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BHRBBurke & Herbert Financial Services Corp.
$69.76$1.0B
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Burke & Herbert Financial Services Corp. (BHRB) Financial Ratios

Latest Ratios: P/E Ratio 9.0x · EV/EBITDA 9.1x · ROE 14.8%. (2002–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BHRB 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 2005FY 2004FY 2003
Market Cap$1.0B$936M$933M$467M$528M$440M$341M$447M$393M$394M$420M
Enterprise Value$1.5B$1.4B$1.3B$967M$1.2B$913M$563M$514M$515M$435M$440M
P/E Ratio →9.008.0426.6520.8312.0012.1712.8926.3717.7318.9420.43
P/S Ratio2.131.912.352.884.143.692.813.515.386.276.71
P/B Ratio1.231.101.281.481.931.130.891.272.853.053.52
P/FCF10.899.7311.4916.5413.908.1716.6618.7118.9918.94—
P/OCF9.718.6810.8410.998.658.0114.7217.4116.7916.6210523.67

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

BHRB EV Ratios

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

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2005FY 2004FY 2003
EV / Revenue—2.893.215.969.137.664.644.037.066.927.03
EV / EBITDA9.148.4722.2534.6121.0320.9117.9325.9814.1313.0513.47
EV / EBIT10.579.8031.9638.5822.2522.5719.7830.7115.5914.1514.14
EV / FCF—14.7615.7034.2130.6416.9427.4621.4824.9120.92—

BHRB 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 2005FY 2004FY 2003
Gross Margin69.3%69.3%58.5%67.1%98.8%97.3%80.3%78.3%81.7%87.6%85.4%
Operating Margin29.5%29.5%10.1%15.4%41.0%33.9%23.4%13.1%45.3%49.0%49.7%
Net Profit Margin23.9%23.9%9.0%14.0%34.5%30.4%21.8%13.3%30.3%33.1%32.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2005FY 2004FY 2003
ROE14.8%14.8%6.8%7.7%13.3%9.3%7.2%4.8%16.6%16.7%17.7%
ROA1.5%1.5%0.6%0.6%1.2%1.0%0.8%0.6%1.6%1.7%1.8%
ROIC8.4%8.4%2.9%2.1%4.1%3.4%3.2%2.5%10.3%12.7%14.9%
ROCE3.5%3.5%6.4%8.5%15.8%10.4%7.7%4.7%25.4%25.3%27.3%

BHRB Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2005FY 2004FY 2003
Debt / Equity0.630.630.651.732.511.411.170.421.080.520.40
Debt / EBITDA3.213.218.3219.4812.4012.6014.347.594.082.001.46
Net Debt / Equity—0.570.471.592.331.210.570.190.890.320.17
Net Debt / EBITDA2.892.895.9617.8811.4910.837.053.353.351.230.61
Debt / FCF—5.034.2017.6816.748.7710.802.775.911.98—
Interest Coverage0.970.970.280.475.859.592.520.782.614.023.46

BHRB Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2005FY 2004FY 2003
Current Ratio3.793.790.070.170.440.530.460.310.030.030.03
Quick Ratio3.793.790.070.170.440.530.460.310.030.030.03
Cash Ratio0.120.120.020.010.020.020.080.030.020.020.03
Asset Turnover—0.060.050.040.040.030.040.040.050.050.05
Inventory Turnover———————————
Days Sales Outstanding———————————

BHRB 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 2005FY 2004FY 2003
Dividend Yield3.2%3.6%3.1%3.4%3.0%3.4%4.4%3.4%2.2%2.0%1.7%
Payout Ratio28.9%28.9%80.2%69.4%35.8%41.1%56.2%88.3%39.9%38.8%34.6%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2005FY 2004FY 2003
Earnings Yield11.1%12.4%3.8%4.8%8.3%8.2%7.8%3.8%5.6%5.3%4.9%
FCF Yield9.2%10.3%8.7%6.0%7.2%12.2%6.0%5.3%5.3%5.3%—
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.3%0.5%0.7%0.0%0.0%0.0%
Total Shareholder Yield3.2%3.6%3.1%3.4%3.0%3.6%4.8%4.0%2.2%2.0%1.7%
Shares Outstanding—$15M$15M$7M$7M$8M$8M$8M$8M$8M$8M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrained
Balance SheetAdequate
Cash FlowStable
Top Statement Risk

CRE Concentration and Integration

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Pricing Reflects Integration Uncertainty

Based on recent market data, BHRB trades at a P/B of 1.25, which, when compared to the peer group average, suggests investors are applying a discount to account for the execution risks inherent in the recent Summit Financial Group merger and the resulting balance sheet complexity.

