BHRB vs SMPL

Comparison between Burke & Herbert Financial Services Corp (BHRB, Company) and Simply Good Foods Company (SMPL, Company).

BHRB is from the Financial Services sector, while SMPL is from the Consumer Defensive sector.

5-Year PerformanceBHRB has outperformed SMPL, delivering a return of +10.6% compared to -20.2%

BHRB vs SMPL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHRB(COMPANY)	SMPL(COMPANY)
Market Cap	$1.06B	$1.07B
Max Drawdown	48.39%	76.58%
Sharpe Ratio	0.44	-2.11
5Y Beta	0.86	0.41
Industry	Banks - Regional	Packaged Foods
P/E Ratio	9.05	-7.23
Forward P/E	N/A	7.44
PEG Ratio	0.09	N/A
Dividend Yield	3.13%	N/A
5Y Dividends CAGR	6.58%	N/A
Debt to Equity	60.73%	28.00%
Free Cash Flow Yield	7.98%	11.18%

Market Cap

BHRB

$1.06B

Winner

SMPL

$1.07B

Max Drawdown

Winner

BHRB

48.39%

SMPL

76.58%

Sharpe Ratio

Winner

BHRB

0.44

SMPL

-2.11

5Y Beta

BHRB

0.86

Winner

SMPL

0.41

Industry

BHRB

Banks - Regional

SMPL

Packaged Foods

P/E Ratio

BHRB

9.05

Winner

SMPL

-7.23

Forward P/E

BHRB

N/A

SMPL

7.44

PEG Ratio

BHRB

0.09

SMPL

N/A

Dividend Yield

BHRB

3.13%

SMPL

N/A

5Y Dividends CAGR

BHRB

6.58%

SMPL

N/A

Debt to Equity

BHRB

60.73%

Winner

SMPL

28.00%

Free Cash Flow Yield

BHRB

7.98%

Winner

SMPL

11.18%

BHRB vs SMPL - Historical Returns

Returns include dividend reinvestment.

Period	BHRB	SMPL
1 month	+6.92%	-5.04%
3 months	+8.88%	+1.37%
6 months	+10.38%	-43.83%
1 year	+16.05%	-64.07%
5 years(CAGR)	+10.56%	-20.16%
10 years(CAGR)	+7.70%	-0.11%
Max(CAGR)	+8.46%	-0.11%

Winner

BHRB

+6.92%

SMPL

-5.04%

Winner

BHRB

+8.88%

SMPL

+1.37%

Winner

BHRB

+10.38%

SMPL

-43.83%

Winner

BHRB

+16.05%

SMPL

-64.07%

5Y(CAGR)

Winner

BHRB

+10.56%

SMPL

-20.16%

10Y(CAGR)

Winner

BHRB

+7.70%

SMPL

-0.11%

Max(CAGR)

Winner

BHRB

+8.46%

SMPL

-0.11%

BHRB vs SMPL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHRB	SMPL
2026	+16.51%	-39.26%
2025	+6.76%	-48.53%
2024	+3.03%	-1.84%
2023	-8.24%	+5.68%
2022	+33.46%	-9.62%
2021	+33.99%	+39.92%
2020	-20.19%	+12.56%
2019	-21.52%	+50.85%
2018	+15.11%	+30.17%
2017	+35.80%	+18.83%
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 SMPL 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 SMPL was -76.58%, occurring on Apr 10, 2026. This drawdown has not yet recovered.

The current BHRB drawdown is -7.07%. The current SMPL drawdown is -73.35%.

Rank	BHRB	SMPL
#1	-47.88% May 23, 2023 - Oct 27, 2023	-76.58% Apr 19, 2022 - Apr 10, 2026
#2	-46.28% Mar 17, 2004 - Mar 23, 2010	-51.57% Sep 12, 2019 - Dec 30, 2020
#3	-44.76% Jan 23, 2019 - Nov 8, 2022	-20.17% Jan 4, 2022 - Apr 14, 2022
#4	-17.91% Mar 23, 2010 - Dec 29, 2010	-17.77% Nov 19, 2018 - Feb 12, 2019
#5	-16.37% Nov 16, 2022 - Apr 25, 2023	-17.37% Mar 17, 2021 - Apr 29, 2021
#6	-14.21% May 4, 2015 - Jun 7, 2017	-15.43% Jan 2, 2018 - Jul 2, 2018
#7	-11.88% May 20, 2013 - Apr 24, 2015	-13.87% Dec 31, 2020 - Mar 9, 2021
#8	-10.35% Apr 26, 2023 - May 22, 2023	-12.87% Nov 5, 2021 - Dec 27, 2021
#9	-9.62% Mar 23, 2011 - May 20, 2013	-12.54% Oct 1, 2018 - Nov 2, 2018
#10	-7.14% Dec 19, 2017 - Feb 15, 2018	-9.63% Jul 23, 2021 - Oct 25, 2021
#11	-6.52% Dec 29, 2010 - Mar 4, 2011	-9.17% May 7, 2021 - May 26, 2021
#12	-5.40% Apr 24, 2015 - May 4, 2015	-9.06% Oct 10, 2017 - Nov 15, 2017
#13	-4.87% Mar 19, 2002 - Apr 24, 2002	-8.85% Feb 15, 2019 - Apr 2, 2019
#14	-4.63% Nov 8, 2022 - Nov 15, 2022	-8.67% Jul 12, 2017 - Oct 10, 2017
#15	-4.43% Aug 1, 2002 - Dec 9, 2002	-7.82% Jul 9, 2019 - Aug 22, 2019