Company Analysis Heritage Insurance Holdings, Inc.
1. Summary
Advantages
- The stock's return over the last year (91.61%) is higher than the sector average (14.68%).
- Current debt level 3.17% is below 100% and has decreased over 5 years from 6.66%.
- The company's current efficiency (ROE=20.57%) is higher than the sector average (ROE=11.01%)
Disadvantages
- Price (11.88 $) is higher than fair price (9.99 $)
- Dividends (0%) are below the sector average (2.71%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Heritage Insurance Holdings, Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | 2.1% | 0% | 0.5% |
| 90 days | 2.5% | -47.2% | 3.8% |
| 1 year | 91.6% | 14.7% | 23.4% |
HRTG vs Sector: Heritage Insurance Holdings, Inc. has outperformed the "Financials" sector by 76.93% over the past year.
HRTG vs Market: Heritage Insurance Holdings, Inc. has outperformed the market by 68.22% over the past year.
Stable price: HRTG is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HRTG with weekly volatility of 1.76% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (11.88 $) is higher than the fair price (9.99 $).
Price is higher than fair: The current price (11.88 $) is 15.9% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (3.77) is lower than that of the sector as a whole (63.28).
P/E vs Market: The company's P/E (3.77) is lower than that of the market as a whole (70.26).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.7747) is lower than that of the sector as a whole (1.45).
P/BV vs Market: The company's P/BV (0.7747) is lower than that of the market as a whole (22.61).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.2313) is lower than that of the sector as a whole (3.58).
P/S vs Market: The company's P/S indicator (0.2313) is lower than that of the market as a whole (15.24).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-2.44) is higher than that of the sector as a whole (-77.74).
EV/Ebitda vs Market: The company's EV/Ebitda (-2.44) is lower than that of the market as a whole (24.37).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 77.43% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (77.43%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-76.01%).
5.4. ROE
ROE vs Sector: The company's ROE (20.57%) is higher than that of the sector as a whole (11.01%).
ROE vs Market: The company's ROE (20.57%) is higher than that of the market as a whole (18.07%).
5.5. ROA
ROA vs Sector: The company's ROA (3.21%) is lower than that of the sector as a whole (3.22%).
ROA vs Market: The company's ROA (3.21%) is lower than that of the market as a whole (6.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '2.71%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 0% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (0.0243%) are at an uncomfortable level.
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