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HERITAGE INSURANCE HOLDINGS INC (HRTG)

Price$27.29

Favorite Metrics

Price vs S&P 500 (26W)-1.09%
Price vs S&P 500 (4W)-8.02%
Market Capitalization$822.71M
P/E Ratio (Annual)4.21x
Indicated Dividend Yield (Annual)2.84%

All Metrics

P/CF (Annual)4.51x
Book Value / Share (Quarterly)$16.39
P/TBV (Annual)1.90x
Revenue Growth (3Y)8.55%
Cash Flow / Share (Quarterly)$5.65
Payout Ratio (TTM)0.04%
Price vs S&P 500 (YTD)-11.46%
Net Profit Margin (TTM)23.08%
EPS (TTM)$6.32
10-Day Avg Trading Volume0.25M
EPS Excl Extra (TTM)$6.32
Revenue Growth (5Y)7.38%
EPS (Annual)$6.32
ROI (Annual)32.64%
Net Profit Margin (5Y Avg)0.33%
Cash / Share (Quarterly)$8.54
P/E Basic Excl Extra (TTM)4.21x
Revenue Growth QoQ (YoY)2.40%
EPS Growth (5Y)80.25%
P/E Normalized (Annual)4.21x
ROA (Last FY)8.91%
Revenue Growth TTM (YoY)3.71%
EBITD / Share (TTM)$8.71
ROE (5Y Avg)-11.84%
Operating Margin (TTM)31.53%
Cash Flow / Share (Annual)$5.65
P/B Ratio1.63x
P/B Ratio (Quarterly)1.79x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)0.42x
Net Interest Coverage (TTM)33.87x
ROA (TTM)8.40%
EPS Growth QoQ (YoY)226.14%
EV / EBITDA (TTM)1.33x
EPS Incl Extra (Annual)$6.32
Current Ratio (Annual)0.31x
Quick Ratio (Quarterly)0.21x
3-Month Avg Trading Volume0.31M
52-Week Price Return53.07%
EV / Free Cash Flow (Annual)2.05x
P/E Incl Extra (TTM)4.21x
Revenue / Employee (TTM)$2
Tangible BV / Share (Quarterly)$15.41
P/S Ratio (Annual)0.97x
Asset Turnover (Annual)0.39x
52-Week High$31.98
Operating Margin (5Y Avg)3.41%
EPS Excl Extra (Annual)$6.32
CapEx CAGR (5Y)58.78%
Tangible BV CAGR (5Y)4.56%
26-Week Price Return2.89%
Quick Ratio (Annual)0.21x
13-Week Price Return-0.41%
Total Debt / Equity (Annual)0.19x
Current Ratio (Quarterly)0.31x
Enterprise Value$357.447
Revenue / Share Growth (5Y)5.25%
Asset Turnover (TTM)0.36x
Book Value / Share Growth (5Y)0.51%
Revenue / Employee (Annual)$2
Pretax Margin (Annual)30.60%
Cash / Share (Annual)$11.00
3-Month Return Std Dev49.39%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)71.26%
ROE (Last FY)38.71%
Net Interest Coverage (Annual)33.88x
EPS Basic Excl Extra (Annual)$6.32
P/FCF (TTM)4.69x
EV / Free Cash Flow (TTM)2.05x
Total Debt / Equity (Quarterly)0.19x
EPS Incl Extra (TTM)$6.32
ROI (TTM)37.87%
P/S Ratio (TTM)0.97x
Pretax Margin (5Y Avg)2.13%
Revenue / Share (Annual)$27.38
Tangible BV / Share (Annual)$15.41
Forward P/E5.91x
Free OCF CAGR (5Y)0.56%
Price vs S&P 500 (52W)23.24%
P/E Ratio (TTM)4.21x
EPS Growth TTM (YoY)214.63%
Year-to-Date Return-8.82%
5-Day Price Return-1.40%
EPS Normalized (Annual)$6.32
ROA (5Y Avg)0.66%
Net Profit Margin (Annual)23.08%
Month-to-Date Return1.64%
Cash Flow / Share (TTM)$1.47
EBITD / Share (Annual)$8.71
Operating Margin (Annual)31.53%
LT Debt / Equity (Annual)0.16x
P/CF (TTM)4.51x
ROI (5Y Avg)-2.05%
P/E Excl Extra (TTM)4.21x
LT Debt / Equity (Quarterly)0.16x
EPS Basic Excl Extra (TTM)$6.32
P/TBV (Quarterly)1.90x
P/B Ratio (Annual)1.79x
Pretax Margin (TTM)30.60%
Book Value / Share (Annual)$16.39
Price vs S&P 500 (13W)-1.10%
Net Margin Growth (5Y)71.19%
Beta1.02x
P/FCF (Annual)4.72x
Revenue / Share (TTM)$27.37
ROE (TTM)47.28%
52-Week Low$16.50

Analyst Recommendations

Jan 2026
Feb 2026
Mar 2026
Apr 2026
4.00
4.00
4.00
4.00

Industry Peers — Property & Casualty Insurance(68)

SymbolP/B Ratio (Quarterly)ROE (TTM)Indicated Dividend Yield (Annual)Operating Margin (TTM)Price
HRTGHERITAGE INSURANCE HOLDINGS INC
1.79x47.28%2.84%31.53%$27.29
BRK.BBERKSHIRE HATHAWAY Class B
1.51x9.78%12.04%$475.12
BRK.ABerkshire Hathaway Inc.
1.51x9.78%12.04%$712700.00
CBChubb Limited
1.67x14.69%1.19%22.32%$328.42
PGRProgressive Corporation
4.40x35.52%0.20%16.55%$203.47
TRVThe Travelers Companies, Inc.
1.97x20.58%1.47%16.84%$298.84
ALLThe Allstate Corporation
1.78x39.47%1.98%19.44%$213.87
AIGAmerican International Group, Inc.
1.12x7.50%2.33%15.97%$78.22
HIGThe Hartford Insurance Group, Inc.
2.02x21.37%1.73%17.34%$138.28
ACGLNArch Capital Group Ltd. Depositary Shares, each Representing a 1/1,000th Interest in a 4.550% Non-Cumulative Preferred Share, Series G
1.44x19.02%23.57%$17.27
ACGLArch Capital Group Ltd
1.44x19.02%23.57%$97.10

About

Heritage Insurance Holdings Inc is a regional property and casualty insurer specializing in personal and commercial residential insurance across 14 states through its subsidiaries. The company maintains in-house operations for underwriting, actuarial analysis, distribution, and claims processing, providing operational control and cost efficiency in its insurance portfolio.