Burke Herbert Financial Stock Fundamentals
| BHRB Stock | USD 51.74 0.78 1.49% |
Burke Herbert Financial fundamentals help investors to digest information that contributes to Burke Herbert's financial success or failures. It also enables traders to predict the movement of Burke Stock. The fundamental analysis module provides a way to measure Burke Herbert's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Burke Herbert stock.
At present, Burke Herbert's Interest Expense is projected to increase significantly based on the last few years of reporting. The current year's Other Operating Expenses is expected to grow to about 144.4 M, whereas Selling General Administrative is forecasted to decline to about 38.4 M. Burke | Select Account or Indicator |
Burke Herbert Financial Company Operating Margin Analysis
Burke Herbert's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Burke Herbert Operating Margin | 0.20 % |
Most of Burke Herbert's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Burke Herbert Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Burke Operating Margin Historical Pattern
Today, most investors in Burke Herbert Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Burke Herbert's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's operating margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Burke Herbert operating margin as a starting point in their analysis.
Burke Herbert Operating Margin |
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A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Burke Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Burke Herbert Financial has an Operating Margin of 0.205%. This is 98.89% lower than that of the Banks sector and significantly higher than that of the Financials industry. The operating margin for all United States stocks is 103.72% lower than that of the firm.
Burke Herbert Financial Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Burke Herbert's current stock value. Our valuation model uses many indicators to compare Burke Herbert value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Burke Herbert competition to find correlations between indicators driving Burke Herbert's intrinsic value. More Info.Burke Herbert Financial is rated second in return on equity category among related companies. It is rated third in return on asset category among related companies reporting about 0.08 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Burke Herbert Financial is roughly 12.25 . At present, Burke Herbert's Return On Equity is projected to increase slightly based on the last few years of reporting.Comparative valuation analysis is a catch-all model that can be used if you cannot value Burke Herbert by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Burke Herbert's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Burke Herbert's earnings, one of the primary drivers of an investment's value.Burke Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Burke Herbert's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Burke Herbert could also be used in its relative valuation, which is a method of valuing Burke Herbert by comparing valuation metrics of similar companies.Burke Herbert is currently under evaluation in operating margin category among related companies.
Burke Fundamentals
| Return On Equity | 0.0772 | ||||
| Return On Asset | 0.0063 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 622.6 M | ||||
| Shares Outstanding | 7.44 M | ||||
| Shares Owned By Insiders | 14.57 % | ||||
| Shares Owned By Institutions | 26.61 % | ||||
| Number Of Shares Shorted | 163.24 K | ||||
| Price To Earning | 0.47 X | ||||
| Price To Book | 1.26 X | ||||
| Price To Sales | 3.59 X | ||||
| Revenue | 164.85 M | ||||
| Gross Profit | 130.25 M | ||||
| EBITDA | 2.87 M | ||||
| Net Income | 22.69 M | ||||
| Cash And Equivalents | 92.81 M | ||||
| Cash Per Share | 500.01 X | ||||
| Total Debt | 281.17 M | ||||
| Book Value Per Share | 42.37 X | ||||
| Cash Flow From Operations | 47.01 M | ||||
| Short Ratio | 14.27 X | ||||
| Earnings Per Share | 3.02 X | ||||
| Number Of Employees | 400 | ||||
| Beta | 0.12 | ||||
| Market Capitalization | 392.41 M | ||||
| Total Asset | 3.62 B | ||||
| Retained Earnings | 427.33 M | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 3.60 % | ||||
| Net Asset | 3.62 B | ||||
| Last Dividend Paid | 2.12 |
About Burke Herbert Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Burke Herbert Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Burke Herbert using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Burke Herbert Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | -28.9 M | -30.4 M | |
| Total Revenue | 164.8 M | 98.9 M | |
| Cost Of Revenue | 0.00 | 0.00 | |
| Stock Based Compensation To Revenue | 0.01 | 0.02 | |
| Sales General And Administrative To Revenue | 0.34 | 0.28 | |
| Research And Ddevelopement To Revenue | 0.00 | 0.00 | |
| Capex To Revenue | (0.09) | (0.09) | |
| Revenue Per Share | 22.19 | 23.30 | |
| Ebit Per Revenue | 0.84 | 0.53 |
Pair Trading with Burke Herbert
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 Burke Herbert 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 Burke Herbert will appreciate offsetting losses from the drop in the long position's value.Moving together with Burke Stock
| 0.82 | AX | Axos Financial Financial Report 25th of April 2024 | PairCorr |
| 0.85 | BY | Byline Bancorp Report 25th of April 2024 | PairCorr |
| 0.73 | PB | Prosperity Bancshares Report 24th of April 2024 | PairCorr |
Moving against Burke Stock
| 0.73 | NU | Nu Holdings Financial Report 20th of May 2024 | PairCorr |
| 0.65 | KB | KB Financial Group Financial Report 20th of May 2024 | PairCorr |
| 0.63 | WF | Woori Financial Group Earnings Call This Week | PairCorr |
| 0.62 | TECTP | Tectonic Financial | PairCorr |
| 0.62 | CFG-PD | Citizens Financial | PairCorr |
The ability to find closely correlated positions to Burke Herbert could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Burke Herbert 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 Burke Herbert - 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 Burke Herbert Financial to buy it.
The correlation of Burke Herbert 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 Burke Herbert moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Burke Herbert Financial 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 Burke Herbert 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.Check out Burke Herbert Piotroski F Score and Burke Herbert Altman Z Score analysis. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Complementary Tools for Burke Stock analysis
When running Burke Herbert's price analysis, check to measure Burke Herbert's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Burke Herbert is operating at the current time. Most of Burke Herbert's value examination focuses on studying past and present price action to predict the probability of Burke Herbert's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Burke Herbert's price. Additionally, you may evaluate how the addition of Burke Herbert to your portfolios can decrease your overall portfolio volatility.
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Is Burke Herbert's 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 Burke Herbert. If investors know Burke 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 Burke Herbert 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 (0.62) | Dividend Share 2.12 | Earnings Share 3.02 | Revenue Per Share 14.665 | Quarterly Revenue Growth (0.24) |
The market value of Burke Herbert Financial is measured differently than its book value, which is the value of Burke that is recorded on the company's balance sheet. Investors also form their own opinion of Burke Herbert's value that differs from its market value or its book value, called intrinsic value, which is Burke Herbert's 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 Burke Herbert's market value can be influenced by many factors that don't directly affect Burke Herbert's 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 Burke Herbert's value and its price as these two are different measures arrived at by different means. Investors typically determine if Burke Herbert is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Burke Herbert's 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.