Bread Financial Holdings Inc (BFH)

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Bread Financial Holdings Inc (BFH) is up 40.8% since the beginning of the year. At $104 per share, BFH is trading just below its 52-week high of $105. Investors who bought $1,000 worth of BFH shares 5 years ago would now be looking at an investment worth $1,338.

Bread Financial Holdings Inc (BFH) has returned 40.83% so far this year and 94.21% over the past 12 months. Over the last ten years, BFH has returned -2.42% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 15, 2001, BFH's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, an investment would double in approximately 3.8 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +48.8%, while the worst month was Mar 2020 at -60.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BFH closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +35.4%, while the worst single day was Jan 28, 2008 at -35.2%.

Bread Financial Holdings Inc has an annualized alpha of 9.06%, beta of 1.17, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since June 15, 2001.

• This stock captured 157.50% of S&P 500 Index gains and 134.10% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BFH ranks 90 for risk / return — in the top 90% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Bread Financial Holdings Inc provided a 0.87% dividend yield over the last twelve months, with an annual payout of $0.90 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Bread Financial Holdings Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bread Financial Holdings Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bread Financial Holdings Inc was 92.36%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current Bread Financial Holdings Inc drawdown is 51.20%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Bread Financial Holdings Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Bread Financial Holdings Inc is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.