HGTY vs CAI

Comparison between Hagerty Inc - Class A (HGTY, Company) and Caris Life Sciences Inc - Class A (CAI, Company).

HGTY is from the Financial Services sector, while CAI is from the Healthcare sector.

HGTY vs CAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	CAI(COMPANY)
Market Cap	$4.66B	$4.65B
Max Drawdown	59.73%	62.98%
Sharpe Ratio	0.97	-0.04
5Y Beta	0.42	1.35
Industry	Insurance - Property & Casualty	Biotechnology
P/E Ratio	36.14	138.63
Forward P/E	21.98	51.81
PEG Ratio	0.59	N/A
Debt to Equity	100.23%	66.44%
Free Cash Flow Yield	6.59%	2.92%
P/S Ratio	3.28	5.13
P/B Ratio	5.37	7.46

Market Cap

Winner

HGTY

$4.66B

CAI

$4.65B

Max Drawdown

Winner

HGTY

59.73%

CAI

62.98%

Sharpe Ratio

Winner

HGTY

0.97

CAI

-0.04

5Y Beta

Winner

HGTY

0.42

CAI

1.35

Industry

HGTY

Insurance - Property & Casualty

CAI

Biotechnology

P/E Ratio

Winner

HGTY

36.14

CAI

138.63

Forward P/E

Winner

HGTY

21.98

CAI

51.81

PEG Ratio

HGTY

0.59

CAI

N/A

Debt to Equity

HGTY

100.23%

Winner

CAI

66.44%

Free Cash Flow Yield

Winner

HGTY

6.59%

CAI

2.92%

P/S Ratio

Winner

HGTY

3.28

CAI

5.13

P/B Ratio

Winner

HGTY

5.37

CAI

7.46

HGTY vs CAI - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	CAI
1 month	+7.28%	+37.73%
3 months	+30.55%	+46.80%
6 months	+9.24%	+5.55%
1 year	+20.48%	-22.54%
5 years(CAGR)	+5.92%	N/A
Max(CAGR)	+5.89%	-14.51%

HGTY

+7.28%

Winner

CAI

+37.73%

HGTY

+30.55%

Winner

CAI

+46.80%

Winner

HGTY

+9.24%

CAI

+5.55%

Winner

HGTY

+20.48%

CAI

-22.54%

5Y(CAGR)

HGTY

+5.92%

CAI

N/A

Max(CAGR)

Winner

HGTY

+5.89%

CAI

-14.51%

HGTY vs CAI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HGTY	CAI
2026	-0.23%	-13.27%
2025	+36.03%	-3.64%
2024	+22.62%	N/A
2023	-8.24%	N/A
2022	-41.80%	N/A
2021	+45.44%	N/A

HGTY vs CAI 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 CAI was -62.98%, occurring on May 15, 2026. This drawdown has not yet recovered.

The current HGTY drawdown is -30.21%. The current CAI drawdown is -40.46%.

Rank	HGTY	CAI
#1	-59.73% Dec 13, 2021 - May 11, 2022	-62.98% Aug 22, 2025 - May 15, 2026
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-13.82% Jul 16, 2025 - Aug 12, 2025
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-7.36% Jun 18, 2025 - Jul 15, 2025
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-5.19% Aug 14, 2025 - Aug 21, 2025
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	N/A
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	N/A
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	N/A
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	N/A
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	N/A
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	N/A
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	N/A
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	N/A
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	N/A
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	N/A
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	N/A