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BFHBread Financial Holdings, Inc.
$103.52$4.2B
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  3. BFH
  4. Financial Ratios

Bread Financial Holdings, Inc. (BFH) Financial Ratios

Latest Ratios: P/E Ratio 9.4x · EV/EBITDA 7.2x · ROE 16.2%. (1998–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BFH Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$4.2B$3.4B$3.1B$1.6B$1.9B$3.3B$2.8B$4.5B$6.6B$11.3B$10.7B
Enterprise Value$5.0B$4.2B$5.1B$3.5B$6.1B$7.9B$8.7B$11.0B$16.2B$22.0B$21.4B
P/E Ratio →9.456.7511.102.298.444.1613.257.826.8514.3424.83
P/S Ratio0.890.720.640.320.431.020.861.341.162.061.50
P/B Ratio1.431.021.010.560.831.601.862.822.836.096.47
P/FCF2.001.631.660.831.062.281.554.162.584.745.71
P/OCF2.001.631.660.831.022.161.503.672.394.335.14

P/E links to full P/E history page with 30-year chart

BFH EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—0.891.060.681.402.402.653.302.854.023.00
EV / EBITDA7.166.0410.793.2314.836.748.157.107.2010.9212.06
EV / EBIT8.106.8313.343.6120.427.5323.9314.8313.3020.7125.61
EV / FCF—2.002.731.763.445.394.7810.276.329.2311.39

BFH Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin63.3%63.3%50.9%59.3%52.0%63.1%59.1%69.4%45.7%46.6%34.1%
Operating Margin13.1%13.1%7.9%18.7%6.9%31.9%26.9%39.1%31.0%27.7%17.7%
Net Profit Margin11.0%11.0%5.8%13.9%5.1%24.5%6.5%8.3%17.0%14.4%7.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE16.2%16.2%9.3%27.7%10.3%44.4%13.8%14.2%46.0%44.9%26.9%
ROA2.3%2.3%1.2%3.0%0.9%3.6%0.9%1.0%3.2%2.8%2.2%
ROIC5.6%5.6%3.3%7.7%2.2%7.9%6.0%7.1%8.1%7.4%6.8%
ROCE7.3%7.3%4.4%10.1%2.9%10.0%6.9%7.8%8.9%8.2%7.9%

BFH Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.321.321.861.863.593.635.726.585.748.027.57
Debt / EBITDA6.336.3312.075.0219.696.498.116.715.967.397.06
Net Debt / Equity—0.240.660.631.872.173.884.144.105.776.45
Net Debt / EBITDA1.141.144.261.7110.273.885.514.224.265.316.02
Debt / FCF—0.381.080.932.383.113.236.113.744.495.69
Interest Coverage0.720.720.401.100.602.730.731.177.776.123.84

BFH Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.270.270.290.270.281.660.272.032.152.432.12
Quick Ratio0.270.270.290.270.281.660.272.032.152.432.12
Cash Ratio0.250.250.260.250.260.260.240.330.330.410.20
Asset Turnover—0.210.210.220.170.150.150.130.190.180.28
Inventory Turnover———————————
Days Sales Outstanding———————————

BFH Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.9%1.2%1.4%2.6%2.3%1.3%2.2%2.8%1.9%1.0%0.3%
Payout Ratio8.1%8.1%15.5%5.8%19.3%5.2%28.5%45.8%13.0%14.6%5.8%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield10.6%14.8%9.0%43.6%11.8%24.1%7.5%12.8%14.6%7.0%4.0%
FCF Yield50.0%61.4%60.4%120.6%94.5%43.8%64.6%24.0%38.7%21.1%17.5%
Buyback Yield7.5%9.2%1.8%2.1%0.6%0.0%0.0%21.8%6.7%4.9%7.4%
Total Shareholder Yield8.4%10.4%3.2%4.7%2.9%1.3%2.2%24.7%8.6%5.9%7.7%
Shares Outstanding—$46M$50M$50M$50M$50M$48M$50M$55M$56M$59M

Key Metrics

Growth RegimeStable
ProfitabilityStrained
Balance SheetStrained
Cash FlowMixed
Top Statement Risk

Credit loss volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Discounted Valuation Reflects Credit Risk

According to current market data, Bread Financial trades at a forward P/E of 9.45, which appears to reflect a persistent risk discount compared to broader financial services peers, likely driven by investor skepticism regarding the company's ability to navigate cyclical credit downturns and regulatory late fee pressures.

