Hagerty Stock Filter Stocks by Fundamentals
| HGTY Stock | USD 8.97 0.02 0.22% |
Hagerty fundamentals help investors to digest information that contributes to Hagerty's financial success or failures. It also enables traders to predict the movement of Hagerty Stock. The fundamental analysis module provides a way to measure Hagerty's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Hagerty stock.
Hagerty | Shares Owned by Institutions |
Hagerty ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Hagerty's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Hagerty's managers, analysts, and investors.Environmental | Governance | Social |
Hagerty Institutional Holders
Institutional Holdings refers to the ownership stake in Hagerty that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Hagerty's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Hagerty's value.| Shares | Geode Capital Management, Llc | 2023-12-31 | 272.7 K | Millennium Management Llc | 2023-12-31 | 148.5 K | Charles Schwab Investment Management Inc | 2023-12-31 | 142.1 K | State Street Corporation | 2023-12-31 | 131.4 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 129.6 K | Lpl Financial Corp | 2023-12-31 | 108.1 K | Gabelli Securities Inc | 2023-12-31 | 103.3 K | Garde Capital, Inc. | 2023-12-31 | 100 K | Northern Trust Corp | 2023-12-31 | 71.3 K | State Farm Mutual Automobile Ins Co | 2023-12-31 | 50 M | Polar Capital Holdings Plc | 2023-12-31 | 4.9 M |
Hagerty Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0202 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 1.19 B | ||||
| Shares Outstanding | 85.7 M | ||||
| Shares Owned By Insiders | 7.06 % | ||||
| Shares Owned By Institutions | 81.50 % | ||||
| Number Of Shares Shorted | 1.09 M | ||||
| Price To Book | 7.71 X | ||||
| Price To Sales | 2.83 X | ||||
| Revenue | 1.01 B | ||||
| Gross Profit | 405.64 M | ||||
| EBITDA | 113.4 M | ||||
| Net Income | 20.23 M | ||||
| Cash And Equivalents | 180.16 M | ||||
| Cash Per Share | 2.18 X | ||||
| Total Debt | 187.64 M | ||||
| Debt To Equity | 0.30 % | ||||
| Current Ratio | 1.45 X | ||||
| Book Value Per Share | 1.10 X | ||||
| Cash Flow From Operations | 144.95 M | ||||
| Short Ratio | 24.28 X | ||||
| Earnings Per Share | 0.08 X | ||||
| Target Price | 10.0 | ||||
| Number Of Employees | 1.73 K | ||||
| Beta | 0.77 | ||||
| Market Capitalization | 3.02 B | ||||
| Total Asset | 1.56 B | ||||
| Retained Earnings | (469 M) | ||||
| Net Asset | 1.56 B |
About Hagerty Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Hagerty's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hagerty using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hagerty based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Check out Hagerty Piotroski F Score and Hagerty Altman Z Score analysis. For more information on how to buy Hagerty Stock please use our How to Invest in Hagerty guide.You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Complementary Tools for Hagerty Stock analysis
When running Hagerty's price analysis, check to measure Hagerty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hagerty is operating at the current time. Most of Hagerty's value examination focuses on studying past and present price action to predict the probability of Hagerty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hagerty's price. Additionally, you may evaluate how the addition of Hagerty to your portfolios can decrease your overall portfolio volatility.
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Is Hagerty's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Hagerty. If investors know Hagerty will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Hagerty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.47) | Earnings Share 0.08 | Revenue Per Share 12.463 | Quarterly Revenue Growth 0.244 | Return On Assets 0.0202 |
The market value of Hagerty is measured differently than its book value, which is the value of Hagerty that is recorded on the company's balance sheet. Investors also form their own opinion of Hagerty's value that differs from its market value or its book value, called intrinsic value, which is Hagerty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hagerty's market value can be influenced by many factors that don't directly affect Hagerty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Hagerty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hagerty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hagerty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.