Hagerty, Inc.

Fundamentals7.0
Price Action5.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • Strong cash flow
  • Improving margins
  • Elevated valuation

AI
AI Summary

6.0

Hagerty should be re-rated as a hybrid insurer‑marketplace after the Markel fronting change — the company now offers higher upside from scalable, higher‑margin marketplace and membership monetization but materially greater earnings and capital volatility from concentrated underwriting exposure, so investors must closely monitor 2026 guidance/net‑loss mechanics, underwriting loss ratios and marketplace take‑rates (and demand the stock reclaim ~$12/resistance before adding)

MarketplaceWin
UnderwritingRisk
Valuation‍

Price Chart

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Financial Metrics

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

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

7.0

Key Financial Insights:

  • Strong cash flow
  • Improving margins
  • Elevated valuation

HGTY shows strong cash generation and improving gross/EBITDA margins with moderate leverage and tangible book value above the share price, but low net margins, high operating expenses, legacy negative retained earnings and elevated valuation multiples temper the investment case.

ImprovingMargins
HighValuation

Price Behavior

5.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Lower highs/lows
  • Bounce at $9.7
  • Resistance ~ $12.10

Over the last month HGTY is in a clear short-term downtrend (≈11% decline) with support at $9.67–$9.79 and immediate resistance near $12.10 — watch for sustained closes above $12.10 to signal a reversal or below $9.7 to confirm further weakness.

downtrend
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Support Level: $9.67–$9.79
Resistance Level: $12.10

Modest bounce from

Sentiment & News

7.0

Key News Insights:

  • Revenue & earnings
  • Marketplace monetization
  • Strong membership growth

Hagerty reported robust FY25 results—revenue +17%, net income +91%, record 371k new members, marketplace revenue +119%, beat Q4 EPS and guided 15–16% premium growth, signaling strong insurance and monetization momentum.

Growth
CollectorCars

The results and upbeat guide should support upside for Hagerty shares by improving earnings visibility and demonstrating scalable non-insurance revenue, though valuation and sentiment will dictate near-term moves