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| 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% |