Stocks / HGTY vs UTG

HGTY vs UTG: Which Stock Is the Better Buy?

Hagerty, Inc. and Reaves Utility Income Fund side by side — fundamentals from SEC filings, refreshed nightly. Sector: Financial Services.

HGTY is the larger company ($3.7B vs $3.7B). On the fundamentals, UTG earns a higher net margin (99.2% vs 3.4%); HGTY has the stronger return on equity (22.1% vs 21.8%); UTG trades cheaper on earnings (4.7× vs 45.3×). On the filings, HGTY carries fewer potential red flags (0 vs 1). Full numbers below — the stronger figure on each row is in green.

AI verdict — HGTY vs UTG, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Hagerty, Inc. (HGTY)Reaves Utility Income Fund (UTG)
Market cap$3.7B$3.7B
Revenue (latest FY)$1.46B$775.14M
Net income (latest FY)$49.02M$769.15M
Revenue growth (5y CAGR)23.9%
Net margin3.4%99.2%
Return on equity22.1%21.8%
P/E ratio45.34.7
Dividend yield6.1%
Profitable years (of last 10)52
Positive free cash flowYes

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Use the filing period and source shown by each tool before treating two figures as comparable.

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See the full HGTY vs UTG breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open HGTY's full financials →   Open UTG's full financials →

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Frequently asked questions

Which is bigger, HGTY or UTG?

Hagerty, Inc. is larger by market capitalization — $3.7B versus $3.7B.

Which grows faster, HGTY or UTG?

Five-year growth data is not available for both companies.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

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