NYSE:HGTY | Roast Me | Hagerty, Inc.

21/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 4 wins, 8 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseHGTY / S&P
13.20% / 15.20%
LoseHGTY / S&P
-21.32% / 15.00%
LoseHGTY / S&P
HGTY unavailable / 50.40%
Non-scoringHGTY / S&P
14.51% / 15.70%
Non-scoringHGTY / S&P
59.03 / 28.47
Non-scoringHGTY / S&P
19.19 / S&P unavailable
Non-scoringHGTY / S&P
HGTY unavailable / S&P unavailable
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.36b
2026-Q10/3 LoseHGTY / S&P
-21.65% / -4.33%
LoseHGTY / S&P
2.04% / 11.30%
LoseHGTY / S&P
HGTY unavailable / 27.70%
Non-scoringHGTY / S&P
18.50% / 14.80%
Non-scoringHGTY / S&P
HGTY unavailable / 25.43
Non-scoringHGTY / S&P
HGTY unavailable / S&P unavailable
Non-scoringHGTY / S&P
HGTY unavailable / S&P unavailable
Non-scoringHGTY / S&P
HGTY unavailable / $0.27b
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
2025-Q42/3 WinHGTY / S&P
11.63% / 2.65%
WinHGTY / S&P
23.51% / 9.00%
LoseHGTY / S&P
HGTY unavailable / 13.40%
Non-scoringHGTY / S&P
22.02% / 13.20%
Non-scoringHGTY / S&P
31.17 / 28.48
Non-scoringHGTY / S&P
21.01 / 5.39
Non-scoringHGTY / S&P
HGTY unavailable / $4.42m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.20b
2025-Q32/3 WinHGTY / S&P
19.09% / 8.12%
WinHGTY / S&P
24.38% / 4.61%
LoseHGTY / S&P
HGTY unavailable / 13.45%
Non-scoringHGTY / S&P
19.92% / 11.78%
Non-scoringHGTY / S&P
32.27 / 28.13
Non-scoringHGTY / S&P
19.68 / 5.27
Non-scoringHGTY / S&P
HGTY unavailable / $4.42m
Non-scoringHGTY / S&P
HGTY unavailable / $0.11b
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
2025-Q22/3 WinHGTY / S&P
11.84% / 10.94%
WinHGTY / S&P
22.37% / 4.83%
LoseHGTY / S&P
HGTY unavailable / 10.63%
Non-scoringHGTY / S&P
16.62% / 11.45%
Non-scoringHGTY / S&P
34.30 / 27.10
Non-scoringHGTY / S&P
20.29 / 5.01
Non-scoringHGTY / S&P
HGTY unavailable / $4.42m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.23b
2025-Q11/3 LoseHGTY / S&P
-6.32% / -4.27%
WinHGTY / S&P
20.11% / 4.98%
LoseHGTY / S&P
HGTY unavailable / 10.57%
Non-scoringHGTY / S&P
16.84% / 11.39%
Non-scoringHGTY / S&P
32.04 / 26.23
Non-scoringHGTY / S&P
19.15 / 4.69
Non-scoringHGTY / S&P
HGTY unavailable / $4.42m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.10b
2024-Q41/3 LoseHGTY / S&P
-5.11% / 2.41%
WinHGTY / S&P
18.17% / 5.25%
LoseHGTY / S&P
HGTY unavailable / 6.15%
Non-scoringHGTY / S&P
14.27% / 11.29%
Non-scoringHGTY / S&P
42.54 / 28.60
Non-scoringHGTY / S&P
22.16 / 4.99
Non-scoringHGTY / S&P
HGTY unavailable / $4.28m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.08b
2024-Q31/3 LoseHGTY / S&P
-2.21% / 5.89%
WinHGTY / S&P
14.64% / 5.89%
LoseHGTY / S&P
HGTY unavailable / 6.11%
Non-scoringHGTY / S&P
15.14% / 10.87%
Non-scoringHGTY / S&P
44.49 / 28.09
Non-scoringHGTY / S&P
23.68 / 4.94
Non-scoringHGTY / S&P
HGTY unavailable / $4.28m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.21b
2024-Q22/3 WinHGTY / S&P
13.66% / 4.28%
WinHGTY / S&P
17.14% / 5.38%
LoseHGTY / S&P
HGTY unavailable / 5.12%
