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About the company
Heritage Insurance Holdings, Inc. is a property and casualty insurance holding company. The Company primarily provides personal and commercial residential insurance through its insurance company subsidiaries. It is vertically integrated and controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution and claims processing and adjusting. Its subsidiaries include Heritage Property & Casualty Insurance Company (Heritage P&C), which provides personal and commercial residential property insurance and commercial general liability insurance; Narragansett Bay Insurance Company (NBIC), which provides personal and commercial residential property insurance, and Zephyr Insurance Company (Zephyr), which provides personal residential and wind-only property insurance in Hawaii. The Company provides personal residential insurance in approximately 14 eastern and gulf states and commercial residential insurance in three of those states.
- Revenue in USD (TTM)768.14m
- Net income in USD56.61m
- Incorporated2013
- Employees566.00
- LocationHeritage Insurance Holdings Inc1401 N Westshore BlvdTAMPA 33607United StatesUSA
- Phone+1 (727) 362-7202
- Fax+1 (302) 655-5049
- Websitehttps://www.heritagepci.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James River Group Holdings Ltd | 817.84m | 71.26m | 237.92m | 649.00 | 3.48 | 0.4391 | 3.32 | 0.2909 | 1.81 | -3.19 | 20.69 | 18.15 | 0.163 | -- | -- | 1,260,153.00 | 1.63 | 0.2227 | -- | -- | -- | -- | 10.00 | 1.49 | -- | 8.12 | 0.3075 | 376.94 | 22.75 | -1.72 | 94.23 | -4.50 | -- | -30.12 |
| NI Holdings Inc | 348.21m | 6.31m | 310.97m | 219.00 | 49.79 | 1.30 | 37.93 | 0.893 | 0.3025 | -0.1398 | 16.58 | 11.60 | 0.5535 | -- | -- | 1,590,014.00 | 1.11 | 0.5825 | -- | -- | -- | -- | 2.00 | 1.07 | -- | -- | 0.00 | 0.00 | 15.78 | 12.70 | 89.69 | -- | -8.90 | -- |
| Investors Title Company | 234.10m | 26.32m | 413.23m | 545.00 | 15.74 | 1.58 | 13.42 | 1.77 | 13.93 | 13.93 | 123.93 | 138.97 | 0.698 | -- | -- | 429,535.80 | 7.85 | 12.19 | -- | -- | -- | -- | 11.24 | 14.69 | -- | 3,562.11 | 0.0027 | 58.66 | -26.09 | 7.00 | -9.27 | -0.1889 | 37.65 | 2.83 |
| Global Indemnity Group LLC | 456.30m | 34.62m | 443.00m | 266.00 | 12.82 | 0.6677 | -- | 0.9708 | 2.53 | 2.53 | 33.35 | 48.85 | 0.2598 | -- | -- | 1,715,414.00 | 2.00 | 1.07 | -- | -- | -- | -- | 7.68 | 3.37 | -- | 40,264.00 | 0.00 | 70.57 | -19.34 | 1.13 | 2,037.13 | -- | -- | 0.00 |
| Hippo Holdings Inc | 296.90m | -171.60m | 444.82m | 516.00 | -- | 1.38 | -- | 1.50 | -7.12 | -7.12 | 12.30 | 12.96 | 0.1861 | -- | -- | 575,387.60 | -10.02 | -- | -- | -- | -- | -- | -53.86 | -- | -- | -- | 0.00 | -- | 75.19 | -- | 18.09 | -- | -- | -- |
| Heritage Insurance Holdings Inc | 768.14m | 56.61m | 465.79m | 566.00 | 7.80 | 1.82 | 6.85 | 0.6064 | 1.95 | 1.95 | 26.74 | 8.32 | 0.31 | -- | -- | 1,357,136.00 | 2.28 | -1.41 | -- | -- | -- | -- | 7.37 | -4.65 | -- | 6.88 | 0.3542 | -- | 11.03 | 8.90 | 129.35 | 10.78 | 34.10 | -- |
