HRTG vs HRB: Which is Better to Buy in 2026?

Side-by-side fundamental comparison based on AI analysis of SEC filings

AI Verdict

HRTG has stronger fundamentals based on our AI analysis.

HRTG
Heritage Insurance Holdings, Inc.
STRONG BUY
82%
Confidence
VS
HRB
H&R BLOCK INC
STRONG SELL
95%
Confidence

HRTG vs HRB Fundamental Comparison

Metric HRTG HRB
Revenue $847.3M $402.4M
Net Income $195.6M $-408.0M
Net Margin 23.1% -101.4%
ROE 38.7% N/A
ROA 8.9% -13.9%
Current Ratio N/A 1.29x
Debt/Equity 0.16x N/A
EPS $6.32 $4.39

Green = Better metric | Red = Weaker metric

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HRTG vs HRB: Frequently Asked Questions

Is HRTG or HRB a better buy in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), HRTG has stronger fundamentals. HRTG is rated STRONG BUY (82% confidence) while HRB is rated STRONG SELL (95% confidence). This is not investment advice.

How does HRTG compare to HRB fundamentally?

Heritage Insurance Holdings, Inc. has ROE of 38.7% vs H&R BLOCK INC's N/A. Net margins are 23.1% vs -101.4% respectively.

Which stock pays higher dividends, HRTG or HRB?

HRTG has a dividend yield of N/A or no dividend while HRB has N/A or no dividend. Check individual stock pages for detailed dividend history and payout ratios.

Should I invest in HRTG or HRB for long term?

For long-term investing, consider that HRTG has STRONG BUY rating with 82% confidence, while HRB has STRONG SELL rating with 95% confidence. Higher confidence indicates more consistent fundamentals from SEC filings. This is not investment advice - always do your own research.

What do the AI models say about HRTG vs HRB?

Our dual AI system (Claude by Anthropic and ChatGPT by OpenAI) analyzes SEC 10-K and 10-Q filings independently. For HRTG vs HRB, the AI consensus favors HRTG based on fundamental metrics including revenue growth, profitability, ROE, and balance sheet strength.