Hagerty Stock Alpha and Beta Analysis
| HGTY Stock | USD 10.08 0.01 0.1% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Hagerty. It also helps investors analyze the systematic and unsystematic risks associated with investing in Hagerty over a specified time horizon. Remember, high Hagerty's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Hagerty's market risk premium analysis include:
Beta 0.29 | Alpha (0.14) | Risk 1.33 | Sharpe Ratio (0.19) | Expected Return (0.25) |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Hagerty |
Hagerty Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Hagerty market risk premium is the additional return an investor will receive from holding Hagerty long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hagerty. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Hagerty's performance over market.| α | -0.14 | β | 0.29 |
Hagerty expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Hagerty's Buy-and-hold return. Our buy-and-hold chart shows how Hagerty performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Hagerty Market Price Analysis
Market price analysis indicators help investors to evaluate how Hagerty stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Hagerty shares will generate the highest return on investment. By understating and applying Hagerty stock market price indicators, traders can identify Hagerty position entry and exit signals to maximize returns.
Hagerty Return and Market Media
The median price of Hagerty for the period between Thu, Nov 28, 2024 and Wed, Feb 26, 2025 is 10.09 with a coefficient of variation of 7.2. The daily time series for the period is distributed with a sample standard deviation of 0.75, arithmetic mean of 10.37, and mean deviation of 0.66. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
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 |
About Hagerty Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Hagerty or other stocks. Alpha measures the amount that position in Hagerty has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2024 | 2025 (projected) | Dividend Yield | 0.003996 | 0.004652 | Price To Sales Ratio | 0.75 | 0.71 |
Hagerty Upcoming Company Events
As portrayed in its financial statements, the presentation of Hagerty's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Hagerty's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Hagerty's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Hagerty. Please utilize our Beneish M Score to check the likelihood of Hagerty's management manipulating its earnings.
| 12th of March 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 12th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
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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.