Company / Return on Assets (ROA)
Hagerty, Inc. Return on Assets (ROA) History
FY2020-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
7.1%
FY2025
5-year range
1.0% / 7.1%
FY2021-FY2025
Trend
+55.7%
vs FY2024
Sector context
#50 of 402
Financials
What the data says
Hagerty, Inc.'s return on assets (roa) of 7.1% is higher than 88% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 6 years, ranging from 1.0% in FY2021 to 7.1% in FY2025.
Based on SEC 10-K filings.
7.1% in FY2025 with a 5-year CAGR of +5.5%. Top quartile in the Financials sector.
Improved from 1.8% to 7.1% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +4.7pp
- 5-Year Change
- +5.5pp
- 10-Year Change
- -
Sector benchmark
+158.3% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 55.7% year-over-year.
- Currently 4.4pp above the Financials sector average.
- Lowest return on assets (roa) in the period was in FY2021.
Company context
Key Data Points
- Altman Z-Score 0.58 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 61.0%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 7.1% | +55.7% |
| FY2024 | 4.6% | +158.8% |
| FY2023 | 1.8% | -27.5% |
| FY2022 | 2.4% | +149.0% |
| FY2021 | 1.0% | -41.0% |
| FY2020 | 1.7% | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026