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Hagerty, Inc.

  • Market Cap: Small Cap
  • Industry: Insurance
  • ISIN: US4051661092
USD
12.74
-0.07 (-0.55%)

Dec 04

NYS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

12.6912.90

52 Week

8.0313.80
Valuation
Technical
Day's Volume

CASH

61.92 k

Shareholding (Mar 2025)

FII

8.54%

Held by 49 FIIs

DII

86.67%

Held by 13 DIIs

Promoter

0.00%

How big is Hagerty, Inc.?

22-Jun-2025

As of Jun 18, Hagerty, Inc. has a market capitalization of 3,263.71 million and reported a net profit of 97.40 million over the latest four quarters, with total assets of 1,673.84 million.

As of Jun 18, Hagerty, Inc. has a market capitalization of 3,263.71 million, categorizing it as a Small Cap company.<BR><BR>As of Jun 18, the sum of Net Sales for the latest four quarters is 0.00 million, while the sum of Net Profit for the same period is 97.40 million.<BR><BR>As of Dec 24, the reporting period shows Shareholder's Funds of 234.99 million and Total Assets amounting to 1,673.84 million.

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What does Hagerty, Inc. do?

22-Jun-2025

Hagerty, Inc. is a small-cap insurance company with a recent net profit of $27 million and a market cap of approximately $3.26 billion. Key financial metrics include a P/E ratio of 128.00 and a return on equity of 10.69%.

Overview:<BR>Hagerty, Inc. operates in the insurance industry and is categorized as a small-cap company.<BR><BR>Financial Snapshot:<BR>- Most recent Net Profit: 27 Million (Quarterly Results - Mar 2025)<BR>- Market cap: USD 3,263.71 Million (Small Cap)<BR><BR>Key Metrics:<BR>- P/E: 128.00<BR>- Debt Equity: -999,999.00<BR>- Return on Equity: 10.69%<BR>- Price to Book: 13.08<BR><BR>Contact Details:<BR>Details: No Company Details Available<BR>Registrar Address: Not available.

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Is Hagerty, Inc. overvalued or undervalued?

20-Sep-2025

As of August 4, 2025, Hagerty, Inc. is considered very expensive with a high P/E ratio of 128 and significant overvaluation compared to peers, despite a strong recent performance of 34.51% year-to-date, which does not justify its valuation relative to the S&P 500's 70.41% three-year return.

As of 4 August 2025, Hagerty, Inc. has moved from an expensive to a very expensive valuation grade. The company appears to be overvalued, given its high P/E ratio of 128, a price-to-book value of 13.73, and an EV to EBITDA ratio of 83.85. In comparison to its peers, Mercury General Corp. has a much more attractive P/E of 11.03, while Palomar Holdings, Inc. has a fair P/E of 21.54, highlighting the significant premium at which Hagerty is trading.<BR><BR>Despite its overvaluation, Hagerty has shown strong recent performance, with a year-to-date return of 34.51%, significantly outperforming the S&P 500's 12.22% over the same period. However, its three-year return of 28.13% pales in comparison to the S&P 500's 70.41%, suggesting that while the stock has performed well recently, it may not justify its current valuation relative to broader market trends.

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Is Hagerty, Inc. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, Hagerty, Inc. shows a mildly bullish trend with positive momentum indicators, though mixed signals from KST and Dow Theory suggest caution in comparison to the S&P 500.

As of 3 October 2025, the technical trend for Hagerty, Inc. has changed from bullish to mildly bullish. The weekly MACD and monthly MACD are both bullish, indicating positive momentum. The monthly RSI is also bullish, while the weekly RSI shows no signal. Bollinger Bands are bullish for both weekly and monthly time frames. However, the KST is mildly bearish on a monthly basis, and the OBV is mildly bullish monthly, suggesting some mixed signals. Dow Theory shows no trend in both weekly and monthly time frames. Overall, while the indicators lean towards a mildly bullish stance, the lack of return data makes it difficult to compare performance against the S&P 500.

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iScoreScore
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Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 17.04%

 
2

Healthy long term growth as Net Sales has grown by an annual rate of 319.80% and Operating profit at 89.50%

3

With ROE of 10.69%, it has a expensive valuation with a 13.73 Price to Book Value

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Insurance

stock-summary
Market cap

USD 4,131 Million (Small Cap)

stock-summary
P/E

128.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

10.72%

stock-summary
Price to Book

16.19

Revenue and Profits:
Net Sales:
(Quarterly Results - Jun 2025)
Net Profit:
47 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
10.78%
0%
10.78%
6 Months
27.53%
0%
27.53%
1 Year
11.07%
0%
11.07%
2 Years
49.01%
0%
49.01%
3 Years
32.29%
0%
32.29%
4 Years
-18.44%
0%
-18.44%
5 Years
0%
0%
0.0%

Hagerty, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Hagerty, Inc. Experiences Revision in Stock Evaluation Amid Positive Market Indicators

Hagerty, Inc. Experiences Revision in Stock Evaluation Amid Positive Market Indicators

Hagerty, Inc., a small-cap insurance company, has recently revised its evaluation amid market dynamics. The stock shows volatility with a current price of $12.09. Performance metrics indicate a generally positive outlook, with notable returns over the past year and year-to-date, outperforming the S&P 500.

