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

Simplified Detailed

	FY'25	FY'24	FY'23	FY'22
Profitability
Net margin	10.2%+3.9pp	6.3%+3.6pp	2.7%—	——
Returns
Return on equity	80.3%+15.9pp	64.4%+27.6pp	36.8%—	——
Return on invested capital	134.1%—	——	——	——
Efficiency
Asset turnover	0.8×0.0×	0.8×0.0×	0.7×0.0×	0.7×-0.1×
Leverage
Debt-to-equity	1×0.0×	1×-1.0×	2.1×-1.3×	3.3×—
Net debt / EBITDA	-0.4×+0.3×	-0.7×+6.3×	-7×—	——
Per Share
Book value per share	$0.64-62.4%	$1.70+524%	$0.27+54.5%	$0.18+104%
Valuation
Market capitalization	$1.17B+30.8%	$868.81M+31.7%	$659.79M-5.7%	$699.75M-40.1%
Price / earnings	10.7×+1.5×	11.1×-12.5×	23.6×—	——
Price / sales	0.8×+0.1×	0.7×+0.1×	0.6×-0.2×	0.9×-1.0×
Price / book	5.3×-0.1×	5.8×-1.3×	7.1×-4.7×	11.8×—
EV / EBITDA	7.8×+1.1×	7.5×+5.9×	1.7×—	——

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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.