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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 0.10
BPFH's Cash to Debt is ranked lower than
92% of the 984 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.36 vs. BPFH: 0.10 )
Ranked among companies with meaningful Cash to Debt only.
BPFH' s 10-Year Cash to Debt Range
Min: 0.07  Med: 0.23 Max: No Debt
Current: 0.1
Equity to Asset 0.10
BPFH's Equity to Asset is ranked higher than
53% of the 1355 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.10 vs. BPFH: 0.10 )
Ranked among companies with meaningful Equity to Asset only.
BPFH' s 10-Year Equity to Asset Range
Min: 0.06  Med: 0.09 Max: 0.11
Current: 0.1
0.06
0.11
Interest Coverage 3.68
BPFH's Interest Coverage is ranked higher than
73% of the 1272 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.60 vs. BPFH: 3.68 )
Ranked among companies with meaningful Interest Coverage only.
BPFH' s 10-Year Interest Coverage Range
Min: 0.12  Med: 0.78 Max: 3.68
Current: 3.68
0.12
3.68
F-Score: 3
WACC vs ROIC
9.30%
6.06%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Operating margin (%) 28.68
BPFH's Operating margin (%) is ranked lower than
54% of the 1425 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 30.25 vs. BPFH: 28.68 )
Ranked among companies with meaningful Operating margin (%) only.
BPFH' s 10-Year Operating margin (%) Range
Min: -94.38  Med: 25.36 Max: 31.9
Current: 28.68
-94.38
31.9
Net-margin (%) 19.79
BPFH's Net-margin (%) is ranked lower than
57% of the 1425 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 22.01 vs. BPFH: 19.79 )
Ranked among companies with meaningful Net-margin (%) only.
BPFH' s 10-Year Net-margin (%) Range
Min: -139  Med: 16.24 Max: 26.67
Current: 19.79
-139
26.67
ROE (%) 8.99
BPFH's ROE (%) is ranked higher than
54% of the 1427 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 8.44 vs. BPFH: 8.99 )
Ranked among companies with meaningful ROE (%) only.
BPFH' s 10-Year ROE (%) Range
Min: -64.51  Med: 9.61 Max: 37.73
Current: 8.99
-64.51
37.73
ROA (%) 0.99
BPFH's ROA (%) is ranked higher than
60% of the 1436 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.87 vs. BPFH: 0.99 )
Ranked among companies with meaningful ROA (%) only.
BPFH' s 10-Year ROA (%) Range
Min: -5.51  Med: 1.04 Max: 2.63
Current: 0.99
-5.51
2.63
Revenue Growth (3Y)(%) -0.60
BPFH's Revenue Growth (3Y)(%) is ranked lower than
64% of the 1215 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.10 vs. BPFH: -0.60 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
BPFH' s 10-Year Revenue Growth (3Y)(%) Range
Min: -27  Med: 10.50 Max: 36
Current: -0.6
-27
36
EBITDA Growth (3Y)(%) 11.50
BPFH's EBITDA Growth (3Y)(%) is ranked higher than
62% of the 1072 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 7.60 vs. BPFH: 11.50 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
BPFH' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -42.6  Med: 13.50 Max: 38.6
Current: 11.5
-42.6
38.6
EPS Growth (3Y)(%) 22.70
BPFH's EPS Growth (3Y)(%) is ranked higher than
75% of the 1070 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 9.60 vs. BPFH: 22.70 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
BPFH' s 10-Year EPS Growth (3Y)(%) Range
Min: -53.3  Med: 8.10 Max: 38.5
Current: 22.7
-53.3
38.5
» BPFH's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2014

BPFH Guru Trades in Q3 2014

Jim Simons 29,800 sh (New)
Paul Tudor Jones 63,691 sh (+58.00%)
Mario Gabelli 680,000 sh (+4.62%)
Chuck Royce 1,380,390 sh (+3.37%)
RS Investment Management 1,453,553 sh (-1.79%)
» More
Q4 2014