The current valuation multiples suggest that the market is pricing in a conservative growth outlook, potentially ignoring the defensive stickiness of the company's mid-market partner integrations. While the PEG ratio of 0.49 indicates a theoretical undervaluation, this metric may be misleading if future earnings growth is hampered by rising credit loss provisions and margin compression.

Capital Efficiency Remains Subdued

Based on reported financial statements, Bread Financial's ROIC has struggled to gain momentum, hovering at a modest 2.4% as of 2026Q1, which suggests that the company is currently failing to generate returns that meaningfully exceed its cost of capital in the current high-rate environment.

The persistent weakness in ROIC reflects the heavy capital intensity required to support the credit card portfolio and the ongoing costs of digital transformation. Investors should monitor whether the company can improve its capital efficiency as the 'Bread' digital platform scales, or if structural overhead will continue to suppress returns on invested capital.

Working Capital Dynamics Lack Transparency

As reported in recent quarterly filings, the lack of consistent disclosure regarding DSO and CCC metrics makes it difficult to assess the company's operational efficiency, though the limited data available suggests that working capital management remains secondary to the volatility of credit loss provisions.

The absence of clear trends in asset turnover, which has remained flat at 0.05, indicates that the company's asset base is not being utilized more effectively over time. This lack of operational leverage implies that revenue growth is largely tied to balance sheet expansion rather than improvements in core process efficiency.

Leverage Ratios Indicate Structural Fragility

According to recent balance sheet data, Bread Financial's debt-to-EBITDA ratio has shown extreme volatility, reaching as high as 73.94 in 2024Q3, which highlights a precarious reliance on debt that warrants further investigation into the company's long-term ability to service its obligations under stress.

While the D/E ratio appears more stable at 1.19, the interest coverage ratio of 1.26 suggests that the company has very little margin for error if interest expenses rise or if operating income faces further contraction. This leverage profile appears significantly more vulnerable than that of its larger, more diversified peers.

Misapplication of P/B Ratio Metrics

Based on an analysis of the company's business model, the Price-to-Book (P/B) ratio is frequently misapplied by investors, as it fails to account for the significant impact of CECL accounting on tangible equity and the potential for future credit-related impairments within the loan portfolio.

Investors should instead focus on tangible book value and the quality of the underlying loan book, as the P/B ratio obscures the risks associated with goodwill and the volatility of credit loss provisions. Relying on P/B may lead to an overestimation of the company's asset backing during periods of economic contraction.

Download Financial Ratios Data

Includes 30+ ratios · 28 years · Updated daily

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BFH — Frequently Asked Questions

Quick answers to the most common questions about buying BFH stock.

What is Bread Financial Holdings, Inc.'s P/E ratio?

Bread Financial Holdings, Inc.'s current P/E ratio is 9.4x. The historical average is 18.2x. This places it at the 25th percentile of its historical range.

What is Bread Financial Holdings, Inc.'s EV/EBITDA?

Bread Financial Holdings, Inc.'s current EV/EBITDA is 7.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 9.7x.

What is Bread Financial Holdings, Inc.'s ROE?

Bread Financial Holdings, Inc.'s return on equity (ROE) is 16.2%. The historical average is 37.7%.

Is BFH stock overvalued?

Based on historical data, Bread Financial Holdings, Inc. is trading at a P/E of 9.4x. This is at the 25th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Bread Financial Holdings, Inc.'s dividend yield?

Bread Financial Holdings, Inc.'s current dividend yield is 0.88% with a payout ratio of 8.1%.

What are Bread Financial Holdings, Inc.'s profit margins?

Bread Financial Holdings, Inc. has 63.3% gross margin and 13.1% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Bread Financial Holdings, Inc. have?

Bread Financial Holdings, Inc.'s Debt/EBITDA ratio is 6.3x, indicating high leverage. A ratio above 4x may signal elevated financial risk.