Bread Financial Holdings: Focusing On Longer Growth Runways And Better Economics [Seeking Alpha]
Bread Financial Holdings, Inc. (BFH)
Company Research
Source: Seeking Alpha
Management is targeting a mid-to-high single-digit loan growth rate over the long term with returns on tangible common equity in the mid-to-high 20% range. The company's online direct-to-consumer deposits have grown at a compound annual growth rate of ~38% since the end of 2020 to $8.5B at the end of 2025. Shares are trading at a P/TBV multiple of 1.3x, or a roughly 48% discount to peers. Management has greater financial flexibility to pursue new growth opportunities and return capital to shareholders. Lemon_tm/iStock via Getty Images Price: Market Capitalization: $3.1B Enterprise Value: $3.8B What the Company Does Formerly known as Alliance Data Systems, Bread is a consumer finance company that partners with retailers to provide private-label and co-branded credit cards This article was written by Quick Insights BFH trades at 1.3x P/TBV, a roughly 48% discount to peers, driven by near-term elevated loss rates and macro uncertainty despite strong capital and g
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BFH
News
- 3 Value Stocks We Think Twice About [Yahoo! Finance]Yahoo! Finance
- Bread Financial (BFH) was given a new $91.00 price target by Morgan Stanley.MarketBeat
- Bread Financial (BFH) was given a new $90.00 price target by Royal Bank Of Canada. They now have a "sector perform" rating on the stock.MarketBeat
- A Look At Bread Financial Holdings (BFH) Valuation After Recent Share Price Strength [Yahoo! Finance]Yahoo! Finance
- Jim Cramer does his homework on Bread Financial [CNBC]CNBC
BFH
Earnings
- 1/29/26 - Beat
BFH
Sec Filings
- 4/17/26 - Form 4
- 4/9/26 - Form SCHEDULE
- 4/7/26 - Form ARS
- BFH's page on the SEC website