BPFH Guru Trades in Q4 2014

Jim Simons 184,272 sh (+518.36%)
RS Investment Management 1,454,733 sh (+0.08%)
Chuck Royce 1,380,390 sh (unchged)
Mario Gabelli 680,000 sh (unchged)
Paul Tudor Jones 25,283 sh (-60.30%)
» More
Q1 2015

BPFH Guru Trades in Q1 2015

James Barrow 81,944 sh (New)
Paul Tudor Jones 43,617 sh (+72.52%)
Jim Simons 245,800 sh (+33.39%)
Chuck Royce 1,764,890 sh (+27.85%)
Mario Gabelli 680,000 sh (unchged)
RS Investment Management 603,325 sh (-58.53%)
» More
Q2 2015

BPFH Guru Trades in Q2 2015

Paul Tudor Jones 61,251 sh (+40.43%)
Mario Gabelli 923,905 sh (+35.87%)
Jim Simons 280,700 sh (+14.20%)
James Barrow 86,383 sh (+5.42%)
RS Investment Management Sold Out
Chuck Royce 1,754,890 sh (-0.57%)
» More
» Details

Insider Trades

Latest Guru Trades with BPFH

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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» Interactive Charts

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Preferred stocks of Boston Private Financial Holdings Inc

SymbolPriceYieldDescription
BPFHP24.966.96Deposit Shs Repr 1/40th Non-Cum Perp Pfd Shs Series -D-

Ratios

vs
industry
vs
history
P/E(ttm) 15.52
BPFH's P/E(ttm) is ranked lower than
63% of the 1293 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 13.10 vs. BPFH: 15.52 )
Ranked among companies with meaningful P/E(ttm) only.
BPFH' s 10-Year P/E(ttm) Range
Min: 13.42  Med: 19.12 Max: 411.88
Current: 15.52
13.42
411.88
Forward P/E 13.14
BPFH's Forward P/E is ranked lower than
65% of the 714 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 11.85 vs. BPFH: 13.14 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 17.30
BPFH's PE(NRI) is ranked lower than
72% of the 1291 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 13.20 vs. BPFH: 17.30 )
Ranked among companies with meaningful PE(NRI) only.
BPFH' s 10-Year PE(NRI) Range
Min: 14.8  Med: 20.93 Max: 947.33
Current: 17.3
14.8
947.33
P/B 1.43
BPFH's P/B is ranked lower than
76% of the 1370 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.06 vs. BPFH: 1.43 )
Ranked among companies with meaningful P/B only.
BPFH' s 10-Year P/B Range
Min: 0.32  Med: 1.46 Max: 2.44
Current: 1.43
0.32
2.44
P/S 2.86
BPFH's P/S is ranked higher than
50% of the 1409 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.86 vs. BPFH: 2.86 )
Ranked among companies with meaningful P/S only.
BPFH' s 10-Year P/S Range
Min: 0.35  Med: 2.71 Max: 4.23
Current: 2.86
0.35
4.23
PFCF 15.96
BPFH's PFCF is ranked lower than
72% of the 863 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 10.51 vs. BPFH: 15.96 )
Ranked among companies with meaningful PFCF only.
BPFH' s 10-Year PFCF Range
Min: 1.42  Med: 12.35 Max: 70.78
Current: 15.96
1.42
70.78
POCF 43.67
BPFH's POCF is ranked lower than
95% of the 956 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 9.00 vs. BPFH: 43.67 )
Ranked among companies with meaningful POCF only.
BPFH' s 10-Year POCF Range
Min: 1.39  Med: 12.39 Max: 50.81
Current: 43.67
1.39
50.81
EV-to-EBIT 16.73
BPFH's EV-to-EBIT is ranked lower than
63% of the 1284 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 13.41 vs. BPFH: 16.73 )
Ranked among companies with meaningful EV-to-EBIT only.
BPFH' s 10-Year EV-to-EBIT Range
Min: -3359.6  Med: 18.55 Max: 102.3
Current: 16.73
-3359.6
102.3
Shiller P/E 27.94
BPFH's Shiller P/E is ranked lower than
83% of the 786 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 15.81 vs. BPFH: 27.94 )
Ranked among companies with meaningful Shiller P/E only.
BPFH' s 10-Year Shiller P/E Range
Min: 8.34  Med: 25.40 Max: 132.5
Current: 27.94
8.34
132.5
Days Sales Outstanding 31.20
BPFH's Days Sales Outstanding is ranked higher than
54% of the 795 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 34.20 vs. BPFH: 31.20 )
Ranked among companies with meaningful Days Sales Outstanding only.
BPFH' s 10-Year Days Sales Outstanding Range
Min: 28.89  Med: 56.84 Max: 184.37
Current: 31.2
28.89
184.37

