Hagerty (HGTY) Fundamental Analysis: Revenue, Earnings & Valuation

6.19 / 10

Outperform

Fundamental analysis rates Hagerty at 6.19/10 (Outperform). Strengths include high accounts‑receivable turnover, strong fixed‑asset utilization, and impressive EPS and profit growth. Weaknesses are low cash surplus, negative asset‑to‑market value, and a current ratio below 1, indicating liquidity pressure.

Analysis Checks(8/10)

Revenue-MV

Value-0.30

Score3/3

Weight15.81%

1M Return4.39%

Net profit attributable to parent company shareholders / Net profit (%)

Value27.79

Score2/3

Weight9.92%

1M Return2.45%

Accounts receivable turnover ratio

Value16.06

Score3/3

Weight10.30%

1M Return2.64%

Cash-UP

Value-1.36

Score1/3

Weight1.75%

1M Return0.57%

Fixed assets turnover ratio

Value9771.06

Score3/3

Weight9.50%

1M Return2.46%

Interest coverage ratio (EBIT / Interest expense) (%)

Value4.40

Score2/3

Weight9.39%

1M Return2.44%

Diluted earnings per share (YoY growth rate %)

Value270.00

Score3/3

Weight19.63%

1M Return4.62%

Asset-MV

Value-0.55

Score0/3

Weight-1.65%

1M Return-0.57%

Net profit attributable to parent company shareholders (YoY growth rate %)

Value332.36

Score2/3

Weight15.56%

1M Return3.66%

Current ratio

Value0.80

Score3/3

Weight9.79%

1M Return2.53%

Is HGTY undervalued or overvalued?

HGTY scores 6.19/10 on fundamentals and holds a Discounted valuation at present. Backed by its 6.12% ROE, 10.27% net margin, 87.92 P/E ratio, 4.88 P/B ratio, and 310.00% earnings growth, these metrics solidify its Outperform investment rating.