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Heritage Insurance (HRTG) Competitors

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$30.15 +0.78 (+2.66%)
Closing price 03:59 PM Eastern
Extended Trading
$30.20 +0.05 (+0.18%)
As of 07:34 PM Eastern
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HRTG vs. NMIH, SPNT, SKWD, FIHL, and SLDE

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 NMI (NMIH), SiriusPoint (SPNT), Skyward Specialty Insurance Group (SKWD), Fidelis Insurance (FIHL), and Slide Insurance (SLDE).

How does Heritage Insurance compare to NMI?

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

NMI has a net margin of 54.10% 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
NMI54.10% 15.13% 10.21%
Heritage Insurance 23.76%43.68%8.84%

94.1% of NMI shares are held by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are held by institutional investors. 2.4% of NMI shares are held by company insiders. Comparatively, 9.2% 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 stock is poised for long-term growth.

NMI currently has a consensus target price of $47.17, indicating a potential upside of 5.80%. Heritage Insurance has a consensus target price of $33.50, indicating a potential upside of 11.11%. Given Heritage Insurance's higher probable upside, analysts plainly believe Heritage Insurance is more favorable than NMI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NMI
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.67
Heritage Insurance
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

NMI has a beta of 0.53, indicating that its share price is 47% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.89, indicating that its share price is 11% less volatile than the broader market.

NMI has higher earnings, but lower revenue 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NMI$706.44M4.79$388.93M$5.088.78
Heritage Insurance$847.33M1.08$195.59M$6.524.62

In the previous week, NMI had 26 more articles in the media than Heritage Insurance. MarketBeat recorded 30 mentions for NMI and 4 mentions for Heritage Insurance. NMI's average media sentiment score of 0.64 beat Heritage Insurance's score of 0.49 indicating that NMI is being referred to more favorably in the media.

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

Summary

NMI beats Heritage Insurance on 10 of the 16 factors compared between the two stocks.

How does Heritage Insurance compare to SiriusPoint?

SiriusPoint (NYSE:SPNT) 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 earnings, valuation, institutional ownership, risk, profitability, dividends, analyst recommendations and media sentiment.

SiriusPoint has a beta of 0.61, suggesting that its stock price is 39% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.89, suggesting that its stock price is 11% less volatile than the broader market.

52.8% of SiriusPoint shares are owned by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are owned by institutional investors. 12.2% of SiriusPoint shares are owned by insiders. Comparatively, 9.2% of Heritage Insurance shares are owned by 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.

SiriusPoint presently has a consensus price target of $31.00, indicating a potential upside of 31.07%. Heritage Insurance has a consensus price target of $33.50, indicating a potential upside of 11.11%. Given SiriusPoint's higher probable upside, analysts plainly believe SiriusPoint is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SiriusPoint
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40
Heritage Insurance
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

Heritage Insurance has a net margin of 23.76% compared to SiriusPoint's net margin of 15.56%. Heritage Insurance's return on equity of 43.68% beat SiriusPoint's return on equity.

Company Net Margins Return on Equity Return on Assets
SiriusPoint15.56% 16.28% 2.88%
Heritage Insurance 23.76%43.68%8.84%

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
SiriusPoint$3.21B0.86$459.60M$4.105.77
Heritage Insurance$847.33M1.08$195.59M$6.524.62

In the previous week, SiriusPoint had 11 more articles in the media than Heritage Insurance. MarketBeat recorded 15 mentions for SiriusPoint and 4 mentions for Heritage Insurance. SiriusPoint's average media sentiment score of 0.78 beat Heritage Insurance's score of 0.49 indicating that SiriusPoint is being referred to more favorably in the media.

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

Summary

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

How does Heritage Insurance compare to Skyward Specialty Insurance Group?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Insurance$847.33M1.08$195.59M$6.524.62
Skyward Specialty Insurance Group$1.57B1.58$170.03M$4.1514.67

In the previous week, Skyward Specialty Insurance Group had 3 more articles in the media than Heritage Insurance. MarketBeat recorded 7 mentions for Skyward Specialty Insurance Group and 4 mentions for Heritage Insurance. Skyward Specialty Insurance Group's average media sentiment score of 0.85 beat Heritage Insurance's score of 0.49 indicating that Skyward Specialty Insurance Group 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)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Skyward Specialty Insurance Group
4 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Heritage Insurance has a beta of 0.89, suggesting that its share price is 11% less volatile than the broader market. Comparatively, Skyward Specialty Insurance Group has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market.

