HGTY vs CALM

Comparison between Hagerty Inc - Class A (HGTY, Company) and Cal-Maine Foods Inc (CALM, Company).

HGTY is from the Financial Services sector, while CALM is from the Consumer Defensive sector.

5-Year PerformanceCALM has outperformed HGTY, delivering a return of +25.9% compared to +4.1%

HGTY vs CALM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	CALM(COMPANY)
Market Cap	$4.05B	$4.04B
Max Drawdown	59.73%	74.26%
Sharpe Ratio	0.55	-0.24
5Y Beta	0.45	0.29
Industry	Insurance - Property & Casualty	Farm Products
P/E Ratio	28.98	4.81
Forward P/E	21.98	19.80
PEG Ratio	0.39	0.08
Dividend Yield	N/A	5.79%
5Y Dividends CAGR	N/A	199.96%
5Y EPS CAGR	N/A	38.35%
Debt to Equity	104.54%	0.00%
Free Cash Flow Yield	4.72%	17.84%
P/S Ratio	2.78	1.17
P/B Ratio	5.70	1.46

Market Cap

Winner

HGTY

$4.05B

CALM

$4.04B

Max Drawdown

Winner

HGTY

59.73%

CALM

74.26%

Sharpe Ratio

Winner

HGTY

0.55

CALM

-0.24

5Y Beta

HGTY

0.45

Winner

CALM

0.29

Industry

HGTY

Insurance - Property & Casualty

CALM

Farm Products

P/E Ratio

HGTY

28.98

Winner

CALM

4.81

Forward P/E

HGTY

21.98

Winner

CALM

19.80

PEG Ratio

HGTY

0.39

Winner

CALM

0.08

Dividend Yield

HGTY

N/A

CALM

5.79%

5Y Dividends CAGR

HGTY

N/A

CALM

199.96%

5Y EPS CAGR

HGTY

N/A

CALM

38.35%

Debt to Equity

HGTY

104.54%

Winner

CALM

0.00%

Free Cash Flow Yield

HGTY

4.72%

Winner

CALM

17.84%

P/S Ratio

HGTY

2.78

Winner

CALM

1.17

P/B Ratio

HGTY

5.70

Winner

CALM

1.46

HGTY vs CALM - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	CALM
1 month	+7.57%	+11.70%
3 months	+13.30%	+16.24%
6 months	-5.84%	+14.84%
1 year	+19.30%	-11.04%
5 years(CAGR)	+4.12%	+25.90%
10 years(CAGR)	N/A	+10.22%
Max(CAGR)	+4.02%	+21.30%

HGTY

+7.57%

Winner

CALM

+11.70%

HGTY

+13.30%

Winner

CALM

+16.24%

HGTY

-5.84%

Winner

CALM

+14.84%

Winner

HGTY

+19.30%

CALM

-11.04%

5Y(CAGR)

HGTY

+4.12%

Winner

CALM

+25.90%

10Y(CAGR)

HGTY

N/A

CALM

+10.22%

Max(CAGR)

HGTY

+4.02%

Winner

CALM

+21.30%

HGTY vs CALM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGTY	CALM
2026	-9.28%	+14.04%
2025	+36.03%	-17.78%
2024	+22.62%	+89.46%
2023	-8.24%	+12.57%
2022	-41.80%	+48.99%
2021	+45.44%	-0.61%
2020	N/A	-10.66%
2019	N/A	+1.80%
2018	N/A	-1.82%
2017	N/A	+1.60%
2016	N/A	-5.14%
2015	N/A	+24.61%
2014	N/A	+39.74%
2013	N/A	+46.71%
2012	N/A	+12.43%
2011	N/A	+22.50%
2010	N/A	-3.77%
2009	N/A	+18.80%
2008	N/A	+15.61%
2007	N/A	+214.20%
2006	N/A	+23.63%
2005	N/A	-42.95%
2004	N/A	-25.65%
2003	N/A	+957.22%
2002	N/A	-0.74%
2001	N/A	-40.84%
2000	N/A	+67.69%
1999	N/A	-7.77%

HGTY vs CALM 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 CALM was -74.08%, occurring on Jun 6, 2005. Recovery took 896 trading sessions.

The current HGTY drawdown is -36.54%. The current CALM drawdown is -22.18%.

Rank	HGTY	CALM
#1	-59.73% Dec 13, 2021 - May 11, 2022	-74.08% Dec 29, 2003 - Jul 23, 2007
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-63.04% Aug 18, 2008 - Sep 7, 2012
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-53.72% Jan 2, 2001 - Jul 14, 2003
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-47.88% Oct 19, 2015 - Sep 12, 2022
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-37.00% Aug 27, 2025 - Jan 13, 2026
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-35.71% Jul 23, 2007 - Sep 21, 2007
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-33.60% Nov 16, 1999 - Feb 15, 2000
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-31.10% Mar 26, 2008 - Jul 17, 2008
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-30.16% Jan 30, 2025 - Jul 23, 2025
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-27.57% Dec 23, 2022 - Mar 12, 2024
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-26.95% Jun 14, 2000 - Dec 22, 2000
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-26.85% Oct 8, 2014 - May 11, 2015
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-25.54% Oct 8, 2007 - Jan 31, 2008
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-22.99% Feb 17, 2000 - Jun 13, 2000
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-20.19% May 18, 2015 - Oct 5, 2015