Hagerty Stock Performance
| HGTY Stock | USD 10.10 0.01 0.1% |
The company retains a Market Volatility (i.e., Beta) of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hagerty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hagerty is expected to be smaller as well. At this point, Hagerty has a negative expected return of -0.26%. Please make sure to check out Hagerty's value at risk, as well as the relationship between the rate of daily change and relative strength index , to decide if Hagerty performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Hagerty has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of inconsistent performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 0.3 | Five Day Return 0.6 | Year To Date Return 2.43 | Ten Year Return 3.79 | All Time Return 3.79 |
1 | Disposition of 28908 shares by Kauffman Robert I of Hagerty at 11.71 subject to Rule 16b-3 | 11/27/2024 |
2 | Disposition of 6355 shares by Kauffman Robert I of Hagerty at 11.79 subject to Rule 16b-3 | 12/03/2024 |
3 | Disposition of 42 shares by Kauffman Robert I of Hagerty at 11.52 subject to Rule 16b-3 | 12/04/2024 |
4 | Disposition of 9322 shares by Kauffman Robert I of Hagerty at 11.48 subject to Rule 16b-3 | 12/05/2024 |
5 | Disposition of 7607 shares by Kauffman Robert I of Hagerty at 11.19 subject to Rule 16b-3 | 12/11/2024 |
6 | Disposition of 5475 shares by Kauffman Robert I of Hagerty at 11.18 subject to Rule 16b-3 | 12/12/2024 |
7 | Disposition of 4566 shares by Kauffman Robert I of Hagerty at 11.07 subject to Rule 16b-3 | 12/13/2024 |
8 | Disposition of 5715 shares by Kauffman Robert I of Hagerty at 10.83 subject to Rule 16b-3 | 12/17/2024 |
9 | Disposition of 5077 shares by Kauffman Robert I of Hagerty at 10.59 subject to Rule 16b-3 | 12/19/2024 |
10 | Disposition of 16849 shares by Kauffman Robert I of Hagerty at 10.44 subject to Rule 16b-3 | 12/20/2024 |
11 | Disposition of 11046 shares by Kauffman Robert I of Hagerty at 10.13 subject to Rule 16b-3 | 12/23/2024 |
12 | Disposition of 1467 shares by Kauffman Robert I of Hagerty at 10.13 subject to Rule 16b-3 | 12/24/2024 |
13 | Disposition of 2687 shares by Kauffman Robert I of Hagerty at 9.98 subject to Rule 16b-3 | 12/26/2024 |
14 | Disposition of 3519 shares by Kauffman Robert I of Hagerty at 9.83 subject to Rule 16b-3 | 12/27/2024 |
15 | Disposition of 3878 shares by Kauffman Robert I of Hagerty at 9.57 subject to Rule 16b-3 | 12/30/2024 |
16 | Disposition of 4982 shares by Kauffman Robert I of Hagerty at 9.62 subject to Rule 16b-3 | 12/31/2024 |
17 | Disposition of 5823 shares by Kauffman Robert I of Hagerty at 9.82 subject to Rule 16b-3 | 01/03/2025 |
18 | Disposition of 6111 shares by Kauffman Robert I of Hagerty at 9.66 subject to Rule 16b-3 | 01/06/2025 |
19 | Disposition of 6590 shares by Kauffman Robert I of Hagerty at 9.5 subject to Rule 16b-3 | 01/07/2025 |
20 | Disposition of 5278 shares by Kauffman Robert I of Hagerty at 9.4 subject to Rule 16b-3 | 01/08/2025 |
21 | Disposition of 8918 shares by Kauffman Robert I of Hagerty at 9.32 subject to Rule 16b-3 | 01/13/2025 |
22 | Disposition of 72 shares by Kauffman Robert I of Hagerty at 9.45 subject to Rule 16b-3 | 01/14/2025 |
23 | Disposition of 3883 shares by Kauffman Robert I of Hagerty at 9.64 subject to Rule 16b-3 | 01/15/2025 |
24 | Disposition of 3301 shares by Kauffman Robert I of Hagerty at 9.62 subject to Rule 16b-3 | 01/21/2025 |
25 | Disposition of 5617 shares by Kauffman Robert I of Hagerty at 9.69 subject to Rule 16b-3 | 01/22/2025 |
26 | Disposition of 5044 shares by Kauffman Robert I of Hagerty at 9.7 subject to Rule 16b-3 | 01/23/2025 |
27 | Disposition of 9433 shares by Kauffman Robert I of Hagerty at 9.63 subject to Rule 16b-3 | 01/24/2025 |
28 | Disposition of 3693 shares by Kauffman Robert I of Hagerty at 9.86 subject to Rule 16b-3 | 01/27/2025 |
29 | Disposition of 2833 shares by Kauffman Robert I of Hagerty at 9.79 subject to Rule 16b-3 | 01/28/2025 |
30 | Disposition of 2643 shares by Kauffman Robert I of Hagerty at 9.72 subject to Rule 16b-3 | 01/30/2025 |
31 | Disposition of 4453 shares by Kauffman Robert I of Hagerty at 9.72 subject to Rule 16b-3 | 01/31/2025 |
32 | Disposition of 3713 shares by Kauffman Robert I of Hagerty at 9.57 subject to Rule 16b-3 | 02/03/2025 |
33 | Disposition of 6165 shares by Kauffman Robert I of Hagerty at 9.84 subject to Rule 16b-3 | 02/04/2025 |
34 | Disposition of 4915 shares by Kauffman Robert I of Hagerty at 9.97 subject to Rule 16b-3 | 02/05/2025 |
