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

Hagerty (HGTY) posted Return on Capital Employed of 7.95% for Q3 2025, up 36.01% sequentially from 5.84% in Q2 2025, and down 116.0% YoY from 49.67% in Q3 2024.

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

Hagerty has reported Return on Capital Employed for 5 years, with the latest figure at 7.95% in Q3 2025.

  • Quarterly Return on Capital Employed fell 116.0% year-over-year to 7.95% in Q3 2025, while the trailing twelve-month figure through Sep 2025 was 7.95% (down 116.0% YoY) and the FY2024 annual result came in at 5.35%, up 93.0% from the prior year.
  • Return on Capital Employed rose to 7.95% in Q3 2025 per HGTY's latest filing, from 5.84% in the prior quarter.
  • Over five years, Return on Capital Employed peaked at 11.24% in Q2 2024 and troughed at 12.02% in Q4 2021.
  • A 5-year average of 0.68% and a median of 0.73% in 2021 frame the typical range for Return on Capital Employed.
  • The sharpest annual moves came in 2022 and 2024: Return on Capital Employed sank 1091 bps in 2022, then jumped 2095 bps in 2024.
  • Over 5 years, Return on Capital Employed stood at 12.02% in 2021, then grew by 15 bps to 10.22% in 2022, then surged by 135 bps to 3.62% in 2023, then advanced by 28 bps to 4.63% in 2024, then soared by 72 bps to 7.95% in 2025.
  • According to Business Quant data, Return on Capital Employed over the past three periods registered 7.95%, 5.84%, and 4.65% for Q3 2025, Q2 2025, and Q1 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Chubb 134.48 Bn 120.72 Bn 9.13 Bn -
2 Progressive 123.71 Bn 118.71 Bn 9.04 Bn -
3 Travelers Companies 79.14 Bn 55.39 Bn 4.83 Bn -
4 Allstate 67.04 Bn 28.31 Bn 16.28 Bn -
5 Fairfax Financial Holdings 35.29 Bn 35.29 Bn - -
6 Cincinnati Financial 26.69 Bn 24.80 Bn 2.39 Bn -
7 Loews 23.25 Bn 947.16 Mn 2.57 Bn -
8 Markel 23.10 Bn 6.22 Bn 2.83 Bn -
9 Assurant 13.92 Bn 11.89 Bn 2.71 Bn -
10 Hagerty 1.30 Bn 1.00 Bn 244.11 Mn -

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%