COMP <GO>
HGTY vs CRVL // EV/EBITDA & P/E VALUATION
Hagerty Inc. (Class A) (NYSE) VS. CorVel Corp. (NASDAQ) • 15-METRIC TALLY: HGTY 7
— CRVL 1
■ METRIC PARITY
LAST: $15.46 (+0.13%) • MKT CAP: $5.60B
valuation
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LAST: $82.19 (+0.75%) • MKT CAP: $4.15B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HGTY VS. CRVL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HGTY | CRVL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 67.40% | 29.40% | +38.00 | HGTY | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.91% | 2.66% | +1.25 | HGTY | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 22.00% | 11.50% | +10.50 | HGTY | /net-margins <GO> |
| Revenue Growth (YoY) | 23.50% | 7.00% | +16.50 | HGTY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | CRVL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.0 | 65.7 | +0.26 | HGTY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.5x | 35.0x | -3.50 | HGTY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.60B | $4.15B | $1.45B | HGTY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HGTY REV | CRVL REV | HGTY GROSS % | CRVL GROSS % | HGTY FCF | CRVL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $677.6M | $958.5M | — | — | $219.0M | $110.3M |
| FY 2024 | $548.6M | $895.6M | — | — | $177.0M | $91.6M |
| FY 2023 | $464.3M | $795.3M | — | — | $133.7M | $99.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HGTY // BETA —
CRVL // BETA —