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| 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% |