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10.15 (1y: +13%)
Market Cap 783.52 M P/E(ttm) 15.40
Enterprise Value 1.44 B P/B 1.30
BPFH- NAS (USA)
Boston Private Financial Holdings Inc
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$10.15
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 5/10

vs
industry		 vs
history
Cash to Debt 0.56
BPFH's Cash to Debt is ranked lower than
52% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.63 vs. BPFH: 0.56 )
BPFH' s 10-Year Cash to Debt Range
Min: 0.09   Max: 0.64
Current: 0.56
0.09
0.64
Equity to Asset 0.072
BPFH's Equity to Asset is ranked lower than
74% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.09 vs. BPFH: 0.072 )
BPFH' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.1
Current: 0.07
0.03
0.1
Interest Coverage No Debt
BPFH's Interest Coverage is ranked lower than
70% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 10000.00 vs. BPFH: No Debt )
BPFH' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 5
Z-Score: 0.23
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 (%) 23.20
BPFH's Operating margin (%) is ranked lower than
53% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 24.60 vs. BPFH: 23.20 )
BPFH' s 10-Year Operating margin (%) Range
Min: -105.1   Max: 29.9
Current: 23.2
-105.1
29.9
Net-margin (%) 17.9
BPFH's Net-margin (%) is ranked lower than
51% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 18.10 vs. BPFH: 17.9 )
BPFH' s 10-Year Net-margin (%) Range
Min: -90.1   Max: 20.5
Current: 17.9
-90.1
20.5
ROE (%) 8.8
BPFH's ROE (%) is ranked higher than
67% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 6.20 vs. BPFH: 8.8 )
BPFH' s 10-Year ROE (%) Range
Min: -56.4   Max: 18.9
Current: 8.8
-56.4
18.9
ROA (%) 0.8
BPFH's ROA (%) is ranked higher than
60% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.70 vs. BPFH: 0.8 )
BPFH' s 10-Year ROA (%) Range
Min: -5.4   Max: 1.3
Current: 0.8
-5.4
1.3
Revenue Growth (%) -2.5
BPFH's Revenue Growth (%) is ranked lower than
74% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.00 vs. BPFH: -2.5 )
BPFH' s 10-Year Revenue Growth (%) Range
Min: -21   Max: 12.1
Current: -2.5
-21
12.1
EBITDA Growth (%) 20.5
BPFH's EBITDA Growth (%) is ranked higher than
88% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.00 vs. BPFH: 20.5 )
BPFH' s 10-Year EBITDA Growth (%) Range
Min: -34.1   Max: 20.5
Current: 20.5
-34.1
20.5
ยป BPFH's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

BPFH Guru Trades in Q2 2012

Paul Tudor Jones 17,300 sh (New)
Jim Simons 213,972 sh (+191.63%)
Mario Gabelli 156,000 sh (+5.69%)
John Keeley 1,651,112 sh (+3.54%)
Chuck Royce 1,609,199 sh (+2.2%)
Steven Cohen Sold Out
» More
Q3 2012

BPFH Guru Trades in Q3 2012

Paul Tudor Jones 21,500 sh (+24.28%)
John Keeley 1,691,112 sh (+2.42%)
Mario Gabelli 156,000 sh (unchged)
Chuck Royce 1,304,586 sh (-18.93%)
Jim Simons 101,572 sh (-52.53%)
» More
Q4 2012

BPFH Guru Trades in Q4 2012

Steven Cohen 21,915 sh (New)
Jim Simons 151,372 sh (+49.03%)
Mario Gabelli 166,000 sh (+6.41%)
John Keeley 1,733,112 sh (+2.48%)
Chuck Royce 1,334,586 sh (+2.3%)
Paul Tudor Jones 11,900 sh (-44.65%)
» More
Q1 2013

BPFH Guru Trades in Q1 2013

Steven Cohen 61,857 sh (+182.26%)
Jim Simons 284,872 sh (+88.19%)
Paul Tudor Jones 20,200 sh (+69.75%)
Mario Gabelli 196,000 sh (+18.07%)
Chuck Royce 1,382,086 sh (+3.56%)
John Keeley Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with BPFH

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Keeley 2013-03-31 Sold Out 0.01%$8.95 - $9.97 $ 10.158%0
John Keeley 2011-12-31 Add 505.11%0.21%$5.65 - $8.27 $ 10.1538%1494612
John Keeley 2011-09-30 New Buy0.03%$5.28 - $6.99 $ 10.1566%247000
Mario Gabelli 2011-06-30 Add 27.27%$6 - $7.38 $ 10.1554%126000
Mario Gabelli 2011-03-31 Add 159.16%0.01%$6.25 - $7.465 $ 10.1546%99000
Mario Gabelli 2010-12-31 New Buy$5.16 - $7.14 $ 10.1567%38200
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 15.40
BPFH's P/E(ttm) is ranked lower than
61% of the 792 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 13.80 vs. BPFH: 15.40 )
BPFH' s 10-Year P/E(ttm) Range
Min: 12.99   Max: 473.67
Current: 15.4
12.99
473.67
P/B 1.30
BPFH's P/B is ranked lower than
76% of the 876 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.94 vs. BPFH: 1.30 )
BPFH' s 10-Year P/B Range
Min: 0.23   Max: 6.84
Current: 1.3
0.23
6.84
P/S 2.61
BPFH's P/S is ranked lower than
57% of the 894 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.45 vs. BPFH: 2.61 )
BPFH' s 10-Year P/S Range
Min: 0.26   Max: 5.85
Current: 2.61
0.26
5.85
PFCF 12.00
BPFH's PFCF is ranked lower than
73% of the 694 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 6.90 vs. BPFH: 12.00 )
BPFH' s 10-Year PFCF Range
Min: 1.39   Max: 267.25
Current: 12
1.39
267.25
EV-to-EBIT 20
BPFH's EV-to-EBIT is ranked lower than
63% of the 745 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 15.84 vs. BPFH: 20 )
BPFH' s 10-Year EV-to-EBIT Range
Min: 10.9   Max: 102.3
Current: 20
10.9
102.3
Shiller P/E 13.6
BPFH's Shiller P/E is ranked lower than
100% of the Companies
in the Global Banks - Regional - US industry.

