HFWA vs UTZ

Comparison between Heritage Financial Corp (HFWA, Company) and Utz Brands Inc - Class A (UTZ, Company).

HFWA is from the Financial Services sector, while UTZ is from the Consumer Defensive sector.

5-Year PerformanceHFWA has outperformed UTZ, delivering a return of +10.2% compared to -7.7%

HFWA vs UTZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HFWA(COMPANY)	UTZ(COMPANY)
Market Cap	$1.24B	$1.24B
Max Drawdown	68.97%	77.36%
Sharpe Ratio	0.83	0.32
5Y Beta	0.80	0.31
Industry	Banks - Regional	Packaged Foods
P/E Ratio	14.81	665.39
Forward P/E	12.33	18.15
PEG Ratio	0.42	N/A
Dividend Yield	3.16%	2.20%
5Y Dividends CAGR	3.71%	3.55%
5Y EPS CAGR	4.17%	N/A
Debt to Equity	0.00%	118.72%
Free Cash Flow Yield	6.45%	3.41%
P/S Ratio	4.68	0.86
P/B Ratio	1.12	1.75

Market Cap

Winner

HFWA

$1.24B

UTZ

$1.24B

Max Drawdown

Winner

HFWA

68.97%

UTZ

77.36%

Sharpe Ratio

Winner

HFWA

0.83

UTZ

0.32

5Y Beta

HFWA

0.80

Winner

UTZ

0.31

Industry

HFWA

Banks - Regional

UTZ

Packaged Foods

P/E Ratio

Winner

HFWA

14.81

UTZ

665.39

Forward P/E

Winner

HFWA

12.33

UTZ

18.15

PEG Ratio

HFWA

0.42

UTZ

N/A

Dividend Yield

Winner

HFWA

3.16%

UTZ

2.20%

5Y Dividends CAGR

Winner

HFWA

3.71%

UTZ

3.55%

5Y EPS CAGR

HFWA

4.17%

UTZ

N/A

Debt to Equity

Winner

HFWA

0.00%

UTZ

118.72%

Free Cash Flow Yield

Winner

HFWA

6.45%

UTZ

3.41%

P/S Ratio

HFWA

4.68

Winner

UTZ

0.86

P/B Ratio

Winner

HFWA

1.12

UTZ

1.75

HFWA vs UTZ - Historical Returns

Returns include dividend reinvestment.

Period	HFWA	UTZ
1 month	+5.43%	+99.86%
3 months	+10.31%	+87.84%
6 months	+16.05%	+37.60%
1 year	+26.24%	+0.04%
5 years(CAGR)	+10.15%	-7.67%
10 years(CAGR)	+9.34%	N/A
Max(CAGR)	+8.29%	+6.46%

HFWA

+5.43%

Winner

UTZ

+99.86%

HFWA

+10.31%

Winner

UTZ

+87.84%

HFWA

+16.05%

Winner

UTZ

+37.60%

Winner

HFWA

+26.24%

UTZ

+0.04%

5Y(CAGR)

Winner

HFWA

+10.15%

UTZ

-7.67%

10Y(CAGR)

HFWA

+9.34%

UTZ

N/A

Max(CAGR)

Winner

HFWA

+8.29%

UTZ

+6.46%

HFWA vs UTZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HFWA	UTZ
2026	+30.15%	+39.34%
2025	+2.45%	-30.04%
2024	+21.08%	-2.86%
2023	-26.28%	+1.78%
2022	+28.53%	-4.98%
2021	+9.22%	-26.22%
2020	-14.06%	+115.77%
2019	-2.73%	+6.53%
2018	-0.02%	+0.21%
2017	+21.19%	N/A
2016	+46.02%	N/A
2015	+13.14%	N/A
2014	+6.05%	N/A
2013	+15.50%	N/A
2012	+15.98%	N/A
2011	-7.09%	N/A
2010	-1.63%	N/A
2009	+12.07%	N/A
2008	-32.82%	N/A
2007	-15.32%	N/A
2006	+3.52%	N/A
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 UTZ Drawdown Comparison

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

The maximum drawdown for UTZ was -75.42%, occurring on Jun 4, 2026. This drawdown has not yet recovered.

The current HFWA drawdown is -3.07%. The current UTZ drawdown is -48.59%.

Rank	HFWA	UTZ
#1	-65.13% Apr 4, 2006 - Nov 14, 2016	-75.42% May 3, 2021 - Jun 4, 2026
#2	-55.47% Jul 23, 2018 - Oct 28, 2022	-12.83% Aug 31, 2020 - Nov 13, 2020
#3	-54.34% Nov 7, 2022 - Jun 26, 2026	-11.34% Feb 22, 2021 - Mar 17, 2021
#4	-22.87% Apr 3, 2003 - Sep 26, 2005	-9.79% Feb 4, 2020 - Jun 5, 2020
#5	-17.05% Dec 17, 1999 - Jun 29, 2000	-9.07% Mar 19, 2021 - Apr 23, 2021
#6	-14.54% Jan 25, 2017 - Apr 27, 2017	-7.27% Jun 23, 2020 - Aug 25, 2020
#7	-11.91% Apr 27, 2017 - Jul 26, 2017	-6.74% Nov 27, 2020 - Dec 15, 2020
#8	-11.34% Nov 29, 2017 - May 22, 2018	-6.00% Dec 22, 2020 - Jan 13, 2021
#9	-10.53% Sep 1, 2000 - Nov 22, 2000	-5.83% Jan 14, 2021 - Jan 20, 2021
#10	-9.26% Mar 20, 2001 - Jun 15, 2001	-4.75% Jan 27, 2021 - Feb 8, 2021
#11	-6.77% Dec 29, 2000 - Feb 7, 2001	-4.03% Mar 17, 2021 - Mar 19, 2021
#12	-6.65% Aug 1, 2017 - Sep 18, 2017	-3.69% Oct 24, 2019 - Jan 15, 2020
#13	-6.49% Sep 30, 2005 - Oct 28, 2005	-3.43% Jan 20, 2021 - Jan 26, 2021
#14	-6.11% Nov 6, 2017 - Nov 28, 2017	-3.29% Dec 17, 2020 - Dec 22, 2020
#15	-5.94% Aug 28, 2001 - Dec 3, 2001	-3.23% Jun 10, 2020 - Jun 23, 2020

Correlation

Correlation between HFWA and UTZ is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.21

-101

Dividend Comparison (2000 - 2026)

HFWA vs UTZ dividend yield comparison.

Year	HFWA	UTZ
2026	1.58%	0.89%
2025	4.06%	2.48%
2024	3.76%	1.72%
2023	4.11%	1.40%
2022	2.74%	1.38%
2021	3.31%	1.28%
2020	3.42%	0.50%
2019	2.97%	0.00%
2018	2.09%	0.00%
2017	1.66%	0.00%
2016	2.80%	0.00%
2015	2.81%	0.00%
2014	2.85%	0.00%
2013	2.46%	0.00%
2012	5.45%	0.00%
2011	3.03%	0.00%
2009	0.73%	0.00%
2008	6.29%	0.00%
2007	4.22%	0.00%
2006	3.18%	0.00%
2005	2.91%	0.00%
2004	2.85%	0.00%
2003	2.55%	0.00%
2002	2.64%	0.00%
2001	3.27%	0.00%
2000	3.04%	0.00%