HRTG vs BALY

Comparison between Heritage Insurance Holdings Inc (HRTG, Company) and Ballys Corporation (BALY, Company).

HRTG is from the Financial Services sector, while BALY is from the Consumer Cyclical sector.

5-Year PerformanceHRTG has outperformed BALY, delivering a return of +22.8% compared to -24.7%

HRTG vs BALY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRTG(COMPANY)	BALY(COMPANY)
Market Cap	$671M	$672M
Max Drawdown	95.13%	89.45%
Sharpe Ratio	0.08	0.87
5Y Beta	0.50	1.09
Industry	Insurance - Property & Casualty	Resorts & Casinos
P/E Ratio	3.38	-1.47
Forward P/E	N/A	45.87
PEG Ratio	0.02	N/A
5Y Dividends CAGR	0.00%	N/A
5Y EPS CAGR	N/A	39.87%
Debt to Equity	14.91%	556.92%
Free Cash Flow Yield	29.58%	-51.20%
P/S Ratio	0.79	0.24
P/B Ratio	1.29	0.86

Market Cap

HRTG

$671M

Winner

BALY

$672M

Max Drawdown

HRTG

95.13%

Winner

BALY

89.45%

Sharpe Ratio

HRTG

0.08

Winner

BALY

0.87

5Y Beta

Winner

HRTG

0.50

BALY

1.09

Industry

HRTG

Insurance - Property & Casualty

BALY

Resorts & Casinos

P/E Ratio

HRTG

3.38

Winner

BALY

-1.47

Forward P/E

HRTG

N/A

BALY

45.87

PEG Ratio

HRTG

0.02

BALY

N/A

5Y Dividends CAGR

HRTG

0.00%

BALY

N/A

5Y EPS CAGR

HRTG

N/A

BALY

39.87%

Debt to Equity

Winner

HRTG

14.91%

BALY

556.92%

Free Cash Flow Yield

Winner

HRTG

29.58%

BALY

-51.20%

P/S Ratio

HRTG

0.79

Winner

BALY

0.24

P/B Ratio

HRTG

1.29

Winner

BALY

0.86

HRTG vs BALY - Historical Returns

Returns include dividend reinvestment.

Period	HRTG	BALY
1 month	-23.60%	+3.69%
3 months	-17.83%	-7.67%
6 months	-17.06%	-21.58%
1 year	-8.77%	+38.54%
5 years(CAGR)	+22.83%	-24.73%
10 years(CAGR)	+6.79%	N/A
Max(CAGR)	+6.90%	-10.36%

HRTG

-23.60%

Winner

BALY

+3.69%

HRTG

-17.83%

Winner

BALY

-7.67%

Winner

HRTG

-17.06%

BALY

-21.58%

HRTG

-8.77%

Winner

BALY

+38.54%

5Y(CAGR)

Winner

HRTG

+22.83%

BALY

-24.73%

10Y(CAGR)

HRTG

+6.79%

BALY

N/A

Max(CAGR)

Winner

HRTG

+6.90%

BALY

-10.36%

HRTG vs BALY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HRTG	BALY
2026	-18.73%	-18.99%
2025	+139.44%	-7.61%
2024	+87.89%	+33.11%
2023	+252.43%	-24.49%
2022	-68.65%	-48.72%
2021	-41.81%	-18.15%
2020	-21.15%	+99.56%
2019	-9.90%	-13.69%
2018	-15.53%	N/A
2017	+14.64%	N/A
2016	-23.76%	N/A
2015	+11.63%	N/A
2014	+68.96%	N/A

HRTG vs BALY Drawdown Comparison

The maximum drawdown for HRTG was -94.36%, occurring on Oct 20, 2022. Recovery took 2466 trading sessions.

The maximum drawdown for BALY was -89.45%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The current HRTG drawdown is -28.81%. The current BALY drawdown is -81.69%.

Rank	HRTG	BALY
#1	-94.36% Jul 17, 2015 - May 7, 2025	-89.45% Mar 25, 2021 - Nov 1, 2023
#2	-32.95% Nov 14, 2025 - Jun 3, 2026	-76.82% Apr 12, 2019 - Nov 19, 2020
#3	-26.90% May 9, 2025 - Sep 19, 2025	-20.57% Feb 24, 2021 - Mar 10, 2021
#4	-19.47% Sep 19, 2025 - Nov 7, 2025	-9.72% Dec 9, 2020 - Dec 23, 2020
#5	-11.87% Mar 11, 2015 - Jun 30, 2015	-8.86% Nov 20, 2020 - Dec 7, 2020
#6	-11.09% Nov 5, 2014 - Dec 9, 2014	-8.75% Mar 11, 2021 - Mar 25, 2021
#7	-10.65% Jul 1, 2014 - Oct 21, 2014	-7.62% Jan 25, 2021 - Feb 3, 2021
#8	-5.07% Dec 23, 2014 - Feb 5, 2015	-7.43% Dec 31, 2020 - Jan 12, 2021
#9	-5.00% Dec 9, 2014 - Dec 22, 2014	-7.33% Jan 15, 2021 - Jan 22, 2021
#10	-4.26% Jun 20, 2014 - Jul 1, 2014	-7.10% Dec 23, 2020 - Dec 31, 2020
#11	-3.08% Jun 9, 2014 - Jun 11, 2014	-4.57% Feb 10, 2021 - Feb 16, 2021
#12	-2.63% Jul 6, 2015 - Jul 14, 2015	-3.73% Feb 16, 2021 - Feb 23, 2021
#13	-2.13% Nov 7, 2025 - Nov 12, 2025	-1.10% Feb 3, 2021 - Feb 8, 2021
#14	-1.90% Mar 6, 2015 - Mar 11, 2015	-0.16% Jan 12, 2021 - Jan 14, 2021
#15	-1.79% Oct 21, 2014 - Oct 24, 2014	-0.04% Dec 7, 2020 - Dec 9, 2020

Correlation

Correlation between HRTG and BALY is -0.30 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.30

-101