Hagerty (HGTY) Return on Capital Employed (2021 - 2025)

Hagerty's (HGTY) quarterly Return on Capital Employed came in at 7.95% in Q3 2025, down 116.0% year-on-year from 49.67% in Q3 2024, and up 36.01% quarter-over-quarter from 5.84% in Q2 2025.

Hagerty (HGTY) Return on Capital Employed (2021 - 2025) Analysis & Trends

Hagerty has disclosed Return on Capital Employed across 5 years of filings, most recently posting 7.95% for Q3 2025.

  • Return on Capital Employed for Q3 2025 came in at 7.95%, down 116.0% year-over-year; the trailing twelve-month figure through Sep 2025 was 7.95% (down 116.0% YoY), and the FY2024 annual result was 5.35%, up 93.0% from the prior year.
  • Return on Capital Employed came in at 7.95% for Q3 2025 at Hagerty, up from 5.84% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 11.24% in Q2 2024 to a low of 12.02% in Q4 2021.
  • The 5-year median for Return on Capital Employed is 0.73% (2021), against an average of 0.68%.
  • Across the five-year window, Return on Capital Employed sank 1091 bps in 2022 and surged 2095 bps in 2024, its largest moves.
  • Hagerty's Return on Capital Employed stood at 12.02% in 2021, then advanced by 15 bps to 10.22% in 2022, then soared by 135 bps to 3.62% in 2023, then rose by 28 bps to 4.63% in 2024, then jumped by 72 bps to 7.95% in 2025.
  • The last three Return on Capital Employed figures came in at 7.95% (Q3 2025), 5.84% (Q2 2025), and 4.65% (Q1 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn -
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn -
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn -
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn -
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn -
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn -
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn -
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn -
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn -
10 Hagerty 1.06 Bn 1.27 Bn - -

Historic Data

Download Data
DateValue
Sep 30, 2025 7.95%
Jun 30, 2025 5.84%
Mar 31, 2025 4.65%
Dec 31, 2024 4.63%
Sep 30, 2024 9.11%
Jun 30, 2024 11.24%
Mar 31, 2024 7.62%
Dec 31, 2023 3.62%
Sep 30, 2023 -2.78%
Jun 30, 2023 -9.71%
Mar 31, 2023 -11.61%
Dec 31, 2022 -10.22%
Sep 30, 2022 -10.18%
Jun 30, 2022 -6.92%
Mar 31, 2022 -3.47%
Dec 31, 2021 -12.02%
Sep 30, 2021 0.73%