🚀 VC round data is live in beta, check it out!
Heritage Insurance Valuation Multiples
Discover revenue and EBITDA valuation multiples for Heritage Insurance and similar public comparables like Rímac Seguros, Hapvida, AgeSA, Ray Sigorta and more.
Heritage Insurance Overview
About Heritage Insurance
Heritage Insurance Holdings Inc is a regional property and casualty insurance company that offers a variety of personal and commercial insurance products. Through its subsidiaries, Heritage Property & Casualty Insurance, Narragansett Bay Insurance, and Zephyr Insurance, the company issues personal residential property insurance in various states in the United States. It also offers commercial residential insurance predominantly for its Florida properties. Heritage Insurance manages insurance underwriting, customer services, actuarial analysis, distribution, and claims processing internally. Company operates in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina.
Founded
2014
HQ
Employees
540
Website
Sectors
Financials (LTM)
EV
$432M
Heritage Insurance Financials
Heritage Insurance reported last 12-month revenue of $856M.
In the same LTM period, Heritage Insurance generated $184M in net income.
Revenue (LTM)
Heritage Insurance P&L
In the most recent fiscal year, Heritage Insurance reported revenue of $847M and net income of $196M.
Heritage Insurance expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $856M | XXX | $847M | XXX | XXX | XXX |
| EBIT Margin | 25% | XXX | 27% | XXX | XXX | XXX |
| Net Profit | $184M | XXX | $196M | XXX | XXX | XXX |
| Net Margin | 22% | XXX | 23% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Heritage Insurance Stock Performance
Heritage Insurance has current market cap of $891M, and enterprise value of $432M.
Market Cap Evolution
Heritage Insurance's stock price is $28.83.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $432M | $891M | 0.0% | XXX | XXX | XXX | $6.33 |
Benchmark Trading Valuation Multiples by Industry
Sign up to access valuation multiples like growth-adjusted P/E, Rule of 40, next 12-month EV/Revenue, EBITDA multiples by industry, consensus analyst estimates and many more.
Start Free TrialHeritage Insurance Valuation Multiples
Heritage Insurance trades at 0.5x EV/Revenue multiple.
EV / Revenue (LTM)
Heritage Insurance Financial Valuation Multiples
As of March 24, 2026, Heritage Insurance has market cap of $891M and EV of $432M.
Equity research analysts estimate Heritage Insurance's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Heritage Insurance has a P/E ratio of 4.8x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $891M | XXX | $891M | XXX | XXX | XXX |
| EV (current) | $432M | XXX | $432M | XXX | XXX | XXX |
| EV/Revenue | 0.5x | XXX | 0.5x | XXX | XXX | XXX |
| EV/EBIT | 2.0x | XXX | 1.9x | XXX | XXX | XXX |
| P/E | 4.8x | XXX | 4.6x | XXX | XXX | XXX |
| EV/FCF | — | XXX | 2.5x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Heritage Insurance Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Heritage Insurance Margins & Growth Rates
Heritage Insurance's revenue in the last 12 month grew by 5%.
Heritage Insurance's revenue per employee in the last FY averaged $1.6M.
Heritage Insurance Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5% | XXX | 5% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $1.6M | XXX | XXX | XXX |
| G&A Expenses to Revenue | 11% | XXX | 9% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Heritage Insurance Public Comps
See public comps and valuation multiples for other Insurance Carriers comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Rímac Seguros | XXX | XXX | XXX | XXX | XXX | XXX |
| Hapvida | XXX | XXX | XXX | XXX | XXX | XXX |
| AgeSA | XXX | XXX | XXX | XXX | XXX | XXX |
| Ray Sigorta | XXX | XXX | XXX | XXX | XXX | XXX |
| Employers Holdings | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Heritage Insurance M&A Activity
Heritage Insurance acquired XXX companies to date.
Last acquisition by Heritage Insurance was on XXXXXXXX, XXXXX. Heritage Insurance acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Heritage Insurance
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Get Verified M&A Valuation Multiples
Sign up to see revenue and EBITDA valuation multiples for 150K+ M&A deals.
Start Free TrialHeritage Insurance Investment Activity
Heritage Insurance invested in XXX companies to date.
Heritage Insurance made its latest investment on XXXXXXXX, XXXXX. Heritage Insurance invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Heritage Insurance
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples
Sign up to see data on 350K+ funding rounds and disclosed revenue and EBITDA valuation multiples, from seed, through growth stage, to pre-IPO.
Start Free TrialAbout Heritage Insurance
| When was Heritage Insurance founded? | Heritage Insurance was founded in 2014. |
| Where is Heritage Insurance headquartered? | Heritage Insurance is headquartered in United States. |
| How many employees does Heritage Insurance have? | As of today, Heritage Insurance has over 540 employees. |
| Who is the CEO of Heritage Insurance? | Heritage Insurance's CEO is Ernesto Garateix. |
| Is Heritage Insurance publicly listed? | Yes, Heritage Insurance is a public company listed on NYSE. |
| What is the stock symbol of Heritage Insurance? | Heritage Insurance trades under HRTG ticker. |
| When did Heritage Insurance go public? | Heritage Insurance went public in 2014. |
| Who are competitors of Heritage Insurance? | Heritage Insurance main competitors are Rímac Seguros, Hapvida, AgeSA, Ray Sigorta. |
| What is the current market cap of Heritage Insurance? | Heritage Insurance's current market cap is $891M. |
| What is the current revenue of Heritage Insurance? | Heritage Insurance's last 12 months revenue is $856M. |
| What is the current revenue growth of Heritage Insurance? | Heritage Insurance revenue growth (NTM/LTM) is 5%. |
| What is the current EV/Revenue multiple of Heritage Insurance? | Current revenue multiple of Heritage Insurance is 0.5x. |
| Is Heritage Insurance profitable? | Yes, Heritage Insurance is net-income-positive (as of the last 12 months). |
| What is the current net income of Heritage Insurance? | Heritage Insurance's last 12 months net income is $184M. |
Start Your
Free Trial Today
Try Multiples for free for 3 days. Got questions or need a demo? Schedule a call with us below.