Where do Hagerty's ratios come from?

Every ratio is computed from Hagerty's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.

Hagerty HGTY Ratios & Valuation

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY QoQ

Simplified Detailed

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Profitability
Net margin	7.5%-2.6pp	10.2%+1.0pp	9.2%+1.6pp	7.5%0.0pp	7.5%+1.2pp
Returns
Return on equity	57.2%-23.1pp	80.3%+8.6pp	71.7%-4.7pp	76.4%+0.5pp	75.9%+11.5pp
Return on invested capital	110.5%-23.6pp	134.1%-83.2pp	217.4%—	——	——
Efficiency
Asset turnover	0.8×0.0×	0.8×+0.1×	0.7×0.0×	0.7×0.0×	0.8×0.0×
Leverage
Debt-to-equity	1.2×+0.2×	1×-0.1×	1.1×-0.1×	1.2×+0.1×	1.1×+0.1×
Net debt / EBITDA	-0.7×-0.3×	-0.4×+0.3×	-0.7×+0.3×	-1×-0.1×	-0.9×-0.2×
Per Share
Book value per share	$2.16+239%	$0.64+4.6%	$0.61-67.9%	$1.90+304%	$0.47-72.3%
Valuation
Market capitalization	$1.17B+30.8%	$1.35B+13.1%	$1.19B+30.7%	$913.51M+12.2%	$813.97M-6.3%
Price / earnings	10.7×+1.5×	9.1×-0.2×	9.2×+0.3×	9×+0.6×	8.4×-2.7×
Price / sales	0.8×+0.1×	0.9×+0.1×	0.8×+0.2×	0.7×0.0×	0.6×-0.1×
Price / book	5.3×-0.1×	6.1×+0.5×	5.6×+0.3×	5.3×+0.3×	5×-0.8×
EV / EBITDA	7.8×+1.1×	6.9×-0.3×	7.2×+1.0×	6.2×+0.2×	6×-1.5×

Chart any of these lines over time, or line them up against competitors.

Compare these in charts →

Ask your AI about Hagerty.

Connect your AI assistant and get a quick read on the numbers, right in your chat.

Connect your AI

Claude

Questions, answered.

Where do Hagerty's ratios come from?: Every ratio is computed from Hagerty's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.