EQH-P-C vs HGTY

Comparison between Equitable Holdings Inc (EQH-P-C, Company) and Hagerty Inc - Class A (HGTY, Company).

5-Year PerformanceHGTY has outperformed EQH-P-C, delivering a return of +6.7% compared to -2.8%

EQH-P-C vs HGTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH-P-C(COMPANY)	HGTY(COMPANY)
Market Cap	$4.68B	$4.66B
Max Drawdown	45.74%	59.73%
Sharpe Ratio	-0.05	0.65
5Y Beta	0.26	0.42
Industry	N/A	Insurance - Property & Casualty
P/E Ratio	-3.50	36.14
Forward P/E	N/A	21.98
PEG Ratio	N/A	0.59
5Y Dividends CAGR	23.43%	N/A
5Y EPS CAGR	25.02%	N/A
Debt to Equity	-5216.22%	100.23%
Free Cash Flow Yield	15.27%	6.59%
P/S Ratio	N/A	3.28
P/B Ratio	N/A	5.37

Market Cap

Winner

EQH-P-C

$4.68B

HGTY

$4.66B

Max Drawdown

Winner

EQH-P-C

45.74%

HGTY

59.73%

Sharpe Ratio

EQH-P-C

-0.05

Winner

HGTY

0.65

5Y Beta

Winner

EQH-P-C

0.26

HGTY

0.42

Industry

EQH-P-C

N/A

HGTY

Insurance - Property & Casualty

P/E Ratio

Winner

EQH-P-C

-3.50

HGTY

36.14

Forward P/E

EQH-P-C

N/A

HGTY

21.98

PEG Ratio

EQH-P-C

N/A

HGTY

0.59

5Y Dividends CAGR

EQH-P-C

23.43%

HGTY

N/A

5Y EPS CAGR

EQH-P-C

25.02%

HGTY

N/A

Debt to Equity

Winner

EQH-P-C

-5216.22%

HGTY

100.23%

Free Cash Flow Yield

Winner

EQH-P-C

15.27%

HGTY

6.59%

P/S Ratio

EQH-P-C

N/A

HGTY

3.28

P/B Ratio

EQH-P-C

N/A

HGTY

5.37

EQH-P-C vs HGTY - Historical Returns

Returns include dividend reinvestment.

Period	EQH-P-C	HGTY
1 month	+0.55%	+12.02%
3 months	+0.69%	+32.14%
6 months	+3.46%	+8.02%
1 year	+3.36%	+45.72%
5 years(CAGR)	-2.78%	+6.70%
Max(CAGR)	-2.00%	+6.65%

EQH-P-C

+0.55%

Winner

HGTY

+12.02%

EQH-P-C

+0.69%

Winner

HGTY

+32.14%

EQH-P-C

+3.46%

Winner

HGTY

+8.02%

EQH-P-C

+3.36%

Winner

HGTY

+45.72%

5Y(CAGR)

EQH-P-C

-2.78%

Winner

HGTY

+6.70%

Max(CAGR)

EQH-P-C

-2.00%

Winner

HGTY

+6.65%

EQH-P-C vs HGTY - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	EQH-P-C	HGTY
2026	+2.58%	+3.50%
2025	-3.07%	+36.03%
2024	+11.09%	+22.62%
2023	-0.91%	-8.24%
2022	-25.50%	-41.80%
2021	+5.15%	+45.44%

EQH-P-C vs HGTY Drawdown Comparison

The maximum drawdown for EQH-P-C was -38.69%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

The current EQH-P-C drawdown is -15.04%. The current HGTY drawdown is -27.61%.

Rank	EQH-P-C	HGTY
#1	-38.69% Dec 31, 2021 - Oct 19, 2023	-59.73% Dec 13, 2021 - May 11, 2022
#2	-4.90% Feb 10, 2021 - Jun 9, 2021	-2.69% Dec 3, 2021 - Dec 7, 2021
#3	-2.99% Nov 4, 2021 - Dec 31, 2021	-2.54% Nov 4, 2021 - Nov 29, 2021
#4	-2.17% Sep 16, 2021 - Nov 4, 2021	-2.12% Aug 5, 2021 - Aug 18, 2021
#5	-1.72% Jan 6, 2021 - Feb 1, 2021	-1.93% Jun 16, 2021 - Aug 4, 2021
#6	-0.87% Jun 30, 2021 - Sep 2, 2021	-0.97% Nov 29, 2021 - Dec 2, 2021
#7	-0.79% Jun 9, 2021 - Jun 30, 2021	-0.89% Sep 14, 2021 - Oct 26, 2021
#8	-0.16% Sep 3, 2021 - Sep 8, 2021	-0.80% Aug 20, 2021 - Sep 1, 2021
#9	-0.16% Feb 2, 2021 - Feb 8, 2021	-0.59% Oct 26, 2021 - Nov 3, 2021
#10	-0.12% Sep 10, 2021 - Sep 14, 2021	-0.20% Jun 8, 2021 - Jun 11, 2021
#11	N/A	-0.20% Aug 18, 2021 - Aug 20, 2021
#12	N/A	-0.20% Sep 1, 2021 - Sep 8, 2021
#13	N/A	-0.10% Jun 4, 2021 - Jun 8, 2021
#14	N/A	-0.10% Jun 11, 2021 - Jun 16, 2021
#15	N/A	-0.10% Sep 8, 2021 - Sep 13, 2021

Correlation

Correlation between EQH-P-C and HGTY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101