HGTY vs CNS

Comparison between Hagerty Inc - Class A (HGTY, Company) and Cohen & Steers Inc (CNS, Company).

Both HGTY and CNS are from the Financial Services sector.

5-Year PerformanceHGTY has outperformed CNS, delivering a return of +4.1% compared to +4.0%

HGTY vs CNS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	CNS(COMPANY)
Market Cap	$4.05B	$4.06B
Max Drawdown	59.73%	85.99%
Sharpe Ratio	0.55	0.45
5Y Beta	0.45	0.89
Industry	Insurance - Property & Casualty	Asset Management
P/E Ratio	28.98	25.88
Forward P/E	21.98	21.83
PEG Ratio	0.39	1.95
Dividend Yield	N/A	3.30%
5Y Dividends CAGR	N/A	4.08%
5Y EPS CAGR	N/A	4.80%
Debt to Equity	104.54%	0.00%
Free Cash Flow Yield	4.72%	-1.67%
P/S Ratio	2.78	6.98
P/B Ratio	5.70	6.99

Market Cap

HGTY

$4.05B

Winner

CNS

$4.06B

Max Drawdown

Winner

HGTY

59.73%

CNS

85.99%

Sharpe Ratio

Winner

HGTY

0.55

CNS

0.45

5Y Beta

Winner

HGTY

0.45

CNS

0.89

Industry

HGTY

Insurance - Property & Casualty

CNS

Asset Management

P/E Ratio

HGTY

28.98

Winner

CNS

25.88

Forward P/E

HGTY

21.98

Winner

CNS

21.83

PEG Ratio

Winner

HGTY

0.39

CNS

1.95

Dividend Yield

HGTY

N/A

CNS

3.30%

5Y Dividends CAGR

HGTY

N/A

CNS

4.08%

5Y EPS CAGR

HGTY

N/A

CNS

4.80%

Debt to Equity

HGTY

104.54%

Winner

CNS

0.00%

Free Cash Flow Yield

Winner

HGTY

4.72%

CNS

-1.67%

P/S Ratio

Winner

HGTY

2.78

CNS

6.98

P/B Ratio

Winner

HGTY

5.70

CNS

6.99

HGTY vs CNS - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	CNS
1 month	+7.57%	+5.92%
3 months	+13.30%	+26.57%
6 months	-5.84%	+17.39%
1 year	+19.30%	+10.72%
5 years(CAGR)	+4.12%	+3.96%
10 years(CAGR)	N/A	+11.44%
Max(CAGR)	+4.02%	+13.67%

Winner

HGTY

+7.57%

CNS

+5.92%

HGTY

+13.30%

Winner

CNS

+26.57%

HGTY

-5.84%

Winner

CNS

+17.39%

Winner

HGTY

+19.30%

CNS

+10.72%

5Y(CAGR)

Winner

HGTY

+4.12%

CNS

+3.96%

10Y(CAGR)

HGTY

N/A

CNS

+11.44%

Max(CAGR)

HGTY

+4.02%

Winner

CNS

+13.67%

HGTY vs CNS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HGTY	CNS
2026	-9.28%	+30.04%
2025	+36.03%	-29.03%
2024	+22.62%	+24.75%
2023	-8.24%	+18.88%
2022	-41.80%	-27.11%
2021	+45.44%	+34.13%
2020	N/A	+22.30%
2019	N/A	+93.19%
2018	N/A	-20.42%
2017	N/A	+46.91%
2016	N/A	+16.45%
2015	N/A	-23.06%
2014	N/A	+11.95%
2013	N/A	+37.61%
2012	N/A	+9.41%
2011	N/A	+16.95%
2010	N/A	+23.68%
2009	N/A	+107.38%
2008	N/A	-60.56%
2007	N/A	-24.62%
2006	N/A	+112.62%
2005	N/A	+25.40%
2004	N/A	+26.13%

HGTY vs CNS 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 CNS was -85.41%, occurring on Nov 20, 2008. Recovery took 1514 trading sessions.

The current HGTY drawdown is -36.54%. The current CNS drawdown is -19.91%.

Rank	HGTY	CNS
#1	-59.73% Dec 13, 2021 - May 11, 2022	-85.41% May 9, 2007 - May 14, 2013
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-55.05% Feb 19, 2020 - Dec 4, 2020
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-46.33% Nov 18, 2021 - Sep 13, 2024
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-42.60% Nov 26, 2024 - Nov 18, 2025
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-42.05% Jan 16, 2015 - Jul 19, 2017
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-26.95% May 21, 2013 - Dec 26, 2013
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-26.70% Feb 6, 2007 - May 2, 2007
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-25.96% Aug 3, 2005 - Feb 14, 2006
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-23.20% Dec 28, 2017 - Apr 1, 2019
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-18.26% Dec 8, 2020 - Jun 16, 2021
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-18.11% Apr 19, 2006 - Aug 16, 2006
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-17.03% Feb 16, 2005 - Jun 14, 2005
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-15.98% Dec 26, 2013 - Apr 15, 2014
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-15.83% Nov 30, 2004 - Feb 11, 2005
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-15.08% Jul 3, 2014 - Nov 21, 2014