Hagerty Stock Buy Hold or Sell Recommendation
| HGTY Stock | USD 11.78 0.03 0.26% |
Given the investment horizon of 90 days and complete risk avoidance on your part, our recommendation regarding Hagerty is 'Strong Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Hagerty given historical horizon and risk tolerance towards Hagerty. When Macroaxis issues a 'buy' or 'sell' recommendation for Hagerty, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Hagerty Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Hagerty Stock please use our How to Invest in Hagerty guide. In addition, we conduct extensive research on individual companies such as Hagerty and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Hagerty. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
Hagerty |
Execute Hagerty Buy or Sell Advice
The Hagerty recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Hagerty. Macroaxis does not own or have any residual interests in Hagerty or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Hagerty's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Hagerty Trading Alerts and Improvement Suggestions
| Hagerty has a strong financial position based on the latest SEC filings | |
| Over 82.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Hagerty, Inc. Director Robert I. Kauffman Sells 10,461 Shares |
Hagerty Returns Distribution Density
The distribution of Hagerty's historical returns is an attempt to chart the uncertainty of Hagerty's future price movements. The chart of the probability distribution of Hagerty daily returns describes the distribution of returns around its average expected value. We use Hagerty price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Hagerty returns is essential to provide solid investment advice for Hagerty.
| Mean Return | -0.0091 | Value At Risk | -2.83 | Potential Upside | 3.17 | Standard Deviation | 1.68 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Hagerty historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Hagerty Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Hagerty, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Hagerty back and forth among themselves.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 247.4 K | Renaissance Technologies Corp | 2024-09-30 | 159.4 K | Charles Schwab Investment Management Inc | 2024-09-30 | 131.8 K | State Street Corp | 2024-06-30 | 127.1 K | Citadel Advisors Llc | 2024-09-30 | 126.8 K | Two Sigma Investments Llc | 2024-09-30 | 121.8 K | Lpl Financial Corp | 2024-09-30 | 115.3 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 102.3 K | Garde Capital, Inc. | 2024-06-30 | 100 K | State Farm Mutual Automobile Ins Co | 2024-09-30 | 51.8 M | Polar Capital Holdings Plc | 2024-06-30 | 5 M |
Hagerty Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 49.0M | 46.5M | 61.4M | 113.8M | 130.9M | 137.4M | |
| Investments | (21.1M) | (47.4M) | (11.1M) | (24.0M) | (46.3M) | (44.0M) | |
| Change In Cash | 69.4M | 78.0M | 304.9M | (64.8M) | 185.1M | 114.0M | |
| Net Borrowings | (48.9M) | 43.9M | 66.5M | (28.1M) | (32.4M) | (30.7M) | |
| Free Cash Flow | 40.7M | 46.3M | (1.1M) | 11.0M | 107.3M | 112.7M | |
| Depreciation | 9.0M | 11.8M | 22.1M | 33.9M | 45.8M | 23.9M | |
| Other Non Cash Items | 619.4K | 758.2K | 155K | (54.5M) | 12.5M | 13.1M | |
| Capital Expenditures | 9.4M | 38.3M | 43.4M | 44.4M | 26.4M | 31.1M | |
| Net Income | 4.2M | 10.0M | (61.4M) | 2.4M | 20.2M | 21.2M | |
| End Period Cash Flow | 221.1M | 299.1M | 604.0M | 539.2M | 724.3M | 465.5M | |
| Change To Netincome | 6.4M | 4.8M | 33.2M | (55.0M) | (49.5M) | (47.0M) |
Hagerty Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Hagerty or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Hagerty's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Hagerty stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.11 | |
β | Beta against Dow Jones | 0.71 | |
σ | Overall volatility | 1.70 | |
Ir | Information ratio | -0.09 |
Hagerty Volatility Alert
Hagerty exhibits very low volatility with skewness of 0.28 and kurtosis of 0.9. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Hagerty's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Hagerty's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Hagerty Fundamentals Vs Peers
Comparing Hagerty's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Hagerty's direct or indirect competition across all of the common fundamentals between Hagerty and the related equities. This way, we can detect undervalued stocks with similar characteristics as Hagerty or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Hagerty's fundamental indicators could also be used in its relative valuation, which is a method of valuing Hagerty by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Hagerty to competition |
| Fundamentals | Hagerty | Peer Average |
| Return On Equity | 0.14 | -0.31 |
| Return On Asset | 0.0197 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.03 % | (5.51) % |
| Current Valuation | 1.08 B | 16.62 B |
| Shares Outstanding | 90.03 M | 571.82 M |
| Shares Owned By Insiders | 8.99 % | 10.09 % |
| Shares Owned By Institutions | 82.33 % | 39.21 % |
| Number Of Shares Shorted | 326.55 K | 4.71 M |
| Price To Book | 7.15 X | 9.51 X |
| Price To Sales | 3.47 X | 11.42 X |
| Revenue | 1.01 B | 9.43 B |
| Gross Profit | 405.64 M | 27.38 B |
| EBITDA | 69.04 M | 3.9 B |
| Net Income | 20.23 M | 570.98 M |
| Cash And Equivalents | 180.16 M | 2.7 B |
| Cash Per Share | 2.18 X | 5.01 X |
| Total Debt | 181.14 M | 5.32 B |
| Debt To Equity | 0.30 % | 48.70 % |
| Current Ratio | 1.45 X | 2.16 X |
| Book Value Per Share | 1.65 X | 1.93 K |
| Cash Flow From Operations | 133.71 M | 971.22 M |
| Short Ratio | 4.26 X | 4.00 X |
| Earnings Per Share | 0.14 X | 3.12 X |
| Target Price | 11.5 | |
| Number Of Employees | 1.73 K | 18.84 K |
| Beta | 0.78 | -0.15 |
| Market Capitalization | 4.01 B | 19.03 B |
| Total Asset | 1.59 B | 29.47 B |
| Retained Earnings | (469 M) | 9.33 B |
| Net Asset | 1.59 B |
Note: Disposition of 10461 shares by Kauffman Robert I of Hagerty at 11.54 subject to Rule 16b-3 [view details]
Hagerty Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Hagerty . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Hagerty Buy or Sell Advice
When is the right time to buy or sell Hagerty? Buying financial instruments such as Hagerty Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Hagerty in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Moderate Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Additional Tools for Hagerty Stock Analysis
When running Hagerty's price analysis, check to measure Hagerty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hagerty is operating at the current time. Most of Hagerty's value examination focuses on studying past and present price action to predict the probability of Hagerty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hagerty's price. Additionally, you may evaluate how the addition of Hagerty to your portfolios can decrease your overall portfolio volatility.