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Heritage Insurance (HRTG) Competitors

Heritage Insurance logo
$18.80 +1.00 (+5.63%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$19.00 +0.20 (+1.05%)
As of 04/17/2025 06:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

HRTG vs. HGTY, BHF, CS, NMIH, SPNT, SKWD, LMND, ROOT, CLOV, and HG

Should you be buying Heritage Insurance stock or one of its competitors? The main competitors of Heritage Insurance include Hagerty (HGTY), Brighthouse Financial (BHF), Credit Suisse Group (CS), NMI (NMIH), SiriusPoint (SPNT), Skyward Specialty Insurance Group (SKWD), Lemonade (LMND), Root (ROOT), Clover Health Investments (CLOV), and Hamilton Insurance Group (HG). These companies are all part of the "insurance" industry.

Heritage Insurance vs.

Heritage Insurance (NYSE:HRTG) and Hagerty (NYSE:HGTY) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, profitability, risk, community ranking, media sentiment, analyst recommendations, dividends, earnings and institutional ownership.

Heritage Insurance received 315 more outperform votes than Hagerty when rated by MarketBeat users. Likewise, 66.46% of users gave Heritage Insurance an outperform vote while only 0.00% of users gave Hagerty an outperform vote.

CompanyUnderperformOutperform
Heritage InsuranceOutperform Votes
315
66.46%
Underperform Votes
159
33.54%
HagertyOutperform Votes
No Votes
Underperform Votes
9
100.00%

In the previous week, Hagerty had 4 more articles in the media than Heritage Insurance. MarketBeat recorded 8 mentions for Hagerty and 4 mentions for Heritage Insurance. Heritage Insurance's average media sentiment score of 1.09 beat Hagerty's score of 0.45 indicating that Heritage Insurance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heritage Insurance
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Hagerty
5 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Heritage Insurance currently has a consensus price target of $12.50, indicating a potential downside of 33.52%. Hagerty has a consensus price target of $10.50, indicating a potential upside of 21.89%. Given Hagerty's higher possible upside, analysts clearly believe Hagerty is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Insurance
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00
Hagerty
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

Heritage Insurance has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500. Comparatively, Hagerty has a beta of 0.88, suggesting that its share price is 12% less volatile than the S&P 500.

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 20.5% of Hagerty shares are held by institutional investors. 14.0% of Heritage Insurance shares are held by company insiders. Comparatively, 17.9% of Hagerty shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Heritage Insurance has a net margin of 9.10% compared to Hagerty's net margin of 5.27%. Heritage Insurance's return on equity of 29.17% beat Hagerty's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance9.10% 29.17% 3.12%
Hagerty 5.27%12.06%3.26%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Insurance$816.99M0.99$45.31M$2.019.35
Hagerty$1.19B2.47$20.23M$0.0995.71

Summary

Heritage Insurance beats Hagerty on 11 of the 18 factors compared between the two stocks.

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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.
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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.
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HRTG vs. The Competition

MetricHeritage InsuranceFire, marine, & casualty insurance IndustryFinance SectorNYSE Exchange
Market Cap$805.48M$47.70B$10.83B$18.42B
Dividend YieldN/A2.41%5.99%4.22%
P/E Ratio7.5211.2021.6731.10
Price / Sales0.995.4625.4326.58
Price / Cash8.7916.8117.6117.54
Price / Book3.332.242.564.30
Net Income$45.31M$4.16B$1.03B$1.02B
7 Day Performance15.83%1.74%1.87%1.42%
1 Month Performance35.71%-0.75%-3.71%-7.33%
1 Year Performance97.92%21.45%535.23%2.26%

Heritage Insurance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRTG
Heritage Insurance
3.9554 of 5 stars
$18.80
+5.6%
$12.50
-33.5%
+102.8%$805.48M$816.99M7.52650Positive News
HGTY
Hagerty
1.9612 of 5 stars
$8.79
+1.3%
$10.50
+19.5%
-0.4%$3.00B$1.19B79.911,670News Coverage
Gap Down
BHF
Brighthouse Financial
4.5392 of 5 stars
$50.50
+5.6%
$62.00
+22.8%
+7.9%$2.93B$4.37B9.791,500Gap Up
CS
Credit Suisse Group
N/A$0.89
flat
N/AN/A$2.77B$22.88B1.3750,480Analyst Forecast
NMIH
NMI
3.5511 of 5 stars
$34.35
+1.2%
$42.14
+22.7%
+14.2%$2.69B$650.97M7.75234
SPNT
SiriusPoint
1.5594 of 5 stars
$16.45
+2.6%
N/A+41.5%$2.67B$2.61B17.141,030Analyst Forecast
SKWD
Skyward Specialty Insurance Group
3.6591 of 5 stars
$53.93
+2.7%
$57.00
+5.7%
+58.1%$2.18B$1.15B16.44400Positive News
Gap Down
LMND
Lemonade
1.9331 of 5 stars
$26.88
+2.0%
$28.00
+4.2%
+70.1%$1.96B$526.50M-8.841,370
ROOT
Root
1.0032 of 5 stars
$125.29
+4.4%
$102.67
-18.1%
+141.5%$1.90B$1.18B-101.86760
CLOV
Clover Health Investments
3.2063 of 5 stars
$3.66
-0.5%
$4.83
+32.1%
+479.1%$1.87B$1.37B-18.30680Positive News
HG
Hamilton Insurance Group
3.1467 of 5 stars
$18.28
+4.7%
$23.60
+29.1%
+38.5%$1.85B$2.38B4.09550

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This page (NYSE:HRTG) was last updated on 4/18/2025 by MarketBeat.com Staff
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