BHRB vs ROOT

Comparison between Burke & Herbert Financial Services Corp (BHRB, Company) and Root Inc - Class A (ROOT, Company).

Both BHRB and ROOT are from the Financial Services sector.

5-Year PerformanceBHRB has outperformed ROOT, delivering a return of +10.6% compared to -17.9%

BHRB vs ROOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHRB(COMPANY)	ROOT(COMPANY)
Market Cap	$1.06B	$869M
Max Drawdown	48.39%	99.29%
Sharpe Ratio	0.44	-0.86
5Y Beta	0.86	1.48
Industry	Banks - Regional	Insurance - Property & Casualty
P/E Ratio	9.05	12.13
Forward P/E	N/A	1.70
PEG Ratio	0.09	N/A
Dividend Yield	3.13%	N/A
5Y Dividends CAGR	6.58%	N/A
Debt to Equity	60.73%	61.46%
Free Cash Flow Yield	7.98%	21.76%

Market Cap

Winner

BHRB

$1.06B

ROOT

$869M

Max Drawdown

Winner

BHRB

48.39%

ROOT

99.29%

Sharpe Ratio

Winner

BHRB

0.44

ROOT

-0.86

5Y Beta

Winner

BHRB

0.86

ROOT

1.48

Industry

BHRB

Banks - Regional

ROOT

Insurance - Property & Casualty

P/E Ratio

Winner

BHRB

9.05

ROOT

12.13

Forward P/E

BHRB

N/A

ROOT

1.70

PEG Ratio

BHRB

0.09

ROOT

N/A

Dividend Yield

BHRB

3.13%

ROOT

N/A

5Y Dividends CAGR

BHRB

6.58%

ROOT

N/A

Debt to Equity

Winner

BHRB

60.73%

ROOT

61.46%

Free Cash Flow Yield

BHRB

7.98%

Winner

ROOT

21.76%

BHRB vs ROOT - Historical Returns

Returns include dividend reinvestment.

Period	BHRB	ROOT
1 month	+6.92%	+1.51%
3 months	+8.88%	+7.72%
6 months	+10.38%	-22.77%
1 year	+16.05%	-53.75%
5 years(CAGR)	+10.56%	-17.93%
10 years(CAGR)	+7.70%	N/A
Max(CAGR)	+8.46%	-31.57%

Winner

BHRB

+6.92%

ROOT

+1.51%

Winner

BHRB

+8.88%

ROOT

+7.72%

Winner

BHRB

+10.38%

ROOT

-22.77%

Winner

BHRB

+16.05%

ROOT

-53.75%

5Y(CAGR)

Winner

BHRB

+10.56%

ROOT

-17.93%

10Y(CAGR)

BHRB

+7.70%

ROOT

N/A

Max(CAGR)

Winner

BHRB

+8.46%

ROOT

-31.57%

BHRB vs ROOT - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHRB	ROOT
2026	+16.51%	-21.45%
2025	+6.76%	-1.63%
2024	+3.03%	+593.31%
2023	-8.24%	+143.16%
2022	+33.46%	-92.42%
2021	+33.99%	-80.69%
2020	-20.19%	-41.81%
2019	-21.52%	N/A
2018	+15.11%	N/A
2017	+35.80%	N/A
2016	+2.84%	N/A
2015	+5.04%	N/A
2014	-4.81%	N/A
2013	+2.03%	N/A
2012	+1.13%	N/A
2011	+3.27%	N/A
2010	+30.49%	N/A
2009	+11.79%	N/A
2008	+36.38%	N/A
2007	-23.18%	N/A
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 ROOT 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 ROOT was -99.29%, occurring on Mar 13, 2023. This drawdown has not yet recovered.

The current BHRB drawdown is -7.07%. The current ROOT drawdown is -88.54%.

Rank	BHRB	ROOT
#1	-47.88% May 23, 2023 - Oct 27, 2023	-99.29% Oct 28, 2020 - Mar 13, 2023
#2	-46.28% Mar 17, 2004 - Mar 23, 2010	N/A
#3	-44.76% Jan 23, 2019 - Nov 8, 2022	N/A
#4	-17.91% Mar 23, 2010 - Dec 29, 2010	N/A
#5	-16.37% Nov 16, 2022 - Apr 25, 2023	N/A
#6	-14.21% May 4, 2015 - Jun 7, 2017	N/A
#7	-11.88% May 20, 2013 - Apr 24, 2015	N/A
#8	-10.35% Apr 26, 2023 - May 22, 2023	N/A
#9	-9.62% Mar 23, 2011 - May 20, 2013	N/A
#10	-7.14% Dec 19, 2017 - Feb 15, 2018	N/A
#11	-6.52% Dec 29, 2010 - Mar 4, 2011	N/A
#12	-5.40% Apr 24, 2015 - May 4, 2015	N/A
#13	-4.87% Mar 19, 2002 - Apr 24, 2002	N/A
#14	-4.63% Nov 8, 2022 - Nov 15, 2022	N/A
#15	-4.43% Aug 1, 2002 - Dec 9, 2002	N/A

Correlation

Correlation between BHRB and ROOT is -0.50 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.50

-101