HGTY — Stock Film
STOCK FILMSCENE 1/11HGTY · $11.95
Stock Expert AI presents
HGTY
Hagerty, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Hagerty, Inc. A quick introduction.

On the stock market since 2021, it operates in the world of money and finance. It has 1,891 employees. Now — the numbers.

on the stock market since 2021
1,891 employees
$4.1B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $3 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 3%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
86%Commission Revenue and Fee Revenue
Commission Revenue and Fee Revenue 86%Membership and Other Revenue 14%
86% of all revenue comes from a single line: Commission Revenue and Fee Revenue.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 26% a year over the last 4 years. Red columns mark years that ended in a loss.

$576.5M
2021
$829.5M
2022
$1B
2023
$1.2B
2024
$1.5B
2025
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
70
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
33
very weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
18
very weak

Clearly below the class average.

GROWTH
79
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
49
weak

Clearly below the class average.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

WEAK SPOTS
The stock has lost its spark0/10
Executives aren’t buying3/10
Costs eat into the margin4/10
WORTH WATCHING

Executive Buying: The trades send no strong signal of confidence.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 36% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 3 years, sales grew about 21% a year on average.

2
THE BRIGHT SIDE · 2/2
Analysts’ target sits above today’s price

The average analyst price target is $14.0017% above today’s price.

1
THE RISKS · 1/3
A rich price tag

The company’s market value is 84 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 18/100.

3
THE RISKS · 3/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 33/100.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, HGTY sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: HGTY is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

Analysts’ average target sits above today’s price, yet the valuation grade (18/100) says the stock isn’t cheap.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film