Hagerty Ratios (2020-2025) | HGTY

Ratios Dec2020 Mar2021 Jun2021 Sep2021 Dec2021 Mar2022 Jun2022 Sep2022 Dec2022 Mar2023 Jun2023 Sep2023 Dec2023 Mar2024 Jun2024 Sep2024 Dec2024 Mar2025 Jun2025 Sep2025
Profitability
Gross Margin 84.25%83.06%80.90%82.72%83.05%81.82%79.66%84.37%83.92%83.95%82.68%87.11%85.40%84.68%81.71%85.01%82.91%81.72%79.56%
EBT Margin -8.30%-4.28%8.41%0.80%-41.78%10.73%-1.63%11.88%-14.87%-5.20%7.38%8.43%5.56%4.91%15.47%5.56%4.77%10.26%14.47%3.51%
EBIT Margin -8.30%-3.94%8.53%1.05%-13.61%-7.75%1.16%-9.79%-18.13%-7.55%6.60%5.85%-2.64%4.50%12.15%3.12%2.07%8.05%12.94%9.03%
EBITDA Margin -8.30%-3.94%8.53%1.05%-13.61%-7.75%1.16%-9.79%-18.13%-7.55%6.60%5.85%-2.64%4.50%12.15%3.12%2.07%8.05%12.94%9.03%
Operating Margin -8.30%-3.94%8.53%1.05%-13.61%-7.75%1.16%-9.79%-18.13%-7.55%6.60%5.85%-2.64%4.50%12.15%3.12%2.07%8.05%12.94%9.03%
Net Margin -8.30%-5.30%7.47%-0.33%-43.89%-119.45%-108.20%6.79%-172.76%-141.80%-113.25%1.18%-126.00%3.02%13.62%5.88%-125.03%8.54%12.80%12.15%
FCF Margin 8.08%23.06%3.07%-35.81%-0.90%19.38%10.02%-24.96%1.65%19.41%20.45%-1.37%19.76%18.08%19.19%-5.72%12.03%12.94%22.43%
Efficiency
Assets Average 305.52M59.47M117.99M579.63M1,032.48M1,079.04M1,239.85M1,328.62M1,307.24M1,427.24M1,568.10M1,585.94M1,579.23M1,649.94M1,773.82M1,763.67M1,762.76M1,928.38M2,096.26M
Equity Average 58.67M-16.04M289.96M339.64M378.56M362.04M367.76M388.20M404.05M415.66M437.61M489.91M524.47M528.08M555.35M604.06M
Invested Capital 119.32M0.02M-185.98M407.89M376.52M525.76M475.65M445.75M459.65M473.35M541.19M512.29M552.42M648.30M628.47M665.25M731.42M734.46M
Asset Utilization Ratio 4.971.070.640.650.600.590.640.630.610.630.670.670.650.680.710.680.65
Leverage & Solvency
Debt to Equity 0.59-0.420.400.300.350.290.250.210.190.320.220.220.230.200.250.270.28
Debt Ratio 0.110.130.110.080.100.080.070.050.050.080.060.060.070.060.070.080.08
Equity Ratio 0.190.07-0.310.280.260.290.280.270.240.250.260.270.260.290.310.290.280.29
Valuation
Enterprise Value -260.85M-41.27M-49.13M-47.88M264.66M-21.17M37.25M110.23M212.94M231.24M197.14M232.63M-417.42M196.08M173.57M168.22M171.17M106.12M96.14M116.02M
Return Ratios
Return on Sales -0.08%-0.05%0.07%0.00%-0.43%0.10%-0.03%0.12%-0.16%-0.07%0.06%0.07%0.04%0.03%0.14%0.06%0.03%0.09%0.13%0.12%
Return on Capital Employed 0.01%-0.12%-0.03%-0.07%-0.10%-0.10%-0.12%-0.10%-0.03%0.01%0.05%0.09%0.07%0.08%0.10%0.11%0.13%
Return on Invested Capital -0.20%-0.09%-0.15%-0.05%-0.23%0.17%0.29%0.01%0.05%0.09%0.08%0.09%0.11%0.11%0.18%
Return on Assets -0.04%-0.11%-0.04%-0.05%-0.02%0.00%-0.02%0.00%-0.01%0.02%0.03%0.05%0.04%0.04%0.06%0.05%0.06%
Return on Equity 2.40%-0.20%-0.09%0.01%-0.07%-0.02%-0.03%0.07%0.12%0.18%0.16%0.15%0.18%0.18%0.21%