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HRTG vs NRK

HRTG
Heritage Insurance Holdings, Inc.
NEUTRAL
Price
$29.90
Market Cap
$918.6M
Sector
Financial Services
AI Confidence
80%
NRK
Nuveen New York AMT-Free Quality Municipal Income Fund
NEUTRAL
Price
$10.57
Market Cap
$922.1M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
HRTG
4.73
NRK
--
Forward P/E
HRTG
6.08
NRK
--
P/B Ratio
HRTG
1.74
NRK
1.03
P/S Ratio
HRTG
1.08
NRK
12.02
EV/EBITDA
HRTG
1.48
NRK
--

Profitability

Gross Margin
HRTG
42.5%
NRK
100.0%
Operating Margin
HRTG
41.65%
NRK
80.32%
Profit Margin
HRTG
23.08%
NRK
-100.44%
ROE
HRTG
49.14%
NRK
--
ROA
HRTG
7.16%
NRK
--

Growth

Revenue Growth
HRTG
2.4%
NRK
--
Earnings Growth
HRTG
226.0%
NRK
--

Financial Health

Debt/Equity
HRTG
0.2
NRK
0.75
Current Ratio
HRTG
0.83
NRK
1.05
Quick Ratio
HRTG
0.42
NRK
1.05

Dividends

Dividend Yield
HRTG
--
NRK
7.83%
Payout Ratio
HRTG
0.0%
NRK
53.81%

AI Verdict

HRTG NEUTRAL

HRTG presents a stark contradiction between extreme valuation attractiveness and deteriorating fundamental health, evidenced by a weak Piotroski F-Score of 3/9. While the stock trades at a very low P/E of 4.73 and well below its Graham Number ($49.47), the combination of heavy insider selling and a low current ratio (0.83) suggests significant underlying risk. Explosive earnings growth is not currently supported by organic revenue growth (2.40%), indicating potential non-recurring gains or aggressive accounting. The technical trend is heavily bearish, offsetting the bullish analyst recommendations.

Strengths
Extremely low P/E ratio (4.73) relative to sector averages
Exceptional Return on Equity (ROE) of 49.14%
Strong recent earnings track record with significant beats
Risks
Weak Piotroski F-Score (3/9) indicating poor fundamental health
Aggressive insider selling (15 sell transactions, 0 buys)
Liquidity concerns with a Current Ratio of 0.83 and Quick Ratio of 0.42
NRK NEUTRAL

NRK exhibits a weak deterministic health profile with a Piotroski F-Score of 3/9, indicating significant fundamental fragility. While the fund maintains an attractive dividend yield of 7.83% and trades near its book value (P/B 1.03), the extreme negative profit margin (-100.44%) and a bearish technical trend (10/100) offset the income appeal. The asset behaves as a typical municipal closed-end fund where income is prioritized over growth, but the low insider sentiment and poor health score suggest caution.

Strengths
Strong dividend yield of 7.83% providing consistent income
Fair valuation trading closely to book value (P/B 1.03)
Positive long-term price performance (1Y +14.8%, 3Y +25.8%)
Risks
Weak fundamental health as evidenced by a Piotroski F-Score of 3/9
Severe negative profit margin (-100.44%) indicating operational inefficiency or structural losses
Strongly bearish technical trend (10/100) despite recent price gains

Compare Another Pair

HRTG vs NRK: Head-to-Head Comparison

This page compares Heritage Insurance Holdings, Inc. (HRTG) and Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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