Cadence BankJanus Henderson

Cadence Bank vs Janus Henderson

Cadence Bank and Janus Henderson Group plc are compared here to offer a neutral overview of their business models, financial performance, and market context. This page explains how each organisation o...

Which Baskets Do They Appear In?

Bank M&A Activity Overview: Consolidation Wave

Bank M&A Activity Overview: Consolidation Wave

Fifth Third's $10.9 billion acquisition of Comerica creates a new top-ten U.S. bank, signaling a potential wave of consolidation in the regional banking sector. This theme identifies other mid-sized regional banks that could become prime candidates for similar mergers or acquisitions as the industry continues to scale up.

Published: October 10, 2025

Explore Basket
Fed Pivot Stocks: What's Next for Rate-Sensitive Plays

Fed Pivot Stocks: What's Next for Rate-Sensitive Plays

With core inflation aligning with Federal Reserve expectations, the central bank may be positioned to consider interest rate cuts. This theme focuses on companies in sectors that are sensitive to monetary policy and could benefit from lower borrowing costs.

Published: August 30, 2025

Explore Basket
Riding The Southeast Consolidation Wave

Riding The Southeast Consolidation Wave

The merger of Pinnacle Financial and Synovus Financial creates a dominant regional bank in the Southeastern U.S. This major deal could trigger a wave of consolidation, creating opportunities among other regional banks poised for similar strategic moves.

Published: July 26, 2025

Explore Basket

Investment Analysis

Cadence Bank

Pros

  • Cadence Bank achieved strong loan and deposit growth of $1.3 billion and $3.4 billion respectively in Q3 2025, partly driven by acquisitions.
  • The bank improved its net interest margin to 3.46% in Q3 2025, supported by higher securities yields and lower funding costs.
  • Cadence maintains solid regulatory capital levels with a Common Equity Tier 1 Capital ratio of 11.5% and Total Capital ratio of 13.1%.

Considerations

  • Return on average assets declined to 0.95% in Q3 2025 from 1.14% a year earlier, indicating some pressure on profitability.
  • Tangible book value per share slightly decreased in Q3 2025 due to the integration costs of recent acquisitions.
  • The bank is subject to execution risks related to integration of multiple acquisitions completed in 2025.
Janus Henderson

Pros

  • Janus Henderson Group offers a diversified portfolio with expertise in both equity and fixed income funds, providing stability and growth potential.
  • The firm has a long history of active management with dynamic allocation strategies that have delivered consistent results over 30 years.
  • Janus Henderson’s broad asset base and product diversity reduce dependence on any single market segment.

Considerations

  • The company faces competitive pressure in asset management with fluctuating institutional investor demand and market volatility.
  • Janus Henderson’s revenues and profits are sensitive to market conditions affecting asset valuations and fund flows.
  • Recent institutional selling of Janus Henderson stock indicates some shareholder concerns about near-term performance.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Cadence BankPJT Partners

Cadence Bank vs PJT Partners

Cadence Bank vs PJT Partners

Cadence BankCommerce Bancshares

Cadence Bank vs Commerce Bancshares

Cadence Bank vs Commerce Bancshares

Cadence BankPennyMac

Cadence Bank vs PennyMac

Cadence Bank vs PennyMac: a quick compare

Frequently asked questions