Heritage Insurance Hldgs Stock Performance
| HRTG Stock | USD 13.97 0.40 2.95% |
On a scale of 0 to 100, Heritage Insurance holds a performance score of 6. The company retains a Market Volatility (i.e., Beta) of 0.44, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Heritage Insurance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heritage Insurance is expected to be smaller as well. Please check Heritage Insurance's value at risk, as well as the relationship between the skewness and day median price , to make a quick decision on whether Heritage Insurance's current trending patterns will revert.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Heritage Insurance Hldgs are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady basic indicators, Heritage Insurance reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.84 | Five Day Return 0.14 | Year To Date Return 13.09 | Ten Year Return (38.08) | All Time Return 20.17 |
Dividend Date 2022-07-05 | Ex Dividend Date 2022-06-13 |
1 | Heritage Financial Full Year 2024 Earnings Revenues Beat Expectations, EPS Lags | 03/04/2025 |
2 | Chinas Huangshan, a UNESCO Dual Heritage Site, Promotes Tourism in Paris | 03/13/2025 |
3 | Prince Harrys visa application to be released after Heritage Foundation probe Reports | 03/17/2025 |
4 | The Ritz-Carlton Debuts in Suzhou, Showcasing the Timeless Elegance and Rich Heritage of ... | 03/18/2025 |
5 | Independent Director of Heritage Insurance Holdings Paul Whiting Buys 7.7 percent More Shares | 03/19/2025 |
6 | Two new buildings to be built near Stonehenge by English Heritage | 03/20/2025 |
7 | Trumps executive order to dismantle the Education Department was inspired by the Heritage Foundations decades-long disapproval of the agency | 03/21/2025 |
| Begin Period Cash Flow | 473.3 M | |
| Free Cash Flow | 87.1 M |
Heritage |
Heritage Insurance Relative Risk vs. Return Landscape
If you would invest 1,244 in Heritage Insurance Hldgs on December 25, 2024 and sell it today you would earn a total of 163.00 from holding Heritage Insurance Hldgs or generate 13.1% return on investment over 90 days. Heritage Insurance Hldgs is currently generating 0.251% in daily expected returns and assumes 3.0515% risk (volatility on return distribution) over the 90 days horizon. In different words, 27% of stocks are less volatile than Heritage, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Heritage Insurance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Insurance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heritage Insurance Hldgs, and traders can use it to determine the average amount a Heritage Insurance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0822
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HRTG | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.05 actual daily | 27 73% of assets are more volatile |
Expected Return
| 0.25 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Heritage Insurance is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heritage Insurance by adding it to a well-diversified portfolio.
Heritage Insurance Fundamentals Growth
Heritage Stock prices reflect investors' perceptions of the future prospects and financial health of Heritage Insurance, and Heritage Insurance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heritage Stock performance.
| Return On Equity | 0.24 | ||||
| Return On Asset | 0.0255 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 111.67 M | ||||
| Shares Outstanding | 30.61 M | ||||
| Price To Earning | 5.09 X | ||||
| Price To Book | 1.45 X | ||||
| Price To Sales | 0.52 X | ||||
| Revenue | 816.99 M | ||||
| Gross Profit | 178.75 M | ||||
| EBITDA | 93.61 M | ||||
| Net Income | 61.54 M | ||||
| Cash And Equivalents | 290.93 M | ||||
| Cash Per Share | 11.26 X | ||||
| Total Debt | 141.34 M | ||||
| Debt To Equity | 0.84 % | ||||
| Current Ratio | 0.68 X | ||||
| Book Value Per Share | 9.93 X | ||||
| Cash Flow From Operations | 87.09 M | ||||
| Earnings Per Share | 2.01 X | ||||
| Market Capitalization | 423 M | ||||
| Total Asset | 2.47 B | ||||
| Retained Earnings | 87.66 M | ||||
About Heritage Insurance Performance
By analyzing Heritage Insurance's fundamental ratios, stakeholders can gain valuable insights into Heritage Insurance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Heritage Insurance has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Heritage Insurance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.04 | 0.05 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.21 | 0.22 |
Things to note about Heritage Insurance Hldgs performance evaluation
Checking the ongoing alerts about Heritage Insurance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heritage Insurance Hldgs help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heritage Insurance had very high historical volatility over the last 90 days | |
| Heritage Insurance is unlikely to experience financial distress in the next 2 years | |
| Heritage Insurance Hldgs currently holds 141.34 M in liabilities with Debt to Equity (D/E) ratio of 0.85, which is about average as compared to similar companies. Heritage Insurance Hldgs has a current ratio of 0.67, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Heritage Insurance's use of debt, we should always consider it together with its cash and equity. | |
| About 58.0% of Heritage Insurance shares are owned by institutional investors | |
| Latest headline from philstockworld.com: Trumps executive order to dismantle the Education Department was inspired by the Heritage Foundations decades-long disapproval of the agency |
- Analyzing Heritage Insurance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heritage Insurance's stock is overvalued or undervalued compared to its peers.
- Examining Heritage Insurance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heritage Insurance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heritage Insurance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heritage Insurance's stock. These opinions can provide insight into Heritage Insurance's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Heritage Stock analysis
When running Heritage Insurance's price analysis, check to measure Heritage Insurance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heritage Insurance is operating at the current time. Most of Heritage Insurance's value examination focuses on studying past and present price action to predict the probability of Heritage Insurance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heritage Insurance's price. Additionally, you may evaluate how the addition of Heritage Insurance to your portfolios can decrease your overall portfolio volatility.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |