Heritage Insurance Holdings, Inc. (HRTG)
Company Info
| ISIN | US42727J1025 |
|---|---|
| CUSIP | 42727J102 |
| Sector | Financial Services |
| Industry | Insurance—Property & Casualty |
Highlights
| Market Cap | $249.69M |
|---|---|
| EPS | $1.65 |
| PE Ratio | 4.94 |
| Revenue (TTM) | $749.88M |
| Gross Profit (TTM) | $4.99M |
| EBITDA (TTM) | $75.33M |
| Year Range | $3.66 - $11.23 |
| Target Price | $10.00 |
| Short % | 3.73% |
| Short Ratio | 1.58 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: HRTG vs. ITOT, HRTG vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Heritage Insurance Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Heritage Insurance Holdings, Inc. had a return of 25.00% year-to-date (YTD) and 148.48% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.00% | 7.50% |
| 1 month | -25.02% | -1.61% |
| 6 months | 16.43% | 17.65% |
| 1 year | 148.48% | 26.26% |
| 5 years (annualized) | -7.82% | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -7.67% | 15.61% | 53.02% | -4.13% | ||||||||
| 2023 | -8.94% | 48.73% | -25.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HRTG is 88, placing it in the top 12% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Heritage Insurance Holdings, Inc.(HRTG)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Heritage Insurance Holdings, Inc. granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.12 | $0.24 | $0.24 | $0.24 | $0.24 | $0.24 | $0.23 | $0.05 |
Dividend yield | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% |
Monthly Dividends
The table displays the monthly dividend distributions for Heritage Insurance Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 |
| 2020 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 |
| 2017 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.06 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 |
| 2015 | $0.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Heritage Insurance Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Heritage Insurance Holdings, Inc. was 94.36%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current Heritage Insurance Holdings, Inc. drawdown is 65.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.36% | Jul 20, 2015 | 1829 | Oct 20, 2022 | — | — | — |
| -11.87% | Mar 12, 2015 | 35 | Apr 30, 2015 | 42 | Jun 30, 2015 | 77 |
| -11.09% | Nov 6, 2014 | 9 | Nov 18, 2014 | 14 | Dec 9, 2014 | 23 |
| -10.65% | Aug 26, 2014 | 23 | Sep 26, 2014 | 17 | Oct 21, 2014 | 40 |
| -7.65% | Jul 2, 2014 | 21 | Jul 31, 2014 | 17 | Aug 25, 2014 | 38 |
Volatility
Volatility Chart
The current Heritage Insurance Holdings, Inc. volatility is 28.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |