Correlation
The correlation between CBT and HRTG is 0.28, 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.
CBT vs. HRTG
Compare and contrast key facts about Cabot Corporation (CBT) and Heritage Insurance Holdings, Inc. (HRTG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBT or HRTG.
Performance
CBT vs. HRTG - Performance Comparison
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Key characteristics
CBT:
-0.72
HRTG:
2.57
CBT:
-0.96
HRTG:
3.08
CBT:
0.89
HRTG:
1.45
CBT:
-0.65
HRTG:
2.87
CBT:
-1.24
HRTG:
9.50
CBT:
19.60%
HRTG:
22.16%
CBT:
34.47%
HRTG:
73.87%
CBT:
-82.87%
HRTG:
-94.36%
CBT:
-35.20%
HRTG:
-5.96%
Fundamentals
CBT:
$4.04B
HRTG:
$735.16M
CBT:
$7.71
HRTG:
$2.53
CBT:
9.75
HRTG:
9.38
CBT:
1.83
HRTG:
0.00
CBT:
1.03
HRTG:
0.88
CBT:
2.83
HRTG:
2.23
CBT:
$3.91B
HRTG:
$837.96M
CBT:
$973.00M
HRTG:
$691.98M
CBT:
$808.00M
HRTG:
$118.63M
Returns By Period
In the year-to-date period, CBT achieves a -17.29% return, which is significantly lower than HRTG's 102.23% return. Over the past 10 years, CBT has outperformed HRTG with an annualized return of 8.67%, while HRTG has yielded a comparatively lower 2.88% annualized return.
CBT
-17.29%
-4.33%
-31.11%
-24.61%
1.59%
18.52%
8.67%
HRTG
102.23%
29.47%
96.86%
187.54%
89.44%
16.00%
2.88%
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Risk-Adjusted Performance
CBT vs. HRTG — Risk-Adjusted Performance Rank
CBT
HRTG
CBT vs. HRTG - Risk-Adjusted Performance 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.
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Dividends
CBT vs. HRTG - Dividend Comparison
CBT's dividend yield for the trailing twelve months is around 2.91%, while HRTG has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBT Cabot Corporation | 2.91% | 1.85% | 1.88% | 2.21% | 2.53% | 3.12% | 2.90% | 3.04% | 2.02% | 2.22% | 2.68% | 1.96% |
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% | 0.00% |
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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Volatility
CBT vs. HRTG - Volatility Comparison
The current volatility for Cabot Corporation (CBT) is 9.76%, while Heritage Insurance Holdings, Inc. (HRTG) has a volatility of 25.99%. 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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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 May 2025, Cabot Corporation reported a gross profit of 241.00M and revenue of 936.00M. Therefore, the gross margin over that period was 25.8%.
HRTG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Heritage Insurance Holdings, Inc. reported a gross profit of 66.30M and revenue of 211.52M. Therefore, the gross margin over that period was 31.3%.
CBT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Cabot Corporation reported an operating income of 162.00M and revenue of 936.00M, resulting in an operating margin of 17.3%.
HRTG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Heritage Insurance Holdings, Inc. reported an operating income of 49.39M and revenue of 211.52M, resulting in an operating margin of 23.4%.
CBT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Cabot Corporation reported a net income of 94.00M and revenue of 936.00M, resulting in a net margin of 10.0%.
HRTG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Heritage Insurance Holdings, Inc. reported a net income of 30.47M and revenue of 211.52M, resulting in a net margin of 14.4%.