Is Burke & Herbert Financial Services Corp. (BHRB) Overvalued?
We dive into why Burke & Herbert Financial Services Corp. (BHRB) could be considered overvalued on 2026-08-07, based on AAII’s Value Score and Grade.Michael Rose
| SECTOR | INDUSTRY |
| Financials | Banks |
A+ Stock Grade Summary:
| VALUE: |
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Michael Rose
Michael Rose
Jenna Brashear
Jenna Brashear
Tudor Pop
| Share Statistics | BHRB | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $1,390.5 | $673.5 | 50% |
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| Shares Out (Mil) | 18.5 | 15.4 | 29% |
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| Institutional Ownership | 76.0% | 84.1% | 46% |
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| Float (Mil) | 17.3 | 21.6 | 26% |
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| Beta | 0.22 | 0.45 | 13% |
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| Avg Daily Volume (000s) | 129 | 44 | 39% |
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| Price Change (52-week) |
14.8% | 90.3% | 65% |
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| Growth | BHRB | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 29.4% | 7.7% | 89% |
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| Net Income (5yr) | 34.7% | 11.1% | 88% |
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| EPS (5yr) | 16.8% | 10.0% | 62 |
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| Dividends (5yr) | 1.9% | 3.6% | 91% |
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| Cash Flow (5yr) | (12.0%) | (17.1%) | 57% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 3 | 3 | 3 | |
| Current EPS | $2.060 | $7.960 | $8.710 | |
| Month Ago EPS | $2.063 | $7.973 | $8.753 | |
| # Rev Up | 1 | 1 | 1 | |
| # Rev Down | 0 | 0 | 1 | |
| Three Months Ago EPS | $2.160 | $8.065 | $8.800 | |
| Year/Year Chg | 312.0% | 3.1% | 25.9% | |
| Financials | BHRB | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $360 | $187 | 37% |
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| Net Income (TTM) (Mil) | $97 | $53 | 60% |
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| EPS (TTM) | $6.054 | $2.600 | 89% |
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| Operating Cash Flow (TTM) (Mil) | $97 | $34 | 52% |
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| Net Cash Flow (TTM) (Mil) | ($158) | $2 | 12% |
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| Long-Term Debt (Q1) (Mil) | $183 | $94 | 49% |
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| Enterprise Value (Q1) (Mil) | na | $0 | na |
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| Valuation | BHRB | Industry Median |
Percentile (All Stocks) |
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| P/B | 1.17 | 1.23 | 30% |
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| P/E | 11.5 | 12.0 | 25% |
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| Dividend Yield | 3.2% | 2.3% | 85% |
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| PEG (5yr hist) | 0.7 | 1.1 | 34% |
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| Ratios | BHRB | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | na | 63.7% | na |
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| Net Margin | 26.9% | 29.2% | 85% |
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| ROA | 1.0% | 1.1% | 46% |
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| ROE | 9.9% | 11.3% | 57% |
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| Liabilities to Assets | 89.1% | 89.7% | 84% |
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| F-Score | 3 | 4 | 18% |
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Passing Stock Screens
As of 10/9/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 6.7% |
| +/- S&P 500: | -0.8 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors