Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including a full range of banking services such as deposit taking, loan origination, and servicing, mortgage banking, other general banking services, and equipment lease financing, Wealth Management segment offers investment advisory, financial planning, trust and brokerage services, and The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefits solutions, personal insurance lines and human resources consulting. It generates majority of its revenue from the banking segment.

Financial Strength

3/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	0.46
Equity-to-Asset	0.11
Debt-to-Equity	0.52
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	4/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.42	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

5/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	5.2
	3-Year EPS without NRI Growth Rate	14.3
	3-Year FCF Growth Rate	20.2
	3-Year Book Growth Rate	6.4

Momentum Rank

7/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	90.94
	9-Day RSI	77.42
	14-Day RSI	68.05
	6-1 Month Momentum %	14.77
	12-1 Month Momentum %	-5.73

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	3.96
	Dividend Payout Ratio	0.35
	3-Year Dividend Growth Rate	11.9
	Forward Dividend Yield %	3.96
	5-Year Yield-on-Cost %	4.35
	3-Year Average Share Buyback Ratio	-0.2
	Shareholder Yield %	-40.08

Profitability Rank

5/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	23.87
	FCF Margin %	28.15
	ROE %	8.6
	ROA %	0.92
	Years of Profitability over Past 10-Year	10

GF Value Rank

9/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	8.88
	PE Ratio without NRI	8.73
	Shiller PE Ratio	9.58
	Price-to-Owner-Earnings	7.92
	PEG Ratio	1.51
	PS Ratio	2.13
	PB Ratio	0.74
	Price-to-Tangible-Book	0.95
	Price-to-Free-Cash-Flow	7.56
	Price-to-Operating-Cash-Flow	6.99
	EV-to-Revenue	2.91
	EV-to-FCF	10.34
	Price-to-Projected-FCF	0.4
	Price-to-DCF (Earnings Based)	0.63
	Price-to-DCF (FCF Based)	0.52
	Price-to-Median-PS-Value	0.71
	Price-to-Peter-Lynch-Fair-Value	1.52
	Price-to-Graham-Number	0.61
	FCF Yield %	13.33
	Forward Rate of Return (Yacktman) %	18.59

Financials (Next Earnings Date:2024-07-26 Est.)

Annual Quarterly TTM

UVSP's 30-Y Financials

AAPL

Income Statement Breakdown

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Univest Financial Corp Operating Data

Annual Quarterly

UVSP's Complete Operating Data

No operating data available for Univest Financial Corp.

Guru Trades

See Details

Insider Trades

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Gurus Latest Trades with NAS:UVSP

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Univest Financial Corp Executives

Details

GF Value: $28.03

UVSP

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with UVSP. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	294.886
	EPS (TTM) ($)	2.39
	Beta	0.61
	Volatility %	33.52
	14-Day RSI	68.05
	14-Day ATR ($)	0.54883
	20-Day SMA ($)	19.5135
	12-1 Month Momentum %	-5.73
	52-Week Range ($)	16.1 - 22.49
	Shares Outstanding (Mil)	29.34

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	4
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Univest Financial Corp Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Univest Financial Corp Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

Univest Financial Corp Frequently Asked Questions

What is Univest Financial Corp(UVSP)'s stock price today?

The current price of UVSP is $21.23. The 52 week high of UVSP is $22.49 and 52 week low is $16.10.

When is next earnings date of Univest Financial Corp(UVSP)?

The next earnings date of Univest Financial Corp(UVSP) is 2024-07-26 Est..

Does Univest Financial Corp(UVSP) pay dividends? If so, how much?

The Dividend Yield % of Univest Financial Corp(UVSP) is 3.96% (As of Today), Highest Dividend Payout Ratio of Univest Financial Corp(UVSP) was 0.56. The lowest was 0.26. And the median was 0.41. The Forward Dividend Yield % of Univest Financial Corp(UVSP) is 3.96%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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