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Heritage Financial (HFWA) Competitors

Heritage Financial logo
$24.55 +0.24 (+0.99%)
As of 01/17/2025 04:00 PM Eastern

HFWA vs. FIBK, CBU, FBP, BKU, CVBF, BOH, SFNC, HTLF, INDB, and FFBC

Should you be buying Heritage Financial stock or one of its competitors? The main competitors of Heritage Financial include First Interstate BancSystem (FIBK), Community Bank System (CBU), First BanCorp. (FBP), BankUnited (BKU), CVB Financial (CVBF), Bank of Hawaii (BOH), Simmons First National (SFNC), Heartland Financial USA (HTLF), Independent Bank (INDB), and First Financial Bancorp. (FFBC). These companies are all part of the "regional banks" industry.

Heritage Financial vs.

Heritage Financial (NASDAQ:HFWA) and First Interstate BancSystem (NASDAQ:FIBK) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, analyst recommendations, valuation, media sentiment, profitability, earnings, risk and community ranking.

In the previous week, First Interstate BancSystem had 2 more articles in the media than Heritage Financial. MarketBeat recorded 4 mentions for First Interstate BancSystem and 2 mentions for Heritage Financial. Heritage Financial's average media sentiment score of 1.09 beat First Interstate BancSystem's score of 0.53 indicating that Heritage Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heritage Financial
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
First Interstate BancSystem
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Heritage Financial received 62 more outperform votes than First Interstate BancSystem when rated by MarketBeat users. Likewise, 58.06% of users gave Heritage Financial an outperform vote while only 49.64% of users gave First Interstate BancSystem an outperform vote.

CompanyUnderperformOutperform
Heritage FinancialOutperform Votes
335
58.06%
Underperform Votes
242
41.94%
First Interstate BancSystemOutperform Votes
273
49.64%
Underperform Votes
277
50.36%

Heritage Financial has a beta of 0.57, suggesting that its share price is 43% less volatile than the S&P 500. Comparatively, First Interstate BancSystem has a beta of 0.85, suggesting that its share price is 15% less volatile than the S&P 500.

Heritage Financial pays an annual dividend of $0.92 per share and has a dividend yield of 3.7%. First Interstate BancSystem pays an annual dividend of $1.88 per share and has a dividend yield of 5.8%. Heritage Financial pays out 85.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. First Interstate BancSystem pays out 82.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Heritage Financial has raised its dividend for 13 consecutive years. First Interstate BancSystem is clearly the better dividend stock, given its higher yield and lower payout ratio.

First Interstate BancSystem has higher revenue and earnings than Heritage Financial. First Interstate BancSystem is trading at a lower price-to-earnings ratio than Heritage Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Financial$210.51M3.98$61.76M$1.0822.73
First Interstate BancSystem$1.43B2.38$257.50M$2.2814.27

78.3% of Heritage Financial shares are held by institutional investors. Comparatively, 88.7% of First Interstate BancSystem shares are held by institutional investors. 1.8% of Heritage Financial shares are held by insiders. Comparatively, 6.9% of First Interstate BancSystem shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

First Interstate BancSystem has a net margin of 15.94% compared to Heritage Financial's net margin of 12.27%. First Interstate BancSystem's return on equity of 7.48% beat Heritage Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Financial12.27% 7.01% 0.84%
First Interstate BancSystem 15.94%7.48%0.81%

Heritage Financial presently has a consensus target price of $25.00, indicating a potential upside of 1.83%. First Interstate BancSystem has a consensus target price of $35.00, indicating a potential upside of 7.56%. Given First Interstate BancSystem's higher probable upside, analysts plainly believe First Interstate BancSystem is more favorable than Heritage Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Financial
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.50
First Interstate BancSystem
2 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.14

Summary

First Interstate BancSystem beats Heritage Financial on 13 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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HFWA vs. The Competition

MetricHeritage FinancialSavings institutions, except federal IndustryFinance SectorNASDAQ Exchange
Market Cap$830.28M$405.85M$11.72B$9.06B
Dividend Yield3.74%2.27%5.83%4.02%
P/E Ratio22.7317.0925.2217.34
Price / Sales3.982.6328.30134.53
Price / Cash10.4119.8317.2735.97
Price / Book1.000.942.654.80
Net Income$61.76M$13.57M$1.04B$224.91M
7 Day Performance6.37%3.57%3.02%1.90%
1 Month Performance2.21%-2.27%1.11%5.08%
1 Year Performance20.88%11.33%15.72%21.15%

Heritage Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HFWA
Heritage Financial
3.4642 of 5 stars
$24.55
+1.0%
$25.00
+1.8%
+20.9%$830.28M$210.51M22.73830Upcoming Earnings
Positive News
FIBK
First Interstate BancSystem
4.2675 of 5 stars
$30.17
-1.2%
$35.00
+16.0%
+14.6%$3.15B$990.70M13.233,585Short Interest ↑
CBU
Community Bank System
4.7484 of 5 stars
$59.07
+0.7%
$65.25
+10.5%
+32.2%$3.10B$726.98M18.402,849Upcoming Earnings
Dividend Announcement
FBP
First BanCorp.
3.0852 of 5 stars
$18.35
+1.0%
$22.20
+21.0%
+26.7%$3.01B$889.54M10.143,168Upcoming Earnings
News Coverage
BKU
BankUnited
3.399 of 5 stars
$37.02
+0.4%
$42.60
+15.1%
+37.7%$2.77B$983.26M15.171,616News Coverage
CVBF
CVB Financial
1.8059 of 5 stars
$19.51
-0.4%
$21.80
+11.7%
+10.7%$2.73B$508.02M13.641,107Short Interest ↑
News Coverage
BOH
Bank of Hawaii
3.3841 of 5 stars
$68.45
+1.6%
$71.83
+4.9%
+7.0%$2.72B$642.02M20.561,899News Coverage
Positive News
SFNC
Simmons First National
4.1679 of 5 stars
$21.09
+0.6%
$23.00
+9.1%
+23.5%$2.65B$732.94M20.683,007Upcoming Earnings
Positive News
HTLF
Heartland Financial USA
4.0313 of 5 stars
$61.50
+1.8%
$45.60
-25.9%
+81.2%$2.64B$603.99M34.362,000Ex-Dividend
Short Interest ↓
Positive News
INDB
Independent Bank
4.752 of 5 stars
$60.76
+0.7%
$78.00
+28.4%
+10.6%$2.58B$683.06M13.211,787Earnings Report
Analyst Upgrade
Short Interest ↓
News Coverage
FFBC
First Financial Bancorp.
3.6611 of 5 stars
$25.98
+1.1%
$28.67
+10.3%
+25.1%$2.48B$812.08M11.202,165News Coverage
Positive News

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This page (NASDAQ:HFWA) was last updated on 1/18/2025 by MarketBeat.com Staff
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