HGTY vs BMI

Comparison between Hagerty Inc - Class A (HGTY, Company) and Badger Meter Inc (BMI, Company).

HGTY is from the Financial Services sector, while BMI is from the Technology sector.

5-Year PerformanceBMI has outperformed HGTY, delivering a return of +7.7% compared to +2.1%

HGTY vs BMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	BMI(COMPANY)
Market Cap	$3.74B	$3.75B
Max Drawdown	59.73%	68.30%
Sharpe Ratio	0.43	-1.23
5Y Beta	0.48	0.94
Industry	Insurance - Property & Casualty	Scientific & Technical Instruments
P/E Ratio	26.78	27.86
Forward P/E	21.98	28.17
PEG Ratio	0.36	2.22
Dividend Yield	N/A	1.18%
5Y Dividends CAGR	N/A	22.27%
5Y EPS CAGR	N/A	33.80%
Debt to Equity	104.54%	0.00%
Free Cash Flow Yield	5.11%	4.51%
P/S Ratio	2.59	4.25
P/B Ratio	4.94	5.52

Market Cap

HGTY

$3.74B

Winner

BMI

$3.75B

Max Drawdown

Winner

HGTY

59.73%

BMI

68.30%

Sharpe Ratio

Winner

HGTY

0.43

BMI

-1.23

5Y Beta

Winner

HGTY

0.48

BMI

0.94

Industry

HGTY

Insurance - Property & Casualty

BMI

Scientific & Technical Instruments

P/E Ratio

Winner

HGTY

26.78

BMI

27.86

Forward P/E

Winner

HGTY

21.98

BMI

28.17

PEG Ratio

Winner

HGTY

0.36

BMI

2.22

Dividend Yield

HGTY

N/A

BMI

1.18%

5Y Dividends CAGR

HGTY

N/A

BMI

22.27%

5Y EPS CAGR

HGTY

N/A

BMI

33.80%

Debt to Equity

HGTY

104.54%

Winner

BMI

0.00%

Free Cash Flow Yield

Winner

HGTY

5.11%

BMI

4.51%

P/S Ratio

Winner

HGTY

2.59

BMI

4.25

P/B Ratio

Winner

HGTY

4.94

BMI

5.52

HGTY vs BMI - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	BMI
1 month	+8.71%	+14.88%
3 months	+10.93%	-8.41%
6 months	-16.40%	-28.30%
1 year	+14.20%	-45.60%
5 years(CAGR)	+2.05%	+7.70%
10 years(CAGR)	N/A	+14.93%
Max(CAGR)	+2.17%	+15.88%

HGTY

+8.71%

Winner

BMI

+14.88%

Winner

HGTY

+10.93%

BMI

-8.41%

Winner

HGTY

-16.40%

BMI

-28.30%

Winner

HGTY

+14.20%

BMI

-45.60%

5Y(CAGR)

HGTY

+2.05%

Winner

BMI

+7.70%

10Y(CAGR)

HGTY

N/A

BMI

+14.93%

Max(CAGR)

HGTY

+2.17%

Winner

BMI

+15.88%

HGTY vs BMI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGTY	BMI
2026	-17.41%	-24.88%
2025	+36.03%	-17.00%
2024	+22.62%	+36.49%
2023	-8.24%	+41.75%
2022	-41.80%	+3.34%
2021	+45.44%	+18.12%
2020	N/A	+48.79%
2019	N/A	+34.38%
2018	N/A	+4.76%
2017	N/A	+31.08%
2016	N/A	+31.60%
2015	N/A	+1.40%
2014	N/A	+13.47%
2013	N/A	+12.01%
2012	N/A	+62.60%
2011	N/A	-33.73%
2010	N/A	+10.25%
2009	N/A	+30.02%
2008	N/A	-34.27%
2007	N/A	+67.19%
2006	N/A	+41.45%
2005	N/A	+32.42%
2004	N/A	+62.34%
2003	N/A	+26.40%
2002	N/A	+48.91%
2001	N/A	+1.44%
2000	N/A	-20.97%
1999	N/A	-4.18%

HGTY vs BMI 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 BMI was -68.22%, occurring on Oct 27, 2008. Recovery took 1420 trading sessions.

The current HGTY drawdown is -42.23%. The current BMI drawdown is -47.64%.

Rank	HGTY	BMI
#1	-59.73% Dec 13, 2021 - May 11, 2022	-68.22% Aug 8, 2008 - Apr 1, 2014
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-55.07% Jun 3, 2025 - Apr 20, 2026
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-42.62% Apr 3, 2000 - Aug 29, 2002
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-38.97% Feb 20, 2020 - Oct 9, 2020
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-36.13% May 2, 2006 - Jul 19, 2007
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-35.11% Aug 5, 2005 - Jan 27, 2006
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-33.19% Dec 8, 2021 - Oct 25, 2022
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-28.05% Dec 11, 2024 - May 13, 2025
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-22.37% Feb 20, 2003 - Aug 25, 2003
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-21.13% Dec 26, 2007 - Mar 27, 2008
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-20.36% Aug 14, 2023 - Apr 18, 2024
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-20.12% Jul 19, 2007 - Aug 16, 2007
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-19.51% Jun 9, 2016 - Dec 8, 2016
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-19.13% Oct 12, 2017 - Jul 20, 2018
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-18.52% Aug 29, 2002 - Feb 20, 2003