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GHM vs HFWA

Comparison between Graham Corp (GHM, Company) and Heritage Financial Corp (HFWA, Company).

GHM is from the Industrials sector, while HFWA is from the Financial Services sector.

5-Year PerformanceGHM has outperformed HFWA, delivering a return of +51.6% compared to +8.4%

GHM vs HFWA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
GHM
$1.18B
Winner
HFWA
$1.18B
Max Drawdown
GHM
87.66%
Winner
HFWA
68.97%
Sharpe Ratio
Winner
GHM
1.56
HFWA
0.62
5Y Beta
GHM
1.70
Winner
HFWA
0.80
Industry
GHM
Specialty Industrial Machinery
HFWA
Banks - Regional
P/E Ratio
GHM
93.73
Winner
HFWA
14.08
Forward P/E
GHM
58.82
Winner
HFWA
12.33
PEG Ratio
GHM
77.16
Winner
HFWA
0.40
Dividend Yield
GHM
N/A
HFWA
3.26%
5Y Dividends CAGR
Winner
GHM
15.29%
HFWA
3.71%
5Y EPS CAGR
Winner
GHM
36.73%
HFWA
4.17%
Debt to Equity
GHM
9.26%
Winner
HFWA
0.00%
Free Cash Flow Yield
GHM
-0.01%
Winner
HFWA
6.78%
P/S Ratio
GHM
5.08
Winner
HFWA
4.45
P/B Ratio
GHM
9.62
Winner
HFWA
1.10

GHM vs HFWA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GHM
+11.94%
HFWA
+2.44%
3M
Winner
GHM
+18.05%
HFWA
+8.71%
6M
Winner
GHM
+51.56%
HFWA
+24.16%
1Y
Winner
GHM
+109.04%
HFWA
+19.31%
5Y(CAGR)
Winner
GHM
+51.56%
HFWA
+8.43%
10Y(CAGR)
Winner
GHM
+19.23%
HFWA
+8.97%
Max(CAGR)
Winner
GHM
+18.25%
HFWA
+8.18%

GHM vs HFWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGHMHFWA
2026+61.99%+26.41%
2025+45.51%+2.45%
2024+130.77%+21.08%
2023+94.56%-26.28%
2022-26.73%+28.53%
2021-12.67%+9.22%
2020-27.73%-14.06%
2019-2.85%-2.73%
2018+8.30%-0.02%
2017-12.66%+21.19%
2016+36.82%+46.02%
2015-38.89%+13.14%
2014-17.32%+6.05%
2013+80.13%+15.50%
2012-15.99%+15.98%
2011+9.09%-7.09%
2010-5.64%-1.63%
2009+63.34%+12.07%
2008-51.52%-32.82%
2007+293.98%-15.32%
2006-39.88%+3.52%
2005+203.97%+13.39%
2004+47.49%+6.88%
2003+17.97%+26.85%
2002-27.06%+56.03%
2001+23.48%+23.90%
2000+47.24%+22.62%
1999-15.86%+1.47%

GHM vs HFWA Drawdown Comparison

The maximum drawdown for GHM was -86.11%, occurring on Feb 23, 2009. Recovery took 4097 trading sessions.

The maximum drawdown for HFWA was -65.13%, occurring on Mar 9, 2009. Recovery took 2673 trading sessions.

The current GHM drawdown is -13.14%. The current HFWA drawdown is -2.68%.

RankGHMHFWA
#1-86.11%
Aug 14, 2008 - Nov 22, 2024
-65.13%
Apr 4, 2006 - Nov 14, 2016
#2-51.11%
Nov 2, 2001 - Dec 16, 2004
-55.47%
Jul 23, 2018 - Oct 28, 2022
#3-50.94%
Jan 27, 2006 - Jun 13, 2007
-54.34%
Nov 7, 2022 - Jun 26, 2026
#4-49.64%
Dec 10, 2007 - May 2, 2008
-22.87%
Apr 3, 2003 - Sep 26, 2005
#5-46.46%
Feb 5, 2025 - Jun 26, 2025
-17.05%
Dec 17, 1999 - Jun 29, 2000
#6-41.18%
Jun 18, 2001 - Oct 26, 2001
-14.54%
Jan 25, 2017 - Apr 27, 2017
#7-37.45%
Sep 15, 2000 - Jun 18, 2001
-11.91%
Apr 27, 2017 - Jul 26, 2017
#8-33.58%
Sep 6, 2005 - Nov 23, 2005
-11.34%
Nov 29, 2017 - May 22, 2018
#9-23.03%
Nov 2, 1999 - May 18, 2000
-10.53%
Sep 1, 2000 - Nov 22, 2000
#10-19.88%
Nov 6, 2007 - Nov 28, 2007
-9.26%
Mar 20, 2001 - Jun 15, 2001
#11-18.33%
May 20, 2008 - Jun 2, 2008
-6.77%
Dec 29, 2000 - Feb 7, 2001
#12-18.24%
Aug 6, 2007 - Sep 4, 2007
-6.65%
Aug 1, 2017 - Sep 18, 2017
#13-18.21%
Aug 4, 2025 - Oct 6, 2025
-6.49%
Sep 30, 2005 - Oct 28, 2005
#14-16.58%
Jul 21, 2008 - Aug 1, 2008
-6.11%
Nov 6, 2017 - Nov 28, 2017
#15-16.51%
Jul 13, 2007 - Jul 30, 2007
-5.94%
Aug 28, 2001 - Dec 3, 2001

Correlation

Correlation between GHM and HFWA is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (2000 - 2026)

GHM vs HFWA dividend yield comparison.

YearGHMHFWA
20260.00%1.63%
20250.00%4.06%
20240.00%3.76%
20230.00%4.11%
20220.00%2.74%
20213.54%3.31%
20202.90%3.42%
20191.92%2.97%
20181.66%2.09%
20171.72%1.66%
20161.63%2.80%
20151.90%2.81%
20140.56%2.85%
20130.33%2.46%
20120.41%5.45%
20110.36%3.03%
20100.40%0.00%
20090.39%0.73%
20080.55%6.29%
20070.20%4.22%
20060.76%3.18%
20050.39%2.91%
20041.35%2.85%
20031.96%2.55%
20021.15%2.64%
20010.00%3.27%
20000.00%3.04%

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