Stock comparison
Heritage Insurance Holdings
S&P Global
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
HRTG
Heritage Insurance Holdings
Market cap
$694.41M
Sector
Financials
SPGI
S&P Global
Market cap
$123.61B
Sector
Financials
Overall winner
S&P Global SPGI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HRTG | SPGI | Winner |
|---|---|---|---|
| Warren Buffett | 50C | 74C | SPGI |
| Benjamin Graham | 20F | 66B | SPGI |
| Philip Fisher | 47D | 70C | SPGI |
| Peter Lynch | 49D | 68C | SPGI |
| Joel Greenblatt | 47D | 42D | HRTG |
| Charlie Munger | 55D | 70B | SPGI |
| Terry Smith | 53C | 70B | SPGI |
Side-by-side metrics
| Metric | HRTG | SPGI |
|---|---|---|
| Market cap | $694.41M | $123.61B |
| P/E (TTM) | 3.4x | 25.1x |
| EV/EBIT | 1.0x | 20.3x |
| ROIC (TTM) | 28.87% | 9.89% |
| Gross margin | 51.16% | 70.47% |
| Net margin | 25.99% | 30.37% |
| Revenue CAGR 5y | 7.62% | 16.6% |
| EPS CAGR 5y | - | 3.96% |
| Debt / Equity | 0.2x | 0.4x |
| Dividend yield | 0.0% | 0.95% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
HRTG leads on
- EV/EBIT1.0xvs 20.3x+95%
- P/E (TTM)3.4xvs 25.1x+87%
- ROIC (TTM)28.87%vs 9.89%+66%
- Debt / Equity0.2xvs 0.4x+57%
SPGI leads on
- Dividend yield0.95%vs 0.0%+100%
- Market cap$123.61Bvs $694.41M+99%
- Revenue CAGR 5y16.6%vs 7.62%+54%
- Gross margin70.47%vs 51.16%+27%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.