Boston Private Financial Holdings Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Boston Private Financial Holdings Inc (BPFH) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Boston Private Financial Holdings Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 323M vs 877,111M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+31.0% annualized vs trailing 12 months), vs decelerating (-33.7%) for its tracked peer group.
- Growth: Boston Private Financial Holdings Inc generated 9.7% revenue growth year over year in Q1 2018, vs 5.6% for its tracked competitors combined.
- Profitability: Its 32.0% net margin compares with 26.6% for the peer group.
- Peer revenue share: Boston Private Financial Holdings Inc accounted for 0.1% of combined revenue among its tracked peer group, up from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.36M compares with $0.51M for the peer group (0.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BPFH Sales vs. its Competitors, Q1 2018
Boston Private Financial Holdings Inc reported revenue growth of 9.74 % year on year in Q1 2018, above its competitors' combined revenue growth of 5.63 %.
With a net margin of 31.98 %, Boston Private Financial Holdings Inc achieved higher profitability than its competitors (26.60 %).
Boston Private Financial Holdings Inc generated 0.07 % of the combined sales of its peer group, up from 0.07 % a year earlier.
Boston Private Financial Holdings Inc vs. its Competitors, Q1 2018
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Boston Private Financial Holdings Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Boston private financial holdings inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Boston Private Financial Holdings Inc's competitor groups requires a Commercial License.
For context: the Regional Banks industry grew revenue -15.0% year over year, combined, vs 9.7% for Boston Private Financial Holdings Inc. Boston Private Financial Holdings Inc's share of combined industry revenue moved from 0.06% to 0.08%, a gain of 0.02 percentage points.
Boston Private Financial Holdings Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Boston private financial holdings inc | Yes | Yes | No | Yes |
| Competitors combined (221) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 62.50 % (5 of 8) | 12.50 % (1 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BPFH Stock Performance relative to its Competitors
BPFH Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Old Point Financial Corp | 282.9% | Outperformed |
| 2 | Optimumbank Holdings Inc | 282.9% | Outperformed |
| 3 | Community Ban corp | 282.9% | Outperformed |
| 4 | Bank Of The James Financial Group Inc | 282.9% | Outperformed |
| 5 | The Bank Of New York Mellon Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Boston Private Financial Holdings Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Boston Private Financial Holdings Inc's Comment on Competition and Industry Peers
The Company operates in the highly competitive wealth management marketplace. The Bank encounters competition from larger national and regional commercial banking organizations, savings banks, credit unions, and other financial institutions and non-bank financial service companies, which may offer lower interest rates on loans and higher interest rates on deposits. The Bank’s competitors also include major financial companies whose greater resources may afford them a marketplace advantage by enabling them to maintain numerous banking locations and mount extensive promotional and advertising campaigns. The financial services industry is also likely to become more competitive as further technological advances enable more companies to provide financial services, including through the Internet. These technological advances may diminish the importance of depository institutions and other financial intermediaries, among other industry sectors, in the transfer of funds among parties. To compete effectively, the Bank relies on local promotional activity, personal contacts by officers, directors, and employees, customized service, and the Bank’s reputation within the communities that it serves.
The Company’s principal competitors with respect to investment management
services are primarily commercial banks and trust companies, mutual fund companies,
investment advisory firms, stock brokerage firms, other financial companies
and law firms. The Company believes that its ability to compete effectively
with other investment management firms is dependent upon its products, level
of investment performance and client service, as well as the marketing and distribution
of the investment products.
In the wealth advisory industry, the Company competes with a wide variety of
firms, including national and regional financial services firms, accounting
firms, trust companies, and law firms. The Company believes that the ability
of its wealth advisory affiliates to compete effectively with other firms is
dependent upon the quality and level of service, personal relationships, and
investment performance.
In the wealth management and trust industry, the Company competes with a wide
variety of firms, including national and regional financial services firms,
commercial banks and trust companies, mutual fund companies, investment advisory
firms, stock brokerage firms, accounting firms, and law firms. The Company believes
that the ability of its wealth management and trust segment to compete effectively
with other firms is dependent upon the quality and level of service, personal
relationships, and investment performance.
