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 sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Hagerty, Inc. for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Hagerty, Inc.
12.08%
0.76
37.32%
S&P 500
22.24%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
327.42%
EBIT Growth (5y)
-252.80%
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
90.63%
ROCE (avg)
0
ROE (avg)
17.04%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
73
Industry P/E
Price to Book Value
11.56
EV to EBIT
3314.92
EV to EBITDA
88.34
EV to Capital Employed
52.58
EV to Sales
2.33
PEG Ratio
0.46
Dividend Yield
NA
ROCE (Latest)
ROE (Latest)
15.92%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bullish
Moving Averages
Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend3What is working for the Company
NET PROFIT(9M)
At USD 25.18 MM has Grown at 53.92%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
-18What is not working for the Company
DEBT-EQUITY RATIO
(HY)
Highest at -28.5 %
NET SALES(Q)
Lowest at USD 311.83 MM
OPERATING PROFIT(Q)
Lowest at USD -20.02 MM
OPERATING PROFIT MARGIN(Q)
Lowest at -6.42 %
PRE-TAX PROFIT(Q)
Lowest at USD -20.94 MM
NET PROFIT(Q)
Lowest at USD -4.49 MM
EPS(Q)
Lowest at USD -0.06
Here's what is working for Hagerty, Inc.
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.
Pre-Tax Profit
At USD -20.94 MM has Fallen at -163.87%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very negative
Pre-Tax Profit (USD MM)
Net Profit
At USD -4.49 MM has Fallen at -153.65%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very negative
Net Profit (USD MM)
Debt-Equity Ratio
Highest at -28.5 % 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
Net Sales
Lowest at USD 311.83 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (USD MM)
Operating Profit
Lowest at USD -20.02 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (USD MM)
Operating Profit Margin
Lowest at -6.42 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Pre-Tax Profit
Lowest at USD -20.94 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)
Net Profit
Lowest at USD -4.49 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is negative
Net Profit (USD MM)
EPS
Lowest at USD -0.06
in the last five periodsMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (USD)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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