Non-scoringHGTY / S&P
15.66% / 10.85%
Non-scoringHGTY / S&P
45.17 / 27.64
Non-scoringHGTY / S&P
37.56 / 4.79
Non-scoringHGTY / S&P
HGTY unavailable / $4.28m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.36b
2024-Q12/3 WinHGTY / S&P
17.31% / 10.56%
WinHGTY / S&P
18.60% / 5.71%
LoseHGTY / S&P
HGTY unavailable / 5.59%
Non-scoringHGTY / S&P
7.95% / 10.81%
Non-scoringHGTY / S&P
81.33 / 27.02
Non-scoringHGTY / S&P
33.28 / 4.71
Non-scoringHGTY / S&P
HGTY unavailable / $4.28m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.12b
2023-Q41/3 LoseHGTY / S&P
-4.53% / 11.69%
WinHGTY / S&P
21.00% / 6.81%
LoseHGTY / S&P
HGTY unavailable / 7.78%
Non-scoringHGTY / S&P
6.02% / 11.19%
Non-scoringHGTY / S&P
94.84 / 24.35
Non-scoringHGTY / S&P
28.61 / 4.31
Non-scoringHGTY / S&P
HGTY unavailable / $4.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.01b
2023-Q31/3 LoseHGTY / S&P
-12.71% / -3.27%
WinHGTY / S&P
22.57% / 7.52%
LoseHGTY / S&P
HGTY unavailable / -5.03%
Non-scoringHGTY / S&P
3.15% / 10.84%
Non-scoringHGTY / S&P
193.94 / 23.93
Non-scoringHGTY / S&P
37.41 / 3.98
Non-scoringHGTY / S&P
HGTY unavailable / $4.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.24b
2023-Q21/3 LoseHGTY / S&P
7.09% / 8.74%
WinHGTY / S&P
21.96% / 9.50%
LoseHGTY / S&P
HGTY unavailable / -8.57%
Non-scoringHGTY / S&P
2.43% / 10.88%
Non-scoringHGTY / S&P
305.53 / 24.01
Non-scoringHGTY / S&P
47.19 / 4.19
Non-scoringHGTY / S&P
HGTY unavailable / $4.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.17b
2023-Q11/3 LoseHGTY / S&P
3.92% / 7.50%
WinHGTY / S&P
20.88% / 10.77%
LoseHGTY / S&P
HGTY unavailable / -15.69%
Non-scoringHGTY / S&P
0.61% / 10.82%
Non-scoringHGTY / S&P
1198.49 / 22.66
Non-scoringHGTY / S&P
47.70 / 3.93
Non-scoringHGTY / S&P
HGTY unavailable / $4.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.13b
2022-Q41/3 LoseHGTY / S&P
-6.45% / 7.56%
WinHGTY / S&P
18.69% / 11.88%
LoseHGTY / S&P
HGTY unavailable / -17.99%
Non-scoringHGTY / S&P
8.36% / 11.09%
Non-scoringHGTY / S&P
88.87 / 22.65
Non-scoringHGTY / S&P
48.11 / 3.75
Non-scoringHGTY / S&P
HGTY unavailable / $3.70m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.15b
2022-Q30/3 LoseHGTY / S&P
-21.76% / -4.88%
LoseHGTY / S&P
HGTY unavailable / 13.47%
LoseHGTY / S&P
HGTY unavailable / -1.41%
Non-scoringHGTY / S&P
-4.04% / 12.28%
Non-scoringHGTY / S&P
HGTY unavailable / 20.58
Non-scoringHGTY / S&P
30.75 / 3.60
Non-scoringHGTY / S&P
HGTY unavailable / $3.70m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.17b
2022-Q21/3 WinHGTY / S&P
6.49% / -16.10%
LoseHGTY / S&P
HGTY unavailable / 13.71%
LoseHGTY / S&P
HGTY unavailable / 11.04%
Non-scoringHGTY / S&P
-8.60% / 13.03%
Non-scoringHGTY / S&P
HGTY unavailable / 20.28
Non-scoringHGTY / S&P
53.14 / 3.78
Non-scoringHGTY / S&P
HGTY unavailable / $3.70m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.17b
2022-Q10/3 LoseHGTY / S&P
-23.91% / -4.60%
LoseHGTY / S&P
HGTY unavailable / 15.97%
LoseHGTY / S&P
HGTY unavailable / 42.23%
Non-scoringHGTY / S&P
-3.59% / 14.22%
Non-scoringHGTY / S&P
