COMP <GO>
LKFN vs BHRB // EV/EBITDA & P/E VALUATION
Lakeland Financial Corporation (NASDAQ) VS. Burke & Herbert Financial Services Corp. (NASDAQ) • 15-METRIC TALLY: LKFN 5
— BHRB 2
■ METRIC PARITY
LAST: $61.02 (+1.03%) • MKT CAP: $1.51B
valuation
—
LAST: $71.08 (+0.88%) • MKT CAP: $1.43B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LKFN VS. BHRB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LKFN | BHRB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.60% | 13.70% | -0.10 | BHRB | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 6.88% | 6.71% | +0.17 | LKFN | /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 | 3.41% | 2.36% | +1.05 | LKFN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | LKFN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.2 | 52.3 | +2.88 | LKFN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 11.3x | +2.30 | BHRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.51B | $1.43B | $72.4M | LKFN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LKFN REV | BHRB REV | LKFN GROSS % | BHRB GROSS % | LKFN FCF | BHRB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $103.8M | $96.2M |
| FY 2024 | $0 | $0 | — | — | $93.9M | $81.2M |
| FY 2023 | $0 | $0 | — | — | $114.0M | $42.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LKFN // BETA —
BHRB // BETA —