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Financial ServicesNMSUSD

Univest Financial Corporation

$0012345678900123456789.0012345678900123456789+0.4%
52w low (est.) $35.73$55.44 52w high (est.)
Market data · updated 1h ago
Market data
Market cap
USD1.24B
52w range
USD27.91 - USD45.46
Beta
0.65
Sector
Financial Services
Data quality
88/100
Valuation
P/E ratio
13.3x
DCF fair value
USD97.72
Margin of safety
+120.8%
Forward P/E
11.8x
PEG ratio
1.30
Dividend yield
2.09%
Quality & efficiency
Moat score
43/100
Return on equity
10.3%
Profit margin
29.5%
Growth & analysts
Revenue growth
+12.1%
Analyst target
USD42.67
Target upside
-3.6%
Analysts
3
Run the 10-point checklist before you buy How these numbers are made

About Univest Financial Corporation

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.

Valuation

ValueGrowthProfitHealthIncome70QUALITY
Overall Rating
68
Buy
Buy

Derived from filed metrics · High confidence (88% of the inputs available)

Moat Score43
DCF Intrinsic Value
USD97.72+120.8% upside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
USD1.24B
P/E Ratio
13.3
Dividend Yield
2.09%
Revenue Growth
+12.1%
Profit Margin
29.5%
ROE
10.3%
Debt / Equity
0.00
Beta
0.65
ValueMomentum
vs Financial Services sector:P/E 13 vs 0 Moat 43 vs 0Yield 2.09% vs 0.0%

Statistics

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