Company Analysis Heritage Financial Corporation
1. Summary
Advantages
- Dividends (4.31%) are higher than the sector average (1.75%).
- The stock's return over the last year (24.65%) is higher than the sector average (-46.5%).
- The company's current efficiency (ROE=7.24%) is higher than the sector average (ROE=6.48%)
Disadvantages
- Price (24.17 $) is higher than fair price (20.06 $)
- Current debt level 7.34% has increased over 5 years from 0.3709%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Heritage Financial Corporation | Financials | Index | |
|---|---|---|---|
| 7 days | 2.2% | -2% | -2% |
| 90 days | -1.1% | -9.9% | -12.1% |
| 1 year | 24.7% | -46.5% | 6.4% |
HFWA vs Sector: Heritage Financial Corporation has outperformed the "Financials" sector by 71.15% over the past year.
HFWA vs Market: Heritage Financial Corporation has outperformed the market by 18.28% over the past year.
Stable price: HFWA is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HFWA with weekly volatility of 0.4741% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (24.17 $) is higher than the fair price (20.06 $).
Price is higher than fair: The current price (24.17 $) is 17% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (12.28) is lower than that of the sector as a whole (21.15).
P/E vs Market: The company's P/E (12.28) is lower than that of the market as a whole (48.45).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.8884) is higher than that of the sector as a whole (0.4704).
P/BV vs Market: The company's P/BV (0.8884) is lower than that of the market as a whole (3.38).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.5) is lower than that of the sector as a whole (4.07).
P/S vs Market: The company's P/S indicator (2.5) is lower than that of the market as a whole (10.23).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (433.38) is higher than that of the sector as a whole (15.38).
EV/Ebitda vs Market: The company's EV/Ebitda (433.38) is higher than that of the market as a whole (15.44).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 6.52% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (6.52%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-30.03%).
5.4. ROE
ROE vs Sector: The company's ROE (7.24%) is higher than that of the sector as a whole (6.48%).
ROE vs Market: The company's ROE (7.24%) is lower than that of the market as a whole (8.97%).
5.5. ROA
ROA vs Sector: The company's ROA (0.8607%) is lower than that of the sector as a whole (5.97%).
ROA vs Market: The company's ROA (0.8607%) is lower than that of the market as a whole (6.3%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.96%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.31% is higher than the average for the sector '1.75%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.31% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 4.31% has been growing over the last 5 years. Growth over 6 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (49.91%) are at a comfortable level.
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