HGTY Hagerty, Inc. Class A Common Stock

NYSE · Insurance · Auf SEC EDGAR ansehen ↗
$12,39
Kurs · Jul 2, 2026
Fundamentaldaten per Mai 6, 2026

HGTY Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$12.39
Marktkapitalisierung
P/E (TTM)
EPS (TTM)
Umsatz (TTM)
$1.46B
Dividendenrendite
ROE
80.3%
Verschuldungsgrad
0.8
52W-Spanne
$9 – $14

HGTY Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $1.46B
6-point trend, +191.5%
2020-12-31 2025-12-31
EPS
2-point trend, -100.6%
2020-12-31 2021-12-31
Freier Cashflow $194M
5-point trend, +17955.9%
2021-12-31 2025-12-31
Margen 10.2%

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
HGTY
Peer-Median

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
HGTY
Peer-Median
Net Profit Margin (Nettogewinnmarge)
5-point trend, +236.8%
10.2%
6.7%
ROA
5-point trend, +239.9%
7.8%
3.3%
ROE
5-point trend, +184.7%
80.3%
10.2%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
HGTY
Peer-Median
Debt / Equity (Fremdkapital / Eigenkapital)
5-point trend, +290.7%
0.8
210.3

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
HGTY
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, +135.3%
17.3%
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, +135.3%
22.7%
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, +135.3%
23.9%
Net Income YoY (Nettogewinn YoY)
5-point trend, +343.2%
90.6%

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
HGTY
Peer-Median

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
HGTY
Peer-Median

HGTY Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

KAUF 14 Analysten
  • Starker Kauf 3 21,4%
  • Kauf 5 35,7%
  • Halten 5 35,7%
  • Verkauf 1 7,1%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

7 Analysten · 2026-07-04
Median-Ziel $12.00 -3,1%
Mittelwert-Ziel $12.86 +3,8%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
0.03%
Nächster Bericht
Aug 03, 2026
Zeitraum EPS Actual EPS est. Überraschung
31. März 2026 $-0.04 $-0.04 0.00%
31. Dezember 2025 $0.08 $0.04 0.04%
30. September 2025 $0.13 $0.08 0.05%
30. Juni 2025 $0.13 $0.12 0.01%
31. März 2025 $0.08 $0.02 0.06%

