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Hagerty, Inc. (HGTY) 10-Year Financial Performance & Capital Metrics

HGTY • • Insurance & Managed Care
Financial ServicesProperty & Casualty InsurancePersonal Lines InsuranceSpecialty Personal Lines
AboutHagerty, Inc. provides insurance agency services worldwide. It offers automobile and boat insurance products; and reinsurance products. The company also provides Hagerty Media, which publishes contents through the HDC Magazine, video content, YouTube channel; HDC that offers subscription based products and services, including HDC Magazine, automotive enthusiast events, proprietary vehicle valuation tools, emergency roadside services, and special vehicle-related discounts; HVT, a valuation tool used by the customer to access current and historic pricing data of collector car, truck, SUV, and motorcycle models; and Hagerty Events, an eclectic mix of small and large events. In addition, it offers DriveShare, a peer-to-peer rental platform for collector and cool vehicles; Motorsport Reg, a motorsport membership, licensing, and event online management system that automates event listings, registration, and payment processing for various motorsport events; and Hagerty Garage + Social, a platform that provides clubhouses and car storage facilities. The company is headquartered in Traverse City, Michigan.Show more
  • Revenue $1.19B +17.8%
  • Combined Ratio 92.14% -3.6%
  • Net Income $17M -15.9%
  • Return on Equity 3.35% -28.8%
  • Medical Cost Ratio 50.38% +7.9%
  • Operating Margin 7.86% +77.7%
  • Net Margin 1.43% -28.6%
  • ROA 1.03% -26.0%
  • Equity / Assets 30.63% -1.4%
  • Book Value per Share 5.92 +308.0%
  • Tangible BV/Share 3.61 +327.5%
  • Debt/Equity 0.28 -22.9%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Profitable underwriting: 92.1% combined ratio
  • ✓Strong 5Y profit CAGR of 32.3%
  • ✓Low loss ratio of 50.4%
  • ✓Share count reduced 74.0% through buybacks

✗Weaknesses

No significant weaknesses identified

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y24.57%
3Y27.38%
TTM17.47%

Profit (Net Income) CAGR

10Y-
5Y32.25%
3Y-
TTM52.01%

EPS CAGR

10Y-
5Y14.37%
3Y-
TTM17.17%

ROCE

10Y Avg3.52%
5Y Avg2.76%
3Y Avg4.66%
Latest5.68%

Peer Comparison

Specialty Personal Lines
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Valuation
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Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
HGTYHagerty, Inc.1.28B12.77127.7017.77%3.18%6.06%12.13%0.28
PLMRPalomar Holdings, Inc.3.46B130.4129.1147.33%22.66%20.03%7.55%

Profit & Loss

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Revenue+397.27M499.55M576.54M829.49M1.01B1.19B
Revenue Growth %-0.26%0.15%0.44%0.22%0.18%
Medical Costs & Claims+00263.06M373.55M472.46M600.31M
Medical Cost Ratio %------
Gross Profit+397.27M499.55M313.48M455.94M539.29M591.18M
Gross Margin %------
Gross Profit Growth %-0.26%-0.37%0.45%0.18%0.1%
Operating Expenses+386.43M483.7M368.08M444.84M494.52M497.5M
OpEx / Revenue %------
Depreciation & Amortization8.95M11.8M22.14M33.89M45.81M38.91M
Combined Ratio %------
Operating Income+10.85M15.85M-54.6M11.1M44.77M93.68M
Operating Margin %------
Operating Income Growth %-0.46%-4.45%1.2%3.03%1.09%
EBITDA+19.8M27.65M-32.46M44.98M90.58M132.59M
EBITDA Margin %------
Interest Expense000000
Non-Operating Income000000
Pretax Income+11.46M14.86M-54.6M9.42M44.77M93.68M
Pretax Margin %------
Income Tax+7.25M4.82M6.75M7.02M16.59M15.38M
Effective Tax Rate %------
Net Income+4.21M10.17M-46.36M32.08M20.23M17.02M
Net Margin %------
Net Income Growth %-1.42%-5.56%1.69%-0.37%-0.16%
EPS (Diluted)+0.050.12-0.750.010.090.10
EPS Growth %-1.35%-7.25%1.02%6.71%0.07%
EPS (Basic)0.050.12-0.750.050.380.10
Diluted Shares Outstanding82.33M82.33M82.33M336.15M340.32M88.5M

