Hagerty, Inc. (HGTY)

Hagerty Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Aug 1, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	3,424	869	660	700	1,167	-
Market Cap Growth	5.08%	31.68%	-5.71%	-40.06%	-	-
Enterprise Value	3,373	1,294	1,108	946	1,237	-
Last Close Price	10.02	9.65	7.80	8.41	14.18	-
PE Ratio	49.22	97.62	41.55	21.81	-	-
Forward PE	30.33	33.51	65.00	-	-	-
PS Ratio	0.71	0.72	0.66	0.89	1.89	-
PB Ratio	5.54	1.43	1.34	1.91	4.31	-
P/FCF Ratio	24.39	5.58	6.15	63.89	-	-
P/OCF Ratio	21.06	4.91	4.93	12.65	27.61	-
EV/Sales Ratio	2.70	1.08	1.11	1.20	2.00	-
EV/EBITDA Ratio	28.66	12.30	16.04	-	102.49	-
EV/EBIT Ratio	42.25	19.51	47.68	-	-	-
EV/FCF Ratio	24.02	8.31	10.32	86.37	-	-
Debt / Equity Ratio	0.29	0.26	0.38	0.52	0.50	0.60
Debt / EBITDA Ratio	1.41	1.34	2.22	-	11.22	2.52
Debt / FCF Ratio	1.29	1.00	1.75	17.26	-	1.51
Asset Turnover	0.74	0.73	0.69	0.67	0.75	0.95
Quick Ratio	0.53	0.48	0.48	0.47	0.92	0.47
Current Ratio	1.01	0.94	1.48	1.40	1.81	1.33
Return on Equity (ROE)	15.99%	12.87%	5.69%	0.75%	-31.62%	8.82%
Return on Assets (ROA)	2.95%	2.51%	1.00%	-2.61%	-0.76%	1.88%
Return on Capital (ROIC)	6.87%	5.74%	2.35%	-6.39%	-2.12%	6.12%
Return on Capital Employed (ROCE)	9.60%	8.40%	3.10%	-	-	7.00%
Earnings Yield	0.53%	1.10%	2.51%	4.58%	-3.97%	-
FCF Yield	4.10%	17.92%	16.26%	1.57%	-0.09%	-
Payout Ratio	-	58.39%	-	-	-	39.35%
Buyback Yield / Dilution	54.82%	73.99%	-1.24%	-308.31%	-82227.00%	-32.16%

Updated May 7, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q