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HTBKHeritage Commerce Corp
$13.45$828M
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  4. Financial Ratios

Heritage Commerce Corp (HTBK) Financial Ratios

Latest Ratios: P/E Ratio 17.2x · EV/EBITDA 11.9x · ROE 6.8%. (1997–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

HTBK 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$828M$741M$577M$608M$794M$725M$534M$615M$478M$592M$494M
Enterprise Value$847M$759M$-351346740$240M$527M$-541664340$-557633970$197M$353M$314M$228M
P/E Ratio →17.2415.4014.219.4511.9315.1115.0315.2713.5024.7120.04
P/S Ratio3.112.782.302.503.994.453.334.023.435.084.66
P/B Ratio1.171.050.840.901.261.210.921.071.302.181.90
P/FCF13.6312.1915.458.5311.5012.809.8612.269.8914.5319.43
P/OCF13.4312.0214.818.3311.3712.759.3112.219.8514.3019.07

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

HTBK 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—2.85-1.400.982.65-3.32-3.481.292.532.702.15
EV / EBITDA11.8910.66-5.842.555.37-7.74-10.373.296.886.004.92
EV / EBIT12.5111.21-6.202.655.58-8.22-11.363.507.266.255.18
EV / FCF—12.49-9.413.367.63-9.57-10.303.937.307.738.96

HTBK 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 Margin72.6%72.6%67.7%78.7%95.1%97.5%86.4%92.4%89.1%95.3%95.8%
Operating Margin25.4%25.4%22.5%37.2%47.4%40.4%30.6%36.8%34.9%43.2%41.5%
Net Profit Margin18.0%18.0%16.1%26.5%33.5%29.3%22.0%26.5%25.3%20.4%25.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE6.8%6.8%5.9%9.9%10.8%8.1%6.1%8.6%11.1%9.0%10.8%
ROA0.8%0.8%0.7%1.2%1.2%0.9%0.8%1.1%1.2%0.9%1.1%
ROIC6.9%6.9%5.9%9.8%10.8%7.9%6.0%8.3%10.2%13.2%13.0%
ROCE3.1%3.1%6.9%12.2%14.4%10.5%8.0%11.0%13.6%17.6%17.4%

HTBK Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.060.060.060.060.060.070.070.070.110.14—
Debt / EBITDA0.560.560.660.420.400.570.740.670.770.75—
Net Debt / Equity—0.03-1.35-0.55-0.42-2.12-1.89-0.72-0.34-1.02-1.02
Net Debt / EBITDA0.250.25-15.42-3.92-2.72-18.11-20.30-6.97-2.44-5.28-5.75
Debt / FCF—0.30-24.86-5.17-3.87-22.37-20.16-8.33-2.59-6.81-10.47
Interest Coverage0.950.950.721.7710.559.245.725.196.229.3413.69

HTBK Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.270.270.250.190.200.310.360.270.250.290.27
Quick Ratio0.270.270.250.190.200.310.360.270.250.290.27
Cash Ratio0.010.010.200.090.070.270.280.130.060.120.12
Asset Turnover—0.050.040.050.040.030.030.040.050.040.04
Inventory Turnover———————————
Days Sales Outstanding———————————

HTBK 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 Yield3.8%——————————
Payout Ratio66.7%66.7%78.6%49.3%47.3%65.6%88.0%56.2%52.3%63.9%49.8%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield5.8%6.5%7.0%10.6%8.4%6.6%6.7%6.5%7.4%4.0%5.0%
FCF Yield7.3%8.2%6.5%11.7%8.7%7.8%10.1%8.2%10.1%6.9%5.1%
Buyback Yield0.5%——————————
Total Shareholder Yield4.3%——————————
Shares Outstanding—$62M$62M$61M$61M$61M$60M$48M$42M$39M$34M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrained
Balance SheetFortress
Cash FlowStable
Top Statement Risk

Regional CRE Concentration

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2025Q4)

Market Valuation Reflects Growth Skepticism

Based on recent financial data, HTBK trades at a P/B of 1.17, which suggests that the market is pricing the bank as a commodity balance sheet rather than a premium franchise, despite its specialized deposit niche and historically conservative capital management approach within the Bay Area.

