Heritage Insurance (HRTG) Competitors

$8.16
+0.19 (+2.38%)
(As of 05/3/2024 ET)

HRTG vs. NODK, JRVR, KFS, MHLD, GLRE, GBLI, DGICA, HIPO, UFCS, and UVE

Should you be buying Heritage Insurance stock or one of its competitors? The main competitors of Heritage Insurance include NI (NODK), James River Group (JRVR), Kingsway Financial Services (KFS), Maiden (MHLD), Greenlight Capital Re (GLRE), Global Indemnity Group (GBLI), Donegal Group (DGICA), Hippo (HIPO), United Fire Group (UFCS), and Universal Insurance (UVE). These companies are all part of the "fire, marine, & casualty insurance" industry.

Heritage Insurance vs.

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

In the previous week, Heritage Insurance had 9 more articles in the media than NI. MarketBeat recorded 11 mentions for Heritage Insurance and 2 mentions for NI. NI's average media sentiment score of 1.29 beat Heritage Insurance's score of -0.22 indicating that NI is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heritage Insurance
1 Very Positive mention(s)
0 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
NI
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Heritage Insurance has higher revenue and earnings than NI. NI 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$735.50M0.34$45.31M$1.644.98
NI$365.70M0.84-$5.48M-$0.25-59.72

Heritage Insurance received 217 more outperform votes than NI when rated by MarketBeat users. Likewise, 65.65% of users gave Heritage Insurance an outperform vote while only 62.04% of users gave NI an outperform vote.

CompanyUnderperformOutperform
Heritage InsuranceOutperform Votes
302
65.65%
Underperform Votes
158
34.35%
NIOutperform Votes
85
62.04%
Underperform Votes
52
37.96%

Heritage Insurance has a net margin of 6.07% compared to NI's net margin of -1.50%. Heritage Insurance's return on equity of 25.96% beat NI's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance6.07% 25.96% 2.01%
NI -1.50%-2.25%-0.83%

Heritage Insurance currently has a consensus target price of $9.00, indicating a potential upside of 10.29%. Given Heritage Insurance's higher probable upside, equities analysts clearly believe Heritage Insurance is more favorable than NI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Insurance
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
NI
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Heritage Insurance has a beta of 0.92, meaning that its stock price is 8% less volatile than the S&P 500. Comparatively, NI has a beta of 0.33, meaning that its stock price is 67% less volatile than the S&P 500.

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 21.9% of NI shares are held by institutional investors. 11.9% of Heritage Insurance shares are held by insiders. Comparatively, 1.2% of NI shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Heritage Insurance beats NI on 15 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HRTG 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$244.17M$40.00B$9.19B$17.43B
Dividend YieldN/A4.39%6.31%3.58%
P/E Ratio4.9814.2457.0525.58
Price / Sales0.341.603,546.0012.18
Price / Cash7.6817.3727.4917.50
Price / Book1.441.902.274.92
Net Income$45.31M$3.93B$1.00B$964.63M
7 Day Performance-20.70%1.05%0.85%1.73%
1 Month Performance-22.73%-1.42%-0.12%-1.32%
1 Year Performance148.78%49.28%13.49%101.87%

Heritage Insurance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NODK
NI
0 of 5 stars
$15.28
+3.0%
N/A+14.5%$315.23M$365.70M-61.12219Positive News
Gap Up
JRVR
James River Group
4.3063 of 5 stars
$9.26
-0.2%
$12.33
+33.2%
-56.6%$348.73M$812.01M-4.10649Upcoming Earnings
News Coverage
KFS
Kingsway Financial Services
0.5811 of 5 stars
$8.80
+0.7%
N/A+4.0%$247.46M$103.24M0.00397News Coverage
MHLD
Maiden
0.7075 of 5 stars
$2.18
flat
N/A+4.7%$219.03M$89.23M-5.7445News Coverage
GLRE
Greenlight Capital Re
0.7824 of 5 stars
$12.31
-1.0%
N/A+22.6%$435.28M$667.08M5.1764News Coverage
Positive News
GBLI
Global Indemnity Group
0 of 5 stars
$32.50
flat
N/A+15.4%$441.35M$528.13M17.76266Upcoming Earnings
DGICA
Donegal Group
3.3618 of 5 stars
$13.80
-0.2%
$15.00
+8.7%
-6.7%$460.78M$927.34M98.57873News Coverage
HIPO
Hippo
0.2384 of 5 stars
$21.33
+3.8%
$17.33
-18.7%
-2.2%$518.53M$209.70M-1.84516Gap Up
UFCS
United Fire Group
1.4737 of 5 stars
$22.79
+0.3%
$21.00
-7.9%
-16.9%$576.13M$1.10B-19.31852Upcoming Earnings
UVE
Universal Insurance
4.9032 of 5 stars
$20.11
+1.4%
$25.00
+24.3%
+23.2%$582.59M$1.39B9.141,244Insider Selling

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This page (NYSE:HRTG) was last updated on 5/4/2024 by MarketBeat.com Staff

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