Is Heritage Insurance Holdings, Inc. (HRTG) Halal?

NYSE Financial Services United States $798M
✗ NOT HALAL
Confidence: 95/100
Heritage Insurance Holdings, Inc. (HRTG) is Not Halal under AAOIFI Standard 21 due to its classification in the Insurance - Property & Casualty industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from December 2024

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Insurance - Property & Casualty ✗ NOT HALAL
DJIM Excluded — Insurance - Property & Casualty ✗ NOT HALAL
MSCI Excluded — Insurance - Property & Casualty ✗ NOT HALAL
S&P Excluded — Insurance - Property & Casualty ✗ NOT HALAL
FTSE Excluded — Insurance - Property & Casualty ✗ NOT HALAL

Financial Highlights

P/E Ratio
4.1
Forward: 5.2
EPS
$6.32
P/B Ratio
1.5
EV/EBITDA
1.1
EV: $295M
Revenue
$817M
Growth: 2.4%
Beta
0.9
Average volatility
Current Ratio
0.8

Profitability

Gross Margin 42.5%
Operating Margin 41.6%
Net Margin 23.1%
Return on Equity (ROE) 49.1%
Return on Assets (ROA) 7.2%

Cash Flow & Balance Sheet

Operating Cash Flow$87M
Free Cash Flow$79M
Total Debt$141M
Debt-to-Equity19.8
Current Ratio0.8
Total Assets$2.5B

Price & Trading

Last Close$26.49
50-Day MA$26.36
200-Day MA$25.21
Avg Volume322K
Beta0.9
52-Week Range
$13.28
$31.98

About Heritage Insurance Holdings, Inc. (HRTG)

CEO
Mr. Ernesto Jose Garateix CPCU
Employees
542
Sector
Financial Services
Industry
Insurance - Property & Casualty
Country
United States
Exchange
NYSE
Market Cap
$798M
Currency
USD

Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. It offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential property insurance in Florida, Hawaii, New Jersey, and New York. The company also provides homeowners insurance, condo insurance, dwelling fire, equipment coverage, and artisan contractor program. It offers insurance products through a network of independent agents. The company was founded in 2012 and is headquartered in Tampa, Florida.

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Frequently Asked Questions

Is Heritage Insurance Holdings, Inc. (HRTG) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), Heritage Insurance Holdings, Inc. is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is Heritage Insurance Holdings, Inc.'s debt ratio?

Heritage Insurance Holdings, Inc.'s debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are Heritage Insurance Holdings, Inc.'s key financial metrics?

Heritage Insurance Holdings, Inc. has a market capitalization of $798M, trailing P/E ratio of 4.1, and revenue of $817M. The company maintains a gross margin of 42.5% and a net margin of 23.1%. Return on equity stands at 49.1%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.