Hagerty, Inc.

HGTY Financial Insurance Property & Casualty

Hagerty, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.5 billion, up 17.3% from fiscal 2024.

Revenue
−6.46%
EPS
−122.2%
Free cash flow
+1.36%
Total debt
−29.4%

Quarter to September 2026, against a year earlier

18.68 1.65 +9.69%
Market cap
$5.9B
P/E
106×
Fwd P/E
77.9×
Dividend yield
—
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Hagerty, Inc. (HGTY) Return on invested capital

Alert me on Return on invested capital

Hagerty, Inc.'s return on invested capital over the twelve months to 30 September 2026 was 0.00%, down 625.0 percentage points from fiscal 2025 (625.0%). Over the past ten years it has ranged from −194.5% (fiscal 2022) to 625.0% (fiscal 2025) — the current reading is the highest in ten years. That is below the Insurance Property & Casualty industry median of 12.0% and below the Financial sector median of 5.07%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 625.0% 624.99
FY2024 0.00% 0.00
FY2023 0.00% 194.49
FY2022 −194.5% (194.49)
FY2021 0.00% 0.00
FY2020 0.00% —

Against its own ten years

Low −194.5% High 625.0%
Ten-year median 0.00%
Current reading's percentile 100

Return on invested capital against peers

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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