| P/E (FY) | 14.3 | Sales (TTM) | $339.6M |
| Earnings (TTM) | $98.4M | ROE | 9.92% |
| Net Margin | 27.67% | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | 5.84% | Sales Growth 3Y | 3.47% |
Univest Financial is the bank holding company for Univest Bank and Trust Co., providing banking services in the United States through Banking, Wealth Management, and Insurance segments. The Banking segment offers deposit taking, loan origination, mortgage banking, and equipment lease financing. Wealth Management provides investment advisory, financial planning, trust, and brokerage services, while the Insurance segment offers commercial, personal, and employee benefit insurance brokerage.
| Market Cap | $1.23B | Trading Days | 5294 |
| 52W High | 45.46 |
| 52W Low | 27.91 |
| % Off High | −2.33% |
| YTD | 37.29% | 1Y | 58.02% |
| 3Y | 151.57% | 5Y | 91.16% |
| 10Y | 187.98% | Since incept. (ann.) | 5.56% |
Investment Advice 44% · Financial Service Other 21% · Deposit Account 17% · Fiduciary And Trust 17%
| Ann. Volatility (1Y) | 25.34% | Ann. Volatility (3Y) | 29.70% |
| Sharpe (1Y) | 1.87 | Sharpe (3Y) | 1.19 |
| Max Drawdown (1Y) | −11.34% | Max Drawdown (3Y) | −20.91% |
| Beta (3Y, vs SPY) | 0.84 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| OSBC | OLD SECOND BANCORP INC | $1.30B | 15.6 |
| MCB | Metropolitan Bank Holding Corp. | $1.15B | 14.0 |
| HBT | HBT Financial, Inc. | $1.33B | 15.0 |
| FMBH | FIRST MID BANCSHARES, INC. | $1.40B | 13.7 |
| CCB | COASTAL FINANCIAL CORP | $1.08B | 23.1 |
| CTBI | COMMUNITY TRUST BANCORP INC /KY/ | $1.42B | 14.4 |
| HBNC | HORIZON BANCORP INC /IN/ | $1.06B | — |
| TMP | TOMPKINS FINANCIAL CORP | $1.43B | 8.8 |
| CCNE | CNB FINANCIAL CORP/PA | $1.05B | 14.3 |
| EQBK | EQUITY BANCSHARES INC | $1.05B | 41.2 |
| BFST | Business First Bancshares, Inc. | $1.05B | 11.5 |
| MBWM | MERCANTILE BANK CORP |
| $1.04B |
| 11.0 |