Stocktoria
Hagerty, Inc. HGTY
NYSE · XNYS · stock · Insurance Agents, Brokers & Service · website · IPO 2021-04-09
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1/9
Piotroski F — financial health
—
Altman Z″ — distress risk
—
Dividend payout · no dividend
Valuation · market cap as of 2026-06-29
Market cap$4.0B
P / S6.0×
P / B18.2×
Financials & ratios (annual, from 10-K)
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Financials | |||||
| Revenue | $677.6M | $1.2B | $1.0B | $383.7M | $323.3M |
| Operating income | — | $66.4M | $10.4M | -$67.6M | -$10.1M |
| Net income | — | — | — | $32.1M | -$46.4M |
| Operating cash flow | $219.0M | $177.0M | $133.7M | $55.3M | $42.3M |
| Total assets | $2.1B | $1.7B | $1.6B | $1.3B | $1.0B |
| Total liabilities | $1.3B | $1.1B | $1.1B | $945.1M | $771.1M |
| Shareholders' equity | $221.3M | $523.5M | $410.5M | $367.4M | -$322.5M |
| Ratios | |||||
| Operating margin | — | 5.3% | 1.0% | -17.6% | -3.1% |
| Net margin | — | — | — | 8.4% | -14.3% |
| Return on assets | — | — | — | 2.4% | -4.4% |
| Return on equity | — | — | — | 8.7% | 14.4% |
| Debt / equity | 0.80× | 0.20× | 0.32× | 0.29× | -0.42× |
| Current ratio | — | 0.94 | 1.48 | 1.40 | 1.81 |
| Revenue growth | -45.4% | 20.9% | 167.7% | 18.7% | 15.8% |
Notable holders (13F)
| Investor | Shares | Value |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 157,668 | $1.7M |
Why these scores methodology →
Piotroski F-score: 1/9
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″: n/a
Not applicable (financials/insurer or missing inputs).
Sector peers
IX · MUFG · MFG · NMR · UNH · CI · all Finance, Insurance & Real Estate →
Source: SEC EDGAR filings · CIK 0001840776 · as of 2025-12-31. Figures are facts from filings plus Stocktoria's own computed scores — not investment advice.