HGTY unavailable / 22.19
Non-scoringHGTY / S&P
48.64 / 4.51
Non-scoringHGTY / S&P
HGTY unavailable / $3.70m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.20b
2021-Q41/3 WinHGTY / S&P
40.54% / 11.03%
LoseHGTY / S&P
HGTY unavailable / 15.00%
LoseHGTY / S&P
HGTY unavailable / 96.40%
Non-scoringHGTY / S&P
-14.34% / 15.13%
Non-scoringHGTY / S&P
HGTY unavailable / 23.63
Non-scoringHGTY / S&P
HGTY unavailable / 4.73
Non-scoringHGTY / S&P
HGTY unavailable / $3.63m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.13b
2021-Q31/3 WinHGTY / S&P
2.44% / 0.58%
LoseHGTY / S&P
HGTY unavailable / 10.77%
LoseHGTY / S&P
HGTY unavailable / 69.42%
Non-scoringHGTY / S&P
HGTY unavailable / 14.13%
Non-scoringHGTY / S&P
HGTY unavailable / 25.35
Non-scoringHGTY / S&P
HGTY unavailable / 4.38
Non-scoringHGTY / S&P
HGTY unavailable / $3.63m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.19b
2021-Q20/3 LoseHGTY / S&P
HGTY unavailable / 8.55%
LoseHGTY / S&P
HGTY unavailable / 6.58%
LoseHGTY / S&P
HGTY unavailable / 51.81%
Non-scoringHGTY / S&P
HGTY unavailable / 13.34%
Non-scoringHGTY / S&P
HGTY unavailable / 26.70
Non-scoringHGTY / S&P
HGTY unavailable / 4.43
Non-scoringHGTY / S&P
HGTY unavailable / $3.63m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.11b
2021-Q10/3 LoseHGTY / S&P
HGTY unavailable / 6.17%
LoseHGTY / S&P
HGTY unavailable / -1.06%
LoseHGTY / S&P
HGTY unavailable / 7.39%
Non-scoringHGTY / S&P
HGTY unavailable / 11.60%
Non-scoringHGTY / S&P
HGTY unavailable / 30.50
Non-scoringHGTY / S&P
HGTY unavailable / 4.23
Non-scoringHGTY / S&P
HGTY unavailable / $3.63m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.10b
2020-Q40/3 LoseHGTY / S&P
HGTY unavailable / 12.15%
LoseHGTY / S&P
HGTY unavailable / -3.72%
LoseHGTY / S&P
HGTY unavailable / -33.42%
Non-scoringHGTY / S&P
HGTY unavailable / 8.86%
Non-scoringHGTY / S&P
HGTY unavailable / 39.26
Non-scoringHGTY / S&P
HGTY unavailable / 4.05
Non-scoringHGTY / S&P
HGTY unavailable / $3.17m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.01b
2020-Q30/3 LoseHGTY / S&P
HGTY unavailable / 8.93%
LoseHGTY / S&P
HGTY unavailable / -2.04%
LoseHGTY / S&P
HGTY unavailable / -27.10%
Non-scoringHGTY / S&P
HGTY unavailable / 9.24%
Non-scoringHGTY / S&P
HGTY unavailable / 34.27
Non-scoringHGTY / S&P
HGTY unavailable / 3.65
Non-scoringHGTY / S&P
HGTY unavailable / $3.17m
Non-scoringHGTY / S&P
HGTY unavailable / $0.02b
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
2020-Q20/3 LoseHGTY / S&P
HGTY unavailable / 20.54%
LoseHGTY / S&P
HGTY unavailable / -0.46%
LoseHGTY / S&P
HGTY unavailable / -27.11%
Non-scoringHGTY / S&P
HGTY unavailable / 9.37%
Non-scoringHGTY / S&P
HGTY unavailable / 31.29
Non-scoringHGTY / S&P
HGTY unavailable / 3.44
Non-scoringHGTY / S&P
HGTY unavailable / $3.17m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.03b
2020-Q10/3 LoseHGTY / S&P
HGTY unavailable / -19.60%
LoseHGTY / S&P
HGTY unavailable / 3.47%
LoseHGTY / S&P
HGTY unavailable / -14.75%
Non-scoringHGTY / S&P
HGTY unavailable / 10.68%
