HGTY vs CATY

Comparison between Hagerty Inc - Class A (HGTY, Company) and Cathay General Bancorp (CATY, Company).

Both HGTY and CATY are from the Financial Services sector.

5-Year PerformanceCATY has outperformed HGTY, delivering a return of +9.9% compared to +1.9%

HGTY vs CATY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	CATY(COMPANY)
Market Cap	$3.83B	$3.83B
Max Drawdown	59.73%	81.83%
Sharpe Ratio	0.48	1.16
5Y Beta	0.51	0.93
Industry	Insurance - Property & Casualty	Banks - Regional
P/E Ratio	27.40	11.68
Forward P/E	21.98	10.10
PEG Ratio	0.37	0.43
Dividend Yield	N/A	2.52%
5Y Dividends CAGR	N/A	2.34%
5Y EPS CAGR	N/A	11.23%
Debt to Equity	104.54%	3.99%
Free Cash Flow Yield	5.00%	9.49%
P/S Ratio	2.60	4.98
P/B Ratio	5.14	1.26

Market Cap

HGTY

$3.83B

Winner

CATY

$3.83B

Max Drawdown

Winner

HGTY

59.73%

CATY

81.83%

Sharpe Ratio

HGTY

0.48

Winner

CATY

1.16

5Y Beta

Winner

HGTY

0.51

CATY

0.93

Industry

HGTY

Insurance - Property & Casualty

CATY

Banks - Regional

P/E Ratio

HGTY

27.40

Winner

CATY

11.68

Forward P/E

HGTY

21.98

Winner

CATY

10.10

PEG Ratio

Winner

HGTY

0.37

CATY

0.43

Dividend Yield

HGTY

N/A

CATY

2.52%

5Y Dividends CAGR

HGTY

N/A

CATY

2.34%

5Y EPS CAGR

HGTY

N/A

CATY

11.23%

Debt to Equity

HGTY

104.54%

Winner

CATY

3.99%

Free Cash Flow Yield

HGTY

5.00%

Winner

CATY

9.49%

P/S Ratio

Winner

HGTY

2.60

CATY

4.98

P/B Ratio

HGTY

5.14

Winner

CATY

1.26

HGTY vs CATY - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	CATY
1 month	+1.81%	+6.49%
3 months	-7.60%	+12.51%
6 months	-19.73%	+21.44%
1 year	+16.43%	+36.70%
5 years(CAGR)	+1.89%	+9.92%
10 years(CAGR)	N/A	+10.21%
Max(CAGR)	+1.89%	+8.98%

HGTY

+1.81%

Winner

CATY

+6.49%

HGTY

-7.60%

Winner

CATY

+12.51%

HGTY

-19.73%

Winner

CATY

+21.44%

HGTY

+16.43%

Winner

CATY

+36.70%

5Y(CAGR)

HGTY

+1.89%

Winner

CATY

+9.92%

10Y(CAGR)

HGTY

N/A

CATY

+10.21%

Max(CAGR)

HGTY

+1.89%

Winner

CATY

+8.98%

HGTY vs CATY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGTY	CATY
2026	-18.63%	+18.52%
2025	+36.03%	+5.75%
2024	+22.62%	+10.09%
2023	-8.24%	+15.47%
2022	-41.80%	-3.42%
2021	+45.44%	+38.64%
2020	N/A	-11.63%
2019	N/A	+16.16%
2018	N/A	-19.38%
2017	N/A	+13.03%
2016	N/A	+29.33%
2015	N/A	+26.04%
2014	N/A	-0.97%
2013	N/A	+34.22%
2012	N/A	+27.37%
2011	N/A	-11.31%
2010	N/A	+104.41%
2009	N/A	-67.13%
2008	N/A	-4.70%
2007	N/A	-23.84%
2006	N/A	-5.68%
2005	N/A	-1.75%
2004	N/A	+36.33%
2003	N/A	+40.31%
2002	N/A	+17.41%
2001	N/A	+12.70%
2000	N/A	+51.81%
1999	N/A	+5.45%

HGTY vs CATY 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 CATY was -80.62%, occurring on Dec 18, 2009. Recovery took 2651 trading sessions.

The current HGTY drawdown is -43.09%. The current CATY drawdown is -0.31%.

Rank	HGTY	CATY
#1	-59.73% Dec 13, 2021 - May 11, 2022	-80.62% May 5, 2006 - Nov 14, 2016
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-55.68% Jan 23, 2018 - Feb 24, 2021
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-40.10% Feb 16, 2022 - Dec 27, 2023
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-30.77% May 17, 2002 - Jul 14, 2003
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-29.87% Feb 9, 2001 - Dec 12, 2001
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-29.73% Nov 25, 2024 - Jan 21, 2026
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-25.12% Feb 25, 2000 - Nov 15, 2000
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-24.01% Dec 2, 2004 - Nov 11, 2005
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-23.55% Dec 27, 2023 - Jul 25, 2024
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-19.68% Mar 12, 2021 - Nov 5, 2021
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-14.84% Mar 1, 2017 - Oct 2, 2017
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-13.50% Nov 17, 2005 - May 5, 2006
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-12.33% Feb 9, 2026 - Apr 9, 2026
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-12.08% Apr 6, 2004 - Aug 25, 2004
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-11.96% Jul 26, 2024 - Oct 15, 2024