Vergleich mit Konkurrenten Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
HGTY 17.3% 10.2% 80.3%
MRSH $89.98B 22.0 10.3% 15.4% 28.1%
AJG $66.51B 45.1 20.7% 10.7% 6.9%
BRO $26.78B 25.2 22.8% 17.9% 8.7%
RYAN 21.3% 2.1% 9.9%
BWIN -48.1 8.3% -2.2% -5.7%
GSHD 70.8 16.2% 7.6% -107.8%
TWFG 54.3 22.0%
LIFE 52.0% 18.4% -108.4%
ABX $833M 23.8 110.2% 15.5% 8.8% 87.7%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 14
Jährliche Gewinn- und Verlustrechnung-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Revenue 6-point trend, +191.5% $1.46B $1.24B $1.03B $788M $619M $500M
SG&A Expense 6-point trend, +84.6% $95M $83M $85M $89M $65M $51M
Operating Expenses 3-point trend, +30.7% $1.28B $1.13B $977M · · ·
Operating Income 5-point trend, +319.1% · $66M $10M $-68M $-10M $16M
Interest Income 4-point trend, +490.0% $39M $39M $27M $7M · ·
Other Non-op 6-point trend, -4043.5% $-41M $-6M $-4M $2M $-2M $-987.0K
Pretax Income 6-point trend, +836.7% $139M $94M $45M $11M $-55M $15M
Income Tax 6-point trend, -308.4% $-10M $15M $17M $7M $7M $5M
Net Income 6-point trend, +1367.9% $149M $78M $28M $2M $-61M $10M
EPS (Basic) 3-point trend, -99.6% · · · $0.39 $-0.56 $101.66
EPS (Diluted) 2-point trend, -100.6% · · · · $-0.56 $101.66
Shares (Basic) 2-point trend, +82227.0% · · · · 82,327,000 100,000
Shares (Diluted) 2-point trend, +82227.0% · · · · 82,327,000 100,000
EBITDA 5-point trend, +210.8% $38M $105M $56M $-34M $12M ·
Bilanz 29
Jährliche Bilanz-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Cash & Equivalents 6-point trend, +320.3% $160M $105M $108M $95M $275M $38M
Short-term Investments 2-point trend, +575.7% · $74M $11M · · ·
Receivables 6-point trend, +191.8% $99M $85M $72M $58M $47M $34M
Inventory 4-point trend, +498.4% $12M $18M $5M $2M · ·
Prepaid Expense 3-point trend, +211.5% · · · $46M $30M $15M
Other Current Assets 3-point trend, +98.9% · $91M $49M $46M · ·
Current Assets 5-point trend, +67.2% · $858M $1.25B $937M $895M $513M
PP&E (Net) 6-point trend, -37.1% $16M $18M $21M $25M $28M $26M
PP&E (Gross) 5-point trend, -10.3% · $46M $45M $47M $49M $51M
Accum. Depreciation 5-point trend, +9.6% · $27M $24M $22M $21M $25M
Goodwill 6-point trend, +2306.0% $114M $114M $114M $115M $11M $5M
Intangibles 6-point trend, +90.7% $89M $90M $92M $104M $76M $47M
Other Non-current Assets 5-point trend, +5.0% · $75M $38M $37M $147M $72M
Total Assets 6-point trend, +242.9% $2.09B $1.71B $1.59B $1.31B $1.04B $611M
Accounts Payable 3-point trend, +41.0% · · · $16M $9M $12M
Accrued Liabilities 2-point trend, +27.0% · · · · $46M $36M
Current Liabilities 5-point trend, +137.9% · $915M $842M $667M $496M $385M
Capital Leases 4-point trend, +43178000.00 · $43M $50M $81M $0 ·
Deferred Tax 5-point trend, +123.5% $23M $18M $16M $13M $11M ·
Other Non-current Liabilities 5-point trend, +243.2% · $18M $4M $11M $7M $5M
Total Liabilities 6-point trend, +173.0% $1.35B $1.10B $1.09B $945M $771M $493M
Long-term Debt 6-point trend, +154.2% $178M $106M $131M $108M $136M $70M
Total Debt 5-point trend, +30.3% $178M $106M $134M $108M $136M ·
Paid-in Capital 5-point trend, +288.9% $623M $604M $562M $549M $160M ·
Retained Earnings 6-point trend, -809.0% $-403M $-452M $-469M $-490M $-482M $57M
AOCI 6-point trend, +162.9% $1M $-2M $-88.0K $-213.0K $-2M $-2M
Stockholders' Equity 6-point trend, +15055610.2% $221M $150M $93M $59M $-324M $-1.5K
Liabilities + Equity 6-point trend, +242.9% $2.09B $1.71B $1.59B $1.31B $1.04B $611M
Shares Outstanding 5-point trend, +11907.3% · 345,210,737 340,087,700 338,961,435 333,361,000 2,875,000
Cashflow 17
Jährliche Cashflow-Daten für HGTY
Kennzahl Trend 202520242023202220212020
D&A 6-point trend, +218.0% $38M $39M $46M $34M $22M $12M
Stock-based Comp 5-point trend, +18908000.00 $19M $17M $18M $12M $0 ·
Deferred Tax 6-point trend, -2434.4% $-35M $3M $3M $3M $3M $1M
Amort. of Intangibles 6-point trend, +305.2% $24M $27M $29M $22M $13M $6M
Restructuring 3-point trend, +8812000.00 · · $9M $18M $0 ·
