HGTY vs APLE

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

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

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

HGTY vs APLE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

HGTY

$3.51B

APLE

$3.50B

Max Drawdown

Winner

HGTY

59.73%

APLE

76.60%

Sharpe Ratio

HGTY

0.22

Winner

APLE

1.64

5Y Beta

Winner

HGTY

0.49

APLE

0.99

Industry

HGTY

Insurance - Property & Casualty

APLE

Reit - Hotel & Motel

P/E Ratio

HGTY

25.08

Winner

APLE

20.43

Forward P/E

HGTY

21.98

Winner

APLE

21.88

PEG Ratio

HGTY

0.34

Winner

APLE

0.00

Dividend Yield

HGTY

N/A

APLE

6.13%

5Y Dividends CAGR

HGTY

N/A

APLE

153.17%

Debt to Equity

HGTY

104.54%

Winner

APLE

50.08%

Free Cash Flow Yield

HGTY

5.46%

Winner

APLE

10.56%

P/S Ratio

Winner

HGTY

2.42

APLE

2.47

P/B Ratio

HGTY

4.73

Winner

APLE

1.12

HGTY vs APLE - Historical Returns

Returns include dividend reinvestment.

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

HGTY

+1.85%

Winner

APLE

+15.54%

HGTY

-1.78%

Winner

APLE

+28.46%

HGTY

-16.96%

Winner

APLE

+39.62%

HGTY

+4.49%

Winner

APLE

+46.22%

5Y(CAGR)

HGTY

+1.41%

Winner

APLE

+5.35%

10Y(CAGR)

HGTY

N/A

APLE

+3.84%

Max(CAGR)

HGTY

+1.45%

Winner

APLE

+4.39%

HGTY vs APLE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

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

HGTY vs APLE Drawdown Comparison

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

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

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

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