EXG vs FHI

Eaton Vance Tax-Managed Global vs Federated Hermes, Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — FHI scores higher on quality with 9.2/10 vs EXG's 1.7/10. EXG trades at $9.57 while FHI trades at $56.11. Both analyzed daily using SEC EDGAR data across 13 institutional models.

EXG

Asset Management
Eaton Vance Tax-Managed Global
Quality
1.7
out of 10
Value Trap
Price
$9.57
Last close
Models
6/13
Active
VS

FHI

Asset Management
Federated Hermes, Inc.
Quality
9.2
out of 10
Value Trap
18
SAFE
Price
$56.11
Last close
Models
11/13
Active
EXG
2 models active
Quality 1.7/10 — below average
FHI
Quality Score 9.2/10 — top tier
Limited to 2/13 visible models

EXG vs FHI — Fair Value Comparison

EXG
$0$4$8$11 Price$9.57 Bayesian …$2.77 (-71.1%) Markov DDM$7.42 (-22.5%)
FHI
$0$22$44$66 Price$56.11 Bayesian …$39.56 (-29.5%) Earnings …$42.02 (-25.1%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType EXG Fair ValueEXG Upside FHI Fair ValueFHI Upside
Bayesian DCF Intrinsic $2.77 -71.1% $39.56 -29.5%
Earnings Power Value Intrinsic $42.02 -25.1%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $7.42 -22.5%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

EXG vs FHI — Which Stock Is More Undervalued in 2026?

FHI scores higher with a 9.2/10 quality rating vs EXG's 1.7/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do EXG and FHI Valuations Compare?

At $9.57, EXG trades +71.1% above its Bayesian DCF fair value of $2.77, while FHI at $56.11 trades +29.5% above its estimate of $39.56. EXG shows a wider gap between price and intrinsic value.

Quality of Company: EXG vs FHI

EXG earns a Quality of Company score of 1.7/10 compared to FHI's 9.2/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: EXG vs FHI

Review the value trap analysis for both EXG and FHI to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Asset Management

Both EXG and FHI operate in Asset Management, which has 448 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

2 of 13 MODELS UNLOCKED

You’re comparing 2 models. 11 more have an opinion.

11 hidden models compare EXG vs FHI differently — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more. Some may disagree with the 2 you see above.

11 additional fair values per stock Full confidence breakdown Live terminal — 5,000+ stocks

Bloomberg Terminal: ~$2,000/mo  ·  FactSet: ~$1,000/mo  ·  CirclFi: $0.90/day

See All 13 Models — $0.90/day

We don’t predict prices. We show you what 13 independent mathematical frameworks say a stock is worth — and let you decide.

See all Asset Management stocks →