38/120
1.6 / 5 stars
All 120 Win/Lose results shown below
HFWA Roast Me summary
HERITAGE FINANCIAL CORP /WA/ (HFWA). Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
- 2026-Q2: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Win; Revenue growth Lose; EPS growth Win.
- 2025-Q4: Total return Lose; Revenue growth Lose; EPS growth Win.
- 2025-Q3: Total return Lose; Revenue growth Lose; EPS growth Win.
Trailing 1 year (4 quarters): 4 wins, 8 lossesLast fetched: 25 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q20/3 |
LoseHFWA / S&P 14.93% / 15.20% |
LoseHFWA / S&P HFWA unavailable / 15.00% |
LoseHFWA / S&P 46.85% / 50.40% |
| 2026-Q12/3 |
WinHFWA / S&P 10.96% / -4.33% |
LoseHFWA / S&P HFWA unavailable / 11.30% |
WinHFWA / S&P 37.84% / 27.70% |
| 2025-Q41/3 |
LoseHFWA / S&P -1.18% / 2.65% |
LoseHFWA / S&P HFWA unavailable / 9.00% |
WinHFWA / S&P 58.06% / 13.40% |
| 2025-Q31/3 |
LoseHFWA / S&P 2.55% / 8.12% |
LoseHFWA / S&P HFWA unavailable / 4.61% |
WinHFWA / S&P 52.78% / 13.45% |
| 2025-Q21/3 |
LoseHFWA / S&P -1.00% / 10.94% |
LoseHFWA / S&P HFWA unavailable / 4.83% |
WinHFWA / S&P 13.49% / 10.63% |
| 2025-Q12/3 |
WinHFWA / S&P 0.24% / -4.27% |
LoseHFWA / S&P HFWA unavailable / 4.98% |
WinHFWA / S&P 11.28% / 10.57% |
| 2024-Q41/3 |
WinHFWA / S&P 13.63% / 2.41% |
LoseHFWA / S&P HFWA unavailable / 5.25% |
LoseHFWA / S&P -29.14% / 6.15% |
| 2024-Q31/3 |
WinHFWA / S&P 22.08% / 5.89% |
LoseHFWA / S&P HFWA unavailable / 5.89% |
LoseHFWA / S&P -51.13% / 6.11% |
| 2024-Q20/3 |
LoseHFWA / S&P -5.88% / 4.28% |
LoseHFWA / S&P HFWA unavailable / 5.38% |
LoseHFWA / S&P -44.98% / 5.12% |
| 2024-Q10/3 |
LoseHFWA / S&P -8.22% / 10.56% |
LoseHFWA / S&P HFWA unavailable / 5.71% |
LoseHFWA / S&P -42.92% / 5.59% |
| 2023-Q41/3 |
WinHFWA / S&P 32.92% / 11.69% |
LoseHFWA / S&P HFWA unavailable / 6.81% |
LoseHFWA / S&P -24.24% / 7.78% |
| 2023-Q32/3 |
WinHFWA / S&P 2.06% / -3.27% |
LoseHFWA / S&P HFWA unavailable / 7.52% |
WinHFWA / S&P -0.45% / -5.03% |
| 2023-Q21/3 |
LoseHFWA / S&P -23.42% / 8.74% |
LoseHFWA / S&P HFWA unavailable / 9.50% |
WinHFWA / S&P 3.62% / -8.57% |
| 2023-Q11/3 |
LoseHFWA / S&P -29.63% / 7.50% |
LoseHFWA / S&P HFWA unavailable / 10.77% |
WinHFWA / S&P -10.04% / -15.69% |
| 2022-Q42/3 |
WinHFWA / S&P 16.48% / 7.56% |
LoseHFWA / S&P HFWA unavailable / 11.88% |
WinHFWA / S&P -15.38% / -17.99% |
| 2022-Q31/3 |
WinHFWA / S&P 6.05% / -4.88% |
LoseHFWA / S&P HFWA unavailable / 13.47% |
LoseHFWA / S&P -21.83% / -1.41% |
| 2022-Q21/3 |
WinHFWA / S&P 1.26% / -16.10% |
LoseHFWA / S&P HFWA unavailable / 13.71% |
LoseHFWA / S&P -18.75% / 11.04% |
| 2022-Q12/3 |
WinHFWA / S&P 3.40% / -4.60% |
LoseHFWA / S&P HFWA unavailable / 15.97% |
WinHFWA / S&P 56.97% / 42.23% |
| 2021-Q41/3 |
LoseHFWA / S&P -3.36% / 11.03% |
LoseHFWA / S&P HFWA unavailable / 15.00% |
WinHFWA / S&P 111.63% / 96.40% |
| 2021-Q32/3 |
WinHFWA / S&P 2.77% / 0.58% |
LoseHFWA / S&P HFWA unavailable / 10.77% |
WinHFWA / S&P 158.18% / 69.42% |
| 2021-Q21/3 |
