HGTY vs AUB-P-A

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

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

HGTY vs AUB-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

HGTY

$3.51B

Winner

AUB-P-A

$3.51B

Max Drawdown

HGTY

59.73%

Winner

AUB-P-A

41.90%

Sharpe Ratio

HGTY

0.22

Winner

AUB-P-A

1.15

5Y Beta

HGTY

0.49

Winner

AUB-P-A

0.17

Industry

HGTY

Insurance - Property & Casualty

AUB-P-A

N/A

P/E Ratio

HGTY

25.08

Winner

AUB-P-A

10.13

Forward P/E

HGTY

21.98

AUB-P-A

N/A

PEG Ratio

Winner

HGTY

0.34

AUB-P-A

2.22

5Y Dividends CAGR

HGTY

N/A

AUB-P-A

5.06%

5Y EPS CAGR

HGTY

N/A

AUB-P-A

-1.50%

Debt to Equity

HGTY

104.54%

Winner

AUB-P-A

25.82%

Free Cash Flow Yield

HGTY

5.46%

Winner

AUB-P-A

65.57%

P/S Ratio

HGTY

2.42

AUB-P-A

N/A

P/B Ratio

HGTY

4.73

AUB-P-A

N/A

HGTY vs AUB-P-A - Historical Returns

Returns include dividend reinvestment.

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

Winner

HGTY

+1.85%

AUB-P-A

+0.72%

HGTY

-1.78%

Winner

AUB-P-A

+0.96%

HGTY

-16.96%

Winner

AUB-P-A

+3.13%

HGTY

+4.49%

Winner

AUB-P-A

+12.39%

5Y(CAGR)

HGTY

+1.41%

Winner

AUB-P-A

+4.92%

Max(CAGR)

HGTY

+1.45%

Winner

AUB-P-A

+6.82%

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

Returns include dividend reinvestment.

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

HGTY vs AUB-P-A 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 AUB-P-A was -35.85%, occurring on May 4, 2023. Recovery took 539 trading sessions.

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

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

Correlation

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

0.43

-101