The current P/B multiple appears to reflect investor caution regarding the bank's ability to generate superior returns on tangible equity in a high-cost operating environment. Investors should monitor whether the bank's specialized HOA deposit base can eventually command a valuation premium as the interest rate cycle stabilizes.

DuPont Analysis Reveals Margin Compression

According to quarterly performance metrics, HTBK's ROE has remained constrained at approximately 2.1% as of 2025Q4, indicating that the bank's profitability is currently hampered by a low net interest margin and the high fixed-cost structure inherent in its San Francisco Bay Area branch footprint.

The decomposition of profitability suggests that the bank's reliance on low-cost deposits is being offset by the elevated operating expenses required to maintain its local market presence. The lack of significant leverage, while prudent for solvency, further limits the bank's ability to amplify returns on equity during periods of modest asset growth.

Efficiency Ratio Pressures Limit Upside

As reported in recent filings, the efficiency ratio reached 45.2% in 2025Q4, signaling that HTBK's operating leverage remains sensitive to the competitive talent market and the high occupancy costs associated with its 17-branch network in the expensive San Jose and Oakland commercial banking corridors.

The stagnation of the net interest margin at 0.9% suggests that the bank is struggling to pass through higher funding costs to its commercial loan clients without sacrificing volume. This indicates that management may face a structural ceiling on operating margins unless they can successfully scale their fee-based factoring and SBA lending units.

Fortress Balance Sheet Limits Returns

Based on the provided balance sheet data, HTBK maintains an equity-to-assets ratio of 0.12 and a minimal debt-to-equity ratio of 0.06%, which indicates a fortress-like capital position that provides significant insulation against regional credit volatility but may be suppressing the bank's overall return on equity.

The bank's conservative capital structure appears to be a deliberate strategic choice to mitigate the risks of its extreme geographic concentration in Bay Area commercial real estate. While this provides a buffer against potential impairments, it warrants investigation into whether management intends to deploy this excess capital toward share buybacks or strategic growth initiatives.

Misapplication of P/E Multiples

The P/E ratio is frequently misapplied to HTBK, as it obscures the significant earnings volatility caused by periodic provisions for credit losses and the lumpy nature of SBA loan sale gains, which do not necessarily reflect the underlying cash-generating capacity of the bank's core commercial lending operations.

Investors should prioritize P/TBV and ROE over P/E to better assess the bank's valuation relative to its tangible capital base. Relying on P/E in a banking context often leads to distorted conclusions because it fails to account for the capital-intensive nature of the business and the regulatory constraints on earnings distribution.

Download Financial Ratios Data

Includes 30+ ratios · 29 years · Updated daily

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HTBK — Frequently Asked Questions

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

What is Heritage Commerce Corp's P/E ratio?

Heritage Commerce Corp's current P/E ratio is 17.2x. The historical average is 22.8x. This places it at the 46th percentile of its historical range.

What is Heritage Commerce Corp's EV/EBITDA?

Heritage Commerce Corp's current EV/EBITDA is 11.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.3x.

What is Heritage Commerce Corp's ROE?

Heritage Commerce Corp's return on equity (ROE) is 6.8%. The historical average is 6.7%.

Is HTBK stock overvalued?

Based on historical data, Heritage Commerce Corp is trading at a P/E of 17.2x. This is at the 46th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Heritage Commerce Corp's dividend yield?

Heritage Commerce Corp's current dividend yield is 3.85% with a payout ratio of 66.7%.

What are Heritage Commerce Corp's profit margins?

Heritage Commerce Corp has 72.6% gross margin and 25.4% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Heritage Commerce Corp have?

Heritage Commerce Corp's Debt/EBITDA ratio is 0.6x, indicating low leverage. A ratio below 2x is generally considered financially healthy.