CBT vs. HRTG
Compare and contrast key facts about Cabot Corporation (CBT) and Heritage Insurance Holdings, Inc. (HRTG).
Performance
CBT vs. HRTG - Performance Comparison
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CBT vs. HRTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBT Cabot Corporation | 14.30% | -25.68% | 11.25% | 27.63% | 21.38% | 28.40% | -2.16% | 14.25% | -28.70% | 24.65% |
HRTG Heritage Insurance Holdings, Inc. | -10.29% | 141.82% | 85.58% | 262.22% | -68.58% | -40.09% | -21.80% | -8.50% | -17.06% | 16.94% |
Fundamentals
CBT:
$8.70
HRTG:
$6.32
CBT:
8.65
HRTG:
4.15
CBT:
0.46
HRTG:
0.03
CBT:
0.75
HRTG:
0.96
CBT:
$3.61B
HRTG:
$847.33M
CBT:
$705.00M
HRTG:
$248.08M
CBT:
$596.00M
HRTG:
$276.45M
Returns By Period
In the year-to-date period, CBT achieves a 14.30% return, which is significantly higher than HRTG's -10.29% return. Both investments have delivered pretty close results over the past 10 years, with CBT having a 7.01% annualized return and HRTG not far behind at 6.68%.
CBT
- 1D
- -0.26%
- 1M
- -1.09%
- YTD
- 14.30%
- 6M
- 0.33%
- 1Y
- -7.17%
- 3Y*
- 1.54%
- 5Y*
- 9.48%
- 10Y*
- 7.01%
HRTG
- 1D
- -0.04%
- 1M
- -5.81%
- YTD
- -10.29%
- 6M
- 4.25%
- 1Y
- 82.04%
- 3Y*
- 104.26%
- 5Y*
- 19.88%
- 10Y*
- 6.68%
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Return for Risk
CBT vs. HRTG — Risk / Return Rank
CBT
HRTG
CBT vs. HRTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cabot Corporation (CBT) and Heritage Insurance Holdings, Inc. (HRTG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CBT | HRTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.22 | 1.36 | -1.58 |
Sortino ratioReturn per unit of downside risk | -0.10 | 2.11 | -2.21 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.26 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.21 | 2.90 | -3.11 |
Martin ratioReturn relative to average drawdown | -0.46 | 6.18 | -6.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBT | HRTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.22 | 1.36 | -1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.28 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.12 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.16 | +0.06 |
Correlation
The correlation between CBT and HRTG is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CBT vs. HRTG - Dividend Comparison
CBT's dividend yield for the trailing twelve months is around 2.39%, while HRTG has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBT Cabot Corporation | 2.39% | 2.69% | 1.85% | 1.88% | 2.21% | 2.53% | 3.12% | 2.90% | 3.04% | 2.02% | 2.22% | 2.15% |
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% |
Drawdowns
CBT vs. HRTG - Drawdown Comparison
The maximum CBT drawdown since its inception was -82.87%, smaller than the maximum HRTG drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for CBT and HRTG.
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Drawdown Indicators
| CBT | HRTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.87% | -94.36% | +11.49% |
Max Drawdown (1Y)Largest decline over 1 year | -29.59% | -26.90% | -2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -48.78% | -87.55% | +38.77% |
Max Drawdown (10Y)Largest decline over 10 years | -67.20% | -92.21% | +25.01% |
Current DrawdownCurrent decline from peak | -33.44% | -15.70% | -17.74% |
Average DrawdownAverage peak-to-trough decline | -20.79% | -46.99% | +26.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.52% | 12.61% | +0.91% |
Volatility
CBT vs. HRTG - Volatility Comparison
The current volatility for Cabot Corporation (CBT) is 9.06%, while Heritage Insurance Holdings, Inc. (HRTG) has a volatility of 10.90%. This indicates that CBT experiences smaller price fluctuations and is considered to be less risky than HRTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBT | HRTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.06% | 10.90% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 22.69% | 38.33% | -15.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.90% | 60.76% | -27.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.41% | 70.83% | -37.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.26% | 57.62% | -22.36% |
Financials
CBT vs. HRTG - Financials Comparison
This section allows you to compare key financial metrics between Cabot Corporation and Heritage Insurance Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CBT vs. HRTG - Profitability Comparison
CBT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Cabot Corporation reported a gross profit of 0.00 and revenue of 849.00M. Therefore, the gross margin over that period was 0.0%.
HRTG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Heritage Insurance Holdings, Inc. reported a gross profit of 0.00 and revenue of 215.32M. Therefore, the gross margin over that period was 0.0%.
CBT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Cabot Corporation reported an operating income of 0.00 and revenue of 849.00M, resulting in an operating margin of 0.0%.
HRTG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Heritage Insurance Holdings, Inc. reported an operating income of 89.68M and revenue of 215.32M, resulting in an operating margin of 41.7%.
CBT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Cabot Corporation reported a net income of 73.00M and revenue of 849.00M, resulting in a net margin of 8.6%.
HRTG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Heritage Insurance Holdings, Inc. reported a net income of 66.68M and revenue of 215.32M, resulting in a net margin of 31.0%.