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HGTY · Hagerty, Inc. · Metrics

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$15.55 -0.01 (-0.06%)
Rebalance outlook locked
Market Cap
$5.35B
Shares
343.62M
Volume · Oct 20 113.33K Avg daily vol (3M) 360.47K

HGTY metrics

84 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$15.56
Market cap
$5.35B

Price action

20 metrics
Price change (1W)
+6.9%
Price change (30D)
+14.5%
Price change (3M)
+30.8%
Price change (6M)
+43.3%
Price change (YTD)
+15.8%
Price change (1Y)
+37.3%
Trailing year
Price change (5Y)
+54.8%
52-week high
$15.56
52-week low
$9.67
Change from 52-week high
+0.0%
Change from 52-week low
+60.9%
Annualized volatility
34.4%
Annualized volatility (3M)
37.9%
Beta
0.0
RSI (14D)
82.3
Price vs SMA 50
+14.1%
Price vs SMA 200
+30.5%
Avg volume (3M)
360,468
Relative volume
0.7
Average dollar volume
$4.90M

Company

3 metrics
Sector
Financial Services
Industry
Insurance - Property & Casualty
Shares outstanding
343.62M

Valuation

12 metrics
P / E (TTM)
—
Trailing earnings
PEG ratio
—
EV / revenue
3.7×
reciprocal yield 27.4%
EV / EBITDA
34.1×
reciprocal yield 2.9%
EV / EBIT
45.2×
reciprocal yield 2.2%
P / sales
3.7×
reciprocal yield 26.9%
P / book
24.4
reciprocal yield 4.1%
FCF yield
5.3%
TTM · current market cap
Buyback yield
—
P / FCF
18.9
reciprocal yield 5.3%
P / operating cash flow
17.1
reciprocal yield 5.8%
Earnings yield
1.3%

Historical valuation

8 metrics
P / E historical average (3Y)
—
P / E historical average (5Y)
—
EV / revenue historical average (3Y)
2.9×
reciprocal yield 34.4%
EV / revenue historical average (5Y)
3.5×
reciprocal yield 29.0%
EV / EBIT historical average (3Y)
69.7×
reciprocal yield 1.4%
EV / EBIT historical average (5Y)
69.7×
reciprocal yield 1.4%
EV / EBITDA historical average (3Y)
43.1×
reciprocal yield 2.3%
EV / EBITDA historical average (5Y)
73.7×
reciprocal yield 1.4%

Dividends & buybacks

7 metrics
Dividend yield
—
Trailing 12 months
Payout ratio
—
Shareholder yield
—
Dividend / share (TTM)
—
Dividend growth YoY
—
Dividend growth streak
—
Last ex-dividend
—

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-08-05

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
4.9%
Gross profit (TTM)
—
Operating profit (TTM)
$113.78M
Net income (TTM)
$70.03M
Trailing 12 months
Diluted EPS (TTM)
$-0.56
FCF margin
19.7%
Effective tax rate
-104.0%

Per share

11 metrics
Revenue per diluted share (TTM)
—
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
—
Operating cash flow per diluted share (TTM)
—
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
—
Book value per share
$0.62

Growth

11 metrics
Revenue growth YoY
-6.5%
Year over year
Net income growth YoY
-83.0%
Revenue (TTM)
$1.42B
Trailing 12 months
EPS growth YoY
-100.6%
Shares change YoY
+82,227.0%
Year over year · more shares
Revenue CAGR (3Y)
+22.7%
Revenue CAGR (5Y)
+23.9%
EPS CAGR (3Y)
—
EPS CAGR (5Y)
—
FCF CAGR (3Y)
+160.9%
FCF CAGR (5Y)
+33.2%

Quality

14 metrics
Return on equity
32.5%
Return on assets
3.3%
Debt / equity
1.0
Current ratio
1.0
EBITDA (TTM)
$150.66M
Free cash flow (TTM)
$278.49M
Quick ratio
1.0
Interest coverage
—
Net debt / EBITDA
-0.8
Return on invested capital
—
Trailing 12 months
Net cash
$82.35M
Latest balance sheet
Cash & equivalents
$298.30M
Total assets
$2.15B
Total debt
$215.95M

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$307.43M
Capital expenditures (TTM)
$28.94M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$19.08M
R&D / revenue
—
Stock compensation / revenue
1.3%

Ownership (13F)

9 metrics
13F filers
127
13F filer change QoQ
+9
Institutional ownership
26.8%
Conviction holders (share of 13F filers)
0.8%
Crowding (high-turnover and private-fund holders)
—
Private-fund adviser ownership
—
Active holders' share change QoQ
+1.5%
Holder tenure
15.6
Price vs estimated holder cost
+5.8%

Ownership (registered funds)

1 metrics
Index-fund ownership
1.3%

Short interest

3 metrics
Short interest
0.5%
Latest settlement · 4.6 days to cover
Days to cover
4.6d
Short-squeeze score
66 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 1840776 CUSIP 405166109 13F (30d) 13 filings 13 filers Visit website Investor relations