Heritage Insurance (HRTG) Competitors

$22.53 +0.51 (+2.32%)

As of 01:57 PM Eastern

HRTG vs. HGTY, BWIN, PLMR, HG, and NMIH

Should you buy Heritage Insurance stock or one of its competitors? MarketBeat compares Heritage Insurance with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Heritage Insurance include Hagerty (HGTY), Baldwin Insurance Group (BWIN), Palomar (PLMR), Hamilton Insurance Group (HG), and NMI (NMIH). These companies are all part of the "insurance" industry.

How does Heritage Insurance compare to Hagerty?

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

Hagerty has a beta of 0.83, meaning that its stock price is 17% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 1.03, meaning that its stock price is 3% more volatile than the broader market.

Heritage Insurance has a net margin of 23.76% compared to Hagerty's net margin of 5.11%. Heritage Insurance's return on equity of 43.68% beat Hagerty's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Hagerty	5.11%	11.94%	3.61%
Heritage Insurance	23.76%	43.68%	8.84%

In the previous week, Heritage Insurance had 11 more articles in the media than Hagerty. MarketBeat recorded 18 mentions for Heritage Insurance and 7 mentions for Hagerty. Hagerty's average media sentiment score of 0.26 beat Heritage Insurance's score of 0.00 indicating that Hagerty is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Hagerty	1 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral
Heritage Insurance	4 Very Positive mention(s)	3 Positive mention(s)	5 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral

Hagerty currently has a consensus target price of $13.38, indicating a potential upside of 30.49%. Heritage Insurance has a consensus target price of $36.00, indicating a potential upside of 59.79%. Given Heritage Insurance's higher probable upside, analysts clearly believe Heritage Insurance is more favorable than Hagerty.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Hagerty	0 Sell rating(s)	5 Hold rating(s)	4 Buy rating(s)	0 Strong Buy rating(s)	2.44
Heritage Insurance	1 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.25

Heritage Insurance has lower revenue, but higher earnings 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Hagerty	$1.46B	2.41	$49.02M	$0.20	51.25
Heritage Insurance	$770.77M	0.89	$195.59M	$6.52	3.46

20.5% of Hagerty shares are owned by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are owned by institutional investors. 16.7% of Hagerty shares are owned by company insiders. Comparatively, 15.2% of Heritage Insurance shares are owned by company 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.

Summary

Heritage Insurance beats Hagerty on 9 of the 16 factors compared between the two stocks.

How does Heritage Insurance compare to Baldwin Insurance Group?

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

In the previous week, Heritage Insurance had 6 more articles in the media than Baldwin Insurance Group. MarketBeat recorded 18 mentions for Heritage Insurance and 12 mentions for Baldwin Insurance Group. Baldwin Insurance Group's average media sentiment score of 0.62 beat Heritage Insurance's score of 0.00 indicating that Baldwin Insurance Group is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Baldwin Insurance Group	5 Very Positive mention(s)	2 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Heritage Insurance	4 Very Positive mention(s)	3 Positive mention(s)	5 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral

Heritage Insurance has a net margin of 23.76% compared to Baldwin Insurance Group's net margin of -2.80%. Heritage Insurance's return on equity of 43.68% beat Baldwin Insurance Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Baldwin Insurance Group	-2.80%	12.35%	3.43%
Heritage Insurance	23.76%	43.68%	8.84%

77.5% of Baldwin Insurance Group shares are held by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are held by institutional investors. 18.5% of Baldwin Insurance Group shares are held by company insiders. Comparatively, 15.2% of Heritage Insurance shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Baldwin Insurance Group	$1.50B	1.91	-$33.81M	-$0.67	N/A
Heritage Insurance	$770.77M	0.89	$195.59M	$6.52	3.46

Baldwin Insurance Group has a beta of 1.23, suggesting that its stock price is 23% more volatile than the broader market. Comparatively, Heritage Insurance has a beta of 1.03, suggesting that its stock price is 3% more volatile than the broader market.

Baldwin Insurance Group currently has a consensus price target of $30.25, suggesting a potential upside of 50.35%. Heritage Insurance has a consensus price target of $36.00, suggesting a potential upside of 59.79%. Given Heritage Insurance's higher possible upside, analysts clearly believe Heritage Insurance is more favorable than Baldwin Insurance Group.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Baldwin Insurance Group	2 Sell rating(s)	4 Hold rating(s)	4 Buy rating(s)	1 Strong Buy rating(s)	2.36
Heritage Insurance	1 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.25

Summary

Baldwin Insurance Group beats Heritage Insurance on 9 of the 17 factors compared between the two stocks.

How does Heritage Insurance compare to Palomar?

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

Palomar has a beta of 0.49, indicating that its share price is 51% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 1.03, indicating that its share price is 3% more volatile than the broader market.

