Berkshire Net Invested Capital from 2010 to 2024

BHLB Stock  USD 22.34  0.08  0.36%   
Berkshire Hills' Net Invested Capital is decreasing over the years with slightly volatile fluctuation. Overall, Net Invested Capital is expected to go to about 1.6 B this year. Net Invested Capital is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. View All Fundamentals
 
Net Invested Capital  
First Reported
2010-12-31
Previous Quarter
1.5 B
Current Value
1.6 B
Quarterly Volatility
606.1 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Check Berkshire Hills financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Berkshire main balance sheet or income statement drivers, such as Depreciation And Amortization of 13.9 M, Interest Expense of 53.2 M or Selling General Administrative of 94.6 M, as well as many exotic indicators such as Price To Sales Ratio of 2.4, Dividend Yield of 0.019 or PTB Ratio of 0.77. Berkshire financial statements analysis is a perfect complement when working with Berkshire Hills Valuation or Volatility modules.
  
This module can also supplement Berkshire Hills' financial leverage analysis and stock options assessment as well as various Berkshire Hills Technical models . Check out the analysis of Berkshire Hills Correlation against competitors.

Latest Berkshire Hills' Net Invested Capital Growth Pattern

Below is the plot of the Net Invested Capital of Berkshire Hills Bancorp over the last few years. It is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. Berkshire Hills' Net Invested Capital historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Berkshire Hills' overall financial position and show how it may be relating to other accounts over time.
Net Invested Capital10 Years Trend
Slightly volatile
   Net Invested Capital   
       Timeline  

Berkshire Net Invested Capital Regression Statistics

Arithmetic Mean2,236,510,124
Geometric Mean2,143,728,244
Coefficient Of Variation27.10
Mean Deviation526,950,502
Median2,592,706,000
Standard Deviation606,101,237
Sample Variance367358.7T
Range2B
R-Value(0.75)
Mean Square Error173141.5T
R-Squared0.56
Significance0
Slope(101,632,779)
Total Sum of Squares5143021.9T

Berkshire Net Invested Capital History

20241.6 B
20231.5 B
20221.1 B
20211.3 B
20201.8 B
20192.5 B
2018B

About Berkshire Hills Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Berkshire Hills income statement, its balance sheet, and the statement of cash flows. Berkshire Hills investors use historical funamental indicators, such as Berkshire Hills's Net Invested Capital, to determine how well the company is positioned to perform in the future. Although Berkshire Hills investors may use each financial statement separately, they are all related. The changes in Berkshire Hills's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Berkshire Hills's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Berkshire Hills Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Berkshire Hills. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Net Invested Capital1.5 B1.6 B

Pair Trading with Berkshire Hills

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Berkshire Hills position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Berkshire Hills will appreciate offsetting losses from the drop in the long position's value.

Moving together with Berkshire Stock

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Moving against Berkshire Stock

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The ability to find closely correlated positions to Berkshire Hills could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Berkshire Hills when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Berkshire Hills - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Berkshire Hills Bancorp to buy it.
The correlation of Berkshire Hills is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Berkshire Hills moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Berkshire Hills Bancorp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Berkshire Hills can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Berkshire Hills Bancorp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Berkshire Hills' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Berkshire Hills Bancorp Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Berkshire Hills Bancorp Stock:
Check out the analysis of Berkshire Hills Correlation against competitors.
You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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Is Berkshire Hills' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Berkshire Hills. If investors know Berkshire will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Berkshire Hills listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.075
Dividend Share
0.72
Earnings Share
0.5
Revenue Per Share
7.53
Quarterly Revenue Growth
(0.53)
The market value of Berkshire Hills Bancorp is measured differently than its book value, which is the value of Berkshire that is recorded on the company's balance sheet. Investors also form their own opinion of Berkshire Hills' value that differs from its market value or its book value, called intrinsic value, which is Berkshire Hills' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Berkshire Hills' market value can be influenced by many factors that don't directly affect Berkshire Hills' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Berkshire Hills' value and its price as these two are different measures arrived at by different means. Investors typically determine if Berkshire Hills is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Berkshire Hills' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.