APLE vs HGTY

Comparison between Apple Hospitality REIT Inc (APLE, Company) and Hagerty Inc - Class A (HGTY, Company).

APLE is from the Real Estate sector, while HGTY is from the Financial Services sector.

5-Year PerformanceAPLE has outperformed HGTY, delivering a return of +5.3% compared to +1.4%

APLE vs HGTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APLE(COMPANY)	HGTY(COMPANY)
Market Cap	$3.50B	$3.51B
Max Drawdown	76.60%	59.73%
Sharpe Ratio	1.64	0.22
5Y Beta	0.99	0.49
Industry	Reit - Hotel & Motel	Insurance - Property & Casualty
P/E Ratio	20.43	25.08
Forward P/E	21.88	21.98
PEG Ratio	0.00	0.34
Dividend Yield	6.13%	N/A
5Y Dividends CAGR	153.17%	N/A
Debt to Equity	50.08%	104.54%
Free Cash Flow Yield	10.56%	5.46%
P/S Ratio	2.47	2.42
P/B Ratio	1.12	4.73

Market Cap

APLE

$3.50B

Winner

HGTY

$3.51B

Max Drawdown

APLE

76.60%

Winner

HGTY

59.73%

Sharpe Ratio

Winner

APLE

1.64

HGTY

0.22

5Y Beta

APLE

0.99

Winner

HGTY

0.49

Industry

APLE

Reit - Hotel & Motel

HGTY

Insurance - Property & Casualty

P/E Ratio

Winner

APLE

20.43

HGTY

25.08

Forward P/E

Winner

APLE

21.88

HGTY

21.98

PEG Ratio

Winner

APLE

0.00

HGTY

0.34

Dividend Yield

APLE

6.13%

HGTY

N/A

5Y Dividends CAGR

APLE

153.17%

HGTY

N/A

Debt to Equity

Winner

APLE

50.08%

HGTY

104.54%

Free Cash Flow Yield

Winner

APLE

10.56%

HGTY

5.46%

P/S Ratio

APLE

2.47

Winner

HGTY

2.42

P/B Ratio

Winner

APLE

1.12

HGTY

4.73

APLE vs HGTY - Historical Returns

Returns include dividend reinvestment.

Period	APLE	HGTY
1 month	+15.54%	+1.85%
3 months	+28.46%	-1.78%
6 months	+39.62%	-16.96%
1 year	+46.22%	+4.49%
5 years(CAGR)	+5.35%	+1.41%
10 years(CAGR)	+3.84%	N/A
Max(CAGR)	+4.39%	+1.45%

Winner

APLE

+15.54%

HGTY

+1.85%

Winner

APLE

+28.46%

HGTY

-1.78%

Winner

APLE

+39.62%

HGTY

-16.96%

Winner

APLE

+46.22%

HGTY

+4.49%

5Y(CAGR)

Winner

APLE

+5.35%

HGTY

+1.41%

10Y(CAGR)

APLE

+3.84%

HGTY

N/A

Max(CAGR)

Winner

APLE

+4.39%

HGTY

+1.45%

APLE vs HGTY - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	APLE	HGTY
2026	+33.85%	-20.30%
2025	-15.44%	+36.03%
2024	-2.68%	+22.62%
2023	+14.34%	-8.24%
2022	+0.75%	-41.80%
2021	+29.02%	+45.44%
2020	-18.14%	N/A
2019	+22.54%	N/A
2018	-22.00%	N/A
2017	+2.81%	N/A
2016	+7.71%	N/A
2015	+15.73%	N/A

APLE vs HGTY Drawdown Comparison

The maximum drawdown for APLE was -71.81%, occurring on Mar 18, 2020. Recovery took 1023 trading sessions.

The maximum drawdown for HGTY was -59.73%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current APLE drawdown is -0.19%. The current HGTY drawdown is -44.26%.

Rank	APLE	HGTY
#1	-71.81% Jan 24, 2018 - Feb 15, 2022	-59.73% Dec 13, 2021 - May 11, 2022
#2	-32.98% Dec 14, 2023 - May 26, 2026	-2.69% Dec 3, 2021 - Dec 7, 2021
#3	-23.92% Apr 28, 2022 - Jan 31, 2023	-2.54% Nov 4, 2021 - Nov 29, 2021
#4	-22.73% Feb 2, 2023 - Dec 13, 2023	-2.12% Aug 5, 2021 - Aug 18, 2021
#5	-16.13% Dec 17, 2015 - Jul 19, 2016	-1.93% Jun 16, 2021 - Aug 4, 2021
#6	-14.03% Jun 26, 2015 - Sep 8, 2015	-0.97% Nov 29, 2021 - Dec 2, 2021
#7	-13.46% Jul 28, 2016 - Dec 30, 2016	-0.89% Sep 14, 2021 - Oct 26, 2021
#8	-11.94% Mar 29, 2022 - Apr 28, 2022	-0.80% Aug 20, 2021 - Sep 1, 2021
#9	-11.59% Jan 26, 2017 - Dec 4, 2017	-0.59% Oct 26, 2021 - Nov 3, 2021
#10	-7.04% Sep 17, 2015 - Oct 22, 2015	-0.20% Jun 8, 2021 - Jun 11, 2021
#11	-6.55% Nov 9, 2015 - Dec 15, 2015	-0.20% Aug 18, 2021 - Aug 20, 2021
#12	-6.31% Mar 3, 2022 - Mar 10, 2022	-0.20% Sep 1, 2021 - Sep 8, 2021
#13	-5.93% Feb 16, 2022 - Mar 2, 2022	-0.10% Jun 4, 2021 - Jun 8, 2021
#14	-4.55% Mar 18, 2022 - Mar 29, 2022	-0.10% Jun 11, 2021 - Jun 16, 2021
#15	-3.30% Dec 18, 2017 - Jan 23, 2018	-0.10% Sep 8, 2021 - Sep 13, 2021