Non-scoringHGTY / S&P
HGTY unavailable / 22.80
Non-scoringHGTY / S&P
HGTY unavailable / 2.92
Non-scoringHGTY / S&P
HGTY unavailable / $3.17m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.05b
2019-Q40/3 LoseHGTY / S&P
HGTY unavailable / 9.07%
LoseHGTY / S&P
HGTY unavailable / 5.36%
LoseHGTY / S&P
HGTY unavailable / 2.99%
Non-scoringHGTY / S&P
HGTY unavailable / 12.81%
Non-scoringHGTY / S&P
HGTY unavailable / 22.78
Non-scoringHGTY / S&P
HGTY unavailable / 3.53
Non-scoringHGTY / S&P
HGTY unavailable / $3.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.05b
2019-Q30/3 LoseHGTY / S&P
HGTY unavailable / 1.70%
LoseHGTY / S&P
HGTY unavailable / 5.02%
LoseHGTY / S&P
HGTY unavailable / 0.21%
Non-scoringHGTY / S&P
HGTY unavailable / 12.41%
Non-scoringHGTY / S&P
HGTY unavailable / 22.44
Non-scoringHGTY / S&P
HGTY unavailable / 3.30
Non-scoringHGTY / S&P
HGTY unavailable / $3.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.09b
2019-Q20/3 LoseHGTY / S&P
HGTY unavailable / 4.30%
LoseHGTY / S&P
HGTY unavailable / 6.64%
LoseHGTY / S&P
HGTY unavailable / 8.65%
Non-scoringHGTY / S&P
HGTY unavailable / 12.79%
Non-scoringHGTY / S&P
HGTY unavailable / 21.37
Non-scoringHGTY / S&P
HGTY unavailable / 3.32
Non-scoringHGTY / S&P
HGTY unavailable / $3.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.27b
2019-Q10/3 LoseHGTY / S&P
HGTY unavailable / 13.65%
LoseHGTY / S&P
HGTY unavailable / 8.12%
LoseHGTY / S&P
HGTY unavailable / 14.29%
Non-scoringHGTY / S&P
HGTY unavailable / 12.97%
Non-scoringHGTY / S&P
HGTY unavailable / 20.86
Non-scoringHGTY / S&P
HGTY unavailable / 3.26
Non-scoringHGTY / S&P
HGTY unavailable / $3.08m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $34.35b
2018-Q40/3 LoseHGTY / S&P
HGTY unavailable / -13.52%
LoseHGTY / S&P
HGTY unavailable / 9.05%
LoseHGTY / S&P
HGTY unavailable / 18.23%
Non-scoringHGTY / S&P
HGTY unavailable / 13.10%
Non-scoringHGTY / S&P
HGTY unavailable / 19.39
Non-scoringHGTY / S&P
HGTY unavailable / 2.94
Non-scoringHGTY / S&P
HGTY unavailable / $3.00m
Non-scoringHGTY / S&P
HGTY unavailable / $0.01b
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
2018-Q30/3 LoseHGTY / S&P
HGTY unavailable / 7.71%
LoseHGTY / S&P
HGTY unavailable / 10.21%
LoseHGTY / S&P
HGTY unavailable / 19.06%
Non-scoringHGTY / S&P
HGTY unavailable / 13.01%
Non-scoringHGTY / S&P
HGTY unavailable / 22.25
Non-scoringHGTY / S&P
HGTY unavailable / 3.45
Non-scoringHGTY / S&P
HGTY unavailable / $3.00m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.17b
2018-Q20/3 LoseHGTY / S&P
HGTY unavailable / 3.43%
LoseHGTY / S&P
HGTY unavailable / 9.03%
LoseHGTY / S&P
HGTY unavailable / 14.46%
Non-scoringHGTY / S&P
HGTY unavailable / 12.56%
Non-scoringHGTY / S&P
HGTY unavailable / 22.49
Non-scoringHGTY / S&P
HGTY unavailable / 3.25
Non-scoringHGTY / S&P
HGTY unavailable / $3.00m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.19b
2018-Q10/3 LoseHGTY / S&P
HGTY unavailable / -0.76%
LoseHGTY / S&P
HGTY unavailable / 7.68%
LoseHGTY / S&P
HGTY unavailable / 12.46%
