SuperworthHagerty HGTY
- Market cap
- $5.4B
- PE
- 260×
- 2y median 50.9×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 3.7×
- EV/EBIT
- n/m
- a quarter missing
- Revenue, 12 months
- $1.4B
- +8% on a year ago
- Net margin
- 1.8%
- Free cash flow yield
- 5.2%
Hagerty trades at 260× trailing earnings, pricier than 99% of the last ten years. Revenue was $1.4B over the last twelve months, up 8% on a year earlier with a 2% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $275.6M+27% | $245M+24% | $271.7M+24% | $313.2M+20% | $323.4M+17% | $291.7M+19% | $328.3M+21% | $379.3M+21% | $380M+18% | $388.1M+33% | $311.8M−5% | $354.8M−7% | |
| SG&A | $69.9M+3% | $52.2M−7% | $59.5M+5% | $69.4M+10% | $80M+14% | $64.2M+23% | $144M+142% | $161.6M+133% | $102.1M+28% | $83.8M+31% | $72.4M−50% | $95.3M−41% |
| $16.1M | −$6.5M−82% | $12.2M | $38.1M+121% | $10.1M−37% | $6M | $25.7M+111% | $47.7M+25% | $34.3M+240% | n/a | n/a | n/a | |
| Interest expense | n/a | n/a | n/a | n/a | n/a | n/a | $1.4M | $1.5M | n/a | n/a | $1.1M−21% | $1.2M−17% |
| Pre-tax income | $23.2M−10% | $13.6M | $13.3M | $48.5M+152% | $18M−23% | $13.9M+2% | $32.8M+146% | $53.4M+10% | $13.3M−26% | $39.7M+186% | −$20.9M | $2.2M−96% |
| $4.6M | $4.6M+56% | $5.1M+40% | $5.8M+56% | −$1M | $5.5M+19% | $5.5M+7% | $6.2M+6% | −$32.8M+3113% | $11.1M+104% | −$8.2M | −$5.8M | |
| Net income | $5.4M−64% | −$5.7M+23% | −$1.4M−36% | $10.4M+332% | $4.9M−9% | $3.1M | $8.4M | $11M+6% | $20.8M+327% | $8.8M+184% | −$4.5M | $280K−97% |
| $0.04−43% | n/a | −$0.04+33% | $0.09+200% | $0.03−25% | $0.03 | $0.07 | $0.09+0% | $0.11+267% | $0.03+0% | −$0.06 | −$0.02 | |
| 84.5M−75% | n/a | 84.7M+2% | 85.7M+0% | 89.7M+6% | 91.2M | 346.3M+309% | 90.7M+6% | 347.2M+287% | 347.9M+282% | 101M−71% | 101.8M+12% |
EPS, diluted: 3 periods, Q4 FY22 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 3 periods, Q4 FY22 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Insurance - Brokers nearest Hagerty's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| HGTYHagerty | $5.4B | 260× | 50.9× | n/m | 3.7× | +8% | 1.8% |
| ACTEnact | $6.6B | 10.1× | 7.8× | n/m | 5.3× | +2% | 54.5% |
| CRVLCorvel | $4.2B | 37.3× | 38.1× | n/m | 4.3× | +7% | 11.7% |
| NPNeptune Insurance | $3.9B | 91.7× | 126× | n/m | 19.9× | +34% | 22.7% |
| RYANRyan Specialty | $11.2B | 60.7× | 92.3× | n/m | 3.5× | +14% | 3.1% |
| ERIEErie Indemnity | $13.3B | 23.0× | 31.6× | n/m | 3.2× | +4% | 14.0% |
| GSHDGoosehead Insurance | $1.7B | 39.8× | 175× | n/m | 4.3× | +18% | 8.8% |
| TWFGTWFG | $1.5B | 47.1× | 45.8× | n/m | 5.2× | +35% | n/m |
| BROBrown & Brown | $24.4B | 21.8× | 29.1× | 15.7× | 3.6× | +34% | 17.7% |
| WTWWillis Towers Watson Public | $30.2B | 19.9× | 26.0× | 15.5× | 3.0× | +3% | 15.5% |
| CRD-ACrawford | $603.7M | 32.7× | 15.6× | n/m | 0.5× | −4% | 1.8% |
| Peer median | $5.4B | 35.0× | 34.8× | 15.6× | 3.9× | +11% | 14.0% |
Investors who own it
Investors we follow who held Hagerty at the end of Jun 30, 2026, from their 13F filings.
- Tom GaynerMarkel Group0.3% of portfolio
More on Hagerty
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #4of 13Insurance brokers with the highest free cash flow yield
- #9of 19Insurance brokers with the fastest revenue growth
Its groups
About
- Industry
- Insurance - Brokers
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .