HFWA vs ATEC

Comparison between Heritage Financial Corp (HFWA, Company) and Alphatec Holdings Inc (ATEC, Company).

HFWA is from the Financial Services sector, while ATEC is from the Healthcare sector.

5-Year PerformanceHFWA has outperformed ATEC, delivering a return of +10.2% compared to -10.3%

HFWA vs ATEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HFWA(COMPANY)	ATEC(COMPANY)
Market Cap	$1.24B	$1.24B
Max Drawdown	68.97%	98.90%
Sharpe Ratio	0.83	-0.06
5Y Beta	0.80	0.66
Industry	Banks - Regional	Medical Devices
P/E Ratio	14.81	-9.68
Forward P/E	12.33	333.33
PEG Ratio	0.42	0.48
Dividend Yield	3.16%	N/A
5Y Dividends CAGR	3.71%	N/A
5Y EPS CAGR	4.17%	-5.19%
Debt to Equity	0.00%	-10723.98%
Free Cash Flow Yield	6.45%	0.56%
P/S Ratio	4.68	1.57
P/B Ratio	1.12	126.55

Market Cap

Winner

HFWA

$1.24B

ATEC

$1.24B

Max Drawdown

Winner

HFWA

68.97%

ATEC

98.90%

Sharpe Ratio

Winner

HFWA

0.83

ATEC

-0.06

5Y Beta

HFWA

0.80

Winner

ATEC

0.66

Industry

HFWA

Banks - Regional

ATEC

Medical Devices

P/E Ratio

HFWA

14.81

Winner

ATEC

-9.68

Forward P/E

Winner

HFWA

12.33

ATEC

333.33

PEG Ratio

Winner

HFWA

0.42

ATEC

0.48

Dividend Yield

HFWA

3.16%

ATEC

N/A

5Y Dividends CAGR

HFWA

3.71%

ATEC

N/A

5Y EPS CAGR

Winner

HFWA

4.17%

ATEC

-5.19%

Debt to Equity

HFWA

0.00%

Winner

ATEC

-10723.98%

Free Cash Flow Yield

Winner

HFWA

6.45%

ATEC

0.56%

P/S Ratio

HFWA

4.68

Winner

ATEC

1.57

P/B Ratio

Winner

HFWA

1.12

ATEC

126.55

HFWA vs ATEC - Historical Returns

Returns include dividend reinvestment.

Period	HFWA	ATEC
1 month	+5.43%	-3.41%
3 months	+10.31%	-19.59%
6 months	+16.05%	-47.44%
1 year	+26.24%	-24.19%
5 years(CAGR)	+10.15%	-10.27%
10 years(CAGR)	+9.34%	+5.78%
Max(CAGR)	+8.29%	-12.00%

Winner

HFWA

+5.43%

ATEC

-3.41%

Winner

HFWA

+10.31%

ATEC

-19.59%

Winner

HFWA

+16.05%

ATEC

-47.44%

Winner

HFWA

+26.24%

ATEC

-24.19%

5Y(CAGR)

Winner

HFWA

+10.15%

ATEC

-10.27%

10Y(CAGR)

Winner

HFWA

+9.34%

ATEC

+5.78%

Max(CAGR)

Winner

HFWA

+8.29%

ATEC

-12.00%

HFWA vs ATEC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HFWA	ATEC
2026	+30.15%	-60.45%
2025	+2.45%	+132.23%
2024	+21.08%	-38.18%
2023	-26.28%	+27.73%
2022	+28.53%	+4.48%
2021	+9.22%	-18.59%
2020	-14.06%	+108.32%
2019	-2.73%	+218.16%
2018	-0.02%	-14.23%
2017	+21.19%	-17.39%
2016	+46.02%	-11.66%
2015	+13.14%	-78.56%
2014	+6.05%	-31.55%
2013	+15.50%	+16.86%
2012	+15.98%	-9.34%
2011	-7.09%	-37.45%
2010	-1.63%	-48.86%
2009	+12.07%	+116.19%
2008	-32.82%	-51.55%
2007	-15.32%	+42.37%
2006	+3.52%	-58.42%
2005	+13.39%	N/A
2004	+6.88%	N/A
2003	+26.85%	N/A
2002	+56.03%	N/A
2001	+23.90%	N/A
2000	+22.62%	N/A
1999	+1.47%	N/A

HFWA vs ATEC Drawdown Comparison

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

The maximum drawdown for ATEC was -98.90%, occurring on Feb 7, 2019. This drawdown has not yet recovered.

The current HFWA drawdown is -3.07%. The current ATEC drawdown is -92.38%.

Rank	HFWA	ATEC
#1	-65.13% Apr 4, 2006 - Nov 14, 2016	-98.90% Jun 2, 2006 - Feb 7, 2019
#2	-55.47% Jul 23, 2018 - Oct 28, 2022	N/A
#3	-54.34% Nov 7, 2022 - Jun 26, 2026	N/A
#4	-22.87% Apr 3, 2003 - Sep 26, 2005	N/A
#5	-17.05% Dec 17, 1999 - Jun 29, 2000	N/A
#6	-14.54% Jan 25, 2017 - Apr 27, 2017	N/A
#7	-11.91% Apr 27, 2017 - Jul 26, 2017	N/A
#8	-11.34% Nov 29, 2017 - May 22, 2018	N/A
#9	-10.53% Sep 1, 2000 - Nov 22, 2000	N/A
#10	-9.26% Mar 20, 2001 - Jun 15, 2001	N/A
#11	-6.77% Dec 29, 2000 - Feb 7, 2001	N/A
#12	-6.65% Aug 1, 2017 - Sep 18, 2017	N/A
#13	-6.49% Sep 30, 2005 - Oct 28, 2005	N/A
#14	-6.11% Nov 6, 2017 - Nov 28, 2017	N/A
#15	-5.94% Aug 28, 2001 - Dec 3, 2001	N/A

Correlation

Correlation between HFWA and ATEC is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101