HERITAGE FINANCIAL CORP /WA/ HFWA

Latest FY: 2025 Financial Services Banks - Regional
Market Price $29.74
Market Cap $1.24B
P/E Ratio 15.17
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↑189.9% YoY
$246.14M
3-Yr CAGR: -0.4%
Net Income ↑56.1% YoY
$67.53M
Net Margin: 27.4%
Free Cash Flow ↑40.4% YoY
$85.66M
FCF Yield: 6.93%
EPS (Diluted) ↑58.1% YoY
$1.96
Basic: $1.99
Return on Equity Efficiency
7.3%
ROA: 1.0%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (HFWA)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $38.9M $1.30 $54.0M $47.3M
FY 2017 $41.8M +7.4% $1.39 +6.9% $73.5M $70.5M +49.1%
FY 2018 $195.4M $183.0M $53.1M +27.0% $1.49 +7.2% $82.4M $59.2M -16.0%
FY 2019 $208.7M +6.8% $190.5M $67.6M +27.3% $1.83 +22.8% $87.6M $74.6M +26.0%
FY 2020 $212.3M +1.7% $199.0M $46.6M -31.1% $1.29 -29.5% $70.3M $63.3M -15.1%
FY 2021 $240.4M +13.2% $233.4M $98.0M +110.5% $2.73 +111.6% $69.5M $66.5M +5.0%
FY 2022 $249.0M +3.6% $240.9M $81.9M -16.5% $2.31 -15.4% $94.5M $90.4M +36.0%
FY 2023 $243.8M -2.1% $184.5M $61.8M -24.6% $1.75 -24.2% $109.5M $99.1M +9.6%
FY 2024 $-273.9M -212.3% $43.3M -30.0% $1.24 -29.1% $64.5M $61.0M -38.5%
FY 2025 $246.1M +189.9% $156.3M $67.5M +56.1% $1.96 +58.1% $94.8M $85.7M +40.4%
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Valuation

Market Price $29.74
Market Cap $1.24B
Enterprise Value N/A
P/E Ratio 15.17
P/B Ratio 1.33
FCF Yield 6.93%
Dividend Yield 3.23%
Shares Outstanding 41,218,800
%

Profitability & Margins

Gross Margin 63.50%
Operating Margin 31.93%
Net Margin 27.44%
Return on Equity (ROE) 7.33%
Return on Assets (ROA) 0.97%
Asset Turnover 0.04x
Revenue 3-Yr CAGR -0.38%
🛡️

Financial Health & Liquidity

Current Ratio N/A
Cash Ratio N/A
Debt / Equity N/A
Debt / Assets N/A
Cash & Equivalents $233.09M
Total Debt N/A
Book Value / Share $22.36
💧

Cash Flow Efficiency

Operating Cash Flow $94.82M
Capital Expenditures (CapEx) $9.16M
Free Cash Flow $85.66M
OCF / Revenue 38.52%
FCF / Revenue 34.80%
FCF 3-Yr CAGR -1.79%
🏷️

Per Share Metrics

EPS (Diluted) $1.96
EPS (Basic) $1.99
Dividends / Share $0.96
Book Value / Share $22.36
EPS YoY Growth 58.06%
🏛️

Balance Sheet (FY 2025)

Total Assets $6.97B
Total Liabilities $6.05B
Stockholders' Equity $921.50M
Current Assets N/A
Current Liabilities N/A