Hagerty, Inc.

Fundamentals6.5
Price Action6.0
News Sentiment7.0
AI Rating
6.5

Key Drivers

  • Cash Conversion
  • Leverage Risk
  • Rich Valuation

AI
AI Summary

6.5

HGTY should be viewed as a cash-generating specialty insurer with temporarily distorted GAAP earnings from the Markel transition, so the real investment test is whether rising written premium, member growth, and free cash flow can normalize into durable earnings fast enough to justify its still-rich valuation and execution risk from Bennetts and other expansion bets.

CashFlow
ExecutionRisk
Valuation‍

Price Chart

Loading chart...

Financial Metrics

-
Revenue (TTM)
-
Net Income (TTM)
-
EPS (Q)
-
MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.5

Key Financial Insights:

  • Cash Conversion
  • Leverage Risk
  • Rich Valuation

HGTY combines strong cash generation and gross margins with weak recent operating profitability, high leverage, and a valuation that appears rich relative to earnings and EBITDA.

CashFlow
HighLeverage

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Sharp breakout
  • Post-rally pullback
  • Support holding

HGTY broke out sharply last month and remains constructive above $12.75-$12.80, but the fast pullback from $13.61 shows resistance near $13.50-$13.60 and the breakout still needs confirmation.

breakout
pullback
Support Level: $12.75-$12.80
Resistance Level: $13.50-$13.60

Sharp jump on 2026-08-05 followed by a quick drop from $13.61 to $12.75

Sentiment & News

7.0

Key News Insights:

  • Premium growth
  • Cash flow surge
  • Auction pipeline

Hagerty delivered strong Q2 momentum with record member growth, higher premiums and cash flow, and raised full-year guidance despite transition costs and a small loss.

growth
momentum

The update points to improving operating momentum and a supportive outlook for the stock, with temporary Markel-related costs likely offset by core growth