UTZ vs HFWA

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

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

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

UTZ vs HFWA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

UTZ

$1.24B

Winner

HFWA

$1.24B

Max Drawdown

UTZ

77.36%

Winner

HFWA

68.97%

Sharpe Ratio

UTZ

0.32

Winner

HFWA

0.83

5Y Beta

Winner

UTZ

0.31

HFWA

0.80

Industry

UTZ

Packaged Foods

HFWA

Banks - Regional

P/E Ratio

UTZ

665.39

Winner

HFWA

14.81

Forward P/E

UTZ

18.15

Winner

HFWA

12.33

PEG Ratio

UTZ

N/A

HFWA

0.42

Dividend Yield

UTZ

2.20%

Winner

HFWA

3.16%

5Y Dividends CAGR

UTZ

3.55%

Winner

HFWA

3.71%

5Y EPS CAGR

UTZ

N/A

HFWA

4.17%

Debt to Equity

UTZ

118.72%

Winner

HFWA

0.00%

Free Cash Flow Yield

UTZ

3.41%

Winner

HFWA

6.45%

P/S Ratio

Winner

UTZ

0.86

HFWA

4.68

P/B Ratio

UTZ

1.75

Winner

HFWA

1.12

UTZ vs HFWA - Historical Returns

Returns include dividend reinvestment.

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

Winner

UTZ

+99.86%

HFWA

+5.43%

Winner

UTZ

+87.84%

HFWA

+10.31%

Winner

UTZ

+37.60%

HFWA

+16.05%

UTZ

+0.04%

Winner

HFWA

+26.24%

5Y(CAGR)

UTZ

-7.67%

Winner

HFWA

+10.15%

10Y(CAGR)

UTZ

N/A

HFWA

+9.34%

Max(CAGR)

UTZ

+6.46%

Winner

HFWA

+8.29%

UTZ vs HFWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UTZ	HFWA
2026	+39.34%	+30.15%
2025	-30.04%	+2.45%
2024	-2.86%	+21.08%
2023	+1.78%	-26.28%
2022	-4.98%	+28.53%
2021	-26.22%	+9.22%
2020	+115.77%	-14.06%
2019	+6.53%	-2.73%
2018	+0.21%	-0.02%
2017	N/A	+21.19%
2016	N/A	+46.02%
2015	N/A	+13.14%
2014	N/A	+6.05%
2013	N/A	+15.50%
2012	N/A	+15.98%
2011	N/A	-7.09%
2010	N/A	-1.63%
2009	N/A	+12.07%
2008	N/A	-32.82%
2007	N/A	-15.32%
2006	N/A	+3.52%
2005	N/A	+13.39%
2004	N/A	+6.88%
2003	N/A	+26.85%
2002	N/A	+56.03%
2001	N/A	+23.90%
2000	N/A	+22.62%
1999	N/A	+1.47%

UTZ vs HFWA Drawdown Comparison

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

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

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

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

Correlation

Correlation between UTZ and HFWA 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)

UTZ vs HFWA dividend yield comparison.

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