HGTY vs DHCNL

Comparison between Hagerty Inc - Class A (HGTY, Company) and Diversified Healthcare Trust (DHCNL, Company).

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

5-Year PerformanceHGTY has outperformed DHCNL, delivering a return of +6.7% compared to +1.8%

HGTY vs DHCNL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	DHCNL(COMPANY)
Market Cap	$4.66B	$4.65B
Max Drawdown	59.73%	75.06%
Sharpe Ratio	0.65	0.73
5Y Beta	0.42	0.24
Industry	Insurance - Property & Casualty	Health Care Plans
P/E Ratio	36.14	-14.52
Forward P/E	21.98	N/A
PEG Ratio	0.59	-1.63
Dividend Yield	N/A	0.22%
5Y Dividends CAGR	N/A	20.11%
5Y EPS CAGR	N/A	7.79%
Debt to Equity	100.23%	150.76%
Free Cash Flow Yield	6.59%	-0.17%
P/S Ratio	3.28	N/A
P/B Ratio	5.37	N/A

Market Cap

Winner

HGTY

$4.66B

DHCNL

$4.65B

Max Drawdown

Winner

HGTY

59.73%

DHCNL

75.06%

Sharpe Ratio

HGTY

0.65

Winner

DHCNL

0.73

5Y Beta

HGTY

0.42

Winner

DHCNL

0.24

Industry

HGTY

Insurance - Property & Casualty

DHCNL

Health Care Plans

P/E Ratio

HGTY

36.14

Winner

DHCNL

-14.52

Forward P/E

HGTY

21.98

DHCNL

N/A

PEG Ratio

HGTY

0.59

Winner

DHCNL

-1.63

Dividend Yield

HGTY

N/A

DHCNL

0.22%

5Y Dividends CAGR

HGTY

N/A

DHCNL

20.11%

5Y EPS CAGR

HGTY

N/A

DHCNL

7.79%

Debt to Equity

Winner

HGTY

100.23%

DHCNL

150.76%

Free Cash Flow Yield

Winner

HGTY

6.59%

DHCNL

-0.17%

P/S Ratio

HGTY

3.28

DHCNL

N/A

P/B Ratio

HGTY

5.37

DHCNL

N/A

HGTY vs DHCNL - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	DHCNL
1 month	+12.02%	-0.16%
3 months	+32.14%	-1.72%
6 months	+8.02%	+5.21%
1 year	+45.72%	+17.86%
5 years(CAGR)	+6.70%	+1.83%
10 years(CAGR)	N/A	+3.38%
Max(CAGR)	+6.65%	+4.03%

Winner

HGTY

+12.02%

DHCNL

-0.16%

Winner

HGTY

+32.14%

DHCNL

-1.72%

Winner

HGTY

+8.02%

DHCNL

+5.21%

Winner

HGTY

+45.72%

DHCNL

+17.86%

5Y(CAGR)

Winner

HGTY

+6.70%

DHCNL

+1.83%

10Y(CAGR)

HGTY

N/A

DHCNL

+3.38%

Max(CAGR)

Winner

HGTY

+6.65%

DHCNL

+4.03%

HGTY vs DHCNL - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HGTY	DHCNL
2026	+3.50%	+8.22%
2025	+36.03%	+18.93%
2024	+22.62%	+6.51%
2023	-8.24%	+45.63%
2022	-41.80%	-45.88%
2021	+45.44%	-4.94%
2020	N/A	-5.90%
2019	N/A	+19.61%
2018	N/A	-8.45%
2017	N/A	+16.27%
2016	N/A	+3.50%

HGTY vs DHCNL 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 DHCNL was -74.69%, occurring on Mar 18, 2020. Recovery took 1430 trading sessions.

The current HGTY drawdown is -27.61%. The current DHCNL drawdown is -4.62%.

Rank	HGTY	DHCNL
#1	-59.73% Dec 13, 2021 - May 11, 2022	-74.69% Jan 2, 2020 - Sep 11, 2025
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-19.86% Sep 17, 2018 - Feb 20, 2019
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-12.84% Mar 29, 2019 - Aug 22, 2019
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-12.12% Sep 11, 2025 - Apr 14, 2026
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-11.08% Sep 27, 2016 - Apr 4, 2017
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-7.69% May 14, 2026 - Jul 30, 2026
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-7.37% Nov 28, 2017 - Jul 5, 2018
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-4.33% Sep 4, 2019 - Oct 23, 2019
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-3.78% Oct 23, 2019 - Dec 18, 2019
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-3.60% Feb 28, 2019 - Mar 28, 2019
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-3.22% Jul 8, 2016 - Aug 11, 2016
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-3.17% Jun 14, 2017 - Sep 29, 2017
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-2.86% Apr 7, 2017 - Apr 27, 2017
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-2.73% Jul 6, 2018 - Sep 4, 2018
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-2.71% Aug 26, 2016 - Sep 23, 2016