In the previous week, Heritage Insurance had 2 more articles in the media than Palomar. MarketBeat recorded 18 mentions for Heritage Insurance and 16 mentions for Palomar. Palomar's average media sentiment score of 0.41 beat Heritage Insurance's score of 0.00 indicating that Palomar is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Palomar	3 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	5 Negative mention(s)	0 Very Negative mention(s)	Neutral
Heritage Insurance	4 Very Positive mention(s)	3 Positive mention(s)	5 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral

Palomar currently has a consensus target price of $150.25, suggesting a potential upside of 36.30%. Heritage Insurance has a consensus target price of $36.00, suggesting a potential upside of 59.79%. Given Heritage Insurance's higher probable upside, analysts plainly believe Heritage Insurance is more favorable than Palomar.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Palomar	0 Sell rating(s)	1 Hold rating(s)	4 Buy rating(s)	1 Strong Buy rating(s)	3.00
Heritage Insurance	1 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.25

Heritage Insurance has a net margin of 23.76% compared to Palomar's net margin of 20.11%. Heritage Insurance's return on equity of 43.68% beat Palomar's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Palomar	20.11%	22.62%	6.60%
Heritage Insurance	23.76%	43.68%	8.84%

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Palomar	$980.27M	2.98	$197.07M	$7.18	15.35
Heritage Insurance	$770.77M	0.89	$195.59M	$6.52	3.46

90.3% of Palomar shares are held by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are held by institutional investors. 3.7% of Palomar shares are held by company insiders. Comparatively, 15.2% of Heritage Insurance shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Palomar beats Heritage Insurance on 10 of the 17 factors compared between the two stocks.

How does Heritage Insurance compare to Hamilton Insurance Group?

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

Heritage Insurance currently has a consensus price target of $36.00, suggesting a potential upside of 59.79%. Hamilton Insurance Group has a consensus price target of $33.43, suggesting a potential upside of 7.97%. Given Heritage Insurance's higher possible upside, equities research analysts plainly believe Heritage Insurance is more favorable than Hamilton Insurance Group.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Heritage Insurance	1 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.25
Hamilton Insurance Group	0 Sell rating(s)	2 Hold rating(s)	6 Buy rating(s)	1 Strong Buy rating(s)	2.89

In the previous week, Heritage Insurance had 6 more articles in the media than Hamilton Insurance Group. MarketBeat recorded 18 mentions for Heritage Insurance and 12 mentions for Hamilton Insurance Group. Hamilton Insurance Group's average media sentiment score of 0.64 beat Heritage Insurance's score of 0.00 indicating that Hamilton Insurance Group is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Heritage Insurance	4 Very Positive mention(s)	3 Positive mention(s)	5 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral
Hamilton Insurance Group	5 Very Positive mention(s)	2 Positive mention(s)	1 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Heritage Insurance has a net margin of 23.76% compared to Hamilton Insurance Group's net margin of 21.73%. Heritage Insurance's return on equity of 43.68% beat Hamilton Insurance Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Heritage Insurance	23.76%	43.68%	8.84%
Hamilton Insurance Group	21.73%	23.19%	6.74%

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 29.2% of Hamilton Insurance Group shares are held by institutional investors. 15.2% of Heritage Insurance shares are held by insiders. Comparatively, 3.0% of Hamilton Insurance Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Heritage Insurance	$770.77M	0.89	$195.59M	$6.52	3.46
Hamilton Insurance Group	$2.91B	1.06	$576.67M	$6.11	5.07

Heritage Insurance has a beta of 1.03, suggesting that its share price is 3% more volatile than the broader market. Comparatively, Hamilton Insurance Group has a beta of 0.58, suggesting that its share price is 42% less volatile than the broader market.

Summary

Heritage Insurance beats Hamilton Insurance Group on 9 of the 17 factors compared between the two stocks.

How does Heritage Insurance compare to NMI?

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

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Heritage Insurance	$770.77M	0.89	$195.59M	$6.52	3.46
NMI	$716.67M	4.01	$388.93M	$4.91	7.70

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 94.1% of NMI shares are held by institutional investors. 15.2% of Heritage Insurance shares are held by insiders. Comparatively, 2.4% of NMI shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, Heritage Insurance had 13 more articles in the media than NMI. MarketBeat recorded 18 mentions for Heritage Insurance and 5 mentions for NMI. NMI's average media sentiment score of 0.84 beat Heritage Insurance's score of 0.00 indicating that NMI is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Heritage Insurance	4 Very Positive mention(s)	3 Positive mention(s)	5 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral
NMI	1 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

NMI has a net margin of 53.82% compared to Heritage Insurance's net margin of 23.76%. Heritage Insurance's return on equity of 43.68% beat NMI's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Heritage Insurance	23.76%	43.68%	8.84%
NMI	53.82%	15.18%	10.23%

Heritage Insurance presently has a consensus target price of $36.00, indicating a potential upside of 59.79%. NMI has a consensus target price of $42.40, indicating a potential upside of 12.17%. Given Heritage Insurance's higher possible upside, research analysts clearly believe Heritage Insurance is more favorable than NMI.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Heritage Insurance	1 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.25
NMI	0 Sell rating(s)	1 Hold rating(s)	4 Buy rating(s)	0 Strong Buy rating(s)	2.80

Heritage Insurance has a beta of 1.03, indicating that its stock price is 3% more volatile than the broader market. Comparatively, NMI has a beta of 0.59, indicating that its stock price is 41% less volatile than the broader market.

