DHCNL vs HGTY

Comparison between Diversified Healthcare Trust (DHCNL, Company) and Hagerty Inc - Class A (HGTY, Company).

DHCNL is from the Healthcare sector, while HGTY is from the Financial Services sector.

5-Year PerformanceHGTY has outperformed DHCNL, delivering a return of +6.7% compared to +1.8%

DHCNL vs HGTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHCNL(COMPANY)	HGTY(COMPANY)
Market Cap	$4.65B	$4.66B
Max Drawdown	75.06%	59.73%
Sharpe Ratio	0.73	0.65
5Y Beta	0.24	0.42
Industry	Health Care Plans	Insurance - Property & Casualty
P/E Ratio	-14.52	36.14
Forward P/E	N/A	21.98
PEG Ratio	-1.63	0.59
Dividend Yield	0.22%	N/A
5Y Dividends CAGR	20.11%	N/A
5Y EPS CAGR	7.79%	N/A
Debt to Equity	150.76%	100.23%
Free Cash Flow Yield	-0.17%	6.59%
P/S Ratio	N/A	3.28
P/B Ratio	N/A	5.37

Market Cap

DHCNL

$4.65B

Winner

HGTY

$4.66B

Max Drawdown

DHCNL

75.06%

Winner

HGTY

59.73%

Sharpe Ratio

Winner

DHCNL

0.73

HGTY

0.65

5Y Beta

Winner

DHCNL

0.24

HGTY

0.42

Industry

DHCNL

Health Care Plans

HGTY

Insurance - Property & Casualty

P/E Ratio

Winner

DHCNL

-14.52

HGTY

36.14

Forward P/E

DHCNL

N/A

HGTY

21.98

PEG Ratio

Winner

DHCNL

-1.63

HGTY

0.59

Dividend Yield

DHCNL

0.22%

HGTY

N/A

5Y Dividends CAGR

DHCNL

20.11%

HGTY

N/A

5Y EPS CAGR

DHCNL

7.79%

HGTY

N/A

Debt to Equity

DHCNL

150.76%

Winner

HGTY

100.23%

Free Cash Flow Yield

DHCNL

-0.17%

Winner

HGTY

6.59%

P/S Ratio

DHCNL

N/A

HGTY

3.28

P/B Ratio

DHCNL

N/A

HGTY

5.37

DHCNL vs HGTY - Historical Returns

Returns include dividend reinvestment.

Period	DHCNL	HGTY
1 month	-0.16%	+12.02%
3 months	-1.72%	+32.14%
6 months	+5.21%	+8.02%
1 year	+17.86%	+45.72%
5 years(CAGR)	+1.83%	+6.70%
10 years(CAGR)	+3.38%	N/A
Max(CAGR)	+4.03%	+6.65%

DHCNL

-0.16%

Winner

HGTY

+12.02%

DHCNL

-1.72%

Winner

HGTY

+32.14%

DHCNL

+5.21%

Winner

HGTY

+8.02%

DHCNL

+17.86%

Winner

HGTY

+45.72%

5Y(CAGR)

DHCNL

+1.83%

Winner

HGTY

+6.70%

10Y(CAGR)

DHCNL

+3.38%

HGTY

N/A

Max(CAGR)

DHCNL

+4.03%

Winner

HGTY

+6.65%

DHCNL vs HGTY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	DHCNL	HGTY
2026	+8.22%	+3.50%
2025	+18.93%	+36.03%
2024	+6.51%	+22.62%
2023	+45.63%	-8.24%
2022	-45.88%	-41.80%
2021	-4.94%	+45.44%
2020	-5.90%	N/A
2019	+19.61%	N/A
2018	-8.45%	N/A
2017	+16.27%	N/A
2016	+3.50%	N/A

DHCNL vs HGTY Drawdown Comparison

The maximum drawdown for DHCNL was -74.69%, occurring on Mar 18, 2020. Recovery took 1430 trading sessions.

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

The current DHCNL drawdown is -4.62%. The current HGTY drawdown is -27.61%.

Rank	DHCNL	HGTY
#1	-74.69% Jan 2, 2020 - Sep 11, 2025	-59.73% Dec 13, 2021 - May 11, 2022
#2	-19.86% Sep 17, 2018 - Feb 20, 2019	-2.69% Dec 3, 2021 - Dec 7, 2021
#3	-12.84% Mar 29, 2019 - Aug 22, 2019	-2.54% Nov 4, 2021 - Nov 29, 2021
#4	-12.12% Sep 11, 2025 - Apr 14, 2026	-2.12% Aug 5, 2021 - Aug 18, 2021
#5	-11.08% Sep 27, 2016 - Apr 4, 2017	-1.93% Jun 16, 2021 - Aug 4, 2021
#6	-7.69% May 14, 2026 - Jul 30, 2026	-0.97% Nov 29, 2021 - Dec 2, 2021
#7	-7.37% Nov 28, 2017 - Jul 5, 2018	-0.89% Sep 14, 2021 - Oct 26, 2021
#8	-4.33% Sep 4, 2019 - Oct 23, 2019	-0.80% Aug 20, 2021 - Sep 1, 2021
#9	-3.78% Oct 23, 2019 - Dec 18, 2019	-0.59% Oct 26, 2021 - Nov 3, 2021
#10	-3.60% Feb 28, 2019 - Mar 28, 2019	-0.20% Jun 8, 2021 - Jun 11, 2021
#11	-3.22% Jul 8, 2016 - Aug 11, 2016	-0.20% Aug 18, 2021 - Aug 20, 2021
#12	-3.17% Jun 14, 2017 - Sep 29, 2017	-0.20% Sep 1, 2021 - Sep 8, 2021
#13	-2.86% Apr 7, 2017 - Apr 27, 2017	-0.10% Jun 4, 2021 - Jun 8, 2021
#14	-2.73% Jul 6, 2018 - Sep 4, 2018	-0.10% Jun 11, 2021 - Jun 16, 2021
#15	-2.71% Aug 26, 2016 - Sep 23, 2016	-0.10% Sep 8, 2021 - Sep 13, 2021