Free Trial

Heritage Insurance (HRTG) Competitors

Heritage Insurance logo
$27.28 +0.13 (+0.48%)
Closing price 09/23/2025 03:59 PM Eastern
Extended Trading
$27.36 +0.08 (+0.31%)
As of 07:13 AM 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. GSHD, BHF, CS, HG, SPNT, FIHL, TRUP, SKWD, SLDE, and CLOV

Should you be buying Heritage Insurance stock or one of its competitors? The main competitors of Heritage Insurance include Goosehead Insurance (GSHD), Brighthouse Financial (BHF), Credit Suisse Group (CS), Hamilton Insurance Group (HG), SiriusPoint (SPNT), Fidelis Insurance (FIHL), Trupanion (TRUP), Skyward Specialty Insurance Group (SKWD), Slide Insurance (SLDE), and Clover Health Investments (CLOV). These companies are all part of the "insurance" industry.

Heritage Insurance vs. Its Competitors

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

59.0% of Heritage Insurance shares are owned by institutional investors. 37.8% of Goosehead Insurance shares are owned by insiders. Comparatively, 14.0% of Heritage Insurance shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Heritage Insurance has a net margin of 12.71% compared to Goosehead Insurance's net margin of 8.76%. Heritage Insurance's return on equity of 33.36% beat Goosehead Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Goosehead Insurance8.76% -59.49% 8.70%
Heritage Insurance 12.71%33.36%4.46%

Goosehead Insurance has a beta of 1.34, meaning that its share price is 34% more volatile than the S&P 500. Comparatively, Heritage Insurance has a beta of 1.05, meaning that its share price is 5% more volatile than the S&P 500.

In the previous week, Heritage Insurance had 5 more articles in the media than Goosehead Insurance. MarketBeat recorded 18 mentions for Heritage Insurance and 13 mentions for Goosehead Insurance. Goosehead Insurance's average media sentiment score of 0.68 beat Heritage Insurance's score of 0.50 indicating that Goosehead Insurance is being referred to more favorably in the media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Goosehead Insurance$314.51M9.24$30.43M$1.1368.47
Heritage Insurance$816.98M1.04$61.54M$3.477.86

Goosehead Insurance presently has a consensus price target of $108.91, indicating a potential upside of 40.76%. Heritage Insurance has a consensus price target of $31.50, indicating a potential upside of 15.47%. Given Goosehead Insurance's higher possible upside, research analysts clearly believe Goosehead Insurance is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Goosehead Insurance
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.42
Heritage Insurance
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
3.33

Summary

Goosehead Insurance and Heritage Insurance tied by winning 8 of the 16 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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
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 InsuranceINS IndustryFinance SectorNYSE Exchange
Market Cap$842.13M$59.28B$12.67B$21.71B
Dividend YieldN/A1.87%5.43%3.52%
P/E Ratio7.8616.74240.1329.84
Price / Sales1.042.7630.8660.74
Price / Cash11.9929.0422.8824.72
Price / Book2.873.042.314.59
Net Income$61.54M$4.66B$1.01B$1.00B
7 Day Performance9.87%0.02%0.42%0.64%
1 Month Performance20.49%1.81%1.66%2.77%
1 Year Performance70.50%18.70%540.38%14.49%

Heritage Insurance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRTG
Heritage Insurance
3.9417 of 5 stars
$27.28
+0.5%
$31.50
+15.5%
+79.7%$842.13M$816.98M7.86650
GSHD
Goosehead Insurance
4.7188 of 5 stars
$79.63
-1.3%
$109.36
+37.3%
-12.1%$3.03B$314.51M70.471,580Analyst Forecast
BHF
Brighthouse Financial
4.6559 of 5 stars
$47.21
-3.6%
$59.67
+26.4%
+21.4%$2.80B$4.72B5.111,400Positive News
CS
Credit Suisse Group
N/A$0.89
flat
N/AN/A$2.77B$22.88B1.3750,480
HG
Hamilton Insurance Group
2.2965 of 5 stars
$24.13
-0.7%
$25.43
+5.4%
+32.6%$2.43B$2.33B6.66550Positive News
SPNT
SiriusPoint
3.6543 of 5 stars
$18.57
-2.5%
$25.00
+34.7%
+23.8%$2.22B$2.60B20.861,072Positive News
FIHL
Fidelis Insurance
4.0778 of 5 stars
$17.51
-0.1%
$20.67
+18.1%
-3.3%$1.94B$2.61B-42.7077
TRUP
Trupanion
3.9362 of 5 stars
$44.73
+2.8%
$54.17
+21.1%
+4.5%$1.87B$1.29B172.051,130
SKWD
Skyward Specialty Insurance Group
4.2651 of 5 stars
$45.53
-1.2%
$60.78
+33.5%
+14.7%$1.87B$1.15B14.32400
SLDE
Slide Insurance
N/A$13.91
-3.4%
$21.83
+57.0%
N/A$1.81BN/A0.00392
CLOV
Clover Health Investments
2.8901 of 5 stars
$3.14
+2.6%
$4.37
+39.1%
+12.1%$1.57B$1.37B-39.25680Positive News

Related Companies and Tools


This page (NYSE:HRTG) was last updated on 9/24/2025 by MarketBeat.com Staff
From Our Partners