ScoreWhy is Hagerty, Inc. ?
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%
- RAW MATERIAL COST(Y) Fallen by 0% (YoY)
- NET SALES(Q) Highest at USD 368.7 MM
- OPERATING PROFIT(Q) Highest at USD 47.7 MM
3
With ROE of 10.69%, it has a expensive valuation with a 13.73 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 15.34%, its profits have fallen by -0.7%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Hagerty, Inc. should be less than 10%
- Overall Portfolio exposure to Insurance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Hagerty, Inc. for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Hagerty, Inc.
13.89%
0.76
37.32%
S&P 500
13.68%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
323.41%
EBIT Growth (5y)
11.24%
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
90.83%
ROCE (avg)
0
ROE (avg)
17.04%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
82
Industry P/E
Price to Book Value
11.97
EV to EBIT
3267.67
EV to EBITDA
88.60
EV to Capital Employed
182.18
EV to Sales
2.40
PEG Ratio
1.56
Dividend Yield
NA
ROCE (Latest)
ROE (Latest)
14.61%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Bullish
Dow Theory
No Trend
Mildly Bearish
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend17What is working for the Company
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET SALES(Q)
Highest at USD 379.99 MM
NET PROFIT(Q)
Highest at USD 20.85 MM
EPS(Q)
Highest at USD 0.11
-4What is not working for the Company
DEBT-EQUITY RATIO
(HY)
Highest at -36.36 %
PRE-TAX PROFIT(Q)
Lowest at USD 13.34 MM
Here's what is working for Hagerty, Inc.
Net Profit
At USD 20.85 MM has Grown at 326.78%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Net Sales
Highest at USD 379.99 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Profit
Highest at USD 20.85 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 0.11
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Hagerty, Inc.
Debt-Equity Ratio
Highest at -36.36 % and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Pre-Tax Profit
Lowest at USD 13.34 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)
Pre-Tax Profit
Fallen at -25.84%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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