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HRTG · Heritage Insurance Holdings, Inc.

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$34.35 +0.63 (+1.87%) At close · Sep 2
Russell 2000 member Rebalance outlook locked
Market Cap
$1.00B
Shares
29.73M

HRTG metrics

87 of 114 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$34.35
Market cap
$1.00B

Price action

19 metrics
Price change (1W)
-1.4%
Price change (30D)
+11.6%
Price change (3M)
+59.1%
Price change (6M)
+20.4%
Price change (YTD)
+15.2%
Price change (1Y)
+48.1%
Trailing year
Price change (5Y)
+396.6%
52-week high
$35.21
52-week low
$20.88
Change from 52-week high
-4.2%
Change from 52-week low
+61.5%
Annualized volatility
56.9%
Beta
-0.1
RSI (14D)
60.2
Price vs SMA 50
+13.0%
Price vs SMA 200
+23.8%
Avg volume (3M)
366,982
Relative volume
0.5
Average dollar volume
$10.09M

Company

3 metrics
Sector
Financial Services
Industry
Insurance - Property & Casualty
Shares outstanding
29.73M

Valuation

12 metrics
P / E (TTM)
4.8
Trailing earnings · reciprocal yield 20.8%
PEG ratio
0.1
EV / revenue
0.6×
reciprocal yield 175.6%
EV / EBITDA
1.6×
reciprocal yield 62.0%
EV / EBIT
1.7×
reciprocal yield 60.5%
P / sales
1.2×
reciprocal yield 85.2%
P / book
1.8
reciprocal yield 56.6%
FCF yield
29.7%
TTM · current market cap
Buyback yield
0.0%
P / FCF
3.4
reciprocal yield 29.7%
P / operating cash flow
3.3
reciprocal yield 30.4%
Earnings yield
21.5%

Historical valuation

8 metrics
P / E historical average (3Y)
5.6×
reciprocal yield 17.9%
P / E historical average (5Y)
5.6×
reciprocal yield 17.9%
EV / revenue historical average (3Y)
0.2×
reciprocal yield 453.0%
EV / revenue historical average (5Y)
0.1×
reciprocal yield 1,030.9%
EV / EBIT historical average (3Y)
1.2×
reciprocal yield 83.8%
EV / EBIT historical average (5Y)
1.2×
reciprocal yield 83.8%
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
—
Trailing 12 months
Payout ratio
—
Shareholder yield
0.0%
Dividend / share (TTM)
—
Dividend growth YoY
—
Dividend growth streak
—
Last ex-dividend
2022-06-13

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-08-06

Profitability

9 metrics
Gross margin
—
Operating margin
34.5%
Trailing 12 months
Net margin
25.2%
Gross profit (TTM)
—
Operating profit (TTM)
$294.51M
Net income (TTM)
$215.29M
Trailing 12 months
Diluted EPS (TTM)
$7.02
FCF margin
34.8%
Effective tax rate
25.1%

Per share

11 metrics
Revenue per diluted share (TTM)
—
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
—
Operating cash flow per diluted share (TTM)
—
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
—
Book value per share
$5.71

Growth

11 metrics
Revenue growth YoY
+3.0%
Year over year
Net income growth YoY
+28.5%
Revenue (TTM)
$854.63M
Trailing 12 months
EPS growth YoY
+32.3%
Shares change YoY
-3.2%
Year over year · fewer shares
Revenue CAGR (3Y)
+8.6%
Revenue CAGR (5Y)
+7.4%
EPS CAGR (3Y)
—
EPS CAGR (5Y)
+80.5%
FCF CAGR (3Y)
—
FCF CAGR (5Y)
+0.5%

Quality

14 metrics
Return on equity
37.9%
Return on assets
8.8%
Debt / equity
0.1
Current ratio
—
EBITDA (TTM)
$301.61M
Free cash flow (TTM)
$297.75M
Quick ratio
—
Interest coverage
41.8
Net debt / EBITDA
-1.7
Return on invested capital
429.0%
Trailing 12 months
Net cash
$516.31M
Latest balance sheet
Cash & equivalents
$587.60M
Total assets
$2.45B
Total debt
$71.29M

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$304.66M
Capital expenditures (TTM)
$6.92M
R&D (TTM)
—
SG&A (TTM)
$93.40M
Stock compensation (TTM)
$5.15M
R&D / revenue
—
Stock compensation / revenue
0.6%

Ownership (13F)

3 metrics
13F filers
188
13F filer change QoQ
-3
Institutional ownership
64.7%

Short interest

3 metrics
Short interest
2.2%
Latest settlement · 1.6 days to cover
Days to cover
1.6d
Short-squeeze score
58 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$2.39M
Insider-sentiment score
20 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 1598665 CUSIP 42727J102 13F (30d) 154 filings 153 filers Visit website Investor relations

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