Other Non-cash 5-point trend, -24.6% $48M $40M $39M $-26M $63M ·
Operating Cash Flow 6-point trend, +158.9% $219M $177M $134M $55M $42M $85M
CapEx 6-point trend, -35.9% $25M $21M $26M $44M $43M $38M
Investing Cash Flow 6-point trend, -290.8% $-185M $-619M $-53M $-92M $-69M $-47M
Debt Issued 6-point trend, +252.3% $257M $62M $162M $94M $108M $73M
Net Debt Issued 5-point trend, +2.7% $69M $-29M $22M $-28M $68M ·
Stock Issued 3-point trend, +1526000.00 · · $2M $0 $0 ·
Net Stock Activity · · $2M · · ·
Financing Cash Flow 6-point trend, -25.1% $30M $-47M $103M $-28M $332M $40M
Net Change in Cash 6-point trend, -15.2% $66M $-491M $185M $-65M $305M $78M
Taxes Paid 3-point trend, +56.3% $16M $18M $10M · · ·
Free Cash Flow 5-point trend, +17955.9% $194M $156M $107M $11M $-1M ·
Rentabilität 7
Jährliche Rentabilität-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Operating Margin 4-point trend, +439.3% · 5.5% 1.0% -8.6% -1.6% ·
Net Margin 5-point trend, +236.8% 10.2% 6.5% 2.8% 4.1% -7.5% ·
Pretax Margin 5-point trend, +208.4% 9.6% 7.8% 4.5% 1.4% -8.8% ·
EBITDA Margin 5-point trend, +32.3% 2.6% 8.8% 5.6% -4.3% 1.9% ·
ROA 5-point trend, +239.9% 7.8% 4.8% 1.9% 2.7% -5.6% ·
ROE 5-point trend, +184.7% 80.3% 64.4% 37.1% -24.2% 28.2% ·
ROIC 4-point trend, +258.9% · 21.7% 2.9% -14.8% 6.0% ·
Liquidität & Solvenz 4
Jährliche Liquidität & Solvenz-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Current Ratio 4-point trend, -48.1% · 0.9 1.5 1.4 1.8 ·
Quick Ratio 4-point trend, -55.7% · 0.3 0.2 0.2 0.6 ·
Debt / Equity 5-point trend, +290.7% 0.8 0.7 1.4 1.8 -0.4 ·
LT Debt / Equity 5-point trend, +292.1% 0.8 0.7 1.4 1.8 -0.4 ·
Effizienz 2
Jährliche Effizienz-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Asset Turnover 5-point trend, +2.2% 0.8 0.7 0.7 0.7 0.7 ·
Receivables Turnover 5-point trend, +4.8% 16.1 15.4 15.4 15.0 15.4 ·
Pro Aktie 5
Jährliche Pro Aktie-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Book Value / Share 4-point trend, +144.8% · $0.44 $0.27 $0.17 $-0.97 ·
Revenue / Share · · · · $7.52 ·
Cash Flow / Share · · · · $0.51 ·
Cash / Share 4-point trend, -63.3% · $0.30 $0.32 $0.28 $0.83 ·
EPS (TTM) · · · · $-0.56 ·
Wachstumsraten 6
Jährliche Wachstumsraten-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Revenue YoY 5-point trend, -27.7% 17.3% 20.9% 30.4% 27.2% 23.9% ·
Revenue CAGR 3Y 3-point trend, -16.3% 22.7% 26.1% 27.2% · · ·
Revenue CAGR 5Y 23.9% · · · · ·
Net Income YoY 3-point trend, -91.6% 90.6% 177.9% 1072.7% · · ·
Net Income CAGR 3Y 2-point trend, +631.4% 296.0% · 40.5% · · ·
Net Income CAGR 5Y 71.1% · · · · ·
Bewertung (TTM) 13
Jährliche Bewertung (TTM)-Daten für HGTY
Kennzahl Trend 202520242023202220212020
Revenue TTM 5-point trend, +135.3% $1.46B $1.24B $1.03B $788M $619M ·
Net Income TTM 5-point trend, +343.2% $149M $78M $28M $2M $-61M ·
Market Cap 4-point trend, -29.5% · $3.33B $2.65B $2.85B $4.73B ·
Enterprise Value 4-point trend, -29.0% · $3.26B $2.68B $2.86B $4.59B ·
P/E · · · · -25.3 ·
P/S 4-point trend, -64.9% · 2.7 2.6 3.6 7.6 ·
P/B 4-point trend, +251.8% · 22.2 28.6 48.1 -14.6 ·
P / Cash Flow 4-point trend, -83.2% · 18.8 19.8 51.5 111.8 ·
P / FCF 4-point trend, +100.5% · 21.4 24.7 260.3 -4340.7 ·
EV / EBITDA 4-point trend, -91.9% · 30.9 47.6 -85.0 380.0 ·
EV / FCF 4-point trend, +100.5% · 20.9 25.0 261.5 -4213.2 ·
EV / Revenue 4-point trend, -64.6% · 2.6 2.6 3.6 7.4 ·
Earnings Yield · · · · -4.0% ·

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
Umsatz $1.46B$1.24B$1.03B$788M$619M
Betriebsgewinnmarge % 5.5%1.0%-8.6%-1.6%
Nettoergebnis $149M$78M$28M$2M$-61M
Verwässerte EPS $-0.56
Bilanz
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fremdkapital / Eigenkapital 0.80.71.41.8-0.4
Liquiditätsgrad 0.91.51.41.8
Quick Ratio 0.30.20.20.6
Cashflow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Freier Cashflow $194M$156M$107M$11M$-1M

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