FHI vs HGV

Comparison between Federated Hermes Inc - Class B (FHI, Company) and Hilton Grand Vacations Inc (HGV, Company).

FHI is from the Financial Services sector, while HGV is from the Consumer Cyclical sector.

5-Year PerformanceFHI has outperformed HGV, delivering a return of +16.1% compared to +1.5%

FHI vs HGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHI(COMPANY)	HGV(COMPANY)
Market Cap	$4.13B	$4.14B
Max Drawdown	70.56%	77.74%
Sharpe Ratio	1.41	0.74
5Y Beta	0.68	1.36
Industry	Asset Management	Resorts & Casinos
P/E Ratio	10.84	26.16
Forward P/E	11.11	11.44
PEG Ratio	0.17	0.05
Dividend Yield	2.39%	N/A
5Y Dividends CAGR	-5.83%	N/A
5Y EPS CAGR	18.75%	N/A
Debt to Equity	28.93%	397.41%
Free Cash Flow Yield	7.37%	7.91%
P/S Ratio	2.29	0.91
P/B Ratio	3.50	3.42

Market Cap

FHI

$4.13B

Winner

HGV

$4.14B

Max Drawdown

Winner

FHI

70.56%

HGV

77.74%

Sharpe Ratio

Winner

FHI

1.41

HGV

0.74

5Y Beta

Winner

FHI

0.68

HGV

1.36

Industry

FHI

Asset Management

HGV

Resorts & Casinos

P/E Ratio

Winner

FHI

10.84

HGV

26.16

Forward P/E

Winner

FHI

11.11

HGV

11.44

PEG Ratio

FHI

0.17

Winner

HGV

0.05

Dividend Yield

FHI

2.39%

HGV

N/A

5Y Dividends CAGR

FHI

-5.83%

HGV

N/A

5Y EPS CAGR

FHI

18.75%

HGV

N/A

Debt to Equity

Winner

FHI

28.93%

HGV

397.41%

Free Cash Flow Yield

FHI

7.37%

Winner

HGV

7.91%

P/S Ratio

FHI

2.29

Winner

HGV

0.91

P/B Ratio

FHI

3.50

Winner

HGV

3.42

FHI vs HGV - Historical Returns

Returns include dividend reinvestment.

Period	FHI	HGV
1 month	+4.27%	+6.97%
3 months	+0.95%	+9.83%
6 months	+13.66%	+17.37%
1 year	+39.71%	+27.39%
5 years(CAGR)	+16.11%	+1.53%
10 years(CAGR)	+10.83%	+7.19%
Max(CAGR)	+10.63%	+7.19%

FHI

+4.27%

Winner

HGV

+6.97%

FHI

+0.95%

Winner

HGV

+9.83%

FHI

+13.66%

Winner

HGV

+17.37%

Winner

FHI

+39.71%

HGV

+27.39%

5Y(CAGR)

Winner

FHI

+16.11%

HGV

+1.53%

10Y(CAGR)

Winner

FHI

+10.83%

HGV

+7.19%

Max(CAGR)

Winner

FHI

+10.63%

HGV

+7.19%

FHI vs HGV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FHI	HGV
2026	+10.36%	+9.30%
2025	+31.26%	+16.69%
2024	+29.78%	-6.08%
2023	-6.26%	+4.45%
2022	-1.47%	-26.35%
2021	+38.67%	+73.07%
2020	-4.63%	-10.12%
2019	+28.61%	+30.66%
2018	-22.29%	-36.50%
2017	+30.30%	+62.28%
2016	+7.86%	N/A
2015	-10.40%	N/A
2014	+20.62%	N/A
2013	+41.61%	N/A
2012	+42.12%	N/A
2011	-39.41%	N/A
2010	+2.24%	N/A
2009	+64.08%	N/A
2008	-53.29%	N/A
2007	+23.02%	N/A
2006	-6.84%	N/A
2005	+26.32%	N/A
2004	+6.97%	N/A
2003	+14.18%	N/A
2002	-16.27%	N/A
2001	+13.76%	N/A
2000	+129.17%	N/A
1999	+17.59%	N/A

FHI vs HGV Drawdown Comparison

The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.

The maximum drawdown for HGV was -77.74%, occurring on Mar 18, 2020. Recovery took 892 trading sessions.

The current FHI drawdown is -1.51%. The current HGV drawdown is -9.60%.

Rank	FHI	HGV
#1	-64.89% Feb 6, 2020 - Jun 16, 2021	-77.74% Mar 9, 2018 - Sep 23, 2021
#2	-59.32% Jan 23, 2008 - Jul 11, 2013	-42.18% Nov 18, 2021 - Apr 8, 2025
#3	-37.47% Dec 26, 2017 - Jul 26, 2019	-9.09% Mar 1, 2017 - Apr 5, 2017
#4	-32.68% May 15, 2002 - Oct 10, 2005	-8.96% Jun 21, 2017 - Sep 21, 2017
#5	-32.31% Jun 5, 2015 - Oct 16, 2017	-6.99% Nov 7, 2017 - Dec 7, 2017
#6	-29.62% Apr 18, 2023 - Nov 1, 2024	-6.87% Sep 27, 2021 - Oct 26, 2021
#7	-26.94% Jan 7, 2022 - Nov 30, 2022	-6.46% Nov 5, 2021 - Nov 18, 2021
#8	-24.16% Feb 23, 2006 - Apr 17, 2007	-5.88% Jan 6, 2017 - Jan 20, 2017
#9	-22.86% Nov 27, 2000 - May 8, 2001	-5.80% Jun 1, 2017 - Jun 16, 2017
#10	-21.44% Jul 17, 2007 - Oct 3, 2007	-5.53% Feb 1, 2018 - Mar 6, 2018
#11	-21.20% May 10, 2001 - Feb 1, 2002	-4.26% Dec 8, 2017 - Jan 17, 2018
#12	-17.68% Jul 27, 2000 - Oct 26, 2000	-3.82% Feb 9, 2017 - Mar 1, 2017
#13	-16.56% Dec 5, 2024 - May 8, 2025	-3.12% Apr 12, 2017 - Apr 25, 2017
#14	-14.98% Oct 31, 2007 - Jan 11, 2008	-2.62% Oct 26, 2021 - Nov 1, 2021
#15	-14.56% Aug 27, 2021 - Nov 3, 2021	-1.99% May 2, 2017 - May 4, 2017