WallStSmart

Hagerty Inc (HGTY)vsHartford Financial Services Group (HIG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 1900% more annual revenue ($28.79B vs $1.44B). HIG leads profitability with a 14.1% profit margin vs 2.0%. HIG appears more attractively valued with a PEG of 0.12. HIG earns a higher WallStSmart Score of 79/100 (B+).

HGTY

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 6.3Quality: 5.5
Piotroski: 4/9

HIG

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 8.3Quality: 8.0
Piotroski: 6/9Altman Z: 1.23

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HGTY2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

EPS GrowthGrowth
410.3%10/10

Earnings expanding 410.3% YoY

HIG6 strengths · Avg: 9.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

P/E RatioValuation
9.1x10/10

Attractively priced relative to earnings

Return on EquityProfitability
21.5%9/10

Every $100 of equity generates 22 in profit

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

Areas to Watch

HGTY3 concerns · Avg: 2.3/10
Profit MarginProfitability
2.0%3/10

2.0% margin — thin

P/E RatioValuation
45.2x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-5.0%2/10

Revenue declined 5.0%

HIG1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.232/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HGTY

The strongest argument for HGTY centers on PEG Ratio, EPS Growth. PEG of 0.23 suggests the stock is reasonably priced for its growth.

Bull Case : HIG

The strongest argument for HIG centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bear Case : HGTY

The primary concerns for HGTY are Profit Margin, P/E Ratio, Revenue Growth. A P/E of 45.2x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.

Bear Case : HIG

The primary concerns for HIG are Altman Z-Score.

Key Dynamics to Monitor

HGTY carries more volatility with a beta of 0.82 — expect wider price swings.

HIG is growing revenue faster at 6.1% — sustainability is the question.

HIG generates stronger free cash flow (1.0B), providing more financial flexibility.

Monitor INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HIG scores higher overall (79/100 vs 56/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Hagerty Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Hagerty Inc. is a leading specialty insurance provider uniquely focused on the automotive enthusiast market, offering comprehensive coverage for vintage cars, motorcycles, and collectible vehicles. Utilizing a subscription-based business model, the company fosters a vibrant community through exclusive events and digital engagement, enhancing customer loyalty and brand resonance. With its deep expertise in the collector car sector, Hagerty has expanded its portfolio to encompass valuation tools and investment resources, further solidifying its competitive advantage. As interest in classic car ownership continues to grow, Hagerty's innovative strategies and commitment to excellence position it well for sustained growth within the evolving automotive collectibles market.

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Hartford Financial Services Group

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company.

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