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HFWA$27.10-0.55%
Fair $27.10+0.0%

HFWA

Heritage Financial Corporation

Financial Services / Banks - RegionalNasdaqGS

$27.10

-0.15 (-0.55%)

Fairly Valued+0.0%Fair Value $27.10Fund rank 39/100 · Data gapFallback financials|
SA 41/C
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 29.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · HFWALocal privado en este navegador · Heritage Financial Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.1B

P/E

13.3x

↑

EV/EBITDA

N/A

•

ROE

7.3%

↑

Gross Margin

N/A

•

Debt/Equity

0.05

↓
52-Week Range$27
$21$29

TradingView lightweight chart

HFWA price, volumen y niveles de valoración

Último $27.10Periodo +229.9%
Fair value: $27.10

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+10.0%

FCF CAGR

+16.1%

FCF margin

34.8%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $246.1M · net income $67.5M · FCF $85.7M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

27.4%+26.3% pts

FCF margin

34.8%+20.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$246.1M$246.1M$216.8M$243.8M$249.0M$212.8M$214.3M$217.8M$199.4M$147.7M$138.5M$135.7M$121.1M$71.4M$69.1M$74.1M$59.5M$53.3M
Net Income$67.5M$67.5M$43.3M$61.8M$81.9M$98.0M$46.6M$67.6M$53.1M$41.8M$38.9M$37.5M$21.0M$9.6M$13.3M$6.5M$13.4M$581000.00
EPS1.961.961.241.752.312.731.291.831.491.391.301.250.010.010.870.421.04-0.10
Net Margin27.4%27.4%19.9%25.3%32.9%46.1%21.7%31.0%26.6%28.3%28.1%27.6%17.4%13.4%19.2%8.8%22.4%1.1%
Balance Sheet
Debt/Equity0.050.050.470.610.03—————————————
Cash Flow
Free Cash Flow$85.7M$85.7M$61.0M$99.1M$90.4M$66.5M$63.3M$79.4M$67.1M$70.5M$47.3M$49.6M$47.4M$25.7M$24.0M$17.7M$20.2M$7.9M
Returns
ROE7.3%7.3%5.0%7.2%10.3%11.5%5.7%8.3%7.0%8.2%8.1%8.0%4.6%4.4%6.7%3.2%6.6%0.4%
Valuation
P/E13.2813.2819.5011.7912.87—————————————
P/B1.011.010.980.861.32—————————————
Growth & Yield
Revenue Growth13.5%13.5%-11.1%-2.1%—-0.7%-1.6%9.2%35.0%6.6%2.0%12.1%69.5%3.4%-6.8%24.5%11.6%—
EPS Growth58.1%58.1%-29.1%-24.2%—111.6%-29.5%22.8%7.2%6.9%4.0%15143.9%-18.0%-98.9%107.1%-59.6%1140.0%—
Dividend Yield3.5%3.5%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$2.40

Spread vs growth

51.0%

5Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$2.91

Spread vs growth

49.8%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$4.69

Spread vs growth

49.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +19.5%

Total return

+19.5%

Start / end P/E

18.9x → 13.8x

EPS bridge

1.24 → 1.96

Residual

-15.5%

EPS growth+58.1%
Multiple rerating-26.7%
Dividend+3.5%
Residual / FX / buybacks / cross-term-15.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.