The current valuation multiple appears to reflect a market waiting for evidence of sustained earnings power rather than just asset scale. Given the bank's transition to a Nasdaq listing, the current P/B ratio warrants further investigation to determine if the market is correctly pricing the potential for improved ROTCE as the integration matures.

ROE Compression Highlights Operational Headwinds

As reported in financial statements, BHRB's ROE has remained constrained at 3.2% in 2026Q1, a figure that underscores the difficulty of generating meaningful returns on equity while the bank navigates the integration of a significantly larger and more disparate asset base following its recent merger.

The DuPont decomposition suggests that profitability is currently hampered by a combination of compressed NIM and the absorption of merger-related costs. Investors should monitor whether the bank can improve its asset utilization and non-interest income contribution to drive ROE closer to historical norms as the operational footprint stabilizes.

Margin Pressure Amidst Competitive Funding

According to quarterly filings, BHRB has maintained a stagnant NIM of 0.9% over the last four quarters, indicating that the bank's asset yields are struggling to outpace the rising cost of deposits in the highly competitive Northern Virginia and Mid-Atlantic banking markets.

The efficiency ratio of 43.4% in 2026Q1 suggests that while cost control remains a focus, the bank is facing structural challenges in maintaining operating leverage. This trend warrants further investigation into whether the bank's reliance on high-touch private banking services is creating a permanent drag on its ability to scale profitably.

Capital Buffers Supporting Strategic Expansion

Based on recent regulatory disclosures, BHRB has maintained an equity-to-assets ratio of 0.11 as of 2026Q1, demonstrating that management has successfully preserved capital buffers despite the significant balance sheet expansion and the operational complexities introduced by the recent Summit Financial Group merger.

While the current capital position appears adequate, the bank's elevated CRE concentration relative to regulatory guidelines may limit its flexibility for aggressive capital returns. Investors should monitor whether future capital allocation remains focused on organic growth or if the bank will prioritize strengthening its CET1 position to satisfy potential supervisory scrutiny.

Misapplication of P/E in Banking

The P/E ratio is frequently misapplied to BHRB, as it obscures the significant volatility in earnings caused by purchase accounting adjustments and CECL-related provision swings that do not reflect the bank's underlying cash-generating capacity or its long-term franchise value.

Analysts should instead prioritize P/TBV and ROTCE, as these metrics provide a clearer view of the bank's capital efficiency and the value of its tangible assets. Relying on P/E in the context of a recent transformative merger risks misinterpreting accounting noise as a fundamental shift in the bank's profitability profile.

Download Financial Ratios Data

Includes 30+ ratios · 11 years · Updated daily

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BHRB — Frequently Asked Questions

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

What is Burke & Herbert Financial Services Corp.'s P/E ratio?

Burke & Herbert Financial Services Corp.'s current P/E ratio is 9.0x. The historical average is 17.6x. This places it at the 10th percentile of its historical range.

What is Burke & Herbert Financial Services Corp.'s EV/EBITDA?

Burke & Herbert Financial Services Corp.'s current EV/EBITDA is 9.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 19.2x.

What is Burke & Herbert Financial Services Corp.'s ROE?

Burke & Herbert Financial Services Corp.'s return on equity (ROE) is 14.8%. The historical average is 12.0%.

Is BHRB stock overvalued?

Based on historical data, Burke & Herbert Financial Services Corp. is trading at a P/E of 9.0x. This is at the 10th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Burke & Herbert Financial Services Corp.'s dividend yield?

Burke & Herbert Financial Services Corp.'s current dividend yield is 3.24% with a payout ratio of 28.9%.

What are Burke & Herbert Financial Services Corp.'s profit margins?

Burke & Herbert Financial Services Corp. has 69.3% gross margin and 29.5% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Burke & Herbert Financial Services Corp. have?

Burke & Herbert Financial Services Corp.'s Debt/EBITDA ratio is 3.2x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.