- ISIN
- US1086211034
- CUSIP
- 108621103
- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Mar 14, 2018
Highlights
- Market Cap
- $539.89M
- Enterprise Value
- $317.73M
- EPS (TTM)
- $1.90
- PE Ratio
- 9.96
- PEG Ratio
- 3.45
- Total Revenue (TTM)
- $224.30M
- Gross Profit (TTM)
- $107.29M
- EBITDA (TTM)
- $50.63M
- Year Range
- $14.39 - $20.30
- Target Price
- $23.50
- ROA (TTM)
- 1.01%
- ROE (TTM)
- 10.19%
Share Price Chart
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Performance
BWB Performance Chart
Bridgewater Bancshares, Inc. (BWB) is up 8.1% since the beginning of the year. At $19 per share, BWB is trading 6.7% below its 52-week high of $20. Investors who bought $1,000 worth of BWB shares 5 years ago would now be looking at an investment worth $1,119.
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Returns By Period
Bridgewater Bancshares, Inc. (BWB) has returned 8.10% so far this year and 29.62% over the past 12 months.
Bridgewater Bancshares, Inc.
- 1D
- 1.34%
- 1M
- 5.39%
- YTD
- 8.10%
- 6M
- 5.93%
- 1Y
- 29.62%
- 3Y*
- 24.50%
- 5Y*
- 2.27%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
BWB Monthly Returns History
Based on dividend-adjusted daily data since Mar 14, 2018, BWB's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 59% of months were positive and 41% 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% | 2.43% | 4.03% | 0.48% | 8.10% | ||||||
| 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 -0.76%, 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 51.08% 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
- -0.76%
- Beta
- 0.81
- R²
- 0.21
- Upside Capture
- 51.08%
- Downside Capture
- 73.71%
Return for Risk
Risk / Return Rank
BWB ranks 72 for risk / return — better than 72% 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 S&P 500 Index.
| BWB | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 2.39 | -1.24 |
Sortino ratioReturn per unit of downside risk | 1.72 | 3.25 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.43 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 3.11 | -1.12 |
Martin ratioReturn relative to average drawdown | 5.06 | 14.38 | -9.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 5.11%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -59.49%May 2023 | 6mo 2d | — | 3y 6moNov 2022 - now |
COVID crash2020 | -40.00%Mar 2020 | 2mo 28d | 10mo 16d | 1y 1moDec 2019 - Feb 2021 |
Rate-hike selloffLate 2018 | -26.95%Dec 2018 | 7mo 24d | 11mo 27d | 1y 7moMay 2018 - Dec 2019 |
Bear market2022 | -24.71%May 2022 | 6mo 8d | 5mo 25d | 12mo 3dNov 2021 - Nov 2022 |
2021 correction2021 | -12.39%Aug 2021 | 2mo 27d | 1mo 11d | 4mo 8dMay 2021 - Sep 2021 |
Drawdown Indicators
| BWB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.49% | -56.78% | -2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -15.62% | -9.10% | -6.52% |
Max Drawdown (3Y)Largest decline over 3 years | -22.19% | -18.90% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -59.49% | -25.43% | -34.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -5.11% | 0.00% | -5.11% |
Average DrawdownAverage peak-to-trough decline | -20.23% | -10.72% | -9.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 1.97% | +4.17% |
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 10.0. 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 3.5. 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 2.4. 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 1.2. 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
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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