| P/E (FY) | 15.4 | Sales (TTM) | $387.6M |
| Earnings (TTM) | $71.2M | ROE | — |
| Net Margin | 18.36% | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | — | Sales Growth 3Y | — |
| Market Cap | $1.10B | Trading Days | 2392 |
| 52W High | 32.50 |
| 52W Low | 9.45 |
| % Off High | −42.15% |
| YTD | 849.49% | 1Y | 11.57% |
| 3Y | 835.32% | 5Y | 310.48% |
| 10Y | 533.00% | Since incept. (ann.) | 2.06% |
| Ann. Volatility (1Y) | 97.76% | Ann. Volatility (3Y) | 660.27% |
| Sharpe (1Y) | 0.72 | Sharpe (3Y) | 0.92 |
| Max Drawdown (1Y) | −50.11% | Max Drawdown (3Y) | −50.11% |
| Beta (3Y, vs SPY) | 17.00 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| HGTY | Hagerty, Inc. | $1.00B | — |
| BWIN | Baldwin Insurance Group, Inc. | $1.95B | — |
| GSHD | Goosehead Insurance, Inc. | $2.62B | 66.2 |
| TWFG | TWFG, Inc. | $416.8M | 10.1 |
| CRVL | CORVEL CORP | $3.12B | 28.8 |
| NP | Neptune Insurance Holdings Inc. | $3.33B | — |
| RYAN | RYAN SPECIALTY HOLDINGS, INC. | $5.06B | — |
| ACT | Enact Holdings, Inc. | $6.70B | 10.6 |
| SLQT | SelectQuote, Inc. | $132.2M | 2.8 |
| EQH | Equitable Holdings, Inc. | $13.90B | — |
| HIT | Health In Tech, Inc. | $61.8M | 53.5 |
| BRO | BROWN & BROWN, INC. |
| $24.64B |
| 23.3 |