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Heritage Insurance Holdings Inc

HRTG | US

27.97

USD

0.40

1.45%

HRTG | US
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About Heritage Insurance Holdings Inc

Sector

Financial Services

Industry

Insurance-Property & Casualty

Earnings date

30/06/2024

As of date

23/04/2026

Close

27.97

Open

27.64

High

28.72

Low

27.43

Heritage Insurance Holdings Inc. through its subsidiaries provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners; and rental property insurance in the states of Alabama California Connecticut Delaware Florida Georgia Hawaii Maryland Massachusetts Mississippi New Jersey New York North Carolina Rhode Island South Carolina and Virginia; commercial residential insurance for properties in Florida New Jersey and New York; and licensed in the state of Pennsylvania as well as personal residential and wind-only property insurance. It also provides restoration emergency and recovery services; property management and reinsurance services. In addition the company provides personal line policies through a network of retail independent agents wholesale agents and a partnership with a direct agency as well as distribute indirectly to retail locations through wholesale agency relationships. Further it offers personal and commercial insurance policies through a network of independent agencies. Heritage Insurance Holdings Inc. was founded in 2012 and is headquartered in Tampa Florida.

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HRTG | US

Risk
31.4
Sharpe
0.67
Luna's Score
58/100
Recommendation
Hold

Luna says (HRTG | US)

What's Working

Positive Momentum

Strength based on increasing price with high volume

Low Debt to Asset (< 0.2)

Value Stock (Price to Book < 3)

What's not Working

Smallcap (300M - 2B USD)

High Market Beta (> 0.8)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

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10 days

29.6%

1 month

31.4%

3 months

49.0%

6 months

49.6%

Returns

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Fundamental Ratios

PE

5.16

Fwd. PE

-

Price to book

1.23

Debt to equity

0.58

Debt to assets

0.09

Ent. to EBITDA

-

Ent. to rev.

0.21

PEG

-

Other Fundamentals

EBITDA

85.99M

MarketCap

858.24M

MarketCap(USD)

858.24M

Div. yield

-

Op. margin

13.58

Erngs. growth

103.30

Rev. growth

9.90

Ret. on equity

27.22

Short ratio

1.82

Short perc.

4.57

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

2.79

Range1M

4.18

Range3M

5.80

Volumes: Market Activity

Volume Averages

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Rel. volume

1.57

Price X volume

9.11M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Sirius International Insurance Group LtdSGInsurance-Property & Casualty6.64757.91M-2.64%n/a66.13%
Amerisafe IncAMSFInsurance-Property & Casualty31.09592.83M3.77%17.350.00%
Donegal Group IncDGICAInsurance-Property & Casualty17.74583.15M1.95%64.707.23%
Global Indemnity LimitedGBLIInsurance-Property & Casualty27.8379.87M0.00%13.461.72%
Kingsway Financial Services IncKFSInsurance-Property & Casualty11.66324.28M-1.19%n/a235.88%
MBIA IncMBIInsurance-Property & Casualty6.03307.70M0.17%n/a-166.65%
NI Holdings IncNODKInsurance-Property & Casualty13.05269.46M0.00%n/a0.85%
James River Group Holdings LtdJRVRInsurance-Property & Casualty6.26236.81M0.16%3.8344.39%
Selective Insurance Group IncSIGIPInsurance-Property & Casualty16.3800.49%3.5817.41%
  • 1

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LightPath Technologies IncLPTHElectronic Components14.62579.14M-0.20%n/a34.30%
The Real Brokerage Inc. Common SharesREAXReal Estate Services2.61516.14M-3.33%n/a0.00%
FRP Holdings IncFRPHReal Estate Services21.4407.25M-0.33%75.5042.65%
Syntec Optics Holdings Inc.OPTXElectronic Components10.32378.62M-6.10%134.0078.54%
Orion Energy Systems IncOESXElectronic Components9.26303.20M-2.53%n/a80.80%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA-13.50-
Ent. to Revenue0.218.10Cheaper
PE Ratio5.1620.51Cheaper
Price to Book1.233.13Cheaper
Dividend Yield-2.02-
Std. Deviation (3M)48.9934.69Riskier
Debt to Equity0.58-0.41Expensive
Debt to Assets0.090.14Cheaper
Market Cap858.24M16.13BEmerging
  • 1

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