Heritage Financial's ROE % for the quarter that ended in Mar. 2026 was 7.44%. Heritage Financial's PB Ratio for the quarter that ended in Mar. 2026 was 0.96.
Heritage Financial's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 7.75%.
Heritage Financial ROE % Adjusted to Book Value Related Terms
Heritage Financial ROE % Adjusted to Book Value Historical Data
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The historical data trend for Heritage Financial's ROE % Adjusted to Book Value can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Heritage Financial ROE % Adjusted to Book Value Chart
HFWA vs PFBC, MCB, UVSP: ROE % Adjusted to Book Value Comparison
For the Banks - Regional subindustry, Heritage Financial's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Heritage Financial ROE % Adjusted to Book Value vs Banks Industry
For the Banks industry and Financial Services sector, Heritage Financial's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where Heritage Financial's ROE % Adjusted to Book Value falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a ROE % Adjusted to Book Value of 7.75% mean?
Heritage Financial (HFWA) has a ROE % Adjusted to Book Value of 7.75% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Heritage Financial and its competitors.
Is Heritage Financial's ROE % Adjusted to Book Value too high?
Heritage Financial's current ROE % Adjusted to Book Value is 7.75%. Overall, Heritage Financial has a GF Score™ of 63/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Heritage Financial's ROE % Adjusted to Book Value compare to PFBC and MCB?
Heritage Financial's ROE % Adjusted to Book Value of 7.75% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for a Banks company?
A good ROE % Adjusted to Book Value depends on the Banks industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Heritage Financial and its competitors. Heritage Financial's current ROE % Adjusted to Book Value is 7.75%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heritage Financial stock overvalued right now?
Based on GuruFocus' analysis, Heritage Financial (HFWA) is currently considered Fairly Valued. The stock's GF Value™ is $27.21, compared to a current price of $29.54 — trading 8.6% above its estimated fair value. The current ROE % Adjusted to Book Value is 7.75%. Heritage Financial's overall GF Score™ is 63/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Heritage Financial (HFWA), the current ROE % Adjusted to Book Value is 7.75% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Heritage Financial (HFWA) Overvalued in 2026?
Based on GuruFocus' analysis, Heritage Financial stock appears to be overvalued.
The current stock price of $29.54 is trading 8.6% above its estimated GF Value™ of $27.21.
GuruFocus considers Heritage Financial to be Fairly Valued.
Key valuation signals for HFWA:
ROE % Adjusted to Book Value: 7.75%
GF Value™: $27.21 vs. price of $29.54 (8.6% above fair value)
No single metric tells the full story. See the HFWA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Heritage Financial Corp is a bank holding company. The company, through its subsidiary, provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as non-interest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
63GF Score
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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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