AUB-P-A vs HGTY

Comparison between Atlantic Union Bankshares Corp (AUB-P-A, Company) and Hagerty Inc - Class A (HGTY, Company).

5-Year PerformanceAUB-P-A has outperformed HGTY, delivering a return of +4.9% compared to +1.4%

AUB-P-A vs HGTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AUB-P-A(COMPANY)	HGTY(COMPANY)
Market Cap	$3.51B	$3.51B
Max Drawdown	41.90%	59.73%
Sharpe Ratio	1.15	0.22
5Y Beta	0.17	0.49
Industry	N/A	Insurance - Property & Casualty
P/E Ratio	10.13	25.08
Forward P/E	N/A	21.98
PEG Ratio	2.22	0.34
5Y Dividends CAGR	5.06%	N/A
5Y EPS CAGR	-1.50%	N/A
Debt to Equity	25.82%	104.54%
Free Cash Flow Yield	65.57%	5.46%
P/S Ratio	N/A	2.42
P/B Ratio	N/A	4.73

Market Cap

Winner

AUB-P-A

$3.51B

HGTY

$3.51B

Max Drawdown

Winner

AUB-P-A

41.90%

HGTY

59.73%

Sharpe Ratio

Winner

AUB-P-A

1.15

HGTY

0.22

5Y Beta

Winner

AUB-P-A

0.17

HGTY

0.49

Industry

AUB-P-A

N/A

HGTY

Insurance - Property & Casualty

P/E Ratio

Winner

AUB-P-A

10.13

HGTY

25.08

Forward P/E

AUB-P-A

N/A

HGTY

21.98

PEG Ratio

AUB-P-A

2.22

Winner

HGTY

0.34

5Y Dividends CAGR

AUB-P-A

5.06%

HGTY

N/A

5Y EPS CAGR

AUB-P-A

-1.50%

HGTY

N/A

Debt to Equity

Winner

AUB-P-A

25.82%

HGTY

104.54%

Free Cash Flow Yield

Winner

AUB-P-A

65.57%

HGTY

5.46%

P/S Ratio

AUB-P-A

N/A

HGTY

2.42

P/B Ratio

AUB-P-A

N/A

HGTY

4.73

AUB-P-A vs HGTY - Historical Returns

Returns include dividend reinvestment.

Period	AUB-P-A	HGTY
1 month	+0.72%	+1.85%
3 months	+0.96%	-1.78%
6 months	+3.13%	-16.96%
1 year	+12.39%	+4.49%
5 years(CAGR)	+4.92%	+1.41%
Max(CAGR)	+6.82%	+1.45%

AUB-P-A

+0.72%

Winner

HGTY

+1.85%

Winner

AUB-P-A

+0.96%

HGTY

-1.78%

Winner

AUB-P-A

+3.13%

HGTY

-16.96%

Winner

AUB-P-A

+12.39%

HGTY

+4.49%

5Y(CAGR)

Winner

AUB-P-A

+4.92%

HGTY

+1.41%

Max(CAGR)

Winner

AUB-P-A

+6.82%

HGTY

+1.45%

AUB-P-A vs HGTY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AUB-P-A	HGTY
2026	+3.97%	-20.30%
2025	+10.76%	+36.03%
2024	+16.08%	+22.62%
2023	-7.65%	-8.24%
2022	-4.74%	-41.80%
2021	+8.62%	+45.44%
2020	+13.60%	N/A

AUB-P-A vs HGTY Drawdown Comparison

The maximum drawdown for AUB-P-A was -35.85%, occurring on May 4, 2023. Recovery took 539 trading sessions.

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

The current AUB-P-A drawdown is -0.56%. The current HGTY drawdown is -44.26%.

Rank	AUB-P-A	HGTY
#1	-35.85% Dec 7, 2021 - Jan 31, 2024	-59.73% Dec 13, 2021 - May 11, 2022
#2	-11.37% Jan 31, 2024 - Jun 18, 2024	-2.69% Dec 3, 2021 - Dec 7, 2021
#3	-10.37% Nov 29, 2024 - Jul 28, 2025	-2.54% Nov 4, 2021 - Nov 29, 2021
#4	-4.22% Dec 31, 2020 - Feb 11, 2021	-2.12% Aug 5, 2021 - Aug 18, 2021
#5	-3.97% Sep 16, 2025 - Nov 24, 2025	-1.93% Jun 16, 2021 - Aug 4, 2021
#6	-3.78% Jun 3, 2020 - Jul 27, 2020	-0.97% Nov 29, 2021 - Dec 2, 2021
#7	-3.59% Jun 18, 2024 - Jul 17, 2024	-0.89% Sep 14, 2021 - Oct 26, 2021
#8	-3.20% Sep 2, 2021 - Dec 7, 2021	-0.80% Aug 20, 2021 - Sep 1, 2021
#9	-2.97% Nov 15, 2024 - Nov 29, 2024	-0.59% Oct 26, 2021 - Nov 3, 2021
#10	-2.83% Jun 1, 2021 - Jul 7, 2021	-0.20% Jun 8, 2021 - Jun 11, 2021
#11	-2.78% Jul 30, 2024 - Aug 27, 2024	-0.20% Aug 18, 2021 - Aug 20, 2021
#12	-2.31% Feb 11, 2021 - Mar 10, 2021	-0.20% Sep 1, 2021 - Sep 8, 2021
#13	-2.30% Jul 27, 2021 - Aug 30, 2021	-0.10% Jun 4, 2021 - Jun 8, 2021
#14	-2.17% Mar 4, 2026 - May 1, 2026	-0.10% Jun 11, 2021 - Jun 16, 2021
#15	-2.09% Apr 6, 2021 - May 24, 2021	-0.10% Sep 8, 2021 - Sep 13, 2021

Correlation

Correlation between AUB-P-A and HGTY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101