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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 0.36
BPFH's Cash to Debt is ranked higher than
63% of the 1549 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.49 vs. BPFH: 0.36 )
BPFH' s 10-Year Cash to Debt Range
Min: 0.09   Max: 0.89
Current: 0.36

0.09
0.89
Equity to Asset 0.10
BPFH's Equity to Asset is ranked higher than
69% of the 1958 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.09 vs. BPFH: 0.10 )
BPFH' s 10-Year Equity to Asset Range
Min: 0.07   Max: 0.11
Current: 0.1

0.07
0.11
Interest Coverage 3.68
BPFH's Interest Coverage is ranked higher than
86% of the 1803 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.27 vs. BPFH: 3.68 )
BPFH' s 10-Year Interest Coverage Range
Min: 0.12   Max: 3.68
Current: 3.68

0.12
3.68
F-Score: 5
Z-Score: 0.19
WACC vs ROIC
7.39%
7.39%
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 : 6/10

vs
industry
vs
history
Operating margin (%) 31.13
BPFH's Operating margin (%) is ranked higher than
77% of the 1983 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 29.82 vs. BPFH: 31.13 )
BPFH' s 10-Year Operating margin (%) Range
Min: -94.38   Max: 31.9
Current: 31.13

-94.38
31.9
Net-margin (%) 21.47
BPFH's Net-margin (%) is ranked higher than
75% of the 1983 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 21.87 vs. BPFH: 21.47 )
BPFH' s 10-Year Net-margin (%) Range
Min: -139   Max: 26.67
Current: 21.47

-139
26.67
ROE (%) 10.36
BPFH's ROE (%) is ranked higher than
83% of the 1993 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 8.74 vs. BPFH: 10.36 )
BPFH' s 10-Year ROE (%) Range
Min: -59.46   Max: 37.73
Current: 10.36

-59.46
37.73
ROA (%) 1.04
BPFH's ROA (%) is ranked higher than
84% of the 1995 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.80 vs. BPFH: 1.04 )
BPFH' s 10-Year ROA (%) Range
Min: -5.51   Max: 2.63
Current: 1.04

-5.51
2.63
ROC (Joel Greenblatt) (%) 336.41
BPFH's ROC (Joel Greenblatt) (%) is ranked higher than
94% of the 1957 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 77.19 vs. BPFH: 336.41 )
BPFH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -779.29   Max: 352.07
Current: 336.41

-779.29
352.07
Revenue Growth (3Y)(%) 0.20
BPFH's Revenue Growth (3Y)(%) is ranked higher than
72% of the 1650 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.70 vs. BPFH: 0.20 )
BPFH' s 10-Year Revenue Growth (3Y)(%) Range
Min: -27.5   Max: 36
Current: 0.2

-27.5
36
EBITDA Growth (3Y)(%) 12.30
BPFH's EBITDA Growth (3Y)(%) is ranked higher than
82% of the 1492 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 6.10 vs. BPFH: 12.30 )
BPFH' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -42.6   Max: 38.6
Current: 12.3

-42.6
38.6
EPS Growth (3Y)(%) 22.70
BPFH's EPS Growth (3Y)(%) is ranked higher than
89% of the 1539 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 8.90 vs. BPFH: 22.70 )
BPFH' s 10-Year EPS Growth (3Y)(%) Range
Min: -53.3   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

Q4 2013

BPFH Guru Trades in Q4 2013

Paul Tudor Jones 11,443 sh (New)
Jim Simons 176,772 sh (+16.93%)
Chuck Royce 1,384,390 sh (+0.97%)
Mario Gabelli 196,000 sh (unchged)
» More
Q1 2014

BPFH Guru Trades in Q1 2014

Steven Cohen 18,253 sh (New)
RS Investment Management 712,909 sh (New)
Mario Gabelli 419,000 sh (+113.78%)
Paul Tudor Jones 23,871 sh (+108.61%)
Jim Simons 282,777 sh (+59.97%)
Chuck Royce 1,335,390 sh (-3.54%)
» More
Q2 2014

BPFH Guru Trades in Q2 2014

RS Investment Management 1,480,079 sh (+107.61%)
Paul Tudor Jones 40,310 sh (+68.87%)
Mario Gabelli 650,000 sh (+55.13%)
Chuck Royce 1,335,390 sh (unchged)
Jim Simons Sold Out
» More
Q3 2014

BPFH Guru Trades in Q3 2014

Jim Simons 29,800 sh (New)
Paul Tudor Jones 63,691 sh (+58%)
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
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mario Gabelli 2014-06-30 Add 55.13%0.02%$11.94 - $13.82 $ 11-14%650000
Mario Gabelli 2014-03-31 Add 113.78%0.02%$11.62 - $14.22 $ 11-14%419000
John Keeley 2013-03-31 Sold Out 0.01%$8.95 - $9.97 $ 1117%0
John Keeley 2011-12-31 Add 505.11%0.21%$5.65 - $8.27 $ 1150%1494612
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Boston Private Financial Holdings Inc

SymbolPriceYieldDescription
BPFHP25.756.80

Ratios

vs
industry
vs
history
P/E(ttm) 13.80
BPFH's P/E(ttm) is ranked higher than
81% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 17.80 vs. BPFH: 13.80 )
BPFH' s 10-Year P/E(ttm) Range
Min: 13.42   Max: 411.88
Current: 13.8

