S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates
S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates
S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates
S&P 500   5,199.06
DOW   38,459.08
QQQ   445.37
Fastenal, CarMax fall; Alpine Immune Sciences, Arvinas rise, Thursday, 4/11/2024
Stock market today: Global markets mixed after Wall St rebound led by Big Tech
Dividend Aristocrat Fastenal Goes on Sale: Buy It While It’s Down
How major US stock indexes fared Thursday, 4/11/2024
Closing prices for crude oil, gold and other commodities
Carmax Returns to the Bargain Basement: Buy the Dip? 
Homebuyers’ quandary: to wait or not to wait for lower mortgage rates

Heritage Financial (HFWA) Competitors

$17.28
-0.05 (-0.29%)
(As of 04/11/2024 ET)

HFWA vs. SMBC, GCBC, HIFS, BHLB, HBCP, FSBW, TCBX, NECB, BLFY, and TSBK

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), Hingham Institution for Savings (HIFS), Berkshire Hills Bancorp (BHLB), Home Bancorp (HBCP), FS Bancorp (FSBW), Third Coast Bancshares (TCBX), Northeast Community Bancorp (NECB), Blue Foundry Bancorp (BLFY), and Timberland Bancorp (TSBK). These companies are all part of the "savings institutions, except federal" industry.

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 contrast the two companies based on the strength of their risk, community ranking, analyst recommendations, valuation, profitability, dividends, institutional ownership, media sentiment and earnings.

Heritage Financial pays an annual dividend of $0.92 per share and has a dividend yield of 5.3%. Southern Missouri Bancorp pays an annual dividend of $0.84 per share and has a dividend yield of 2.1%. Heritage Financial pays out 52.6% of its earnings in the form of a dividend. Southern Missouri Bancorp pays out 22.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

78.3% of Heritage Financial shares are owned by institutional investors. Comparatively, 49.5% of Southern Missouri Bancorp shares are owned by institutional investors. 1.8% of Heritage Financial shares are owned by company insiders. Comparatively, 17.4% of Southern Missouri Bancorp shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Heritage Financial had 3 more articles in the media than Southern Missouri Bancorp. MarketBeat recorded 4 mentions for Heritage Financial and 1 mentions for Southern Missouri Bancorp. Southern Missouri Bancorp's average media sentiment score of 1.87 beat Heritage Financial's score of 1.12 indicating that Southern Missouri Bancorp is being referred to more favorably in the news media.

Company Overall Sentiment
Heritage Financial Positive
Southern Missouri Bancorp Very Positive

Heritage Financial received 155 more outperform votes than Southern Missouri Bancorp when rated by MarketBeat users. However, 61.38% of users gave Southern Missouri Bancorp an outperform vote while only 58.22% of users gave Heritage Financial an outperform vote.

CompanyUnderperformOutperform
Heritage FinancialOutperform Votes
333
58.22%
Underperform Votes
239
41.78%
Southern Missouri BancorpOutperform Votes
178
61.38%
Underperform Votes
112
38.62%

Heritage Financial presently has a consensus price target of $22.25, suggesting a potential upside of 28.76%. Southern Missouri Bancorp has a consensus price target of $52.00, suggesting a potential upside of 28.87%. Given Southern Missouri Bancorp's 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)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Southern Missouri Bancorp
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Heritage Financial has a beta of 0.54, meaning that its share price is 46% less volatile than the S&P 500. Comparatively, Southern Missouri Bancorp has a beta of 0.94, meaning that its share price is 6% less volatile than the S&P 500.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Financial$303.13M1.98$61.76M$1.759.87
Southern Missouri Bancorp$202.62M2.26$39.24M$3.8210.56

Heritage Financial has a net margin of 20.37% compared to Southern Missouri Bancorp's net margin of 17.39%. Southern Missouri Bancorp's return on equity of 11.49% beat Heritage Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Financial20.37% 8.66% 1.00%
Southern Missouri Bancorp 17.39%11.49%1.17%

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 HFWA 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$600.58M$279.36M$7.97B$7.71B
Dividend Yield5.31%2.80%10.55%3.91%
P/E Ratio9.8719.6958.3714.46
Price / Sales1.982.273,589.6994.10
Price / Cash7.8214.9528.1231.39
Price / Book0.710.812.414.40
Net Income$61.76M$12.49M$964.28M$215.04M
7 Day Performance-4.16%-2.78%-0.93%-0.61%
1 Month Performance-8.28%-3.98%-1.26%0.14%
1 Year Performance-13.25%-1.42%11.94%11.93%

Heritage Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMBC
Southern Missouri Bancorp
3.6026 of 5 stars
$41.98
-1.6%
$51.50
+22.7%
+9.6%$477.31M$202.62M10.99665Positive News
GCBC
Greene County Bancorp
2.1233 of 5 stars
$26.12
-2.4%
N/A+24.8%$444.82M$96.77M16.53195Upcoming Earnings
Short Interest ↓
Positive News
HIFS
Hingham Institution for Savings
0.7061 of 5 stars
$172.18
-0.9%
N/A-26.3%$370.19M$190.57M14.3287Positive News
BHLB
Berkshire Hills Bancorp
4.5032 of 5 stars
$22.08
-0.8%
$25.00
+13.2%
-11.9%$963.13M$619.08M13.801,340Upcoming Earnings
News Coverage
HBCP
Home Bancorp
3.6003 of 5 stars
$36.80
-0.8%
$41.50
+12.8%
+6.8%$299.92M$178.30M7.37467Upcoming Earnings
Short Interest ↓
News Coverage
FSBW
FS Bancorp
4.4934 of 5 stars
$33.68
+0.8%
N/A+10.8%$263.04M$187.68M7.39573Analyst Downgrade
Short Interest ↓
News Coverage
TCBX
Third Coast Bancshares
3.0551 of 5 stars
$18.58
-3.3%
$22.67
+22.0%
+29.2%$252.87M$274.75M9.43365Short Interest ↓
Positive News
NECB
Northeast Community Bancorp
1.9742 of 5 stars
$15.46
-1.0%
$15.00
-3.0%
+11.1%$221.60M$100.95M4.92134Short Interest ↓
Positive News
BLFY
Blue Foundry Bancorp
1.9597 of 5 stars
$8.97
-3.4%
$10.50
+17.1%
-12.1%$218.33M$80.91M-28.03198Gap Up
TSBK
Timberland Bancorp
3.9456 of 5 stars
$25.55
-3.3%
N/A-7.8%$207.47M$91.09M8.11285Short Interest ↓

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This page (NASDAQ:HFWA) was last updated on 4/12/2024 by MarketBeat.com Staff

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