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Heritage Insurance (HRTG) Competitors

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$20.88 -0.32 (-1.52%)
Closing price 03:58 PM Eastern
Extended Trading
$20.85 -0.03 (-0.13%)
As of 06:32 PM Eastern
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HRTG vs. SPNT, FIHL, CLOV, SLDE, and PLGO

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 SiriusPoint (SPNT), Fidelis Insurance (FIHL), Clover Health Investments (CLOV), Slide Insurance (SLDE), and Fidelis Insurance (PLGO). These companies are all part of the "insurance" industry.

How does Heritage Insurance compare to SiriusPoint?

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

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 52.8% of SiriusPoint shares are held by institutional investors. 15.2% of Heritage Insurance shares are held by insiders. Comparatively, 12.2% of SiriusPoint 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.

Heritage Insurance has a net margin of 23.76% compared to SiriusPoint's net margin of 15.38%. Heritage Insurance's return on equity of 43.68% beat SiriusPoint's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance23.76% 43.68% 8.84%
SiriusPoint 15.38%16.92%2.88%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Insurance$847.33M0.75$195.59M$6.523.20
SiriusPoint$3.21B0.75$459.60M$4.025.09

In the previous week, SiriusPoint had 2 more articles in the media than Heritage Insurance. MarketBeat recorded 3 mentions for SiriusPoint and 1 mentions for Heritage Insurance. SiriusPoint's average media sentiment score of 1.05 beat Heritage Insurance's score of 0.00 indicating that SiriusPoint is being referred to more favorably in the news media.

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

Heritage Insurance currently has a consensus price target of $36.00, suggesting a potential upside of 72.44%. SiriusPoint has a consensus price target of $28.00, suggesting a potential upside of 36.89%. Given Heritage Insurance's higher possible upside, analysts plainly believe Heritage Insurance is more favorable than SiriusPoint.

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
SiriusPoint
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

Heritage Insurance has a beta of 0.91, meaning that its stock price is 9% less volatile than the broader market. Comparatively, SiriusPoint has a beta of 0.61, meaning that its stock price is 39% less volatile than the broader market.

Summary

Heritage Insurance and SiriusPoint tied by winning 8 of the 16 factors compared between the two stocks.

How does Heritage Insurance compare to Fidelis Insurance?

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

Fidelis Insurance currently has a consensus target price of $21.92, suggesting a potential upside of 1.99%. Heritage Insurance has a consensus target price of $36.00, suggesting a potential upside of 72.44%. Given Heritage Insurance's stronger consensus rating and higher probable upside, analysts plainly believe Heritage Insurance is more favorable than Fidelis Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelis Insurance
2 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.13
Heritage Insurance
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Fidelis Insurance has a beta of 0.36, suggesting that its share price is 64% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.91, suggesting that its share price is 9% less volatile than the broader market.

Heritage Insurance has a net margin of 23.76% compared to Fidelis Insurance's net margin of 9.02%. Heritage Insurance's return on equity of 43.68% beat Fidelis Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelis Insurance9.02% 8.62% 1.62%
Heritage Insurance 23.76%43.68%8.84%

In the previous week, Fidelis Insurance and Fidelis Insurance both had 1 articles in the media. Fidelis Insurance's average media sentiment score of 0.00 equaled Heritage Insurance'saverage media sentiment score.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelis Insurance$2.17B0.96$225.50M$2.219.72
Heritage Insurance$847.33M0.75$195.59M$6.523.20

82.0% of Fidelis Insurance shares are held by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are held by institutional investors. 15.2% of Heritage Insurance shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Heritage Insurance beats Fidelis Insurance on 8 of the 14 factors compared between the two stocks.

How does Heritage Insurance compare to Clover Health Investments?

Heritage Insurance (NYSE:HRTG) and Clover Health Investments (NASDAQ:CLOV) are both small-cap insurance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, profitability, earnings, valuation, institutional ownership, analyst recommendations, dividends and risk.

Heritage Insurance currently has a consensus target price of $36.00, suggesting a potential upside of 72.44%. Clover Health Investments has a consensus target price of $2.90, suggesting a potential downside of 20.55%. Given Heritage Insurance's stronger consensus rating and higher probable upside, analysts clearly believe Heritage Insurance is more favorable than Clover Health Investments.

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
Clover Health Investments
1 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

59.0% of Heritage Insurance shares are owned by institutional investors. Comparatively, 19.8% of Clover Health Investments shares are owned by institutional investors. 15.2% of Heritage Insurance shares are owned by company insiders. Comparatively, 23.5% of Clover Health Investments shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Heritage Insurance has higher earnings, but lower revenue than Clover Health Investments. Clover Health Investments 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$847.33M0.75$195.59M$6.523.20
Clover Health Investments$1.92B1.00-$85.55M-$0.12N/A

Heritage Insurance has a net margin of 23.76% compared to Clover Health Investments' net margin of -2.58%. Heritage Insurance's return on equity of 43.68% beat Clover Health Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance23.76% 43.68% 8.84%
Clover Health Investments -2.58%-16.52%-9.28%

In the previous week, Clover Health Investments had 7 more articles in the media than Heritage Insurance. MarketBeat recorded 8 mentions for Clover Health Investments and 1 mentions for Heritage Insurance. Clover Health Investments' average media sentiment score of 0.54 beat Heritage Insurance's score of 0.00 indicating that Clover Health Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heritage Insurance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Clover Health Investments
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Heritage Insurance has a beta of 0.91, meaning that its share price is 9% less volatile than the broader market. Comparatively, Clover Health Investments has a beta of 2.54, meaning that its share price is 154% more volatile than the broader market.

