Hagerty (HGTY) Return on Capital Employed [ROCE] (2021 - 2025)
Hagerty's Return on Capital Employed [ROCE] was 12.93% in Q3 2025, up 5.95 percentage points from 6.98% a year earlier and up 1.48 percentage points from the prior quarter.
Powered by 
Analysis
Hagerty (HGTY) Return on Capital Employed [ROCE] (2021 - 2025) Analysis & Trends
For FY2024, Return on Capital Employed [ROCE] at Hagerty came in at 9.06%, up 7.35 percentage points from FY2023.
- Return on Capital Employed [ROCE] shows a three-year change of +12.10 percentage points (FY2021 to FY2024).
- In earlier years, Return on Capital Employed [ROCE] was 1.71% in FY2023 (+14.96 pp), -13.25% in FY2022 (-10.21 pp) and -3.05% in FY2021.
- The Q3 2025 figure marks the highest quarterly Return on Capital Employed [ROCE] in data going back to Q3 2021.
- Compared with a year earlier, Return on Capital Employed [ROCE] has increased for nine straight quarters, with an average year-over-year change of +9.60 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Capital Employed [ROCE] over five years was Q2 2024 (a gain of 18.53 percentage points); the worst was Q3 2022 (a drop of 10.91 percentage points).
- Per Business Quant data, HGTY's Return on Capital Employed [ROCE] in the three quarters before Q3 2025 was 11.45% (Q2 2025), 10.30% (Q1 2025) and 7.83% (Q4 2024).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | - |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 16.00% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 26.30% |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | - |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 7.14% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 18.50% |
| 10 | Hagerty | 4.66 Bn | 4.14 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2025 | 12.93% |
| Jun 30, 2025 | 11.45% |
| Mar 31, 2025 | 10.30% |
| Dec 31, 2024 | 7.83% |
| Sep 30, 2024 | 6.98% |
| Jun 30, 2024 | 8.82% |
| Mar 31, 2024 | 5.36% |
| Dec 31, 2023 | 1.40% |
| 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% |
API Access
Hagerty Return on Capital Employed [ROCE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "ticker": "HGTY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();