Hagerty IncHGTY
Price$13.46

Valuation

How Intrinsic Value compares with model outputs

Intrinsic Value Insufficient data for a value estimatebased on filings through 30 Jun 2026
Market Price $13.46Price as of 1 Oct 2026

Valuation methods vs. Market Price

Company vs. peer median Members

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Assumptions

ParameterValue
Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 5.9% (near-term consensus, capped) · years 2–5: 21.8%/yr (balance of the path).18.5% per year
Years 6–10: glide to demonstrated growth
Per-year rates
Yr 621.1%Yr 720.5%Yr 819.8%Yr 919.1%Yr 1018.5%
21.8% → 18.5%
Years 11–20: glide to long-run rate
Per-year rates
Yr 1116.9%Yr 1215.4%Yr 1313.8%Yr 1412.3%Yr 1510.7%Yr 169.2%Yr 177.6%Yr 186.1%Yr 194.5%Yr 203.0%
18.5% → 3.0%
Beyond year 20: terminal growthPerpetual long-run rate3.0%
Discount rate (cost of equity) 8.8%
Volatility vs market (adjusted beta)0.86

Valuation Detail Members

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Compare with peers

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Best in rowHigher is betterLower is better—Data not available
TargetHagerty IncHGTYFinancials
Valuation
P/E—
P/S9.9×
P/B22.3×
EV / Revenue—
EV / EBITDA—
Profitability
Gross margin—
Operating margin1,236.0%
Net margin14.5%
FCF margin57.7%
Returns
ROE32.5%
ROA3.3%
ROIC34.0%
Growth
Revenue growth (YoY)-12.0%
5-yr fwd EPS growth18.5%
Financial strength
Debt / Equity1.34×
Current ratio1.00×
Altman Z-Score2.1
Interest coverage—
Dividend yield—

Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.