Summary

Heritage Insurance beats Clover Health Investments on 10 of the 16 factors compared between the two stocks.

How does Heritage Insurance compare to Slide Insurance?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Slide Insurance$1.16B1.60$443.96M$3.604.50
Heritage Insurance$847.33M0.75$195.59M$6.523.20

In the previous week, Slide Insurance had 12 more articles in the media than Heritage Insurance. MarketBeat recorded 13 mentions for Slide Insurance and 1 mentions for Heritage Insurance. Slide Insurance's average media sentiment score of 0.47 beat Heritage Insurance's score of 0.00 indicating that Slide Insurance is being referred to more favorably in the media.

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

Slide Insurance has a net margin of 38.86% compared to Heritage Insurance's net margin of 23.76%. Slide Insurance's return on equity of 48.38% beat Heritage Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Slide Insurance38.86% 48.38% 17.38%
Heritage Insurance 23.76%43.68%8.84%

59.0% of Heritage Insurance shares are held by institutional investors. 50.8% of Slide Insurance shares are held by insiders. Comparatively, 15.2% of Heritage Insurance shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Slide Insurance presently has a consensus price target of $24.80, indicating a potential upside of 53.18%. Heritage Insurance has a consensus price target of $36.00, indicating a potential upside of 72.44%. Given Heritage Insurance's higher possible upside, analysts clearly believe Heritage Insurance is more favorable than Slide Insurance.

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

Summary

Slide Insurance beats Heritage Insurance on 13 of the 16 factors compared between the two stocks.

How does Heritage Insurance compare to Fidelis Insurance?

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

In the previous week, Fidelis Insurance had 6 more articles in the media than Heritage Insurance. MarketBeat recorded 7 mentions for Fidelis Insurance and 1 mentions for Heritage Insurance. Fidelis Insurance's average media sentiment score of 0.72 beat Heritage Insurance's score of 0.00 indicating that Fidelis Insurance is being referred to more favorably in the media.

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

Fidelis Insurance has a beta of 0.35, indicating that its stock price is 65% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.91, indicating that its stock price is 9% less volatile than the broader market.

Heritage Insurance has a net margin of 23.76% compared to Fidelis Insurance's net margin of 15.33%. Heritage Insurance's return on equity of 43.68% beat Fidelis Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelis Insurance15.33% 14.44% 2.63%
Heritage Insurance 23.76%43.68%8.84%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelis Insurance$2.50B0.73$225.50M$3.745.64
Heritage Insurance$847.33M0.75$195.59M$6.523.20

82.0% of Fidelis Insurance shares are owned by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are owned by institutional investors. 15.2% of Heritage Insurance shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Fidelis Insurance presently has a consensus target price of $24.33, suggesting a potential upside of 15.27%. Heritage Insurance has a consensus target price of $36.00, suggesting a potential upside of 72.44%. Given Heritage Insurance's higher probable upside, analysts plainly believe Heritage Insurance is more favorable than Fidelis Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelis Insurance
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.60
Heritage Insurance
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Summary

Fidelis Insurance and Heritage Insurance tied by winning 8 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.
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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 InsuranceINS IndustryFinance SectorNYSE Exchange
Market Cap$643.42M$56.53B$13.57B$23.28B
Dividend YieldN/A1.96%5.76%4.06%
P/E Ratio3.2010.1419.7031.00
Price / Sales0.751.59141.2423.82
Price / Cash3.1511.9019.8724.93
Price / Book1.281.882.174.67
Net Income$195.59M$4.24B$1.13B$1.07B
7 Day Performance-5.72%-3.03%-0.69%-0.67%
1 Month Performance-27.48%-3.85%-0.44%0.22%
1 Year Performance-15.25%0.03%11.16%25.44%

Heritage Insurance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRTG
Heritage Insurance
4.462 of 5 stars
$20.88
-1.5%
$36.00
+72.4%
-16.8%$643.42M$847.33M3.20650
SPNT
SiriusPoint
3.7558 of 5 stars
$20.94
-1.9%
$28.00
+33.7%
+5.9%$2.46B$3.22B5.251,099
FIHL
Fidelis Insurance
2.5911 of 5 stars
$21.84
+1.2%
$21.92
+0.4%
+24.2%$2.11B$2.17B9.8877
CLOV
Clover Health Investments
1.1281 of 5 stars
$3.86
-3.1%
$2.90
-24.8%
+17.7%$2.10B$2.21BN/A680
SLDE
Slide Insurance
3.7803 of 5 stars
$17.72
-1.7%
$24.80
+40.0%
N/A$2.04B$1.26B4.92392

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This page (NYSE:HRTG) was last updated on 6/3/2026 by MarketBeat.com Staff.
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