| Donegal Group Inc | 961.31m | 7.33m | 492.16m | 861.00 | 68.64 | 1.04 | 43.30 | 0.512 | 0.219 | 0.219 | 28.85 | 14.48 | 0.4158 | -- | -- | 1,116,504.00 | 0.3172 | 1.20 | -- | -- | -- | -- | 0.7628 | 3.05 | -- | 270.57 | 0.0674 | 75.33 | 9.33 | 3.81 | 325.86 | -- | -15.79 | 3.53 |
| United Fire Group Inc | 1.16bn | 36.76m | 504.44m | 852.00 | 13.82 | 0.6943 | 10.53 | 0.4355 | 1.44 | 1.44 | 45.43 | 28.68 | 0.3605 | -- | -- | 1,359,674.00 | 1.14 | -0.3378 | -- | -- | -- | -- | 3.17 | -0.9336 | -- | 77.31 | 0.1387 | -- | 11.75 | 0.4684 | -297.59 | -- | -19.92 | -11.96 |
| Ambac Financial Group, Inc. | 353.00m | 74.00m | 505.72m | 178.00 | 6.75 | 0.3523 | 4.56 | 1.43 | 1.58 | 1.58 | 7.63 | 30.26 | 0.0433 | -- | -- | 1,983,146.00 | 0.8826 | -0.2418 | -- | -- | -- | -- | 20.40 | -9.66 | -- | 2.49 | 0.701 | -- | -4.98 | -12.17 | -98.48 | -46.68 | -- | -- |
| American Coastal Insurance Corp | 252.18m | 74.26m | 513.71m | 71.00 | 6.82 | 2.30 | 6.06 | 2.04 | 1.57 | 1.42 | 5.35 | 4.63 | 0.183 | -- | -- | 3,551,859.00 | 5.39 | -0.6896 | -- | -- | -- | -- | 29.45 | -3.52 | -- | 13.75 | 0.4002 | -- | 6.21 | -16.92 | 306.05 | 209.38 | -45.48 | -- |
| Root Inc | 854.20m | -83.80m | 545.10m | 680.00 | -- | 3.60 | -- | 0.6381 | -5.77 | -5.77 | 58.51 | 17.55 | 0.6349 | -- | -- | 1,256,177.00 | -6.23 | -27.29 | -- | -- | -- | -- | -9.81 | -92.19 | -- | -0.6917 | 0.5264 | -- | 46.40 | 60.07 | 50.49 | -- | 21.85 | -- |
| Universal Insurance Holdings, Inc. | 1.48bn | 83.15m | 580.50m | 1.24k | 7.20 | 1.48 | 6.97 | 0.3913 | 2.83 | 2.83 | 50.39 | 13.79 | 0.5302 | -- | -- | 1,192,666.00 | 2.97 | 1.24 | -- | -- | -- | -- | 5.60 | 2.27 | -- | 51.55 | 0.2054 | 93.86 | 13.82 | 11.05 | 400.05 | -10.61 | -21.05 | -3.38 |
| ProAssurance Corporation | 1.14bn | -22.92m | 646.11m | 1.09k | -- | 0.5702 | -- | 0.5672 | -0.4353 | -0.4353 | 22.21 | 22.15 | 0.2021 | -- | -- | 1,041,214.00 | -0.4067 | -0.263 | -- | -- | -- | -- | -2.01 | -1.34 | -- | 12.99 | 0.2738 | -- | 2.72 | 5.25 | -9,502.99 | -- | -- | -- |
Data as of Sep 12 2024. Currency figures normalised to Heritage Insurance Holdings Inc's reporting currency: US Dollar USD
27.73%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 30 Jun 2024 | 1.63m | 5.31% |
| Dimensional Fund Advisors LPas of 30 Jun 2024 | 1.33m | 4.36% |
| Driehaus Capital Management LLCas of 30 Jun 2024 | 1.26m | 4.12% |
| The Vanguard Group, Inc.as of 30 Jun 2024 | 1.24m | 4.05% |
| Pacific Ridge Capital Partners LLCas of 30 Jun 2024 | 660.27k | 2.16% |
| Marshall Wace LLPas of 30 Jun 2024 | 560.35k | 1.83% |
| Geode Capital Management LLCas of 30 Jun 2024 | 533.86k | 1.74% |
| Renaissance Technologies LLCas of 30 Jun 2024 | 436.10k | 1.42% |
| American Century Investment Management, Inc.as of 30 Jun 2024 | 432.73k | 1.41% |
| Acadian Asset Management LLCas of 30 Jun 2024 | 410.52k | 1.34% |
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
