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Heritage Insurance HRTG

US equityMarket cap rank #3224Insurance - Property & Casualty
$34.54 +$0.37 (+1.08%)
Pre-market · Oct 8, 8:20 am ET · After hours $34.90 +1.04%
Open$33.91
Prev close$34.17
Day range$32.86 – $34.86
Volume161.4K
Market cap$1.03B
P/E (TTM)4.9
Dividend yield–

Valuation

Multiples measured against the stock's own five-year history

Price / earnings4.9x
CheapRich

Above its usual level · 63rd percentile, 5-year average 2.0x

#188 of 2973 stocks by PE (1 = cheapest)

Price / book1.8x
CheapRich

Above its usual level · 79th percentile, 5-year average 1.2x

#2740 of 5317 stocks by PB (1 = cheapest)

Price / sales1.2x
CheapRich

Near the top of its 5-year range · 99th percentile, 5-year average 0.5x

#1830 of 5146 stocks by PS (1 = cheapest)

P/E over five years

-19x-8x2x12xOct '21Apr '24Oct '26

Dashed line is the 5-year average; the shaded band is one standard deviation either side.

Morningstar fair value estimate

Fair value$35.20
Price vs. fair value-1.9%Close to the estimate
Star rating★★★☆☆
Economic moatNone
UncertaintyHigh
MultipleCurrentForward5y averagePercentile vs. own historyIndustry rank
PB 1.81 – 1.15 79% (pricier than usual) #2740 of 5317 (1 = cheapest)
PE 4.93 6.88 2.05 63% (pricier than usual) #188 of 2973 (1 = cheapest)
PS 1.20 1.17 0.47 99% (pricier than usual) #1830 of 5146 (1 = cheapest)

Percentile is against this stock’s own 5-year valuation range: higher means it’s trading rich relative to its own history, lower means cheap relative to its own history — it is not a comparison against other companies. Forward multiples use consensus estimates for the next twelve months; a forward multiple below the current one usually signals analysts expect earnings to grow.

Morningstar view

Star rating★★★
Fair value estimate$35.20
Economic moatNone
UncertaintyHigh

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