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HGTY vs BNL

Comparison between Hagerty Inc - Class A (HGTY, Company) and Broadstone Net Lease Inc (BNL, Company).

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

5-Year PerformanceHGTY has outperformed BNL, delivering a return of +4.6% compared to +4.2%

HGTY vs BNL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HGTY
$4.19B
BNL
$4.19B
Max Drawdown
HGTY
59.73%
Winner
BNL
50.63%
Sharpe Ratio
HGTY
0.60
Winner
BNL
1.96
5Y Beta
HGTY
0.45
Winner
BNL
0.33
Industry
HGTY
Insurance - Property & Casualty
BNL
Reit - Diversified
P/E Ratio
Winner
HGTY
30.00
BNL
33.05
Forward P/E
Winner
HGTY
21.98
BNL
29.07
PEG Ratio
Winner
HGTY
0.40
BNL
3.54
Dividend Yield
HGTY
N/A
BNL
5.38%
5Y Dividends CAGR
HGTY
N/A
BNL
23.57%
5Y EPS CAGR
HGTY
N/A
BNL
-7.42%
Debt to Equity
HGTY
104.54%
Winner
BNL
91.75%
Free Cash Flow Yield
HGTY
4.56%
Winner
BNL
6.86%
P/S Ratio
Winner
HGTY
2.90
BNL
9.17
P/B Ratio
HGTY
5.77
Winner
BNL
1.41

HGTY vs BNL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HGTY
+13.31%
BNL
+5.07%
3M
HGTY
+10.25%
Winner
BNL
+11.19%
6M
HGTY
-6.13%
Winner
BNL
+24.67%
1Y
HGTY
+22.11%
Winner
BNL
+45.14%
5Y(CAGR)
Winner
HGTY
+4.56%
BNL
+4.17%
Max(CAGR)
HGTY
+4.59%
Winner
BNL
+10.41%

HGTY vs BNL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearHGTYBNL
2026-6.77%+28.89%
2025+36.03%+18.43%
2024+22.62%-3.11%
2023-8.24%+14.06%
2022-41.80%-29.97%
2021+45.44%+42.88%

HGTY vs BNL 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 BNL was -43.56%, occurring on Oct 25, 2023. Recovery took 1185 trading sessions.

The current HGTY drawdown is -34.79%. The current BNL drawdown is -0.05%.

RankHGTYBNL
#1-59.73%
Dec 13, 2021 - May 11, 2022
-43.56%
Sep 2, 2021 - May 26, 2026
#2-2.69%
Dec 3, 2021 - Dec 7, 2021
-9.21%
Jun 14, 2021 - Jul 27, 2021
#3-2.54%
Nov 4, 2021 - Nov 29, 2021
-4.36%
Aug 9, 2021 - Aug 31, 2021
#4-2.12%
Aug 5, 2021 - Aug 18, 2021
-3.69%
May 26, 2026 - Jun 8, 2026
#5-1.93%
Jun 16, 2021 - Aug 4, 2021
-3.32%
Jun 10, 2026 - Jun 24, 2026
#6-0.97%
Nov 29, 2021 - Dec 2, 2021
-1.88%
Jul 30, 2021 - Aug 4, 2021
#7-0.89%
Sep 14, 2021 - Oct 26, 2021
-1.52%
Apr 29, 2021 - May 13, 2021
#8-0.80%
Aug 20, 2021 - Sep 1, 2021
-1.51%
Mar 24, 2021 - Mar 31, 2021
#9-0.59%
Oct 26, 2021 - Nov 3, 2021
-1.22%
Apr 6, 2021 - Apr 13, 2021
#10-0.20%
Jun 8, 2021 - Jun 11, 2021
-1.17%
Jun 26, 2026 - Jul 2, 2026
#11-0.20%
Aug 18, 2021 - Aug 20, 2021
-1.10%
Jul 8, 2026 - Jul 9, 2026
#12-0.20%
Sep 1, 2021 - Sep 8, 2021
-0.94%
Mar 22, 2021 - Mar 24, 2021
#13-0.10%
Jun 4, 2021 - Jun 8, 2021
-0.91%
May 25, 2021 - Jun 1, 2021
#14-0.10%
Jun 11, 2021 - Jun 16, 2021
-0.75%
Jul 2, 2026 - Jul 7, 2026
#15-0.10%
Sep 8, 2021 - Sep 13, 2021
-0.57%
May 18, 2021 - May 20, 2021

Correlation

Correlation between HGTY and BNL is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

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