Stock Scorecard
Stock Summary for Hagerty Inc - Class A (HGTY) - $10.62 as of 12/20/2024 3:38:54 PM EST
Total Score
10 out of 30
Safety Score
15 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for HGTY
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for HGTY
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for HGTY
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for HGTY
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for HGTY (15 out of 100)
| Stock Price Rating (Max of 10) | 5 |
| Historical Stock Price Rating (Max of 10) | 1 |
| Stock Price Trend (Max of 10) | 0 |
| Book Value (Max of 10) | 2 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 0 |
| Operating Margin (Max of 10) | 1 |
| Trading Volume (Max of 10) | 4 |
| Price to Earnings (Max of 10) | 2 |
Latest News for for HGTY
Financial Details for HGTY
Company Overview |
|
|---|---|
| Ticker | HGTY |
| Company Name | Hagerty Inc - Class A |
| Country | USA |
| Description | N/A |
| Sector Name | FINANCE |
| Industry Name | INSURANCE AGENTS, BROKERS & SERVICE |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | 3/10/2025 |
Stock Price History |
|
| Last Day Price | 10.62 |
| Price 4 Years Ago | 0.00 |
| Last Day Price Updated | 12/20/2024 3:38:54 PM EST |
| Last Day Volume | 182,550 |
| Average Daily Volume | 104,350 |
| 52-Week High | 12.35 |
| 52-Week Low | 7.67 |
| Last Price to 52 Week Low | 38.46% |
Valuation Measures |
|
| Trailing PE | 75.86 |
| Industry PE | 48.49 |
| Sector PE | 20.90 |
| 5-Year Average PE | 83.44 |
| Free Cash Flow Ratio | 4.58 |
| Industry Free Cash Flow Ratio | 55.62 |
| Sector Free Cash Flow Ratio | 10.97 |
| Current Ratio Most Recent Quarter | 1.01 |
| Total Cash Per Share | 2.32 |
| Book Value Per Share Most Recent Quarter | 1.65 |
| Price to Book Ratio | 6.45 |
| Industry Price to Book Ratio | 10.54 |
| Sector Price to Book Ratio | 2.63 |
| Price to Sales Ratio Twelve Trailing Months | 3.14 |
| Industry Price to Sales Ratio Twelve Trailing Months | 5.13 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.39 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 90,032,000 |
| Market Capitalization | 956,139,840 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | N/A |
| Last Dividend Amount | 0.00 |
| Current Dividend Amount | 0.00 |
| Total Years Dividend Increasing | N/A |
| Trailing Annual Dividend Rate | 0.00 |
| Trailing Annual Dividend Yield | 0.00% |
| Forward Annual Dividend Rate | 0.00 |
| Forward Annual Dividend Yield | 0.00% |
| 5-Year Dividend Payments Count | 0 |
| 3-Year Average Dividend Yield | 0.00% |
| 5-Year Average Dividend Yield | 0.00% |
| 1-Year Dividend Growth Rate Percentage | 0.00% |
| 3-Year Dividend Growth Rate Percentage | 0.00% |
| 5-Year Dividend Growth Rate Percentage | 0.00% |
| All-Time Dividend Growth Rate Percentage | 0.00% |
| Dividend Payout Ratio | N/A |
Income Statement |
|
| Quarterly Earnings Growth YOY | -22.10% |
| Annual Earnings Growth | -36.93% |
| Reported EPS 12 Trailing Months | 0.14 |
| Reported EPS Past Year | 0.10 |
| Reported EPS Prior Year | 0.07 |
| Net Income Twelve Trailing Months | 28,483,000 |
| Net Income Past Year | 20,231,000 |
| Net Income Prior Year | 32,078,000 |
| Quarterly Revenue Growth YOY | 17.30% |
| 5-Year Revenue Growth | 27.11% |
| Operating Margin Twelve Trailing Months | 0.03 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 208,947,000 |
| Total Cash Past Year | 119,272,000 |
| Total Cash Prior Year | 95,172,000 |
| Net Cash Position Most Recent Quarter | 86,080,000 |
| Net Cash Position Past Year | -11,408,000 |
| Long Term Debt Past Year | 130,680,000 |
| Long Term Debt Prior Year | 108,280,000 |
| Total Debt Most Recent Quarter | 122,867,000 |
| Equity to Debt Ratio Past Year | 0.41 |
| Equity to Debt Ratio Most Recent Quarter | 0.55 |
| Total Stockholder Equity Past Year | 92,704,000 |
| Total Stockholder Equity Prior Year | 59,252,000 |
| Total Stockholder Equity Most Recent Quarter | 148,265,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 169,002,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 1.88 |
| Free Cash Flow Past Year | 107,303,000 |
| Free Cash Flow Prior Year | 10,953,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -0.08 |
| MACD Signal | 0.03 |
| 20-Day Bollinger Lower Band | 10.14 |
| 20-Day Bollinger Middle Band | 11.04 |
| 20-Day Bollinger Upper Band | 11.93 |
| Beta | 0.78 |
| RSI | 34.85 |
| 50-Day SMA | 9.89 |
| 150-Day SMA | 9.77 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 12/21/2024 2:20:05 AM EST |