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 (HGTY) has 5 years of Return on Capital Employed data on file, last reported 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.
- The five-year high for Return on Capital Employed was 11.24% in Q2 2024, with the low at 12.02% in Q4 2021.
- Average Return on Capital Employed over 5 years is 0.68%, with a median of 0.73% recorded in 2021.
- Year-over-year, Return on Capital Employed tumbled 1091 bps in 2022 and soared 2095 bps in 2024.
- Hagerty's Return on Capital Employed stood at 12.02% in 2021, then increased by 15 bps to 10.22% in 2022, then soared by 135 bps to 3.62% in 2023, then climbed by 28 bps to 4.63% in 2024, then jumped by 72 bps to 7.95% in 2025.
- Business Quant data shows HGTY's Return on Capital Employed at 7.95% in Q3 2025, 5.84% in Q2 2025, and 4.65% in Q1 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Markel | 7,105.55 Bn | 7,090.09 Bn | 2.38 Bn | - |
| 2 | Progressive | 131.92 Bn | 127.57 Bn | 8.36 Bn | - |
| 3 | Chubb | 78.78 Bn | 71.35 Bn | 8.64 Bn | - |
| 4 | Cincinnati Financial | 74.32 Bn | 73.06 Bn | 2.60 Bn | - |
| 5 | Travelers Companies | 72.03 Bn | 48.11 Bn | 5.54 Bn | - |
| 6 | Allstate | 63.08 Bn | 38.49 Bn | 14.72 Bn | - |
| 7 | Fairfax Financial Holdings | 34.53 Bn | 39.18 Bn | - | - |
| 8 | Loews | 23.53 Bn | 11.27 Bn | -1.32 Bn | - |
| 9 | Selective Insurance | 20.82 Bn | 19.07 Bn | 543.42 Mn | - |
| 10 | Hagerty | 1.22 Bn | 1.43 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |