WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 1936% more annual revenue ($29.32B vs $1.44B). HIG leads profitability with a 14.9% profit margin vs 2.0%. HIG appears more attractively valued with a PEG of 0.12. HIG earns a higher WallStSmart Score of 77/100 (B+).

HGTY

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 6.3Quality: 4.3
Piotroski: 4/9

HIG

Strong Buy

77

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
9.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
36.1%8/10

Earnings expanding 36.1% YoY

Areas to Watch

HGTY4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.0%3/10

2.0% margin — thin

Debt/EquityHealth
1.453/10

Elevated debt levels

P/E RatioValuation
48.0x2/10

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, Debt/Equity, P/E Ratio. A P/E of 48.0x 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 0.79 — expect wider price swings.

HIG is growing revenue faster at 8.1% — sustainability is the question.

HIG generates stronger free cash flow (1.1B), providing more financial flexibility.

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

Bottom Line

HIG scores higher overall (77/100 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 focused on the automotive enthusiast market, offering bespoke coverage for vintage cars, motorcycles, and collectible vehicles. Utilizing a subscription-based model, Hagerty has established a reliable revenue stream while fostering a vibrant community through exclusive events and digital engagement. The company enhances its competitive edge by diversifying its offerings to include vehicle valuation tools and investment resources. As interest in classic car ownership rises, Hagerty's innovative strategies and customer-centric approach uniquely position it for sustained growth within the expanding automotive collectibles sector.

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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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