Price History
Feb 9, 2026 — Apr 4, 2026Investment Snapshot
- Trading 329% above Graham Number — above intrinsic value estimate
- Piotroski F-Score 4/9 — moderate financial health
- Strong ROE of 63.1% with 10.0% net margin
- Revenue growing at 21% annually
HAGERTY, INC. (HGTY) is a Financial Services company operating in Insurance Agents, Brokers & Service, listed on the NYSE , with a market capitalisation of $3.6 billion . Key value metrics: P/E ratio 25.6, P/B ratio 18.36, Piotroski F-Score 4 out of 9 (moderate financial health) .
Value Score
Key Metrics
Current vs 5-Year Average
Based on 5 years of SEC filingsRevenue & Net Income
Financial Statements
| Metric | FY22 | FY23 | FY24 |
|---|---|---|---|
| Revenue | $X.XB | $X.XB | $X.XB |
| Gross Profit | $X.XB | $X.XB | $X.XB |
| Operating Income | $X.XB | $X.XB | $X.XB |
| Net Income | $X.XB | $X.XB | $X.XB |
| EBITDA | $X.XB | $X.XB | $X.XB |
| Total Assets | $X.XB | $X.XB | $X.XB |
| Total Liabilities | $X.XB | $X.XB | $X.XB |
HAGERTY, INC. — Fundamental Analysis Summary
HAGERTY, INC. (HGTY) is currently trading 329% above its Graham Number of $2.41, suggesting the market price exceeds Benjamin Graham's intrinsic value estimate. The stock carries an elevated trailing P/E ratio of 25.6x.
On financial health, HGTY shows a moderate Piotroski F-Score of 4/9, and strong return on equity of 63.1% (sector average: 5.8%), and manageable leverage with a debt-to-equity ratio of 0.70.
StockPik's composite Value Score for HGTY is 42/100 — reflecting current market or financial concerns. The score is built from ten fundamental signals: P/E, P/B, PEG ratio, P/S ratio, return on equity, gross margin, debt-to-equity, current ratio, dividend yield, and Piotroski F-Score.
HGTY shows revenue growing at 21% year-over-year, with earnings growing at 91%.