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Is Hagerty, Inc. technically bullish or bearish?

As of 3 October 2025, the technical trend for Hagerty, Inc. has changed from bullish to mildly bullish. The weekly MACD and monthly MACD are both bullish, indicating positive momentum. The monthly RSI is also bullish, while the weekly RSI shows no signal. Bollinger Bands are bullish for both weekly and monthly time frames. However, the KST is mildly bearish on a monthly basis, and the OBV is mildly bullish monthly, suggesting some mixed signals. Dow Theory shows no trend in both weekly and monthly time frames. Overall, while the indicators lean towards a mildly bullish stance, the lack of return data makes it difficult to compare performance against the S&P 500....

Read More

Is Hagerty, Inc. technically bullish or bearish?

As of 3 October 2025, the technical trend for Hagerty, Inc. has changed from bullish to mildly bullish. The weekly MACD and moving averages indicate a bullish stance, while the KST shows a mixed signal with weekly bullish and monthly mildly bearish readings. The Bollinger Bands are also mildly bullish on both weekly and monthly time frames. However, the Dow Theory suggests a mildly bearish outlook on the weekly chart, and the OBV presents a mildly bearish signal weekly but mildly bullish monthly. In terms of performance, Hagerty has outperformed the S&P 500 year-to-date with a return of 24.25% compared to the S&P's 14.18%, but has lagged over the past three years with a return of 32.05% versus the S&P's 82.57%. Overall, the current technical stance is mildly bullish, supported by several bullish indicators, despite some mixed signals....

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Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
319.80%
EBIT Growth (5y)
89.50%
EBIT to Interest (avg)
12.99
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
13.91%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
86.04%
ROCE (avg)
0
ROE (avg)
17.04%
Valuation key factors
Factor
Value
P/E Ratio
128
Industry P/E
Price to Book Value
13.73
EV to EBIT
3172.37
EV to EBITDA
83.85
EV to Capital Employed
-1281.77
EV to Sales
2.55
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
10.69%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Foreign Institutions

Domestic Funds

Held in 16 Schemes (4.79%)

Foreign Institutions

Held by 49 Foreign Institutions (8.54%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Jun 2024",
        "dir": 0
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 10.54% vs 175.48% in Jun 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "8.80",
          "val2": "10.00",
          "chgp": "-12.00%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.10",
          "chgp": "-100.00%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "47.20",
          "val2": "42.70",
          "chgp": "10.54%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "129.40%",
          "val2": "115.80%",
          "chgp": "1.36%",
          "chgp_class": "positive"
        }
      ]
    }
  },
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    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
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        "suffix": "YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023",
        "dir": 0
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 177.66% vs 1,075.00% in Dec 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
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          "val2": "0.00",
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          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "38.90",
          "val2": "45.80",
          "chgp": "-15.07%",
          "chgp_class": "negative"
        },
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          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.10",
          "val2": "-12.80",
          "chgp": "100.78%",
          "chgp_class": "positive"
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        {
          "field": "Consolidate Net Profit",
          "val1": "78.30",
          "val2": "28.20",
          "chgp": "177.66%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "48.50%",
          "val2": "34.40%",
          "chgp": "1.41%",
          "chgp_class": "positive"
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      ]
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]
Quarterly Results Snapshot (Consolidated) - Jun'25 - YoYstock-summary
Jun'25
Jun'24
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
8.80
10.00
-12.00%
Interest
0.00
0.00
Exceptional Items
0.00
0.10
-100.00%
Consolidate Net Profit
47.20
42.70
10.54%
Operating Profit Margin (Excl OI)
129.40%
115.80%
1.36%
USD in Million.
stock-summary Compare with Peers
Net Sales

YoY Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Jun 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is 10.54% vs 175.48% in Jun 2024

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
38.90
45.80
-15.07%
Interest
0.00
0.00
Exceptional Items
0.10
-12.80
100.78%
Consolidate Net Profit
78.30
28.20
177.66%
Operating Profit Margin (Excl OI)
48.50%
34.40%
1.41%
USD in Million.
stock-summary Compare with Peers
Net Sales

YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 177.66% vs 1,075.00% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Hagerty, Inc. stock-summary
stock-summary
Hagerty, Inc.
Insurance
No Details Available.
Company Coordinates stock-summary
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No Company Details Available
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