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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.
2014
540
LTM Revenue $832M
LTM EBITDA n/a
$222M
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Heritage Insurance has a last 12-month revenue of $832M and a last 12-month EBITDA of n/a.
In the most recent fiscal year, Heritage Insurance achieved revenue of $817M and an EBITDA of n/a.
Heritage Insurance expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Heritage Insurance valuation multiples based on analyst estimates| FY 2023 | FY 2024 | FY 2025 | LTM | NTM | |
|---|---|---|---|---|---|
| Revenue | $735M | $817M | XXX | XXX | XXX |
| Gross Profit | n/a | n/a | XXX | XXX | XXX |
| Gross Margin | NaN% | NaN% | XXX | XXX | XXX |
| EBITDA | n/a | n/a | XXX | XXX | XXX |
| EBITDA Margin | NaN% | NaN% | XXX | XXX | XXX |
| Net Profit | -$154M | $45.3M | XXX | XXX | XXX |
| Net Margin | -21% | 6% | XXX | XXX | XXX |
| Net Debt | n/a | n/a | XXX | XXX | XXX |
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As of April 15, 2025, Heritage Insurance's stock price is $17.
Heritage Insurance has current market cap of $533M, and EV of $222M.
See Heritage Insurance trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $222M | $533M | XXX | XXX | XXX | XXX | $2.11 |
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Sign UpAs of April 15, 2025, Heritage Insurance has market cap of $533M and EV of $222M.
Heritage Insurance's trades at 0.3x LTM EV/Revenue multiple, and n/a LTM EBITDA.
Analysts estimate Heritage Insurance's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See valuation multiples for Heritage Insurance and 10K+ public comps| FY 2024 | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|
| EV | $222M | XXX | XXX | XXX |
| EV/Revenue | 0.3x | XXX | XXX | XXX |
| EV/EBITDA | n/a | XXX | XXX | XXX |
| P/E | 8.7x | XXX | XXX | XXX |
| P/E/Growth | 0.3x | XXX | XXX | XXX |
| EV/FCF | 2.8x | XXX | XXX | XXX |
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Sign UpHeritage Insurance's NTM/LTM revenue growth is 7%
Heritage Insurance's revenue per employee for the last fiscal year averaged $1.5M, while opex per employee averaged n/a for the same period.
Over next 12 months, Heritage Insurance's ratio of sales and marketing spend to revenue is estimated to be XXX , while its R&D spend to revenue to be XXX .
Analysts estimate Heritage Insurance's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See operational valuation multiples for Heritage Insurance and other 10K+ public comps| FY 2024 | NTM | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|---|
| Revenue Growth | 11% | XXX | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | XXX | XXX | XXX |
| EBITDA Growth | n/a | XXX | XXX | XXX | XXX |
| Rule of 40 (SaaS-only) | n/a | XXX | XXX | XXX | XXX |
| Revenue per Employee | $1.5M | XXX | XXX | XXX | XXX |
| Opex per Employee | n/a | XXX | XXX | XXX | XXX |
| S&M Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| G&A Expenses to Revenue | 10% | XXX | XXX | XXX | XXX |
| R&D Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| Opex to Revenue | n/a | XXX | XXX | XXX | XXX |
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| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| ADNIC | XXX | XXX | XXX | XXX | XXX | XXX |
| Aegon | XXX | XXX | XXX | XXX | XXX | XXX |
| ASR Nederland | XXX | XXX | XXX | XXX | XXX | XXX |
| NN Group | XXX | XXX | XXX | XXX | XXX | XXX |
| Challenger | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
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Heritage Insurance acquired XXX companies to date.
Last acquisition by Heritage Insurance was XXXXXXXX, XXXXX XXXXX XXXXXX . Heritage Insurance acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Sign Up| When was Heritage Insurance founded? | Heritage Insurance was founded in 2014. |
| Where is Heritage Insurance headquartered? | Heritage Insurance is headquartered in United States of America. |
| How many employees does Heritage Insurance have? | As of today, Heritage Insurance has 540 employees. |
| Who is the CEO of Heritage Insurance? | Heritage Insurance's CEO is Mr. Ernesto Garateix. |
| Is Heritage Insurance publicy listed? | Yes, Heritage Insurance is a public company listed on NYS. |
| 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? | Similar companies to Heritage Insurance include e.g. ADNIC, Aegon, ASR Nederland, NN Group. |
| What is the current market cap of Heritage Insurance? | Heritage Insurance's current market cap is $533M |
| What is the current revenue of Heritage Insurance? | Heritage Insurance's last 12-month revenue is $832M. |
| What is the current EV/Revenue multiple of Heritage Insurance? | Current revenue multiple of Heritage Insurance is 0.3x. |
| What is the current revenue growth of Heritage Insurance? | Heritage Insurance revenue growth between 2023 and 2024 was 11%. |
| Is Heritage Insurance profitable? | Yes, Heritage Insurance is EBITDA-positive (as of the last 12 months). |
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