Stock comparison
Heritage Insurance Holdings
MSCI
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
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HRTG | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 50C | 80A | MSCI |
| Benjamin Graham | 20F | 71B | MSCI |
| Philip Fisher | 47D | 82A | MSCI |
| Peter Lynch | 49D | 70B | MSCI |
| Joel Greenblatt | 47D | 80A | MSCI |
| Charlie Munger | 55D | 87C | MSCI |
| Terry Smith | 53C | 88C | MSCI |
Side-by-side metrics
| Metric | HRTG | MSCI |
|---|---|---|
| Market cap | $694.41M | $42.85B |
| P/E (TTM) | 3.4x | 31.2x |
| EV/EBIT | 1.0x | 27.5x |
| ROIC (TTM) | 28.87% | 38.53% |
| Gross margin | 51.16% | 82.86% |
| Net margin | 25.99% | 40.74% |
| Revenue CAGR 5y | 7.62% | 11.29% |
| EPS CAGR 5y | - | 15.35% |
| Debt / Equity | 0.2x | - |
| Dividend yield | 0.0% | 1.37% |
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 27.5x+96%
- P/E (TTM)3.4xvs 31.2x+89%
MSCI leads on
- Debt / Equity-vs 0.2x+108%
- Dividend yield1.37%vs 0.0%+100%
- Market cap$42.85Bvs $694.41M+98%
- Gross margin82.86%vs 51.16%+38%
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.