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.95
BPFH's Dividend Yield is ranked higher than
54% of the 2258 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.76 vs. BPFH: 2.95 )
Ranked among companies with meaningful Dividend Yield only.
BPFH' s 10-Year Dividend Yield Range
Min: 0.39  Med: 0.98 Max: 8.73
Current: 2.95
0.39
8.73
Dividend Payout 0.50
BPFH's Dividend Payout is ranked lower than
56% of the 1330 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.33 vs. BPFH: 0.50 )
Ranked among companies with meaningful Dividend Payout only.
BPFH' s 10-Year Dividend Payout Range
Min: 0.02  Med: 0.20 Max: 1
Current: 0.5
0.02
1
Dividend growth (3y) 100.00
BPFH's Dividend growth (3y) is ranked higher than
98% of the 674 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 7.40 vs. BPFH: 100.00 )
Ranked among companies with meaningful Dividend growth (3y) only.
BPFH' s 10-Year Dividend growth (3y) Range
Min: 0  Med: 0.00 Max: 100
Current: 100
0
100
Yield on cost (5-Year) 28.05
BPFH's Yield on cost (5-Year) is ranked higher than
99% of the 2253 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 3.23 vs. BPFH: 28.05 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
BPFH' s 10-Year Yield on cost (5-Year) Range
Min: 3.71  Med: 9.32 Max: 83.01
Current: 28.05
3.71
83.01
Share Buyback Rate -2.30
BPFH's Share Buyback Rate is ranked lower than
52% of the 1013 Companies
in the Global Banks - Regional - US industry.

( Industry Median: -1.90 vs. BPFH: -2.30 )
Ranked among companies with meaningful Share Buyback Rate only.
BPFH' s 10-Year Share Buyback Rate Range
Min: -2.3  Med: -12.00 Max: -25.2
Current: -2.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.00
BPFH's Price/Tangible Book is ranked lower than
87% of the 1347 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.13 vs. BPFH: 2.00 )
Ranked among companies with meaningful Price/Tangible Book only.
BPFH' s 10-Year Price/Tangible Book Range
Min: 0.74  Med: 2.55 Max: 6.84
Current: 2
0.74
6.84
Price/Projected FCF 0.74
BPFH's Price/Projected FCF is ranked lower than
60% of the 805 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.65 vs. BPFH: 0.74 )
Ranked among companies with meaningful Price/Projected FCF only.
BPFH' s 10-Year Price/Projected FCF Range
Min: 0.19  Med: 1.02 Max: 4.42
Current: 0.74
0.19
4.42
Price/Median PS Value 1.06
BPFH's Price/Median PS Value is ranked lower than
52% of the 1310 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.04 vs. BPFH: 1.06 )
Ranked among companies with meaningful Price/Median PS Value only.
BPFH' s 10-Year Price/Median PS Value Range
Min: 0.18  Med: 1.17 Max: 3.05
Current: 1.06
0.18
3.05
Price/Graham Number 1.10
BPFH's Price/Graham Number is ranked lower than
75% of the 1181 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.82 vs. BPFH: 1.10 )
Ranked among companies with meaningful Price/Graham Number only.
BPFH' s 10-Year Price/Graham Number Range
Min: 0.34  Med: 1.53 Max: 7.34
Current: 1.1
0.34
7.34
Earnings Yield (Greenblatt) (%) 5.99
BPFH's Earnings Yield (Greenblatt) (%) is ranked lower than
56% of the 1408 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 6.80 vs. BPFH: 5.99 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
BPFH' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 1  Med: 4.80 Max: 17.9
Current: 5.99
1
17.9
Forward Rate of Return (Yacktman) (%) 2.22
BPFH's Forward Rate of Return (Yacktman) (%) is ranked lower than
74% of the 792 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 14.82 vs. BPFH: 2.22 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
BPFH' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -0.4  Med: 22.60 Max: 63.5
Current: 2.22
-0.4
63.5

