Stock Research: Heritage Financial

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Heritage Financial

NasdaqGS:HFWA US42722X1063
39
  • Value
    43
  • Growth
    55
  • Safety
    Safety
    69
  • Combined
    59
  • Sentiment
    11
  • 360° View
    360° View
    39
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Company Description

Heritage Financial Corporation is a bank holding company offering commercial lending and deposit services to small and medium-sized businesses. The company operates in the banking industry, offering a range of financial products and services. Heritage Bank primarily serves its market areas through approximately 50 branch offices. In the last fiscal year, the company had a market cap of $855 million and 733 employees.

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Analysis

ANALYSIS: With an Obermatt 360° View of 39 (better than 39% compared with alternatives), overall professional sentiment and financial characteristics for the stock Heritage Financial are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Heritage Financial. The consolidated Value Rank has an attractive rank of 69, which means that the share price of Heritage Financial is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 69% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 55, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 11. Professional investors are more confident in 89% other stocks. Worryingly, the company has risky financing, with a Safety rank of 43. This means 57% of comparable companies have a safer financing structure than Heritage Financial. ...read more

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Index
Sound Pay USA
NASDAQ
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 21-Aug-2025.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
69 57 63 37
Growth
55 81 22 10
Safety
Safety
43 45 53 57
Sentiment
11 81 53 31
360° View
360° View
39 92 39 13
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Metrics Current 2024 2023 2022
Analyst Opinions
26 20 45 18
Opinions Change
2 97 50 23
Pro Holdings
n/a 84 70 81
Market Pulse
72 82 42 48
Sentiment
11 81 53 31
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Metrics Current 2024 2023 2022
Value
69 57 63 37
Growth
55 81 22 10
Safety Safety
43 45 53 57
Combined
59 88 34 12
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
34 34 36 11
Price vs. Earnings (P/E)
48 47 53 50
Price vs. Book (P/B)
80 68 77 64
Dividend Yield
79 78 78 49
Value
69 57 63 37
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Metrics Current 2024 2023 2022
Revenue Growth
61 61 52 6
Profit Growth
86 90 39 84
Capital Growth
13 22 41 18
Stock Returns
47 73 11 11
Growth
55 81 22 10
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Metrics Current 2024 2023 2022
Leverage
72 54 64 48
Refinancing
8 16 12 27
Liquidity
57 71 79 81
Safety Safety
43 45 53 57

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