Publicly Traded Peers of Boston private financial holdings inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Boston private financial holdings inc | 1,238.03 | 323.15 |
| Jpmorgan Chase and Co | 906,840.78 | 186,328.00 |
| Bank Of America Corporation | 404,609.27 | 121,098.00 |
| Wells Fargo and Company | 248,473.80 | 83,940.00 |
| Citigroup inc | 233,259.84 | 88,262.00 |
| Capital one financial corp | 122,021.31 | 51,099.00 |
| SUBTOTAL | 2,897,543.54 | 877,435.09 |
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Sources: Boston private financial holdings inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Boston private financial holdings inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Boston Private Financial Holdings Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Citigroup inc | Markets 29.42 % |
| D r Horton Inc | HomeBuildingOps 94.14 % |
| First Citizens Bancshares Inc | Commercial Bank 46.42 % |
| Pultegroup Inc | Florida 26.99 % |
| Lennar Corp | Homebuilding West 34.85 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Boston Private Financial Holdings Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Boston private financial holdings inc | 1,238 | 363,088 | 61,803 |
| Jpmorgan Chase and Co | 906,841 | 584,995 | 200,752 |
| Bank Of America Corporation | 404,609 | 568,535 | 158,005 |
| Wells Fargo and Company | 248,474 | 351,213 | 95,100 |
| Citigroup inc | 233,260 | 390,540 | 72,049 |
| Capital one financial corp | 122,021 | 669,712 | 137,615 |
| PEERS TOTAL | 2,896,306 | 505,485 | 132,676 |
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Boston Private Financial Holdings Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Lionsgate Studios Corp | UNITED STATES 64.70 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Boston Private Financial Holdings Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Regional Banks industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (130 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 37.30 % | 64.14 % (avg) | -26.8 pp |
| Operating Margin | 12.28 % | industry median | -24.0 pp |
| EBITDA Margin | 36.20 % | 49.90 % (avg) | -13.7 pp |
| Capital Intensity (Capex / Revenue) | 3.21 % | 3.18 % (avg) | +0.0 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Boston Private Financial Holdings Inc's Valuation vs Competitive Position
Valuation multiples vs the Regional Banks industry average (130 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 20.7x | 15.6x | +5.1x |
| EV / EBITDA | -6.3x | 6.2x | -12.5x |
| P/B | 1.4x | 1.3x | +0.1x |
| Return on Equity | 6.48 % | industry aggregate | -3.46 % |
| Return on Invested Capital | 1.71 % | 3.20 % (avg) | -1.49 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Boston Private Financial Holdings Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|
| Revenue Growth | 7.02 % | 5.51 % | 0.11 % | -14.82 % | -11.29 % |
| Operating Margin | - | 22.36 % | 30.87 % | 31.25 % | - |
| Return on Invested Capital | - | 3.34 % | 4.99 % | 4.04 % | - |
| P/E | 19.5x | 37.0x | 12.8x | 12.3x | 16.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Boston Private Financial Holdings Inc's Strategic Group Map
Every company in Boston Private Financial Holdings Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Boston Private Financial Holdings Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Boston Private Financial Holdings Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 3.21 % vs industry average 3.18 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Boston Private Financial Holdings Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Boston Private Financial Holdings Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Boston Private Financial Holdings Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Boston Private Financial Holdings Inc falls in the High attractiveness / Low strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Boston Private Financial Holdings Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+31.0% annualized vs trailing 12 months).
Weaknesses
- Operating margin 24.0 points below the industry median.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Industry revenue growing at a healthy 12.3% median pace.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-33.7% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Boston Private Financial Holdings Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Boston private financial holdings inc | 0.12 | 1.18 | 0.46 |
| Jpmorgan Chase and Co | 0.17 | 0.42 | 1.40 |
| Bank Of America Corporation | 0.09 | 0.52 | 1.25 |
| Wells Fargo and Company | 0.11 | 0.80 | 1.41 |
| Citigroup inc | 0.01 | 0.40 | 1.75 |
| Capital one financial corp | 0.03 | 1.03 | 0.39 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Boston Private Financial Holdings Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Boston private financial holdings inc | Q4 2018 | +49.9 % | +1,221.6 % |
| Jpmorgan Chase and Co | Q2 2026 | +30.4 % | +44.0 % |
| Bank Of America Corporation | Q2 2026 | +15.0 % | +27.5 % |
| Wells Fargo and Company | Q2 2026 | +14.2 % | +21.6 % |
| Citigroup inc | Q1 2026 | +14.1 % | +44.6 % |
| Capital one financial corp | Q2 2026 | +1,392.5 % | - |
| PEERS TOTAL | +24.2 % | +55.1 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Boston Private Financial Holdings Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Boston private financial holdings inc | Q4 2018 | - | -35.8 % |
| Jpmorgan Chase and Co | Q2 2026 | -6.4 % | - |
| Bank Of America Corporation | Q2 2026 | - | - |
| Wells Fargo and Company | Q2 2026 | -16.2 % | - |
| Citigroup inc | Q1 2026 | - | -6.7 % |
| Capital one financial corp | Q2 2026 | -73.8 % | -8.0 % |
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Boston Private Financial Holdings Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Boston private financial holdings inc | 0.56% | 3.75% | 6.48% |
| Jpmorgan Chase and Co | 1.35% | 3.71% | 17.50% |
| Bank Of America Corporation | 0.97% | 2.76% | 11.13% |
| Wells Fargo and Company | 1.05% | 2.94% | 12.48% |
| Citigroup inc | 0.61% | 0.63% | 7.62% |
| Capital one financial corp | 1.56% | 3.24% | 9.26% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Boston Private Financial Holdings Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Boston private financial holdings inc | 22.01 | 3.83 |
| Jpmorgan Chase and Co | 14.17 | 4.87 |
| Bank Of America Corporation | 12.78 | 3.34 |
| Wells Fargo and Company | 11.82 | 2.96 |
| Citigroup inc | 16.34 | 2.64 |
| Capital one financial corp | 11.69 | 2.39 |
| PEERS AVERAGE | 12.58 | 3.30 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.