BHRB vs FOR

Comparison between Burke & Herbert Financial Services Corp (BHRB, Company) and Forestar Group Inc New (FOR, Company).

BHRB is from the Financial Services sector, while FOR is from the Real Estate sector.

5-Year PerformanceBHRB has outperformed FOR, delivering a return of +9.6% compared to +7.5%

BHRB vs FOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHRB(COMPANY)	FOR(COMPANY)
Market Cap	$1.49B	$1.49B
Max Drawdown	48.39%	89.77%
Sharpe Ratio	1.12	0.44
5Y Beta	0.82	0.79
Industry	Banks - Regional	Real Estate - Development
P/E Ratio	11.74	8.73
Forward P/E	N/A	49.02
PEG Ratio	N/A	1.97
Dividend Yield	3.02%	N/A
5Y Dividends CAGR	6.58%	N/A
5Y EPS CAGR	N/A	13.85%
Debt to Equity	43.67%	42.76%
Free Cash Flow Yield	5.81%	19.00%

Market Cap

Winner

BHRB

$1.49B

FOR

$1.49B

Max Drawdown

Winner

BHRB

48.39%

FOR

89.77%

Sharpe Ratio

Winner

BHRB

1.12

FOR

0.44

5Y Beta

BHRB

0.82

Winner

FOR

0.79

Industry

BHRB

Banks - Regional

FOR

Real Estate - Development

P/E Ratio

BHRB

11.74

Winner

FOR

8.73

Forward P/E

BHRB

N/A

FOR

49.02

PEG Ratio

BHRB

N/A

FOR

1.97

Dividend Yield

BHRB

3.02%

FOR

N/A

5Y Dividends CAGR

BHRB

6.58%

FOR

N/A

5Y EPS CAGR

BHRB

N/A

FOR

13.85%

Debt to Equity

BHRB

43.67%

Winner

FOR

42.76%

Free Cash Flow Yield

BHRB

5.81%

Winner

FOR

19.00%

BHRB vs FOR - Historical Returns

Returns include dividend reinvestment.

Period	BHRB	FOR
1 month	+4.04%	-2.03%
3 months	+19.04%	+11.11%
6 months	+8.23%	-2.67%
1 year	+24.81%	+8.54%
5 years(CAGR)	+9.56%	+7.49%
10 years(CAGR)	+8.09%	+9.34%
Max(CAGR)	+8.57%	+1.11%

Winner

BHRB

+4.04%

FOR

-2.03%

Winner

BHRB

+19.04%

FOR

+11.11%

Winner

BHRB

+8.23%

FOR

-2.67%

Winner

BHRB

+24.81%

FOR

+8.54%

5Y(CAGR)

Winner

BHRB

+9.56%

FOR

+7.49%

10Y(CAGR)

BHRB

+8.09%

Winner

FOR

+9.34%

Max(CAGR)

Winner

BHRB

+8.57%

FOR

+1.11%

BHRB vs FOR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHRB	FOR
2026	+20.53%	+21.30%
2025	+6.76%	-3.86%
2024	+3.03%	-19.95%
2023	-8.24%	+112.94%
2022	+33.46%	-30.59%
2021	+33.99%	+7.83%
2020	-20.19%	-2.37%
2019	-21.52%	+52.08%
2018	+15.11%	-37.47%
2017	+35.80%	+63.57%
2016	+2.84%	+23.49%
2015	+5.04%	-29.51%
2014	-4.81%	-26.98%
2013	+2.03%	+19.56%
2012	+1.13%	+10.03%
2011	+3.27%	-21.32%
2010	+30.49%	-12.15%
2009	+11.79%	+148.36%
2008	+36.38%	-58.97%
2007	-23.18%	-1.71%
2006	-14.79%	N/A
2005	-0.25%	N/A
2004	-1.77%	N/A
2003	+73.00%	N/A
2002	+59.18%	N/A
2001	+2.82%	N/A

BHRB vs FOR Drawdown Comparison

The maximum drawdown for BHRB was -47.88%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The maximum drawdown for FOR was -89.77%, occurring on Nov 20, 2008. Recovery took 3888 trading sessions.

The current BHRB drawdown is -3.86%. The current FOR drawdown is -27.61%.

Rank	BHRB	FOR
#1	-47.88% May 23, 2023 - Oct 27, 2023	-89.77% Feb 12, 2008 - Jul 25, 2023
#2	-46.28% Mar 17, 2004 - Mar 23, 2010	-54.72% Apr 9, 2024 - Apr 21, 2025
#3	-44.76% Jan 23, 2019 - Nov 8, 2022	-25.97% Aug 7, 2023 - Nov 14, 2023
#4	-17.91% Mar 23, 2010 - Dec 29, 2010	-23.39% Dec 24, 2007 - Feb 4, 2008
#5	-16.37% Nov 16, 2022 - Apr 25, 2023	-12.48% Jan 22, 2024 - Mar 6, 2024
#6	-14.21% May 4, 2015 - Jun 7, 2017	-6.83% Dec 27, 2023 - Jan 8, 2024
#7	-11.88% May 20, 2013 - Apr 24, 2015	-5.95% Nov 22, 2023 - Dec 14, 2023
#8	-10.35% Apr 26, 2023 - May 22, 2023	-5.84% Feb 4, 2008 - Feb 6, 2008
#9	-9.62% Mar 23, 2011 - May 20, 2013	-4.28% Mar 8, 2024 - Mar 27, 2024
#10	-7.14% Dec 19, 2017 - Feb 15, 2018	-4.06% Mar 28, 2024 - Apr 9, 2024
#11	-6.52% Dec 29, 2010 - Mar 4, 2011	-2.96% Feb 7, 2008 - Feb 12, 2008
#12	-5.40% Apr 24, 2015 - May 4, 2015	-2.83% Jan 8, 2024 - Jan 22, 2024
#13	-4.87% Mar 19, 2002 - Apr 24, 2002	-2.12% Nov 15, 2023 - Nov 21, 2023
#14	-4.63% Nov 8, 2022 - Nov 15, 2022	-2.08% Dec 13, 2007 - Dec 21, 2007
#15	-4.43% Aug 1, 2002 - Dec 9, 2002	-1.92% Dec 14, 2023 - Dec 19, 2023