undamentalytics Newsletter

Amalgamated Financial vs Burke & Herbert Financial Services

Amalgamated Financial and Burke & Herbert Financial Services are similar in size: $329m and $342m of revenue in their latest fiscal years. Burke & Herbert Financial Services grew faster (30.6% against 4.1%). Burke & Herbert Financial Services kept more of each dollar of sales as profit: a net margin of 34.3% against 31.8%.

Latest fiscal yearAmalgamated FinancialAMAL, 2025Burke & Herbert Financial ServicesBHRB, 2025
Revenue $329m $342m
Revenue growth 4.1% 30.6%
Net income $104m $117m
Operating margin — —
Net margin 31.8% 34.3%
Return on equity 13.9% 14.8%
Free cash flow $134m $96.2m
Cash $291m $289m
Total debt $0 $450m
Debt to equity — —
Dividend per share — $2.20
Dividend yield 1.3% 2.5%
Share buybacks $32.3m —
Employees 450 832
Market value $1.49bn $1.43bn
Price vs our value range — —
Moat score 81 (Strong) —
Insider trades, 12 months 0 buys, 57 sales 15 buys, 8 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.