Free Trial

Heritage Insurance (HRTG) Competitors

Heritage Insurance logo
$11.13 -0.11 (-0.98%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

HRTG vs. ROOT, IGIC, BOW, TIPT, SLQT, HIPO, AMBC, MCG, WDH, and TWFG

Should you be buying Heritage Insurance stock or one of its competitors? The main competitors of Heritage Insurance include Root (ROOT), International General Insurance (IGIC), Bowhead Specialty (BOW), Tiptree (TIPT), SelectQuote (SLQT), Hippo (HIPO), Ambac Financial Group (AMBC), Membership Collective Group (MCG), Waterdrop (WDH), and TWFG (TWFG). These companies are all part of the "insurance" industry.

Heritage Insurance vs.

Heritage Insurance (NYSE:HRTG) and Root (NASDAQ:ROOT) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, community ranking, valuation, media sentiment, analyst recommendations, profitability, dividends, institutional ownership and risk.

Heritage Insurance has higher revenue and earnings than Root. Root is trading at a lower price-to-earnings ratio than Heritage Insurance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Insurance$735.50M0.46$45.31M$2.504.45
Root$455M2.83-$147.40M-$1.23-69.36

Heritage Insurance has a net margin of 9.10% compared to Root's net margin of -1.56%. Heritage Insurance's return on equity of 29.17% beat Root's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance9.10% 29.17% 3.12%
Root -1.56%-9.81%-1.12%

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 59.8% of Root shares are held by institutional investors. 14.0% of Heritage Insurance shares are held by insiders. Comparatively, 11.7% of Root shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Heritage Insurance currently has a consensus target price of $12.50, suggesting a potential upside of 12.31%. Root has a consensus target price of $59.38, suggesting a potential downside of 30.40%. Given Heritage Insurance's stronger consensus rating and higher probable upside, equities research analysts clearly believe Heritage Insurance is more favorable than Root.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Insurance
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Root
0 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.44

Heritage Insurance has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500. Comparatively, Root has a beta of 2.55, suggesting that its stock price is 155% more volatile than the S&P 500.

Heritage Insurance received 286 more outperform votes than Root when rated by MarketBeat users. Likewise, 66.31% of users gave Heritage Insurance an outperform vote while only 27.55% of users gave Root an outperform vote.

CompanyUnderperformOutperform
Heritage InsuranceOutperform Votes
313
66.31%
Underperform Votes
159
33.69%
RootOutperform Votes
27
27.55%
Underperform Votes
71
72.45%

In the previous week, Root had 3 more articles in the media than Heritage Insurance. MarketBeat recorded 3 mentions for Root and 0 mentions for Heritage Insurance. Root's average media sentiment score of 0.22 beat Heritage Insurance's score of 0.00 indicating that Root is being referred to more favorably in the news media.

Company Overall Sentiment
Heritage Insurance Neutral
Root Neutral

Summary

Heritage Insurance beats Root on 12 of the 18 factors compared between the two stocks.

Get Heritage Insurance News Delivered to You Automatically

Sign up to receive the latest news and ratings for HRTG and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

HRTG vs. The Competition

MetricHeritage InsuranceFire, marine, & casualty insurance IndustryFinance SectorNYSE Exchange
Market Cap$333.23M$42.85B$11.25B$19.26B
Dividend YieldN/A6.73%5.84%3.72%
P/E Ratio4.4510.0325.0841.43
Price / Sales0.466.9828.4217.05
Price / Cash8.1017.9117.2719.84
Price / Book1.972.242.655.76
Net Income$45.31M$4.03B$1.04B$993.25M
7 Day Performance2.20%3.88%3.08%3.26%
1 Month Performance-3.39%-0.37%1.55%5.71%
1 Year Performance71.49%50.37%14.65%18.85%

Heritage Insurance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRTG
Heritage Insurance
4.2234 of 5 stars
$11.13
-1.0%
$12.50
+12.3%
+76.8%$333.23M$735.50M4.45650
ROOT
Root
1.2841 of 5 stars
$78.72
+2.0%
$59.13
-24.9%
+834.4%$1.19B$1.04B-64.00760Analyst Forecast
Short Interest ↑
News Coverage
Gap Down
IGIC
International General Insurance
3.8876 of 5 stars
$23.45
+1.6%
$28.00
+19.4%
+86.5%$1.08B$534.98M7.66290Short Interest ↓
Positive News
BOW
Bowhead Specialty
1.3361 of 5 stars
$31.31
-1.7%
$33.60
+7.3%
N/A$1.02B$389.11M0.00193Short Interest ↑
TIPT
Tiptree
3.0413 of 5 stars
$19.31
+2.8%
N/A+1.6%$715.55M$1.99B19.911,132Short Interest ↓
Positive News
SLQT
SelectQuote
0.6497 of 5 stars
$3.87
-2.8%
$4.50
+16.3%
+312.1%$663.72M$1.38B-13.824,370Short Interest ↑
HIPO
Hippo
0.6305 of 5 stars
$24.27
-0.6%
$28.00
+15.4%
+238.3%$591.22M$334.70M-4.66620Short Interest ↑
Gap Down
AMBC
Ambac Financial Group
4.1278 of 5 stars
$11.09
+1.9%
$17.00
+53.3%
-28.5%$526.14M$394M-24.11130Short Interest ↓
News Coverage
MCG
Membership Collective Group
N/A$7.66
+0.3%
N/A+17.3%$447.49M$972.21M-6.184,300
WDH
Waterdrop
2.8183 of 5 stars
$1.15
-3.4%
N/A+19.7%$425.69M$2.74B9.582,960Short Interest ↓
News Coverage
TWFG
TWFG
N/A$28.37
-1.6%
$31.86
+12.3%
N/A$420.22M$185.45M0.00N/ALockup Expiration

Related Companies and Tools


This page (NYSE:HRTG) was last updated on 1/19/2025 by MarketBeat.com Staff
From Our Partners