HFWA
Price
$24.15
Change
-$0.08 (-0.33%)
Updated
Feb 21 closing price
Capitalization
671.96M
53 days until earnings call
SBSI
Price
$30.34
Change
-$0.41 (-1.33%)
Updated
Feb 21 closing price
Capitalization
885.16M
65 days until earnings call
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HFWA vs SBSI

Header iconHFWA vs SBSI Comparison
Open Charts HFWA vs SBSIBanner chart's image
Heritage Financial
Price$24.15
Change-$0.08 (-0.33%)
Volume$332.43K
Capitalization671.96M
Southside Bancshares
Price$30.34
Change-$0.41 (-1.33%)
Volume$97.07K
Capitalization885.16M
HFWA vs SBSI Comparison Chart
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HFWA
Daily Signalchanged days ago
Gain/Loss if bought
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SBSI
Daily Signalchanged days ago
Gain/Loss if bought
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HFWA vs. SBSI commentary
Feb 23, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HFWA is a Hold and SBSI is a Hold.

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COMPARISON
Comparison
Feb 23, 2025
Stock price -- (HFWA: $24.15 vs. SBSI: $30.34)
Brand notoriety: HFWA and SBSI are both not notable
Both companies represent the Regional Banks industry
Current volume relative to the 65-day Moving Average: HFWA: 168% vs. SBSI: 79%
Market capitalization -- HFWA: $671.96M vs. SBSI: $885.16M
HFWA [@Regional Banks] is valued at $671.96M. SBSI’s [@Regional Banks] market capitalization is $885.16M. The market cap for tickers in the [@Regional Banks] industry ranges from $133.96B to $0. The average market capitalization across the [@Regional Banks] industry is $5.88B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

HFWA’s FA Score shows that 2 FA rating(s) are green whileSBSI’s FA Score has 1 green FA rating(s).

  • HFWA’s FA Score: 2 green, 3 red.
  • SBSI’s FA Score: 1 green, 4 red.
According to our system of comparison, HFWA is a better buy in the long-term than SBSI.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

HFWA’s TA Score shows that 4 TA indicator(s) are bullish while SBSI’s TA Score has 2 bullish TA indicator(s).

  • HFWA’s TA Score: 4 bullish, 5 bearish.
  • SBSI’s TA Score: 2 bullish, 4 bearish.
According to our system of comparison, HFWA is a better buy in the short-term than SBSI.

Price Growth

HFWA (@Regional Banks) experienced а -0.41% price change this week, while SBSI (@Regional Banks) price change was -1.88% for the same time period.

The average weekly price growth across all stocks in the @Regional Banks industry was -1.09%. For the same industry, the average monthly price growth was +1.76%, and the average quarterly price growth was +9.90%.

Reported Earning Dates

HFWA is expected to report earnings on Apr 17, 2025.

SBSI is expected to report earnings on Apr 29, 2025.

Industries' Descriptions

@Regional Banks (-1.09% weekly)

Regional banks have a smaller reach than major banks, and cater mostly to one region of a country, such as a state or within a group of states. They offer services often similar – albeit with some limitations/smaller scale – compared to major banks. Taking deposits, making loans, mortgages, leases, credit cards , fund management, insurance and investment banking. SunTrust Banks, State Street Corp., M&T Bank Corp. are some examples of U.S. regional banks.

SUMMARIES
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FUNDAMENTALS
Fundamentals
SBSI($885M) has a higher market cap than HFWA($672M). HFWA has higher P/E ratio than SBSI: HFWA (10.83) vs SBSI (10.19). HFWA YTD gains are higher at: -0.498 vs. SBSI (-3.361). SBSI has more cash in the bank: 106M vs. HFWA (55.9M). HFWA has less debt than SBSI: HFWA (21.8M) vs SBSI (893M). SBSI (251M) and HFWA (244M) have equivalent revenues.
HFWASBSIHFWA / SBSI
Capitalization672M885M76%
EBITDAN/AN/A-
Gain YTD-0.498-3.36115%
P/E Ratio10.8310.19106%
Revenue244M251M97%
Total Cash55.9M106M53%
Total Debt21.8M893M2%
FUNDAMENTALS RATINGS
HFWA vs SBSI: Fundamental Ratings
HFWA
SBSI
OUTLOOK RATING
1..100
7761
VALUATION
overvalued / fair valued / undervalued
1..100
61
Fair valued
61
Fair valued
PROFIT vs RISK RATING
1..100
8088
SMR RATING
1..100
2118
PRICE GROWTH RATING
1..100
5060
P/E GROWTH RATING
1..100
1047
SEASONALITY SCORE
1..100
n/an/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

HFWA's Valuation (61) in the Regional Banks industry is in the same range as SBSI (61). This means that HFWA’s stock grew similarly to SBSI’s over the last 12 months.

HFWA's Profit vs Risk Rating (80) in the Regional Banks industry is in the same range as SBSI (88). This means that HFWA’s stock grew similarly to SBSI’s over the last 12 months.

SBSI's SMR Rating (18) in the Regional Banks industry is in the same range as HFWA (21). This means that SBSI’s stock grew similarly to HFWA’s over the last 12 months.

HFWA's Price Growth Rating (50) in the Regional Banks industry is in the same range as SBSI (60). This means that HFWA’s stock grew similarly to SBSI’s over the last 12 months.

HFWA's P/E Growth Rating (10) in the Regional Banks industry is somewhat better than the same rating for SBSI (47). This means that HFWA’s stock grew somewhat faster than SBSI’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HFWASBSI
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
68%
Momentum
ODDS (%)
Bearish Trend 3 days ago
58%
Bearish Trend 3 days ago
60%
MACD
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
65%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
62%
Bearish Trend 3 days ago
61%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
59%
Bearish Trend 3 days ago
61%
Advances
ODDS (%)
Bullish Trend 24 days ago
63%
Bullish Trend 18 days ago
57%
Declines
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
62%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
77%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
60%
Bearish Trend 3 days ago
68%
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HFWA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SBSI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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HFWA and

Correlation & Price change

A.I.dvisor indicates that over the last year, HFWA has been closely correlated with UBSI. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if HFWA jumps, then UBSI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HFWA
1D Price
Change %
HFWA100%
-0.33%
UBSI - HFWA
91%
Closely correlated
-3.37%
NWBI - HFWA
91%
Closely correlated
-0.63%
BANR - HFWA
89%
Closely correlated
-1.48%
FFBC - HFWA
89%
Closely correlated
-1.64%
FCF - HFWA
89%
Closely correlated
-0.98%
More

SBSI and

Correlation & Price change

A.I.dvisor indicates that over the last year, SBSI has been closely correlated with NWBI. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if SBSI jumps, then NWBI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBSI
1D Price
Change %
SBSI100%
-1.33%
NWBI - SBSI
87%
Closely correlated
-0.63%
FCF - SBSI
86%
Closely correlated
-0.98%
PEBO - SBSI
86%
Closely correlated
-2.25%
TCBK - SBSI
84%
Closely correlated
-1.12%
HFWA - SBSI
84%
Closely correlated
-0.33%
More