Balance Sheet

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Total Assets+443.28M610.71M1.04B1.31B1.59B1.71B
Asset Growth %-0.38%0.71%0.26%0.21%0.08%
Total Investment Assets+00134.51M12.99M0589.53M
Long-Term Investments00134.51M0073.96M
Short-Term Investments0000073.96M
Total Current Assets+388.14M513.36M454.95M01.25B0
Cash & Equivalents21.81M38.11M275.33M95.17M108.33M104.78M
Receivables1000K1000K1000K1000K1000K1000K
Other Current Assets228.25M307.17M244.58M-394.44M1.07B-494.65M
Goodwill & Intangibles+21.1M51.36M87.66M219.06M206.14M204.23M
Goodwill3.8M4.75M11.49M115.04M114.21M114.12M
Intangible Assets17.3M46.62M76.17M104.02M91.92M90.11M
PP&E (Net)16.23M25.82M28.36M107.65M71.28M62.69M
Other Assets17.81M20.17M-116.02M-326.72M60.58M-340.88M
Total Liabilities332.82M493.39M771.07M945.15M1.09B1.19B
Total Debt+52.2M69M135.5M196.61M181.14M148.15M
Net Debt30.39M30.89M-139.83M101.44M72.81M43.36M
Long-Term Debt26.1M69M135.5M3.28M130.68M25.27M
Short-Term Debt26.1M00105M079.7M
Total Current Liabilities+295.34M384.75M9.08M0842.3M0
Accounts Payable46.65M60.71M9.08M68.17M87.17M108.35M
Deferred Revenue16.96M19.54M21.72M25.26M30.32M31.91M
Other Current Liabilities118.5M187.6M403.88M-399.74M522.28M-395.73M
Deferred Taxes1000K1000K1000K1000K01000K
Other Liabilities5.46M12.47M129.24M-116.07M71.43M-101.85M
Total Equity+110.46M117.32M270.8M367.37M493.35M523.51M
Equity Growth %-0.06%1.31%0.36%0.34%0.06%
Shareholders Equity110.46M117.2M-323.78M59.25M175.54M150.32M
Minority Interest0123K594.58M308.12M317.81M373.18M
Retained Earnings056.83M-482.28M-489.6M-469M-451.98M
Common Stock112.99M62.32M33K33K33K34K
Accumulated OCI-2.52M-1.95M-1.73M-213K-88K-1.51M
Return on Equity (ROE)0.04%0.09%-0.24%0.1%0.05%0.03%
Return on Assets (ROA)0.01%0.02%-0.06%0.03%0.01%0.01%
Equity / Assets------
Debt / Equity0.47x0.59x0.50x0.54x0.37x0.28x
Book Value per Share1.341.433.291.091.455.92
Tangible BV per Share------

