HRTG vs CDMO

Comparison between Heritage Insurance Holdings Inc (HRTG, Company) and Avid Bioservices Inc (CDMO, Company).

5-Year PerformanceHRTG has outperformed CDMO, delivering a return of +27.5% compared to +13.9%

HRTG vs CDMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRTG(COMPANY)	CDMO(COMPANY)
Market Cap	$796M	$797M
Max Drawdown	95.13%	86.42%
Sharpe Ratio	0.61	1.31
5Y Beta	0.48	N/A
Industry	Insurance - Property & Casualty	N/A
P/E Ratio	4.01	-5.20
PEG Ratio	0.03	N/A
5Y Dividends CAGR	0.00%	N/A
Debt to Equity	14.91%	358.17%
Free Cash Flow Yield	24.93%	-1.21%
P/S Ratio	0.98	5.30
P/B Ratio	1.65	17.79

Market Cap

HRTG

$796M

Winner

CDMO

$797M

Max Drawdown

HRTG

95.13%

Winner

CDMO

86.42%

Sharpe Ratio

HRTG

0.61

Winner

CDMO

1.31

5Y Beta

HRTG

0.48

CDMO

N/A

Industry

HRTG

Insurance - Property & Casualty

CDMO

N/A

P/E Ratio

HRTG

4.01

Winner

CDMO

-5.20

PEG Ratio

HRTG

0.03

CDMO

N/A

5Y Dividends CAGR

HRTG

0.00%

CDMO

N/A

Debt to Equity

Winner

HRTG

14.91%

CDMO

358.17%

Free Cash Flow Yield

Winner

HRTG

24.93%

CDMO

-1.21%

P/S Ratio

Winner

HRTG

0.98

CDMO

5.30

P/B Ratio

Winner

HRTG

1.65

CDMO

17.79

HRTG vs CDMO - Historical Returns

Returns include dividend reinvestment.

Period	HRTG	CDMO
1 month	+15.13%	+1.05%
3 months	-2.67%	+18.50%
6 months	+1.68%	+18.84%
1 year	+22.74%	+99.20%
5 years(CAGR)	+27.47%	+13.88%
10 years(CAGR)	+9.28%	N/A
Max(CAGR)	+8.43%	+20.82%

Winner

HRTG

+15.13%

CDMO

+1.05%

HRTG

-2.67%

Winner

CDMO

+18.50%

HRTG

+1.68%

Winner

CDMO

+18.84%

HRTG

+22.74%

Winner

CDMO

+99.20%

5Y(CAGR)

Winner

HRTG

+27.47%

CDMO

+13.88%

10Y(CAGR)

HRTG

+9.28%

CDMO

N/A

Max(CAGR)

HRTG

+8.43%

Winner

CDMO

+20.82%

HRTG vs CDMO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HRTG	CDMO
2026	-2.64%	N/A
2025	+139.44%	+1.38%
2024	+87.89%	+94.18%
2023	+252.43%	-51.78%
2022	-68.65%	-50.34%
2021	-41.81%	+146.04%
2020	-21.15%	+56.16%
2019	-9.90%	+79.63%
2018	-15.53%	+25.18%
2017	+14.64%	N/A
2016	-23.76%	N/A
2015	+11.63%	N/A
2014	+68.96%	N/A

HRTG vs CDMO Drawdown Comparison

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

The maximum drawdown for CDMO was -86.42%, occurring on Dec 8, 2023. This drawdown has not yet recovered.

The current HRTG drawdown is -14.71%. The current CDMO drawdown is -63.46%.

Rank	HRTG	CDMO
#1	-94.36% Jul 17, 2015 - May 7, 2025	-86.42% Nov 5, 2021 - Dec 8, 2023
#2	-32.95% Nov 14, 2025 - Jun 3, 2026	-61.40% Dec 26, 2019 - Aug 13, 2020
#3	-26.90% May 9, 2025 - Sep 19, 2025	-53.14% Aug 31, 2018 - Dec 12, 2019
#4	-19.47% Sep 19, 2025 - Nov 7, 2025	-44.83% Jan 9, 2018 - Apr 4, 2018
#5	-11.87% Mar 11, 2015 - Jun 30, 2015	-32.73% Aug 10, 2021 - Oct 26, 2021
#6	-11.09% Nov 5, 2014 - Dec 9, 2014	-26.46% Mar 1, 2021 - Apr 28, 2021
#7	-10.65% Jul 1, 2014 - Oct 21, 2014	-21.10% Aug 19, 2020 - Nov 12, 2020
#8	-5.07% Dec 23, 2014 - Feb 5, 2015	-20.51% Apr 26, 2018 - Jun 27, 2018
#9	-5.00% Dec 9, 2014 - Dec 22, 2014	-12.36% Jul 20, 2018 - Aug 24, 2018
#10	-4.26% Jun 20, 2014 - Jul 1, 2014	-11.68% Apr 28, 2021 - Jun 3, 2021
#11	-3.08% Jun 9, 2014 - Jun 11, 2014	-7.94% Apr 4, 2018 - Apr 24, 2018
#12	-2.63% Jul 6, 2015 - Jul 14, 2015	-6.84% Dec 4, 2020 - Dec 18, 2020
#13	-2.13% Nov 7, 2025 - Nov 12, 2025	-6.70% Feb 8, 2021 - Feb 24, 2021
#14	-1.90% Mar 6, 2015 - Mar 11, 2015	-6.29% Jul 10, 2018 - Jul 17, 2018
#15	-1.79% Oct 21, 2014 - Oct 24, 2014	-6.27% Jul 8, 2021 - Aug 9, 2021

Correlation

Correlation between HRTG and CDMO is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64

-101