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HTBK vs OPFI

HTBK
Heritage Commerce Corp
BULLISH
Price
$13.37
Market Cap
$823.5M
Sector
Financial Services
AI Confidence
75%
OPFI
OppFi Inc.
NEUTRAL
Price
$9.51
Market Cap
$818.9M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
HTBK
17.14
OPFI
9.61
Forward P/E
HTBK
12.52
OPFI
4.68
P/B Ratio
HTBK
1.16
OPFI
4.44
P/S Ratio
HTBK
4.21
OPFI
2.4
EV/EBITDA
HTBK
--
OPFI
--

Profitability

Gross Margin
HTBK
0.0%
OPFI
100.0%
Operating Margin
HTBK
45.34%
OPFI
40.59%
Profit Margin
HTBK
24.45%
OPFI
7.7%
ROE
HTBK
6.84%
OPFI
53.86%
ROA
HTBK
0.84%
OPFI
20.96%

Growth

Revenue Growth
HTBK
17.7%
OPFI
9.2%
Earnings Growth
HTBK
45.2%
OPFI
--

Financial Health

Debt/Equity
HTBK
--
OPFI
1.08
Current Ratio
HTBK
--
OPFI
5.71
Quick Ratio
HTBK
--
OPFI
5.32

Dividends

Dividend Yield
HTBK
3.89%
OPFI
--
Payout Ratio
HTBK
66.67%
OPFI
0.0%

AI Verdict

HTBK BULLISH

HTBK presents a stable financial profile with a Piotroski F-Score of 4/9 and is currently undervalued relative to its Graham Number ($14.23) and Intrinsic Value ($23.01). The company exhibits exceptional earnings growth (45.2% YoY) and a consistent track record of beating quarterly estimates over the last 25 quarters. However, a severely bearish technical trend (10/100) and modest ROE (6.84%) suggest caution regarding short-term timing. Overall, the strong fundamental growth and valuation discount outweigh the current technical weakness.

Strengths
Significant undervaluation relative to Intrinsic Value ($23.01) and Graham Number ($14.23)
Exceptional YoY earnings growth of 45.20%
Strong earnings track record with 3/4 recent beats and consistent positive surprises
Risks
Severely bearish technical trend (10/100) indicating strong downward price momentum
Low Return on Equity (6.84%) compared to high-performing regional peers
Piotroski F-Score of 4/9 indicates only 'stable' health rather than 'strong'
OPFI NEUTRAL

OPFI presents a dichotomy between strong operational efficiency and bearish sentiment indicators. While the Piotroski F-Score of 4/9 indicates stable financial health and the company boasts an exceptional ROE of 53.86%, the stock is currently trading at a premium to its Graham Number ($6.91) and Intrinsic Value ($6.93). Despite a very low forward P/E of 4.68 and a consistent track record of earnings beats, the analysis is tempered by a 0/100 technical trend and bearish insider activity, including sales by the CFO and Directors.

Strengths
Exceptional profitability metrics with ROE at 53.86% and ROA at 20.96%
Strong short-term liquidity with a Current Ratio of 5.71
Consistent earnings performance with 3/4 recent beats and high average surprises
Risks
Trading at a ~37% premium to defensive fair value (Graham Number)
Bearish insider sentiment with multiple sales by executives and directors
High exposure to underserved credit markets, increasing sensitivity to macroeconomic downturns

Compare Another Pair

HTBK vs OPFI: Head-to-Head Comparison

This page compares Heritage Commerce Corp (HTBK) and OppFi Inc. (OPFI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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