( Industry Median: vs. BPFH: 13.6 )
BPFH' s 10-Year Shiller P/E Range
Min: 8.02   Max: 46.15
Current: 13.6
8.02
46.15

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.18
BPFH's Dividend Yield is ranked lower than
57% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.59 vs. BPFH: 1.18 )
BPFH' s 10-Year Dividend Yield Range
Min: 0.32   Max: 8.73
Current: 1.18
0.32
8.73
Dividend Payout 0.1435
BPFH's Dividend Payout is ranked higher than
80% of the 575 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.30 vs. BPFH: 0.1435 )
BPFH' s 10-Year Dividend Payout Range
Min: 0.06   Max: 3.31
Current: 0.14
0.06
3.31
Yield on cost (5-Year) 0.22
BPFH's Yield on cost (5-Year) is ranked lower than
66% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.20 vs. BPFH: 0.22 )
BPFH' s 10-Year Yield on cost (5-Year) Range
Min: 0.06   Max: 1.59
Current: 0.22
0.06
1.59
Share Buyback Rate -3.6
BPFH's Share Buyback Rate is ranked lower than
70% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: -0.30 vs. BPFH: -3.6 )
BPFH' s 10-Year Share Buyback Rate Range
Min: -3.6   Max: -18.3
Current: -3.6

Valuation & Return

vs
industry		 vs
history
Price/Tangible Book 1.7
BPFH's Price/Tangible Book is ranked lower than
82% of the 797 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.10 vs. BPFH: 1.7 )
BPFH' s 10-Year Price/Tangible Book Range
Min: 0.6   Max: 6.9
Current: 1.7
0.6
6.9
Price/DCF (Projected) 0.5
BPFH's Price/DCF (Projected) is ranked higher than
62% of the 503 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.60 vs. BPFH: 0.5 )
BPFH' s 10-Year Price/DCF (Projected) Range
Min: 0.3   Max: 3.7
Current: 0.5
0.3
3.7
Price/Median PS Value 0.8
BPFH's Price/Median PS Value is ranked higher than
63% of the 853 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.00 vs. BPFH: 0.8 )
BPFH' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 1.6
Current: 0.8
0.2
1.6
Price/Graham Number 1.1
BPFH's Price/Graham Number is ranked lower than
77% of the 763 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.80 vs. BPFH: 1.1 )
BPFH' s 10-Year Price/Graham Number Range
Min: 0.9   Max: 7.5
Current: 1.1
0.9
7.5
Earnings Yield (Greenblatt) 5.00
BPFH's Earnings Yield (Greenblatt) is ranked lower than
53% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 5.20 vs. BPFH: 5.00 )
BPFH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1   Max: 9.2
Current: 5
1
9.2
Forward Rate of Return (Yacktman) 14.66
BPFH's Forward Rate of Return (Yacktman) is ranked higher than
72% of the 902 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 3.38 vs. BPFH: 14.66 )
BPFH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 13.6   Max: 52.3
Current: 14.66
13.6
52.3

Business Description

Boston Private Financial Holdings, Inc., was incorporated on September 2, 1987, under the laws of The Commonwealth of Massachusetts. On July 1, 1988, the Company registered with the Board of Governors of the Federal Reserve System as a bank holding company under the Bank Holding Company Act of 1956, as amended, and became the parent holding company of Boston Private Bank & Trust Company, a trust company chartered by The Commonwealth of Massachusetts and insured by the Federal Deposit Insurance Corporation. BPFH conducts all of its business through its three 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 operates mainly in four geographic markets: New England, San Francisco Bay, Southern California, and the Pacific Northwest. The Bank pursues private banking and community-oriented business strategies in its four geographic markets. The Bank is principally engaged in providing banking, commercial banking, and a variety of other fiduciary services including investment management, advisory, and administrative services to high net worth individuals, their families, small and medium-sized businesses and professionals. The Investment Management segment has two consolidated affiliates: Dalton, Greiner, Hartman, Maher & Co., LLC, a registered investment adviser, and Anchor Capital Holdings, LLC, which is the parent company of Anchor Capital Advisors LLC and Anchor/ Russell Capital Advisors LLC, both of which are registered investment advisers. 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 Wealth Advisory segment has three consolidated affiliates, including KLS Professional Advisors Group, LLC, Bingham, Osborn & Scarborough, LLC, and DTC, all of which are wealth management firms and, with the exception of DTC, registered investment advisers. The Wealth Advisors provide comprehensive, planning-based financial strategies to high net worth individuals and their families, and non-profit institutions. The Company's main competitors with respect to investment management and trust services are mainly commercial banks and trust companies, mutual fund companies, investment advisory firms, stock brokerage firms, other financial 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.
Company Website
SEC Reports
Industry: Banks - Regional - US
Compare:MTB, USB, PNC, PB, CFR
ยป More Articles for BPFH

Headlines

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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 
Weekly CEO Buys Highlight: Boston Private Financial, Argo Group, Fifth Street Finance, PharMerica Co Aug 14 2010 
Boston Private Financial Holdings Inc. Reports Operating Results (10-Q) Aug 06 2010 

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