Univest Financial Corporation (UVSP) Stock Analysis & Investment Frameworks
Univest Financial Corporation (UVSP) stock analysis on Invetso. Review Univest Financial Corporation’s key financial metrics, company overview and 10 institutional-grade investment frameworks including SWOT Analysis, Economic Moat, Porter’s Five Forces and the Invetso Quality Score.
Univest Financial Corporation Company Overview
- Exchange: NASDAQ Global Select
- Sector: Financial Services
- Industry: Banks - Regional
- Country: US
Univest Financial Corporation Key Financial Metrics
- Market Cap: $1.16B
- Revenue: $518.35M
- P/E Ratio: 12.79
- ROE: 10.41%
- ROIC: 1.20%
- Dividend Yield: 2.14%
About Univest Financial Corporation
Univest Financial Corporation operates as the parent company for Univest Bank and Trust Co., primarily delivering banking solutions throughout Pennsylvania. The organization structures its operations into three core segments: Banking, Wealth Management, and Insurance. The Banking segment provides a comprehensive array of services to individuals, businesses, municipalities, and non-profit entities. These offerings encompass deposit accounts, loan origination and management, mortgage banking, general financial services, and equipment lease financing. Through its Wealth Management segment, Univest offers specialized services including investment advisory, financial planning, trust administration, and brokerage facilities. This segment serves a diverse client base, such as private families and individuals, municipal pension schemes, various retirement plans, and trusts and guardianships. Finally, the Insurance segment delivers a range of services, including commercial property and casualty coverage, employee benefits packages, personal insurance policies, and human resources consulting. With 37 banking offices, Univest extends its reach across numerous counties in Pennsylvania, specifically Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York. Additionally, it serves customers in Atlantic, Burlington, and Cape May counties in New Jersey. Founded in 1876, the company initially operated as Univest Corporation of Pennsylvania before rebranding to Univest Financial Corporation in January 2019. Its corporate headquarters are located in Souderton, Pennsylvania.
Univest Financial Corporation Investment Frameworks
Invetso analyzes Univest Financial Corporation (UVSP) across the following frameworks:
- Univest Financial Corporation 10Y Growth Potential
- Univest Financial Corporation Scenario Analysis
- Univest Financial Corporation Risks & Opportunities
- Univest Financial Corporation Economic Moat
- Univest Financial Corporation Business Model
- Univest Financial Corporation Management
- Univest Financial Corporation SWOT Analysis
- Univest Financial Corporation Porter's 5 Forces
- Univest Financial Corporation PESTLE Analysis
- Univest Financial Corporation ESG Analysis