Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
HGTY · against 229 other Banks & Insurance companies of similar size
Ranked #34 of 230 · scores higher than 85% of peers
Bars: peers in each 10-point band of the profitability score36 peers with a profitability score of 90–100, including HGTY · Click a bar to see the companies
Mainly thanks to its return on assets, which is stronger than most Banks & Insurance peers.
| Metric | HGTY | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 209 reported | 67.5% | 10.6% | 93% | Context only | |
| Operating marginHigher is better · 38 reported | 8.0% | 14.3% | 32% | Context only | |
| Return on assetsHigher is better · 230 reported | 3.3% | 1.3% | 81% | 50% | |
| Return on equityHigher is better · 227 reported | 8.9% | 10.9% | 31% | 50% | |
| Gross marginHigher is better · 240 reported | 56.8% | 0.0% | 77% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 275.9B INR (≈$3.3B) | 98 | 38 | |
| 1 | 11.4B USD | 98 | 66 | |
| 1 | 3.6B USD | 98 | 89 | |
| 1 | 8.7B USD | 98 | 61 | |
| 1 | 4.4B USD | 98 | 65 | |
| 29 | 3.8B USD | 92 | 59 | |
| 31 | 20.8B SAR (≈$5.6B) | 91 | 40 | |
| 31 | 5.2B GBP (≈$6.8B) | 91 | ||
| 31 | 81.6B NOK (≈$7.8B) | 91 | 42 | |
| 34 | 5.9B USD | 90 | 33 | |
| 34 | 3.0B USD | 90 | 90 | |
| 34 | 8.6B USD | 90 | 68 | |
| 37 | 7.8B GBP (≈$10.2B) | 89 | 42 | |
| 37 | 6.8B EUR (≈$7.4B) | 89 | 48 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score