Cash Flow

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash from Operations+50.09M84.57M42.28M55.33M133.71M177.02M
Operating CF Growth %-0.69%-0.5%0.31%1.42%0.32%
Operating CF / Revenue %------
Net Income4.21M10.04M-61.35M2.4M20.23M78.3M
Depreciation & Amortization8.95M11.8M22.14M33.89M45.81M35.52M
Stock-Based Compensation00012.13M18.02M17.36M
Deferred Taxes5.92M1.48M3.04M2.97M2.92M2.93M
Other Non-Cash Items619.41K3.41M45.12M-54.54M12.49M20.17M
Working Capital Changes30.53M57.85M33.33M58.47M34.23M22.74M
Cash from Investing+-21.06M-47.39M-68.99M-91.52M-52.65M-618.56M
Capital Expenditures-9.4M-38.26M-43.37M-44.38M-26.4M-21.34M
Acquisitions-11.25M-8.88M-14.61M-30.65M-8.68M-25.12M
Purchase of Investments00-12.25M-4.23M-10.57M-680.31M
Sale/Maturity of Investments001000K1000K1000K1000K
Other Investing-406.21K-255K48K-13.47M-14.46M-5M
Cash from Financing+40.09M39.95M332.07M-28.08M103.16M-46.92M
Dividends Paid0-4M-4.06M00-5.6M
Share Repurchases00000-5.84M
Stock Issued89.09M00079.16M0
Debt Issuance (Net)-1000K1000K1000K-1000K1000K-1000K
Other Financing-150K48K270.59M49K2.31M-6.68M
Net Change in Cash+69.35M78.02M304.89M-64.78M185.09M-491.43M
Exchange Rate Effect224.88K885K-464K-504K865K-1000K
Cash at Beginning151.71M221.06M299.08M603.97M539.19M724.28M
Cash at End221.06M299.08M603.97M539.19M724.28M232.84M
Free Cash Flow+40.69M46.31M-1.09M10.95M107.3M155.68M
FCF Growth %-0.14%-1.02%11.06%8.8%0.45%
FCF Margin %------
FCF per Share0.490.56-0.010.030.321.76

Key Ratios

Metric201920202021202220232024
Combined Ratio97.27%96.83%109.47%98.66%95.57%92.14%
Medical Cost Ratio0%0%45.63%45.03%46.7%50.38%
Return on Equity (ROE)3.81%8.93%-23.89%10.05%4.7%3.35%
Return on Assets (ROA)0.95%1.93%-5.61%2.73%1.39%1.03%
Equity / Assets24.92%19.21%25.99%27.99%31.06%30.63%
Book Value / Share1.341.433.291.091.455.92
Debt / Equity0.47x0.59x0.50x0.54x0.37x0.28x
Revenue Growth-25.74%15.41%43.87%21.97%17.77%

Revenue by Segment

2021202220232024
Commission Revenue And Fee Revenue271.57M307.24M365.51M423.24M
Commission Revenue And Fee Revenue Growth-13.13%18.97%15.79%
Membership And Other Revenue51.68M77.29M102.83M133.47M
Membership And Other Revenue Growth-49.54%33.05%29.79%
Membership--52.46M57.55M
Membership Growth---9.70%
Marketplace Revenue---46.36M
Marketplace Revenue Growth----
Product and Service, Other--50.38M21.61M
Product and Service, Other Growth----57.11%

Revenue by Geography

2021202220232024
UNITED STATES9.45M29.92M434.62M511.8M
UNITED STATES Growth-216.68%1352.60%17.76%
CANADA301K767K25.75M27.39M
CANADA Growth-154.82%3257.11%6.37%
Europe1.33M1.37M7.98M9.56M
Europe Growth-2.86%483.33%19.84%

Frequently Asked Questions

Valuation & Price

Hagerty, Inc. (HGTY) has a price-to-earnings (P/E) ratio of 127.7x. This suggests investors expect higher future growth.

Growth & Financials

Hagerty, Inc. (HGTY) grew revenue by 17.8% over the past year. This is strong growth.

Yes, Hagerty, Inc. (HGTY) is profitable, generating $43.3M in net income for fiscal year 2024 (1.4% net margin).

Dividend & Returns

Yes, Hagerty, Inc. (HGTY) pays a dividend with a yield of 0.50%. This makes it attractive for income-focused investors.

Hagerty, Inc. (HGTY) has a return on equity (ROE) of 3.3%. This is below average, suggesting room for improvement.

Industry Metrics

Hagerty, Inc. (HGTY) has a combined ratio of 92.1%. A ratio below 100% indicates underwriting profitability.

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