13.42
411.88
Forward P/E 11.90
BPFH's Forward P/E is ranked higher than
87% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 16.98 vs. BPFH: 11.90 )
N/A
PE(NRI) 15.60
BPFH's PE(NRI) is ranked higher than
77% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 17.80 vs. BPFH: 15.60 )
BPFH' s 10-Year PE(NRI) Range
Min: 14.99   Max: 947.33
Current: 15.6

14.99
947.33
P/B 1.40
BPFH's P/B is ranked higher than
70% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.38 vs. BPFH: 1.40 )
BPFH' s 10-Year P/B Range
Min: 0.34   Max: 2.67
Current: 1.4

0.34
2.67
P/S 2.80
BPFH's P/S is ranked higher than
80% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 3.72 vs. BPFH: 2.80 )
BPFH' s 10-Year P/S Range
Min: 0.35   Max: 4.95
Current: 2.8

0.35
4.95
POCF 10.17
BPFH's POCF is ranked higher than
84% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 128.00 vs. BPFH: 10.17 )
BPFH' s 10-Year POCF Range
Min: 1.39   Max: 43.77
Current: 10.17

1.39
43.77
EV-to-EBIT 12.73
BPFH's EV-to-EBIT is ranked higher than
81% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 19.77 vs. BPFH: 12.73 )
BPFH' s 10-Year EV-to-EBIT Range
Min: -3359.6   Max: 102.3
Current: 12.73

-3359.6
102.3
Shiller P/E 38.10
BPFH's Shiller P/E is ranked higher than
79% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.00 vs. BPFH: 38.10 )
BPFH' s 10-Year Shiller P/E Range
Min: 8.26   Max: 132.5
Current: 38.1

8.26
132.5
Days Sales Outstanding 32.56
BPFH's Days Sales Outstanding is ranked higher than
89% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.00 vs. BPFH: 32.56 )
BPFH' s 10-Year Days Sales Outstanding Range
Min: 28.83   Max: 184.37
Current: 32.56

28.83
184.37

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.90
BPFH's Dividend Yield is ranked higher than
61% of the 1894 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.35 vs. BPFH: 2.90 )
BPFH' s 10-Year Dividend Yield Range
Min: 0.39   Max: 8.73
Current: 2.9

0.39
8.73
Dividend Payout 0.40
BPFH's Dividend Payout is ranked higher than
71% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.60 vs. BPFH: 0.40 )
BPFH' s 10-Year Dividend Payout Range
Min: 0.07   Max: 3.27
Current: 0.4

0.07
3.27
Dividend growth (3y) 100.00
BPFH's Dividend growth (3y) is ranked higher than
99% of the 1121 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 6.10 vs. BPFH: 100.00 )
BPFH' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 100
Current: 100

0
100
Yield on cost (5-Year) 56.81
BPFH's Yield on cost (5-Year) is ranked higher than
99% of the 1907 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.62 vs. BPFH: 56.81 )
BPFH' s 10-Year Yield on cost (5-Year) Range
Min: 7.64   Max: 171
Current: 56.81

7.64
171
Share Buyback Rate -2.30
BPFH's Share Buyback Rate is ranked higher than
70% of the 1443 Companies
in the Global Banks - Regional - US industry.

( Industry Median: -1.60 vs. BPFH: -2.30 )
BPFH' s 10-Year Share Buyback Rate Range
Min: -2.3   Max: -25.2
Current: -2.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.00
BPFH's Price/Tangible Book is ranked higher than
67% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.65 vs. BPFH: 2.00 )
BPFH' s 10-Year Price/Tangible Book Range
Min: 1.34   Max: 6.75
Current: 2

1.34
6.75
Price/DCF (Projected) 0.80
BPFH's Price/DCF (Projected) is ranked higher than
81% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 7.61 vs. BPFH: 0.80 )
BPFH' s 10-Year Price/DCF (Projected) Range
Min: 0.33   Max: 3.6
Current: 0.8

0.33
3.6
Price/Median PS Value 1.00
BPFH's Price/Median PS Value is ranked higher than
80% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.22 vs. BPFH: 1.00 )
BPFH' s 10-Year Price/Median PS Value Range
Min: 0.36   Max: 1.8
Current: 1

0.36
1.8
Price/Graham Number 1.00
BPFH's Price/Graham Number is ranked higher than
76% of the 2664 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.16 vs. BPFH: 1.00 )
BPFH' s 10-Year Price/Graham Number Range
Min: 0.6   Max: 7.32
Current: 1

0.6
7.32
Earnings Yield (Greenblatt) 8.00
BPFH's Earnings Yield (Greenblatt) is ranked higher than
78% of the 1969 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 6.70 vs. BPFH: 8.00 )
BPFH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1   Max: 17.9
Current: 8

1
17.9
Forward Rate of Return (Yacktman) 15.31
BPFH's Forward Rate of Return (Yacktman) is ranked higher than
73% of the 1229 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 13.86 vs. BPFH: 15.31 )
BPFH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.2   Max: 63.5
Current: 15.31

1.2
63.5

Business Description

Industry: Banks » Banks - Regional - US
Compare:MTB, USB, PNC, PB, CFR » details
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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