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HRTG vs. HOOD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HRTG vs. HOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Heritage Insurance Holdings, Inc. (HRTG) and Robinhood Markets, Inc. (HOOD). The values are adjusted to include any dividend payments, if applicable.

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HRTG vs. HOOD - Yearly Performance Comparison


2026 (YTD)20252024202320222021
HRTG
Heritage Insurance Holdings, Inc.
-10.29%141.82%85.58%262.22%-68.58%-17.07%
HOOD
Robinhood Markets, Inc.
-38.73%203.54%192.46%56.51%-54.17%-48.99%

Fundamentals

Market Cap

HRTG:

$812.63M

HOOD:

$63.60B

EPS

HRTG:

$6.32

HOOD:

$2.06

PE Ratio

HRTG:

4.15

HOOD:

33.67

PEG Ratio

HRTG:

0.03

HOOD:

0.00

PS Ratio

HRTG:

0.96

HOOD:

17.61

PB Ratio

HRTG:

1.61

HOOD:

6.95

Total Revenue (TTM)

HRTG:

$847.33M

HOOD:

$3.60B

Gross Profit (TTM)

HRTG:

$248.08M

HOOD:

$2.69B

EBITDA (TTM)

HRTG:

$276.45M

HOOD:

$1.51B

Returns By Period

In the year-to-date period, HRTG achieves a -10.29% return, which is significantly higher than HOOD's -38.73% return.


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%

HOOD

1D
6.35%
1M
-8.64%
YTD
-38.73%
6M
-51.60%
1Y
66.51%
3Y*
92.53%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HRTG vs. HOOD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HRTG
HRTG Risk / Return Rank: 8181
Overall Rank
HRTG Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
HRTG Sortino Ratio Rank: 8181
Sortino Ratio Rank
HRTG Omega Ratio Rank: 7878
Omega Ratio Rank
HRTG Calmar Ratio Rank: 8585
Calmar Ratio Rank
HRTG Martin Ratio Rank: 8181
Martin Ratio Rank

HOOD
HOOD Risk / Return Rank: 7070
Overall Rank
HOOD Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
HOOD Sortino Ratio Rank: 7373
Sortino Ratio Rank
HOOD Omega Ratio Rank: 6969
Omega Ratio Rank
HOOD Calmar Ratio Rank: 6767
Calmar Ratio Rank
HOOD Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HRTG vs. HOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) and Robinhood Markets, Inc. (HOOD). 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.


HRTGHOODDifference

Sharpe ratio

Return per unit of total volatility

1.36

0.94

+0.42

Sortino ratio

Return per unit of downside risk

2.11

1.69

+0.41

Omega ratio

Gain probability vs. loss probability

1.26

1.20

+0.06

Calmar ratio

Return relative to maximum drawdown

2.90

1.14

+1.76

Martin ratio

Return relative to average drawdown

6.18

2.79

+3.39

HRTG vs. HOOD - Sharpe Ratio Comparison

The current HRTG Sharpe Ratio is 1.36, which is higher than the HOOD Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of HRTG and HOOD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HRTGHOODDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.36

0.94

+0.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.22

-0.06

Correlation

The correlation between HRTG and HOOD is 0.15, 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

HRTG vs. HOOD - Dividend Comparison

Neither HRTG nor HOOD has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
HOOD
Robinhood Markets, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HRTG vs. HOOD - Drawdown Comparison

The maximum HRTG drawdown since its inception was -94.36%, roughly equal to the maximum HOOD drawdown of -90.21%. Use the drawdown chart below to compare losses from any high point for HRTG and HOOD.


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Drawdown Indicators


HRTGHOODDifference

Max Drawdown

Largest peak-to-trough decline

-94.36%

-90.21%

-4.15%

Max Drawdown (1Y)

Largest decline over 1 year

-26.90%

-57.26%

+30.36%

Max Drawdown (5Y)

Largest decline over 5 years

-87.55%

Max Drawdown (10Y)

Largest decline over 10 years

-92.21%

Current Drawdown

Current decline from peak

-15.70%

-54.55%

+38.85%

Average Drawdown

Average peak-to-trough decline

-46.99%

-61.47%

+14.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.61%

23.43%

-10.82%

Volatility

HRTG vs. HOOD - Volatility Comparison

The current volatility for Heritage Insurance Holdings, Inc. (HRTG) is 10.90%, while Robinhood Markets, Inc. (HOOD) has a volatility of 18.01%. This indicates that HRTG experiences smaller price fluctuations and is considered to be less risky than HOOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HRTGHOODDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.90%

18.01%

-7.11%

Volatility (6M)

Calculated over the trailing 6-month period

38.33%

50.04%

-11.71%

Volatility (1Y)

Calculated over the trailing 1-year period

60.76%

71.27%

-10.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

70.83%

73.95%

-3.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

57.62%

73.95%

-16.33%

Financials

HRTG vs. HOOD - Financials Comparison

This section allows you to compare key financial metrics between Heritage Insurance Holdings, Inc. and Robinhood Markets, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
215.32M
411.00M
(HRTG) Total Revenue
(HOOD) Total Revenue
Values in USD except per share items