COMP <GO>
BHRB vs AMAL // RETURN ON INVESTED CAPITAL (ROIC)
Burke & Herbert Financial Services Corp. (NASDAQ) VS. Amalgamated Financial Corp. (NASDAQ) • 15-METRIC TALLY: BHRB 4
— AMAL 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BHRB
LAST: $70.60 (-2.01%) • MKT CAP: $1.45B
roic
13.70%
LAST: $49.89 (-1.07%) • MKT CAP: $1.51B
roic
13.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BHRB VS. AMAL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BHRB | AMAL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.70% | 13.10% | +0.60 | BHRB | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 6.71% | 8.76% | -2.05 | AMAL | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.36% | 1.12% | +1.24 | BHRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.5 | 58.6 | +0.90 | BHRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 13.7x | -2.40 | BHRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.45B | $1.51B | -$58.5M | AMAL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BHRB REV | AMAL REV | BHRB GROSS % | AMAL GROSS % | BHRB FCF | AMAL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.33B | $3.73B | — | — | $96.2M | $134.4M |
| FY 2024 | $3.28B | $3.47B | — | — | $81.2M | $122.3M |
| FY 2023 | $256.1M | $445.5M | — | — | $42.5M | $117.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BHRB // BETA —
AMAL // BETA —