- ISIN
- US1086211034
- CUSIP
- 108621103
- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Mar 14, 2018
Highlights
- Market Cap
- $571.00M
- Enterprise Value
- $401.19M
- EPS (TTM)
- $2.65
- PE Ratio
- 7.74
- PEG Ratio
- 2.68
- Total Revenue (TTM)
- $294.46M
- Gross Profit (TTM)
- $73.58M
- EBITDA (TTM)
- $110.30M
- Year Range
- $14.90 - $22.59
- Target Price
- $23.50
- ROA (TTM)
- 1.05%
- ROE (TTM)
- 10.28%
- Avg. Volume (1M)
- 169K
- Avg. Volume Value (1M)
- $3.57M
Share Price Chart
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Performance
BWB Performance Chart
Bridgewater Bancshares, Inc. (BWB) is up 16.8% since the beginning of the year. At $20 per share, BWB is trading 9.3% below its 52-week high of $23. Investors who bought $1,000 worth of BWB shares 5 years ago would now be looking at an investment worth $1,262.
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Returns By Period
Bridgewater Bancshares, Inc. (BWB) has returned 16.83% so far this year and 35.09% over the past 12 months.
Bridgewater Bancshares, Inc.
- 1D
- -0.10%
- 1M
- -4.57%
- 6M
- 6.61%
- YTD
- 16.83%
- 1Y
- 35.09%
- 3Y*
- 24.35%
- 5Y*
- 4.77%
- 10Y*
- —
- ALL TIME*
- 5.91%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BWB Monthly Returns History
Based on dividend-adjusted daily data since Mar 14, 2018, BWB's average daily return is +0.05%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 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% | 2.43% | 4.03% | 11.56% | -2.66% | 16.83% | |||||
| 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 0.54%, beta of 0.80, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since March 14, 2018.
- This stock participated in 67.80% of S&P 500 Index downside but only 50.90% 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
- 0.54%
- Beta
- 0.80
- R²
- 0.21
- Upside Capture
- 50.90%
- Downside Capture
- 67.80%
Return for Risk
Risk / Return Rank
BWB ranks 77 for risk / return — above 77% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Bridgewater Bancshares, Inc. (BWB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BWB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.00 | +0.03 |
| Martin ratioReturn relative to average drawdown | 5.42 | 8.49 | -3.07 |
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. Recovery took 686 trading sessions.
The current Bridgewater Bancshares, Inc. drawdown is 8.94%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-59.49%May 2023 | 6mo 2d | 2y 9mo | 3y 2moNov 2022 - Feb 2026 | — |
-40.00%Mar 2020 | 2mo 28d | 10mo 16d | 1y 1moDec 2019 - Feb 2021 | COVID crash2020 |
-26.95%Dec 2018 | 7mo 24d | 11mo 27d | 1y 7moMay 2018 - Dec 2019 | Rate-hike selloffLate 2018 |
-24.71%May 2022 | 6mo 8d | 5mo 25d | 12mo 3dNov 2021 - Nov 2022 | Bear market2022 |
-15.62%Mar 2026 | 1mo 7d | 2mo 26d | 4mo 3dFeb 2026 - Jun 2026 | — |
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 | -8.94% | -1.58% | -7.36% |
Average DrawdownAverage peak-to-trough decline | -19.88% | -10.70% | -9.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.85% | 2.14% | +3.71% |
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 7.7. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
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 2.7. 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 1.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
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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