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HGTY$10.29+0.68%
Fair $10.29+0.0%

HGTY

Hagerty, Inc.

Financial Services / Insurance - Property & CasualtyNYSE

$10.29

+0.07 (+0.68%)

Fairly Valued+0.0%Fair Value $10.29Fund rank 34/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 87.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 0unknown: 6
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · HGTYLocal privado en este navegador · Hagerty, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$3.5B

P/E

42.9x

↑

EV/EBITDA

N/A

•

ROE

22.1%

↑

Gross Margin

N/A

•

Debt/Equity

0.80

↑
52-Week Range$10
$9$14

TradingView lightweight chart

HGTY price, volumen y niveles de valoración

Último $10.29Periodo +5.5%
Fair value: $10.29

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

+39.2%

FCF CAGR

—

FCF margin

13.4%

FCF / Net income

3.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.46B · net income $49.0M · FCF $194.5M

2020-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

3.4%-0.3% pts

FCF margin

13.4%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$1.46B$1.46B$1.23B$1.04B$829.5M$323.3M$279.0M
Net Income$49.0M$49.0M$17.0M$20.2M$32.1M$-46.4M$10.2M
EBITDA—————$12.1M$27.6M
EPS0.370.370.100.09-0.07-0.56101.66
Operating Margin—————-3.1%5.7%
Net Margin3.4%3.4%1.4%1.9%3.9%-14.3%3.6%
Balance Sheet
Debt/Equity0.800.800.701.953.19-0.42—
Current Ratio1.531.53—————
Cash Flow
Free Cash Flow$194.5M$194.5M$155.7M$107.3M$11.0M——
Returns
ROE22.1%22.1%11.3%21.8%54.1%14.3%—
Valuation
P/E42.8842.8897.7086.00———
P/B16.1316.135.7528.4151.23——
Growth & Yield
Revenue Growth18.1%18.1%18.7%25.2%—15.8%—
EPS Growth270.0%270.0%11.1%228.6%—-100.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

35.1%

muy exigente

EPS terminal req.

$0.91

Spread vs growth

234.9%

5Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$1.10

Spread vs growth

245.5%

10Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$1.78

Spread vs growth

253.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +5.9%

Total return

+5.9%

Start / end P/E

97.2x → 27.8x

EPS bridge

0.10 → 0.37

Residual

-192.7%

EPS growth+270.0%
Multiple rerating-71.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-192.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.