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 347 370 394
EPS($) 0.78 0.89 1.00
EPS without NRI($) 0.78 0.89 1.00

Business Description

Industry: Banks » Banks - Regional - US
Compare:MTB, USB, PNC, PB, CFR » details
Traded in other countries:BP8.Germany,
Boston Private Financial Holdings Inc was incorporated on September 2, 1987, under the laws of The Commonwealth of Massachusetts. It is a wealth management company that offers various wealth management services to high net worth individuals, families, businesses, and select institutions through its three functional segments: Private Banking, Investment Management, and Wealth Advisory. The Private Banking segment has one affiliate, Boston Private Bank, a trust company chartered by The Commonwealth of Massachusetts and insured by the FDIC. The Private Banking segment mainly operates in three geographic markets: New England, San Francisco Bay, and Southern California. The Company currently conducts business under the name of Boston Private Bank & Trust Company in all of its markets. The Company is an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. The Investment Management segment has two affiliates: Dalton, Greiner, Hartman, Maher & Co., LLC and Anchor Capital Advisors LLC, both of which are registered investment advisers (together, DGHM and Anchor are referred to as the 'Investment Managers'). The Investment Managers serve the needs of pension funds, endowments, trusts, foundations and select institutions, mutual funds and high net worth individuals and their families throughout the United States and abroad. The Investment Managers are located in New England and New York, with one affiliate administrative office in South Florida. The Wealth Advisory segment has two affiliates: KLS Professional Advisors Group, LLC and Bingham, Osborn & Scarborough, LLC, both of which are wealth management firms and registered investment advisers (together, the 'Wealth Advisors'). The Wealth Advisors provide comprehensive, planning-based financial strategies to high net worth individuals and their families, and non-profit institutions. The Wealth Advisors are located in New York, Southern California, and Northern California. The Company competes with national and regional commercial banking organizations, savings banks, credit unions, other financial institutions, non-bank financial service companies, trust companies, mutual fund companies and law firms. As a bank holding company, the Company is subject to regulation, supervision and examination by the Federal Reserve under the BHCA. The Company's investment management and wealth advisory subsidiaries are subject to extensive regulation by the SEC, the Financial Industry Regulatory Authority and state securities regulators.
» More Articles for BPFH

Headlines

Articles On GuruFocus.com
Weekly CEO Buys Highlight: KMI, GBDC, HAFC, BPFH, MTDR Sep 16 2013 
My 3 Favorite Stocks With Dividend Growth From Last Week Jul 21 2013 
The Best-Yielding Ex-Dividend Stocks on Feb. 12, 2013 Feb 11 2013 
50 Stocks with Fastest Dividend Growth in January 2013 Jan 30 2013 
My 4 Favorites of the 32 Stocks with Dividend Growth from Last Week Jan 20 2013 
Weekly CEO Buys Highlight: SUNS, LIWA, BPFH, HBAN, VVTV May 29 2011 
Boston Private Financial Holdings Inc. Reports Operating Results (10-K) Mar 11 2011 
Boston Private Financial Holdings Inc. (BPFH) CEO Clayton Deutsch buys 20,000 Shares Nov 17 2010 
Boston Private Financial Holdings Inc. (BPFH) CFO David J. Kaye buys 1,000 Shares Nov 05 2010 
Boston Private Financial Holdings Inc. Reports Operating Results (10-Q) Nov 05 2010 

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