Heritage Insurance currently has a consensus target price of $33.50, suggesting a potential upside of 11.11%. Skyward Specialty Insurance Group has a consensus target price of $67.67, suggesting a potential upside of 11.17%. Given Skyward Specialty Insurance Group's stronger consensus rating and higher probable upside, analysts plainly believe Skyward Specialty Insurance Group is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Insurance
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Skyward Specialty Insurance Group
0 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.91

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 94.8% of Skyward Specialty Insurance Group shares are held by institutional investors. 9.2% of Heritage Insurance shares are held by insiders. Comparatively, 8.5% of Skyward Specialty Insurance Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments 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 Skyward Specialty Insurance Group's net margin of 11.36%. Heritage Insurance's return on equity of 43.68% beat Skyward Specialty Insurance Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance23.76% 43.68% 8.84%
Skyward Specialty Insurance Group 11.36%18.24%3.69%

Summary

Skyward Specialty Insurance Group beats Heritage Insurance on 10 of the 17 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 superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, earnings, valuation, profitability, risk, dividends and media sentiment.

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, Heritage Insurance had 4 more articles in the media than Fidelis Insurance. MarketBeat recorded 4 mentions for Heritage Insurance and 0 mentions for Fidelis Insurance. Heritage Insurance's average media sentiment score of 0.49 beat Fidelis Insurance's score of 0.00 indicating that Heritage Insurance is being referred to more favorably in the news media.

Company Overall Sentiment
Fidelis Insurance Neutral
Heritage Insurance 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$2.17B1.13$225.50M$2.2111.44
Heritage Insurance$847.33M1.08$195.59M$6.524.62

Fidelis Insurance has a beta of 0.36, meaning that its stock price is 64% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.89, meaning that its stock price is 11% less volatile than the broader market.

82.0% of Fidelis Insurance shares are held by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are held by institutional investors. 9.2% of Heritage Insurance shares are held by 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.

Fidelis Insurance currently has a consensus target price of $21.92, indicating a potential downside of 13.34%. Heritage Insurance has a consensus target price of $33.50, indicating a potential upside of 11.11%. 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
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

Summary

Heritage Insurance beats Fidelis Insurance on 10 of the 15 factors compared between the two stocks.

How does Heritage Insurance compare to Slide Insurance?

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

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
Heritage Insurance$847.33M1.08$195.59M$6.524.62
Slide Insurance$1.16B2.09$443.96M$4.105.04

Heritage Insurance has a beta of 0.89, meaning that its share price is 11% less volatile than the broader market. Comparatively, Slide Insurance has a beta of -0.04, meaning that its share price is 104% less volatile than the broader market.

Slide Insurance has a net margin of 40.02% compared to Heritage Insurance's net margin of 23.76%. Slide Insurance's return on equity of 52.25% beat Heritage Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance23.76% 43.68% 8.84%
Slide Insurance 40.02%52.25%19.64%

Heritage Insurance currently has a consensus target price of $33.50, indicating a potential upside of 11.11%. Slide Insurance has a consensus target price of $25.40, indicating a potential upside of 23.00%. Given Slide Insurance's stronger consensus rating and higher probable upside, analysts plainly believe Slide Insurance is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Insurance
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Slide Insurance
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.78

In the previous week, Slide Insurance had 17 more articles in the media than Heritage Insurance. MarketBeat recorded 21 mentions for Slide Insurance and 4 mentions for Heritage Insurance. Slide Insurance's average media sentiment score of 0.59 beat Heritage Insurance's score of 0.49 indicating that Slide Insurance 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)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Slide Insurance
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

59.0% of Heritage Insurance shares are held by institutional investors. 9.2% of Heritage Insurance shares are held by company insiders. Comparatively, 50.8% of Slide Insurance shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Slide Insurance beats Heritage Insurance on 14 of the 17 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 InsuranceInsurance IndustryFinance SectorNYSE Exchange
Market Cap$891.38M$19.68B$13.92B$23.74B
Dividend YieldN/A3.28%5.96%4.22%
P/E Ratio4.6215.1427.5228.33
Price / Sales1.0828.96467.6120.23
Price / Cash4.3712.4729.9518.72
Price / Book1.859.873.714.83
Net Income$195.59M$1.81B$1.31B$1.07B
7 Day Performance5.51%0.74%0.81%0.84%
1 Month Performance11.16%1.14%0.80%0.59%
1 Year Performance43.71%14.26%13.79%20.55%

Heritage Insurance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRTG
Heritage Insurance
4.4317 of 5 stars
$30.15
+2.7%
$33.50
+11.1%
+39.6%$891.38M$847.33M4.62650
NMIH
NMI
3.0546 of 5 stars
$43.82
+1.8%
$46.00
+5.0%
+19.1%$3.33B$706.44M8.92234
SPNT
SiriusPoint
3.9612 of 5 stars
$26.41
+3.0%
$31.00
+17.4%
+21.0%$3.10B$3.22B6.571,099
SKWD
Skyward Specialty Insurance Group
3.8872 of 5 stars
$63.68
+3.6%
$67.67
+6.3%
+21.4%$2.58B$1.42B15.32400
FIHL
Fidelis Insurance
N/A$25.93
+1.4%
$21.92
-15.5%
+70.2%$2.51B$2.17B11.7377

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This page (NYSE:HRTG) was last updated on 8/3/2026 by MarketBeat.com Staff.
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