Non-scoringHGTY / S&P
HGTY unavailable / 12.27%
Non-scoringHGTY / S&P
HGTY unavailable / 23.41
Non-scoringHGTY / S&P
HGTY unavailable / 3.17
Non-scoringHGTY / S&P
HGTY unavailable / $3.00m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.08b
2017-Q40/3 LoseHGTY / S&P
HGTY unavailable / 6.64%
LoseHGTY / S&P
HGTY unavailable / 7.03%
LoseHGTY / S&P
HGTY unavailable / 13.82%
Non-scoringHGTY / S&P
HGTY unavailable / 12.09%
Non-scoringHGTY / S&P
HGTY unavailable / 24.25
Non-scoringHGTY / S&P
HGTY unavailable / 3.23
Non-scoringHGTY / S&P
HGTY unavailable / $2.92m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.05b
2017-Q30/3 LoseHGTY / S&P
HGTY unavailable / 4.48%
LoseHGTY / S&P
HGTY unavailable / 5.68%
LoseHGTY / S&P
HGTY unavailable / 17.57%
Non-scoringHGTY / S&P
HGTY unavailable / 12.04%
Non-scoringHGTY / S&P
HGTY unavailable / 23.28
Non-scoringHGTY / S&P
HGTY unavailable / 3.08
Non-scoringHGTY / S&P
HGTY unavailable / $2.92m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.11b
2017-Q20/3 LoseHGTY / S&P
HGTY unavailable / 3.09%
LoseHGTY / S&P
HGTY unavailable / 4.83%
LoseHGTY / S&P
HGTY unavailable / 17.74%
Non-scoringHGTY / S&P
HGTY unavailable / 11.96%
Non-scoringHGTY / S&P
HGTY unavailable / 23.40
Non-scoringHGTY / S&P
HGTY unavailable / 3.03
Non-scoringHGTY / S&P
HGTY unavailable / $2.92m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.08b
2017-Q10/3 LoseHGTY / S&P
HGTY unavailable / 6.07%
LoseHGTY / S&P
HGTY unavailable / 3.67%
LoseHGTY / S&P
HGTY unavailable / 13.32%
Non-scoringHGTY / S&P
HGTY unavailable / 11.75%
Non-scoringHGTY / S&P
HGTY unavailable / 23.60
Non-scoringHGTY / S&P
HGTY unavailable / 3.01
Non-scoringHGTY / S&P
HGTY unavailable / $2.92m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $20.24b
2016-Q40/3 LoseHGTY / S&P
HGTY unavailable / 3.82%
LoseHGTY / S&P
HGTY unavailable / 2.09%
LoseHGTY / S&P
HGTY unavailable / 7.05%
Non-scoringHGTY / S&P
HGTY unavailable / 11.37%
Non-scoringHGTY / S&P
HGTY unavailable / 23.76
Non-scoringHGTY / S&P
HGTY unavailable / 2.91
Non-scoringHGTY / S&P
HGTY unavailable / $2.88m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $1.11b
2016-Q30/3 LoseHGTY / S&P
HGTY unavailable / 3.85%
LoseHGTY / S&P
HGTY unavailable / 0.20%
LoseHGTY / S&P
HGTY unavailable / -3.15%
Non-scoringHGTY / S&P
HGTY unavailable / 10.82%
Non-scoringHGTY / S&P
HGTY unavailable / 24.22
Non-scoringHGTY / S&P
HGTY unavailable / 2.78
Non-scoringHGTY / S&P
HGTY unavailable / $2.88m
Non-scoringHGTY / S&P
HGTY unavailable / $0.00b
Non-scoringHGTY / S&P
HGTY unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricHGTY total returnS&P 500 Total Return Index
Total return16.33%20.78%
Annualized return16.33%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricHGTY total returnS&P 500 Total Return Index
Total return32.54%83.14%
Annualized return5.80%12.86%

10Y · 2021-06-01 to 2026-08-27

MetricHGTY total returnS&P 500 Total Return Index
Total return36.62%319.30%
Annualized return3.17%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.