LoseHFWA / S&P -10.78% / 8.55% |
LoseHFWA / S&P HFWA unavailable / 6.58% |
WinHFWA / S&P 142.86% / 51.81% |
| 2021-Q11/3 |
WinHFWA / S&P 21.74% / 6.17% |
LoseHFWA / S&P HFWA unavailable / -1.06% |
LoseHFWA / S&P -4.07% / 7.39% |
| 2020-Q42/3 |
WinHFWA / S&P 28.39% / 12.15% |
LoseHFWA / S&P HFWA unavailable / -3.72% |
WinHFWA / S&P -29.51% / -33.42% |
| 2020-Q30/3 |
LoseHFWA / S&P -7.05% / 8.93% |
LoseHFWA / S&P HFWA unavailable / -2.04% |
LoseHFWA / S&P -39.23% / -27.10% |
| 2020-Q20/3 |
LoseHFWA / S&P 1.13% / 20.54% |
LoseHFWA / S&P HFWA unavailable / -0.46% |
LoseHFWA / S&P -36.00% / -27.11% |
| 2020-Q11/3 |
LoseHFWA / S&P -28.79% / -19.60% |
LoseHFWA / S&P HFWA unavailable / 3.47% |
WinHFWA / S&P 2.99% / -14.75% |
| 2019-Q41/3 |
LoseHFWA / S&P 6.04% / 9.07% |
LoseHFWA / S&P HFWA unavailable / 5.36% |
WinHFWA / S&P 22.82% / 2.99% |
| 2019-Q31/3 |
LoseHFWA / S&P -8.09% / 1.70% |
LoseHFWA / S&P HFWA unavailable / 5.02% |
WinHFWA / S&P 32.12% / 0.21% |
| 2019-Q21/3 |
LoseHFWA / S&P -1.43% / 4.30% |
LoseHFWA / S&P HFWA unavailable / 6.64% |
WinHFWA / S&P 34.62% / 8.65% |
| 2019-Q11/3 |
LoseHFWA / S&P 1.99% / 13.65% |
LoseHFWA / S&P HFWA unavailable / 8.12% |
WinHFWA / S&P 23.70% / 14.29% |
| 2018-Q40/3 |
LoseHFWA / S&P -14.75% / -13.52% |
LoseHFWA / S&P HFWA unavailable / 9.05% |
LoseHFWA / S&P 7.19% / 18.23% |
| 2018-Q30/3 |
LoseHFWA / S&P 1.29% / 7.71% |
LoseHFWA / S&P HFWA unavailable / 10.21% |
LoseHFWA / S&P -1.44% / 19.06% |
| 2018-Q21/3 |
WinHFWA / S&P 14.43% / 3.43% |
LoseHFWA / S&P HFWA unavailable / 9.03% |
LoseHFWA / S&P -7.80% / 14.46% |
| 2018-Q11/3 |
WinHFWA / S&P -0.14% / -0.76% |
LoseHFWA / S&P HFWA unavailable / 7.68% |
LoseHFWA / S&P 3.05% / 12.46% |
| 2017-Q40/3 |
LoseHFWA / S&P 5.17% / 6.64% |
LoseHFWA / S&P HFWA unavailable / 7.03% |
LoseHFWA / S&P 6.92% / 13.82% |
| 2017-Q31/3 |
WinHFWA / S&P 11.86% / 4.48% |
LoseHFWA / S&P HFWA unavailable / 5.68% |
LoseHFWA / S&P 7.75% / 17.57% |
| 2017-Q21/3 |
WinHFWA / S&P 7.62% / 3.09% |
LoseHFWA / S&P HFWA unavailable / 4.83% |
LoseHFWA / S&P 13.71% / 17.74% |
| 2017-Q10/3 |
LoseHFWA / S&P -3.42% / 6.07% |
LoseHFWA / S&P HFWA unavailable / 3.67% |
LoseHFWA / S&P 6.50% / 13.32% |
| 2016-Q41/3 |
WinHFWA / S&P 46.41% / 3.82% |
LoseHFWA / S&P HFWA unavailable / 2.09% |
LoseHFWA / S&P 4.00% / 7.05% |
| 2016-Q31/3 |
LoseHFWA / S&P 2.81% / 3.85% |
LoseHFWA / S&P HFWA unavailable / 0.20% |
WinHFWA / S&P 250.35% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-28
| Metric | HFWA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 21.71% | 20.78% |
| Annualized return | 21.71% | 20.78% |
5Y · 2021-09-01 to 2026-08-28
| Metric | HFWA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 37.91% | 83.14% |
| Annualized return | 6.64% | 12.86% |
10Y · 2016-09-01 to 2026-08-28
| Metric | HFWA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 122.33% | 319.30% |
| Annualized return | 8.32% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-25.
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