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Hagerty (HGTY)

(Delayed Data from NYSE)

$11.35 USD

11.35
64,628

+0.20 (1.79%)

Updated Jul 23, 2024 03:58 PM ET

After-Market: $11.35 0.00 (0.00%) 5:44 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy17.88%
3Hold9.47%
4Sell5.14%
5Strong Sell2.57%
S&P50011.11%

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1-Strong Buy of 5 1        

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value A Growth D Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 40% (100 out of 250)

Industry: Automotive - Retail and Wholesale - Parts

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Better trading starts here.

Balance Sheet

Research for HGTY

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Hagerty, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 724 539 604 299 -99,999
Receivables 288 219 180 141 NA
Notes Receivable 36 25 0 0 NA
Inventories 0 0 0 0 NA
Other Current Assets 202 153 112 73 NA
Total Current Assets 1,250 937 895 513 NA
Net Property & Equipment 21 25 28 26 NA
Investments & Advances 0 0 0 0 NA
Other Non-Current Assets 17 12 0 0 NA
Deferred Charges 0 0 0 0 NA
Intangibles 206 219 88 51 NA
Deposits & Other Assets 44 37 31 20 NA
Total Assets 1,588 1,313 1,042 611 NA
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 NA
Accounts Payable 87 16 9 12 NA
Current Portion Long-Term Debt 100 85 72 63 NA
Current Portion Capital Leases 0 0 0 0 NA
Accrued Expenses 0 53 46 36 NA
Income Taxes Payable 0 0 0 8 NA
Other Current Liabilities 655 505 369 267 NA
Total Current Liabilities 842 667 496 385 NA
Mortgages 0 0 0 0 NA
Deferred Taxes/Income 16 13 11 0 NA
Convertible Debt 0 0 0 0 NA
Long-Term Debt 131 108 136 69 NA
Non-Current Capital Leases 0 0 0 0 NA
Other Non-Current Liabilities 55 76 129 40 NA
Minority Interest (Liabilities) 0 0 593 0 NA
Total Liabilities 1,095 945 1,364 493 NA
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 83 0 0 0 NA
Common Stock (Par) 0 0 0 0 NA
Capital Surplus 562 549 160 0 NA
Retained Earnings -469 -490 -482 57 NA
Other Equity 318 308 0 60 NA
Treasury Stock 0 0 0 0 NA
Total Shareholder's Equity 493 367 -322 117 NA
Total Liabilities & Shareholder's Equity 1,588 1,313 1,042 611 NA
Total Common Equity 411 367 -322 117 0
Shares Outstanding 335.60 334.20 333.30 NA NA
Book Value Per Share 1.22 1.10 -0.97 0.00 0.00

Fiscal Year End for Hagerty, Inc falls in the month of December.

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents -99,999 727 724 686 632
Receivables NA 244 288 324 312
Notes Receivable NA 57 36 27 31
Inventories NA 0 0 0 0
Other Current Assets NA 218 202 212 204
Total Current Assets NA 1,245 1,250 1,249 1,180
Net Property & Equipment NA 20 21 22 23
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 4 17 13 12
Deferred Charges NA 0 0 0 0
Intangibles NA 203 206 210 219
Deposits & Other Assets NA 49 44 38 41
Total Assets NA 1,570 1,588 1,584 1,553
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable NA 204 0 0 0
Accounts Payable NA 95 87 76 79
Current Portion Long-Term Debt NA 135 100 142 163
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 415 655 672 607
Total Current Liabilities NA 849 842 891 849
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 15 16 18 17
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 91 131 76 81
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 55 69 72
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 1,065 1,095 1,105 1,095
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock NA 85 83 81 79
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 564 562 558 557
Retained Earnings NA -470 -469 -484 -489
Other Equity NA 327 318 323 311
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 505 493 479 458
Total Liabilities & Shareholder's Equity NA 1,570 1,588 1,584 1,553
Total Common Equity 0 421 411 398 379
Shares Outstanding 336.70 336.70 335.60 335.60 335.50
Book Value Per Share 0.00 1.25 1.22 1.18 1.13