ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Burke Herbert Financial Services Corp. ?
1
Strong Long Term Fundamental Strength with a 32.70% CAGR growth in Net Profits
2
Healthy long term growth as Net profit has grown by an annual rate of 32.70%
3
With a growth in Interest of NAN%, the company declared Very Positive results in Dec 25
- The company has declared positive results for the last 3 consecutive quarters
- ROCE(HY) Highest at 1.49%
- NET PROFIT(Q) Highest at USD 30.25 MM
- NII(Q) Highest at USD 74.92 MM
4
With ROA of 0.85%, it has a attractive valuation with a 1.20 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 8.19%, its profits have risen by 4166.5%
5
High Institutional Holdings at 40.8%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 2.57% over the previous quarter.
6
Underperformed the market in the last 1 year
- The stock has generated a return of 8.19% in the last 1 year, much lower than market (S&P 500) returns of 20.78%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Burke Herbert Financial Services Corp. should be less than 10%
- Overall Portfolio exposure to Regional Banks should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Regional Banks)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Burke Herbert Financial Services Corp. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Burke Herbert Financial Services Corp.
8.19%
1.15
29.22%
S&P 500
20.78%
1.08
19.33%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
34.50%
EBIT Growth (5y)
27.39%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
28.40%
Pledged Shares
0
Institutional Holding
40.80%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
1.20
EV to EBIT
11.31
EV to EBITDA
10.83
EV to Capital Employed
1.13
EV to Sales
2.94
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
10.03%
ROE (Latest)
13.40%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend18What is working for the Company
ROCE(HY)
Highest at 1.49%
NET PROFIT(Q)
Highest at USD 30.25 MM
NII(Q)
Highest at USD 74.92 MM
CASH AND EQV(HY)
Highest at USD 108.72 MM
OPERATING PROFIT(Q)
Highest at USD 38.02 MM
OPERATING PROFIT MARGIN(Q)
Highest at 34.21 %
PRE-TAX PROFIT(Q)
Highest at USD 37.92 MM
EPS(Q)
Highest at USD 1.98
-2What is not working for the Company
ROCE(HY)
Lowest at 1.49%
Here's what is working for Burke Herbert Financial Services Corp.
Net Profit
Highest at USD 30.25 MM and Grown
In each period in the last five periodsMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
NII
Highest at USD 74.92 MM
in the last five periodsMOJO Watch
The bank's income from core business is increasing
NII (USD MM)
Operating Profit
Highest at USD 38.02 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Operating Profit Margin
Highest at 34.21 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at USD 37.92 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
EPS
Highest at USD 1.98
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Cash and Eqv
Highest at USD 108.72 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
CASA
Highest at 13.6%
in the last five periodsMOJO Watch
The Bank's capital base vs its risk assets is improving. However, the bank may not be taking adequate risk in its lending book.
CAR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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