Burke Herbert Financial Stock Performance
| BHRB Stock | USD 64.65 0.31 0.48% |
The firm shows a Beta (market volatility) of 0.68, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Burke Herbert's returns are expected to increase less than the market. However, during the bear market, the loss of holding Burke Herbert is expected to be smaller as well. At this point, Burke Herbert Financial has a negative expected return of -0.0796%. Please make sure to confirm Burke Herbert's kurtosis, and the relationship between the maximum drawdown and rate of daily change , to decide if Burke Herbert Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Burke Herbert Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Burke Herbert is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 50.3 M | |
| Free Cash Flow | 32.8 M |
Burke |
Burke Herbert Relative Risk vs. Return Landscape
If you would invest 6,838 in Burke Herbert Financial on November 8, 2024 and sell it today you would lose (373.00) from holding Burke Herbert Financial or give up 5.45% of portfolio value over 90 days. Burke Herbert Financial is currently does not generate positive expected returns and assumes 1.6733% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% of stocks are less volatile than Burke, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Burke Herbert Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Burke Herbert's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Burke Herbert Financial, and traders can use it to determine the average amount a Burke Herbert's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0475
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| Negative Returns | BHRB |
Estimated Market Risk
| 1.67 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Burke Herbert is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Burke Herbert by adding Burke Herbert to a well-diversified portfolio.
Burke Herbert Fundamentals Growth
Burke Stock prices reflect investors' perceptions of the future prospects and financial health of Burke Herbert, and Burke Herbert fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Burke Stock performance.
| Return On Equity | 0.0416 | ||||
| Return On Asset | 0.0037 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.39 % | ||||
| Current Valuation | 1.08 B | ||||
| Shares Outstanding | 14.97 M | ||||
| Price To Earning | 0.47 X | ||||
| Price To Book | 1.32 X | ||||
| Price To Sales | 5.31 X | ||||
| Revenue | 110.94 M | ||||
| EBITDA | 27.93 M | ||||
| Cash And Equivalents | 92.81 M | ||||
| Cash Per Share | 500.01 X | ||||
| Total Debt | 272 M | ||||
| Book Value Per Share | 48.63 X | ||||
| Cash Flow From Operations | 47.01 M | ||||
| Earnings Per Share | 2.34 X | ||||
| Total Asset | 3.62 B | ||||
| Retained Earnings | 427.33 M | ||||
About Burke Herbert Performance
By analyzing Burke Herbert's fundamental ratios, stakeholders can gain valuable insights into Burke Herbert's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Burke Herbert has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Burke Herbert has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Burke Herbert Financial Services Corp. operates as the bank holding company for Burke Herbert Bank Trust Company that provides various personal and business banking products and services in the Northern Virginia. Burke Herbert Financial Services Corp. was founded in 1852 and is headquartered in Alexandria, Virginia. BURKE HERBERT is traded on OTC Exchange in the United States.Things to note about Burke Herbert Financial performance evaluation
Checking the ongoing alerts about Burke Herbert for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Burke Herbert Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Burke Herbert generated a negative expected return over the last 90 days |
- Analyzing Burke Herbert's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Burke Herbert's stock is overvalued or undervalued compared to its peers.
- Examining Burke Herbert's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Burke Herbert's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Burke Herbert's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Burke Herbert's stock. These opinions can provide insight into Burke Herbert's potential for growth and whether the stock is currently undervalued or overvalued.
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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