Burke Competitors
| BHRB Stock | USD 65.48 1.08 1.68% |
Burke Herbert vs Texas Capital Correlation
Poor diversification
The correlation between Burke Herbert Financial and TCBI is 0.68 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Burke Herbert Financial and TCBI in the same portfolio, assuming nothing else is changed.
Moving together with Burke Stock
Moving against Burke Stock
| 0.56 | JD | JD Inc Adr | PairCorr |
| 0.54 | MSFT | Microsoft | PairCorr |
| 0.49 | HNHPF | Hon Hai Precision | PairCorr |
| 0.39 | GE | GE Aerospace | PairCorr |
| 0.38 | AMZN | Amazon Inc Earnings Call This Week | PairCorr |
Burke Herbert Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Burke Herbert and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Burke and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Burke Herbert Financial does not affect the price movement of the other competitor.
Risk-Adjusted Indicators
There is a big difference between Burke Stock performing well and Burke Herbert Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Burke Herbert's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| TMP | 1.38 | 0.27 | 0.17 | 0.29 | 1.40 | 3.87 | 10.36 | |||
| FMBH | 1.23 | 0.18 | 0.13 | 0.20 | 1.20 | 3.31 | 9.25 | |||
| AMAL | 1.49 | 0.46 | 0.31 | 0.40 | 1.10 | 3.75 | 8.00 | |||
| FSUN | 1.81 | (0.02) | (0.01) | 0.01 | 3.66 | 3.49 | 16.54 | |||
| UVSP | 1.13 | 0.11 | 0.09 | 0.13 | 1.09 | 3.42 | 9.31 | |||
| DCOM | 1.39 | 0.31 | 0.20 | 0.26 | 1.29 | 3.51 | 11.73 | |||
| OSBC | 1.24 | 0.08 | 0.05 | 0.11 | 1.49 | 3.09 | 11.79 | |||
| MBIN | 1.67 | 0.35 | 0.19 | 0.28 | 1.58 | 4.14 | 8.63 | |||
| SBSI | 1.05 | 0.20 | 0.17 | 0.26 | 0.92 | 2.73 | 8.89 | |||
| TCBI | 1.25 | 0.21 | 0.13 | 0.20 | 1.38 | 2.92 | 10.21 |
Cross Equities Net Income Analysis
Compare Burke Herbert Financial and related stocks such as Tompkins Financial, First Mid Illinois, and Amalgamated Bank Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TMP | 3.3 M | 35.4 M | 31.3 M | 50.9 M | 52 M | 58.4 M | 59.3 M | 52.5 M | 82.3 M | 81.7 M | 77.6 M | 89.3 M | 85 M | 9.5 M | 70.8 M | 161.1 M | 169.1 M |
| FMBH | 3.4 M | 11.4 M | 14 M | 14.7 M | 15.5 M | 16.5 M | 21.8 M | 26.7 M | 36.6 M | 47.9 M | 45.3 M | 51.5 M | 73 M | 68.9 M | 78.9 M | 91.7 M | 96.3 M |
| AMAL | (11.8 M) | (11.8 M) | (11.8 M) | (11.8 M) | (11.8 M) | 19.5 M | 10.6 M | 6.1 M | 44.7 M | 47.2 M | 46.2 M | 52.9 M | 81.5 M | 88 M | 106.4 M | 104.4 M | 54.6 M |
| UVSP | 10.1 M | 18.9 M | 20.9 M | 21.2 M | 22.2 M | 27.3 M | 19.5 M | 44.1 M | 50.5 M | 65.7 M | 46.9 M | 91.8 M | 78.1 M | 71.1 M | 75.9 M | 90.8 M | 95.3 M |
| DCOM | 12.3 M | 47.3 M | 40.3 M | 43.5 M | 44.2 M | 44.8 M | 72.5 M | 51.9 M | 51.3 M | 36.2 M | 42.3 M | 104 M | 152.6 M | 96.1 M | 29.1 M | 110.7 M | 116.2 M |
| OSBC | 6.6 M | (6.5 M) | (72 K) | 82.1 M | 10.1 M | 15.4 M | 15.7 M | 15.1 M | 34 M | 39.5 M | 27.8 M | 20 M | 67.4 M | 91.7 M | 85.3 M | 80.3 M | 84.3 M |
| MBIN | 28.4 M | 28.4 M | 28.4 M | 28.4 M | 28.4 M | 28.4 M | 33.1 M | 54.7 M | 62.9 M | 77.3 M | 180.5 M | 227.1 M | 219.7 M | 279.2 M | 320.4 M | 218.8 M | 170.2 M |
| SBSI | 4.5 M | 39.1 M | 34.7 M | 41.2 M | 20.8 M | 44 M | 49.3 M | 54.3 M | 74.1 M | 74.6 M | 82.2 M | 113.4 M | 105 M | 86.7 M | 88.5 M | 69.2 M | 43.6 M |
| TCBI | (9.3 M) | 76 M | 120.7 M | 121.1 M | 136.4 M | 144.9 M | 155.1 M | 197.1 M | 293.4 M | 312 M | 66.3 M | 253.9 M | 332.5 M | 189.1 M | 77.5 M | 330.2 M | 346.8 M |
Burke Herbert Financial and related stocks such as Tompkins Financial, First Mid Illinois, and Amalgamated Bank Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Burke Herbert Financial financial statement analysis. It represents the amount of money remaining after all of Burke Herbert Financial operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Burke Herbert Competitive Analysis
The better you understand Burke Herbert competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Burke Herbert's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Burke Herbert's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Burke Herbert Competition Performance Charts
Five steps to successful analysis of Burke Herbert Competition
Burke Herbert's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Burke Herbert Financial in relation to its competition. Burke Herbert's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Burke Herbert in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Burke Herbert's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Burke Herbert Financial, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Burke Herbert Correlation with its peers. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Is Regional Banks space 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. Projected growth potential of Burke fundamentally drives upward valuation adjustments. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Burke Herbert assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth 0.514 | Dividend Share 2.2 | Earnings Share 7.81 | Revenue Per Share | Quarterly Revenue Growth 0.096 |
Understanding Burke Herbert Financial requires distinguishing between market price and book value, where the latter reflects Burke's accounting equity. The concept of intrinsic value—what Burke Herbert's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push Burke Herbert's price substantially above or below its fundamental value.
It's important to distinguish between Burke Herbert's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Burke Herbert should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Burke Herbert's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.