Stock Scorecard
Stock Summary for Heritage Insurance Holdings Inc (HRTG) - $10.50 as of 4/24/2024 8:41:29 PM EST
Total Score
19 out of 29
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for HRTG
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for HRTG
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for HRTG
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 |
Bonus Criteria for HRTG
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Latest News for for HRTG
Financial Details for HRTG
Company Overview |
|
|---|---|
| Ticker | HRTG |
| Company Name | Heritage Insurance Holdings Inc |
| Country | USA |
| Description | Heritage Insurance Holdings, Inc. provides residential personal and commercial insurance products. The company is headquartered in Clearwater, Florida. |
| Sector Name | FINANCE |
| Industry Name | FIRE, MARINE & CASUALTY INSURANCE |
| Most Recent Quarter | 12/31/2023 |
| Next Earnings Date | 5/2/2024 |
Stock Price History |
|
| Last Day Price | 10.50 |
| Last Day Price Updated | 4/24/2024 8:41:29 PM EST |
| Last Day Volume | 269,727 |
| Average Daily Volume | 530,465 |
| 52-Week High | 11.23 |
| 52-Week Low | 3.15 |
| Last Price to 52 Week Low | 233.33% |
Valuation Measures |
|
| Trailing PE | 5.54 |
| Industry PE | 21.12 |
| Sector PE | 18.25 |
| 5-Year Average PE | 4.34 |
| Free Cash Flow Ratio | 0.68 |
| Industry Free Cash Flow Ratio | 10.27 |
| Sector Free Cash Flow Ratio | 8.74 |
| Current Ratio Most Recent Quarter | 86.17 |
| Total Cash Per Share | 15.40 |
| Book Value Per Share Most Recent Quarter | 7.58 |
| Price to Book Ratio | 1.29 |
| Industry Price to Book Ratio | 1.93 |
| Sector Price to Book Ratio | 1.71 |
| Price to Sales Ratio Twelve Trailing Months | 0.39 |
| Industry Price to Sales Ratio Twelve Trailing Months | 1.48 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.70 |
Share Statistics |
|
| Total Shares Outstanding | 30,218,900 |
| Market Capitalization | 317,298,450 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 6/13/2022 |
| Last Dividend Amount | 0.06 |
| Current Dividend Amount | 0.06 |
| Dividend Aristocrat? | False |
| Trailing Annual Dividend Rate | 0.00 |
| Trailing Annual Dividend Yield | 0.00% |
| Forward Annual Dividend Rate | 0.00 |
| Forward Annual Dividend Yield | 0.00% |
| 5-Year Dividend Payments Count | 13 |
| 3-Year Average Dividend Yield | 5.37% |
| 5-Year Average Dividend Yield | 3.73% |
| 1-Year Dividend Growth Rate Percentage | -50.00% |
| 3-Year Dividend Growth Rate Percentage | -29.29% |
| 5-Year Dividend Growth Rate Percentage | -15.91% |
| All-Time Dividend Growth Rate Percentage | 13.32% |
| Dividend Payout Ratio | 0.00% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 137.80% |
| Annual Earnings Growth | 129.35% |
| Reported EPS 12 Trailing Months | 1.73 |
| Reported EPS Past Year | 0.00 |
| Reported EPS Prior Year | 1.72 |
| Net Income Twelve Trailing Months | 45,307,000 |
| Net Income Past Year | 45,307,000 |
| Net Income Prior Year | -154,363,000 |
| Quarterly Revenue Growth YOY | 7.10% |
| 5-Year Revenue Growth | 8.90% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 465,306,000 |
| Total Cash Past Year | 465,306,000 |
| Total Cash Prior Year | 282,395,000 |
| Net Cash Position Most Recent Quarter | 345,574,000 |
| Net Cash Position Past Year | 345,574,000 |
| Long Term Debt Past Year | 119,732,000 |
| Long Term Debt Prior Year | 128,943,000 |
| Total Debt Most Recent Quarter | 119,732,000 |
| Equity to Debt Ratio Past Year | 0.65 |
| Equity to Debt Ratio Most Recent Quarter | 0.65 |
| Total Stockholder Equity Past Year | 220,280,000 |
| Total Stockholder Equity Prior Year | 131,039,000 |
| Total Stockholder Equity Most Recent Quarter | 220,280,000 |
Options |
|
| Put/Call Ratio | 0.08 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.21 |
| MACD Signal | 0.43 |
| 20-Day Bollinger Lower Band | 4.30 |
| 20-Day Bollinger Middle Band | 7.60 |
| 20-Day Bollinger Upper Band | 10.90 |
| Beta | 0.92 |
| RSI | 52.72 |
| 50-Day SMA | 6.28 |
| 200-Day SMA | 6.31 |
System |
|
| Modified | 4/23/2024 2:30:13 AM EST |