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HGTY · Hagerty, Inc.

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$13.23 +0.11 (+0.84%) At close · Sep 2
Rebalance outlook locked
Market Cap
$4.53B
Shares
343.62M

HGTY metrics

75 of 114 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$13.23
Market cap
$4.53B

Price action

19 metrics
Price change (1W)
-2.3%
Price change (30D)
+13.6%
Price change (3M)
+26.3%
Price change (6M)
+23.9%
Price change (YTD)
-2.4%
Price change (1Y)
+14.6%
Trailing year
Price change (5Y)
+30.5%
52-week high
$13.82
52-week low
$9.67
Change from 52-week high
-5.1%
Change from 52-week low
+35.7%
Annualized volatility
36.1%
Beta
0.1
RSI (14D)
56.3
Price vs SMA 50
+6.0%
Price vs SMA 200
+11.2%
Avg volume (3M)
152,158
Relative volume
1.1
Average dollar volume
$1.83M

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
—
EV / EBITDA
29.3×
reciprocal yield 3.4%
EV / EBIT
38.8×
reciprocal yield 2.6%
P / sales
3.2×
reciprocal yield 31.3%
P / book
21.0
reciprocal yield 4.8%
FCF yield
6.1%
TTM · current market cap
Buyback yield
—
P / FCF
16.3
reciprocal yield 6.1%
P / operating cash flow
14.7
reciprocal yield 6.8%
Earnings yield
1.5%

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)
3.4×
reciprocal yield 29.0%
EV / EBIT historical average (3Y)
77.2×
reciprocal yield 1.3%
EV / EBIT historical average (5Y)
77.2×
reciprocal yield 1.3%
EV / EBITDA historical average (3Y)
41.5×
reciprocal yield 2.4%
EV / EBITDA historical average (5Y)
41.5×
reciprocal yield 2.4%

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
—
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
—
Latest balance sheet
Cash & equivalents
$298.30M
Total assets
$2.15B
Total debt
—

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)

3 metrics
13F filers
128
13F filer change QoQ
+10
Institutional ownership
26.8%

Short interest

3 metrics
Short interest
0.3%
Latest settlement · 4.8 days to cover
Days to cover
4.8d
Short-squeeze score
42 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$163,227
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 1840776 CUSIP 405166109 13F (30d) 104 filings 104 filers Visit website Investor relations

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