35 | Disposition of 4261 shares by Kauffman Robert I of Hagerty at 9.99 subject to Rule 16b-3 | 02/06/2025 |
36 | Disposition of 3861 shares by Kauffman Robert I of Hagerty at 10.21 subject to Rule 16b-3 | 02/07/2025 |
37 | Disposition of 22 shares by Kauffman Robert I of Hagerty at 10.1 subject to Rule 16b-3 | 02/11/2025 |
38 | Disposition of 3541 shares by Kauffman Robert I of Hagerty at 10.09 subject to Rule 16b-3 | 02/12/2025 |
39 | Broad Arrow Adds Supercar Lineup from the Hobbys Top Marques to The Amelia Auction | 02/14/2025 |
40 | Disposition of 4277 shares by Kauffman Robert I of Hagerty at 10.1 subject to Rule 16b-3 | 02/18/2025 |
41 | Disposition of 2614 shares by Kauffman Robert I of Hagerty at 10.05 subject to Rule 16b-3 | 02/19/2025 |
42 | Disposition of 3242 shares by Kauffman Robert I of Hagerty at 10.03 subject to Rule 16b-3 | 02/20/2025 |
43 | Disposition of 3087 shares by Kauffman Robert I of Hagerty at 9.97 subject to Rule 16b-3 | 02/21/2025 |
44 | Disposition of 2117 shares by Kauffman Robert I of Hagerty at 10.07 subject to Rule 16b-3 | 02/24/2025 |
| Begin Period Cash Flow | 539.2 M |
Hagerty |
Hagerty Relative Risk vs. Return Landscape
If you would invest 1,178 in Hagerty on November 28, 2024 and sell it today you would lose (169.00) from holding Hagerty or give up 14.35% of portfolio value over 90 days. Hagerty is currently does not generate positive expected returns and assumes 1.3446% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of stocks are less volatile than Hagerty, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Hagerty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hagerty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Hagerty, and traders can use it to determine the average amount a Hagerty's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1917
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HGTY |
Estimated Market Risk
| 1.34 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hagerty is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hagerty by adding Hagerty to a well-diversified portfolio.
Hagerty Fundamentals Growth
Hagerty Stock prices reflect investors' perceptions of the future prospects and financial health of Hagerty, and Hagerty fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hagerty Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0197 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 929.04 M | ||||
| Shares Outstanding | 90.03 M | ||||
| Price To Book | 6.13 X | ||||
| Price To Sales | 2.99 X | ||||
| Revenue | 1.01 B | ||||
| Gross Profit | 647.86 M | ||||
| EBITDA | 69.04 M | ||||
| Net Income | 20.23 M | ||||
| Cash And Equivalents | 180.16 M | ||||
| Cash Per Share | 2.18 X | ||||
| Total Debt | 181.14 M | ||||
| Debt To Equity | 0.30 % | ||||
| Current Ratio | 1.45 X | ||||
| Book Value Per Share | 1.65 X | ||||
| Cash Flow From Operations | 133.71 M | ||||
| Earnings Per Share | 0.14 X | ||||
| Market Capitalization | 3.45 B | ||||
| Total Asset | 1.59 B | ||||
| Retained Earnings | (469 M) | ||||
About Hagerty Performance
Evaluating Hagerty's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hagerty has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hagerty has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (288.37) | (302.79) | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.02 | 0.03 | |
| Return On Assets | 0.01 | 0.02 | |
| Return On Equity | 0.10 | 0.08 |
Things to note about Hagerty performance evaluation
Checking the ongoing alerts about Hagerty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Hagerty help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hagerty generated a negative expected return over the last 90 days | |
| Over 84.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Disposition of 3087 shares by Kauffman Robert I of Hagerty at 9.97 subject to Rule 16b-3 |
- Analyzing Hagerty's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hagerty's stock is overvalued or undervalued compared to its peers.
- Examining Hagerty's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hagerty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hagerty's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Hagerty's stock. These opinions can provide insight into Hagerty's potential for growth and whether the stock is currently undervalued or overvalued.
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.