Highlights
- Market Cap
- $507.13M
- Enterprise Value
- $383.61M
- EPS (TTM)
- $1.63
- PE Ratio
- 10.85
- PEG Ratio
- 3.76
- Total Revenue (TTM)
- $291.63M
- Gross Profit (TTM)
- $137.62M
- EBITDA (TTM)
- $64.70M
- Year Range
- $11.93 - $20.30
- Target Price
- $21.00
- ROA (TTM)
- 0.85%
- ROE (TTM)
- 8.91%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Bridgewater Bancshares, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Bridgewater Bancshares, Inc. (BWB) has returned 0.97% so far this year and 27.43% over the past 12 months.
Bridgewater Bancshares, Inc.
- 1D
- 0.68%
- 1M
- -3.17%
- YTD
- 0.97%
- 6M
- 0.57%
- 1Y
- 27.43%
- 3Y*
- 17.76%
- 5Y*
- 1.86%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 14, 2018, BWB's average daily return is +0.04%, while the average monthly return is +0.68%. At this rate, your investment would double in approximately 8.5 years.
Historically, 58% of months were positive and 42% were negative. The best month was Dec 2023 with a return of +30.4%, while the worst month was Mar 2023 at -26.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, BWB closed higher 49% of trading days. The best single day was Nov 9, 2020 with a return of +11.4%, while the worst single day was Mar 18, 2020 at -16.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.58% | -4.84% | -3.17% | 0.97% | |||||||||
| 2025 | 4.52% | 2.69% | -4.21% | 10.80% | -4.87% | 8.67% | -2.20% | 5.27% | 7.45% | -6.48% | 5.16% | 1.27% | 29.76% |
| 2024 | -7.47% | -5.28% | -1.77% | -6.53% | 3.58% | 3.02% | 18.95% | 4.42% | -1.73% | 3.03% | 2.05% | -9.33% | -0.07% |
| 2023 | -12.29% | -5.46% | -26.31% | -8.21% | -13.47% | 14.40% | 8.73% | -2.33% | -9.37% | 1.58% | 7.68% | 30.38% | -23.79% |
| 2022 | 0.57% | -5.40% | -0.89% | -3.96% | 1.31% | -0.55% | 8.30% | -1.72% | -4.13% | 16.09% | 0.78% | -7.94% | 0.28% |
| 2021 | 2.80% | 12.54% | 11.76% | 4.71% | 2.66% | -6.97% | 0.43% | 0.80% | 7.09% | 3.31% | -5.53% | 3.51% | 41.63% |
Benchmark Metrics
Bridgewater Bancshares, Inc. has an annualized alpha of -0.13%, beta of 0.81, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since March 15, 2018.
- This stock participated in 73.71% of S&P 500 Index downside but only 51.99% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.21 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.
- Alpha
- -0.13%
- Beta
- 0.81
- R²
- 0.21
- Upside Capture
- 51.99%
- Downside Capture
- 73.71%
Return for Risk
Risk / Return Rank
BWB ranks 69 for risk / return — better than 69% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Bridgewater Bancshares, Inc. (BWB) and compare them to a chosen benchmark (S&P 500 Index).
| BWB | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.90 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.39 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.40 | +0.34 |
Martin ratioReturn relative to average drawdown | 4.48 | 6.61 | -2.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BWB risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Bridgewater Bancshares, 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 Bridgewater Bancshares, Inc. was 59.49%, occurring on May 12, 2023. The portfolio has not yet recovered.
The current Bridgewater Bancshares, Inc. drawdown is 11.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.49% | Nov 11, 2022 | 125 | May 12, 2023 | — | — | — |
| -40% | Dec 26, 2019 | 60 | Mar 23, 2020 | 218 | Feb 2, 2021 | 278 |
| -26.95% | May 7, 2018 | 163 | Dec 27, 2018 | 247 | Dec 19, 2019 | 410 |
| -24.71% | Nov 12, 2021 | 130 | May 19, 2022 | 121 | Nov 10, 2022 | 251 |
| -12.39% | May 24, 2021 | 62 | Aug 19, 2021 | 28 | Sep 29, 2021 | 90 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Bridgewater Bancshares, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Bridgewater Bancshares, Inc. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BWB, comparing it with other companies in the Banks - Regional industry. Currently, BWB has a P/E ratio of 10.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BWB compared to other companies in the Banks - Regional industry. BWB currently has a PEG ratio of 3.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BWB relative to other companies in the Banks - Regional industry. Currently, BWB has a P/S ratio of 1.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BWB in comparison with other companies in the Banks - Regional industry. Currently, BWB has a P/B value of 1.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Net Interest Income | — |