comparison

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

The maximum drawdown for INDV was -93.82%, occurring on Apr 11, 2019. Recovery took 1798 trading sessions.

The current FHI drawdown is -2.19%. The current INDV drawdown is -7.20%.

Rank	FHI	INDV
#1	-64.89% Feb 6, 2020 - Jun 16, 2021	-93.82% Jun 5, 2018 - Dec 2, 2025
#2	-59.32% Jan 23, 2008 - Jul 11, 2013	-52.32% Jul 24, 2015 - Aug 17, 2016
#3	-37.47% Dec 26, 2017 - Jul 26, 2019	-35.15% Aug 28, 2017 - Dec 20, 2017
#4	-32.68% May 15, 2002 - Oct 10, 2005	-24.78% Nov 3, 2016 - Feb 13, 2017
#5	-32.31% Jun 5, 2015 - Oct 16, 2017	-21.37% Dec 8, 2025 - Apr 30, 2026
#6	-29.62% Apr 18, 2023 - Nov 1, 2024	-17.98% Sep 6, 2016 - Nov 3, 2016
#7	-26.94% Jan 7, 2022 - Nov 30, 2022	-16.99% May 6, 2026 - Jun 24, 2026
#8	-24.16% Feb 23, 2006 - Apr 17, 2007	-16.30% Feb 13, 2017 - Jul 27, 2017
#9	-22.86% Nov 27, 2000 - May 8, 2001	-13.22% Jan 25, 2018 - Apr 18, 2018
#10	-21.44% Jul 17, 2007 - Oct 3, 2007	-12.74% Jun 26, 2026 - Aug 4, 2026
#11	-21.20% May 10, 2001 - Feb 1, 2002	-11.68% Feb 12, 2015 - Mar 4, 2015
#12	-17.68% Jul 27, 2000 - Oct 26, 2000	-10.94% May 11, 2015 - Jul 16, 2015
#13	-16.56% Dec 5, 2024 - May 8, 2025	-10.64% Mar 4, 2015 - Mar 19, 2015
#14	-14.98% Oct 31, 2007 - Jan 11, 2008	-10.00% Mar 20, 2015 - Apr 10, 2015
#15	-14.56% Aug 27, 2021 - Nov 3, 2021	-7.81% Apr 14, 2015 - May 5, 2015

Correlation

Correlation between FHI and INDV is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2000 - 2026)

FHI vs INDV dividend yield comparison.

Year	FHI	INDV
2026	1.74%	0.00%
2025	2.55%	0.00%
2024	5.38%	0.00%
2023	3.38%	0.00%
2022	2.97%	0.00%
2021	2.87%	0.00%
2020	7.20%	0.00%
2019	3.31%	0.00%
2018	3.99%	0.00%
2017	2.77%	0.00%
2016	7.07%	2.68%
2015	3.49%	1.18%
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%