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Heritage Financial (HFWA) Competitors

Heritage Financial logo
$26.16 +0.03 (+0.11%)
(As of 11/15/2024 ET)

HFWA vs. SMBC, GCBC, BHLB, HBCP, FSBW, FIBK, FBP, CVBF, BOH, and SFNC

Should you be buying Heritage Financial stock or one of its competitors? The main competitors of Heritage Financial include Southern Missouri Bancorp (SMBC), Greene County Bancorp (GCBC), Berkshire Hills Bancorp (BHLB), Home Bancorp (HBCP), FS Bancorp (FSBW), First Interstate BancSystem (FIBK), First BanCorp. (FBP), CVB Financial (CVBF), Bank of Hawaii (BOH), and Simmons First National (SFNC). These companies are all part of the "finance" sector.

Heritage Financial vs.

Heritage Financial (NASDAQ:HFWA) and Southern Missouri Bancorp (NASDAQ:SMBC) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, community ranking, risk, institutional ownership, valuation, media sentiment, earnings, analyst recommendations and dividends.

Southern Missouri Bancorp has a net margin of 17.44% compared to Heritage Financial's net margin of 12.27%. Southern Missouri Bancorp's return on equity of 10.18% beat Heritage Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Financial12.27% 7.01% 0.84%
Southern Missouri Bancorp 17.44%10.18%1.06%

Heritage Financial received 154 more outperform votes than Southern Missouri Bancorp when rated by MarketBeat users. However, 61.56% of users gave Southern Missouri Bancorp an outperform vote while only 58.06% of users gave Heritage Financial an outperform vote.

CompanyUnderperformOutperform
Heritage FinancialOutperform Votes
335
58.06%
Underperform Votes
242
41.94%
Southern Missouri BancorpOutperform Votes
181
61.56%
Underperform Votes
113
38.44%

Heritage Financial has a beta of 0.52, meaning that its stock price is 48% less volatile than the S&P 500. Comparatively, Southern Missouri Bancorp has a beta of 0.95, meaning that its stock price is 5% less volatile than the S&P 500.

Heritage Financial pays an annual dividend of $0.92 per share and has a dividend yield of 3.5%. Southern Missouri Bancorp pays an annual dividend of $0.92 per share and has a dividend yield of 1.4%. 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. Southern Missouri Bancorp pays out 21.1% of its earnings in the form of a dividend. Heritage Financial has raised its dividend for 13 consecutive years and Southern Missouri Bancorp has raised its dividend for 13 consecutive years.

78.3% of Heritage Financial shares are held by institutional investors. Comparatively, 49.5% of Southern Missouri Bancorp shares are held by institutional investors. 1.8% of Heritage Financial shares are held by insiders. Comparatively, 16.6% of Southern Missouri Bancorp shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Heritage Financial has higher revenue and earnings than Southern Missouri Bancorp. Southern Missouri Bancorp 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$303.13M2.95$61.76M$1.0824.22
Southern Missouri Bancorp$273.22M2.72$50.18M$4.3515.12

Heritage Financial currently has a consensus price target of $25.00, suggesting a potential downside of 4.43%. Southern Missouri Bancorp has a consensus price target of $63.00, suggesting a potential downside of 4.21%. Given Southern Missouri Bancorp's stronger consensus rating and higher probable upside, analysts clearly believe Southern Missouri Bancorp 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
Southern Missouri Bancorp
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, Southern Missouri Bancorp had 3 more articles in the media than Heritage Financial. MarketBeat recorded 5 mentions for Southern Missouri Bancorp and 2 mentions for Heritage Financial. Heritage Financial's average media sentiment score of 1.43 beat Southern Missouri Bancorp's score of 1.13 indicating that Heritage Financial is being referred to more favorably in the media.

Company Overall Sentiment
Heritage Financial Positive
Southern Missouri Bancorp Positive

Summary

Southern Missouri Bancorp beats Heritage Financial on 11 of the 19 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$893.47M$314.57M$11.07B$8.72B
Dividend Yield3.52%2.15%5.95%4.07%
P/E Ratio24.2217.0426.8914.16
Price / Sales2.953.3043.9881.71
Price / Cash11.8022.8718.4836.03
Price / Book1.021.023.715.94
Net Income$61.76M$16.85M$998.34M$225.73M
7 Day Performance-0.38%0.04%-0.06%-1.34%
1 Month Performance13.39%3.32%1.87%1.15%
1 Year Performance46.23%27.52%24.81%24.02%

Heritage Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HFWA
Heritage Financial
3.9591 of 5 stars
$26.16
+0.1%
$25.00
-4.4%
+47.0%$893.47M$303.13M24.22748Short Interest ↓
SMBC
Southern Missouri Bancorp
3.8615 of 5 stars
$66.20
+0.1%
N/A+47.8%$746.74M$273.22M15.22693News Coverage
Positive News
GCBC
Greene County Bancorp
3.2713 of 5 stars
$34.11
+0.4%
N/A+34.3%$580.89M$117.57M23.52210Short Interest ↓
Positive News
BHLB
Berkshire Hills Bancorp
3.7289 of 5 stars
$30.70
-0.4%
N/A+44.6%$1.32B$619.08M32.321,340Short Interest ↓
HBCP
Home Bancorp
2.0664 of 5 stars
$49.88
-0.7%
N/A+30.6%$403.03M$178.30M11.06440Analyst Downgrade
FSBW
FS Bancorp
2.498 of 5 stars
$46.63
-0.6%
N/A+50.1%$364.51M$142.60M9.90540News Coverage
FIBK
First Interstate BancSystem
4.1629 of 5 stars
$33.28
-0.7%
N/A+29.7%$3.48B$1.43B14.603,585Analyst Upgrade
Insider Selling
FBP
First BanCorp.
3.3354 of 5 stars
$20.92
-1.8%
N/A+39.6%$3.43B$1.16B11.563,168Insider Selling
Short Interest ↓
CVBF
CVB Financial
1.7759 of 5 stars
$22.62
+0.2%
N/A+23.1%$3.16B$665.66M15.821,107Short Interest ↑
BOH
Bank of Hawaii
3.3574 of 5 stars
$77.29
-0.6%
N/A+38.2%$3.09B$642.02M23.211,899Short Interest ↓
Positive News
SFNC
Simmons First National
4.039 of 5 stars
$24.52
-1.0%
N/A+49.2%$3.08B$1.37B24.043,007Dividend Announcement
Insider Selling
News Coverage

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This page (NASDAQ:HFWA) was last updated on 11/17/2024 by MarketBeat.com Staff
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