Summary

NMI beats Heritage Insurance on 9 of the 16 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 HRTG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.

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.

HRTG vs. The Competition

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Metric	Heritage Insurance	INS Industry	Finance Sector	NYSE Exchange
Market Cap	$683.18M	$56.75B	$13.47B	$23.00B
Dividend Yield	N/A	1.93%	5.82%	4.07%
P/E Ratio	3.45	10.28	23.17	28.45
Price / Sales	0.89	1.66	170.28	24.33
Price / Cash	3.42	12.19	20.50	25.11
Price / Book	1.31	2.27	2.16	4.76
Net Income	$195.59M	$4.16B	$1.11B	$1.06B
7 Day Performance	-20.02%	-0.90%	-0.57%	-0.51%
1 Month Performance	-14.56%	1.31%	0.67%	1.98%
1 Year Performance	-4.57%	7.72%	11.33%	25.22%

Heritage Insurance Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
HRTG Heritage Insurance	4.5314 of 5 stars	$22.53 +2.3%	$36.00 +59.8%	-15.0%	$683.18M	$770.77M	3.45	650	Earnings Report Analyst Forecast
HGTY Hagerty	3.4237 of 5 stars	$10.16 +0.9%	$13.71 +35.0%	+4.3%	$3.50B	$1.46B	30.99	1,891	Analyst Forecast
BWIN Baldwin Insurance Group	4.6222 of 5 stars	$22.09 +0.6%	$30.13 +36.3%	-47.7%	$3.19B	$1.50B	N/A	5,020	Gap Up
PLMR Palomar	4.6929 of 5 stars	$114.10 -1.3%	$161.75 +41.8%	-30.5%	$3.13B	$875.97M	16.47	150	Analyst Forecast
HG Hamilton Insurance Group	3.8694 of 5 stars	$30.35 +1.1%	$33.00 +8.7%	+46.3%	$2.99B	$2.91B	4.94	550	Analyst Upgrade

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This page (NYSE:HRTG) was last updated on 5/14/2026 by MarketBeat.com Staff.

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Heritage Insurance (HRTG) Competitors

HRTG vs. HGTY, BWIN, PLMR, HG, and NMIH

How does Heritage Insurance compare to Hagerty?

Summary

How does Heritage Insurance compare to Baldwin Insurance Group?

Summary

How does Heritage Insurance compare to Palomar?

Summary

How does Heritage Insurance compare to Hamilton Insurance Group?

Summary

How does Heritage Insurance compare to NMI?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

HRTG vs. The Competition

Heritage Insurance Competitors List

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Stock Ideas and Recommendations

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Heritage Insurance (HRTG) Competitors

HRTG vs. HGTY, BWIN, PLMR, HG, and NMIH

How does Heritage Insurance compare to Hagerty?

Which has more risk and volatility, HGTY or HRTG?

Is HGTY or HRTG more profitable?

Does the media prefer HGTY or HRTG?

Do analysts prefer HGTY or HRTG?

Which has better valuation and earnings, HGTY or HRTG?

Do insiders and institutionals have more ownership in HGTY or HRTG?

Summary

How does Heritage Insurance compare to Baldwin Insurance Group?

Does the media favor BWIN or HRTG?

Is BWIN or HRTG more profitable?

Do insiders & institutionals hold more shares of BWIN or HRTG?

Which has stronger earnings and valuation, BWIN or HRTG?

Which has more volatility & risk, BWIN or HRTG?

Do analysts prefer BWIN or HRTG?

Summary

How does Heritage Insurance compare to Palomar?

Which has more risk and volatility, PLMR or HRTG?

Does the media prefer PLMR or HRTG?

Do analysts prefer PLMR or HRTG?

Is PLMR or HRTG more profitable?

Which has better valuation & earnings, PLMR or HRTG?

Do institutionals and insiders hold more shares of PLMR or HRTG?

Summary

How does Heritage Insurance compare to Hamilton Insurance Group?

Do analysts rate HRTG or HG?

Does the media refer more to HRTG or HG?

Is HRTG or HG more profitable?

Do insiders and institutionals believe in HRTG or HG?

Which has preferable valuation & earnings, HRTG or HG?

Which has more volatility & risk, HRTG or HG?

Summary

How does Heritage Insurance compare to NMI?

Which has stronger valuation & earnings, HRTG or NMIH?

Do insiders and institutionals have more ownership in HRTG or NMIH?

Does the media refer more to HRTG or NMIH?

Is HRTG or NMIH more profitable?

Do analysts rate HRTG or NMIH?

Which has more volatility & risk, HRTG or NMIH?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

HRTG vs. The Competition

Heritage Insurance Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools