HGTY vs FULT

Comparison between Hagerty Inc - Class A (HGTY, Company) and Fulton Financial Corp (FULT, Company).

Both HGTY and FULT are from the Financial Services sector.

5-Year PerformanceFULT has outperformed HGTY, delivering a return of +13.3% compared to +6.7%

HGTY vs FULT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	FULT(COMPANY)
Market Cap	$4.66B	$4.66B
Max Drawdown	59.73%	73.63%
Sharpe Ratio	0.65	1.36
5Y Beta	0.42	1.02
Industry	Insurance - Property & Casualty	Banks - Regional
P/E Ratio	36.14	12.16
Forward P/E	21.98	10.46
PEG Ratio	0.59	0.49
Dividend Yield	N/A	3.07%
5Y Dividends CAGR	N/A	9.90%
5Y EPS CAGR	N/A	10.59%
Debt to Equity	100.23%	0.00%
Free Cash Flow Yield	6.59%	8.97%
P/S Ratio	3.28	3.55
P/B Ratio	5.37	1.25

Market Cap

HGTY

$4.66B

Winner

FULT

$4.66B

Max Drawdown

Winner

HGTY

59.73%

FULT

73.63%

Sharpe Ratio

HGTY

0.65

Winner

FULT

1.36

5Y Beta

Winner

HGTY

0.42

FULT

1.02

Industry

HGTY

Insurance - Property & Casualty

FULT

Banks - Regional

P/E Ratio

HGTY

36.14

Winner

FULT

12.16

Forward P/E

HGTY

21.98

Winner

FULT

10.46

PEG Ratio

HGTY

0.59

Winner

FULT

0.49

Dividend Yield

HGTY

N/A

FULT

3.07%

5Y Dividends CAGR

HGTY

N/A

FULT

9.90%

5Y EPS CAGR

HGTY

N/A

FULT

10.59%

Debt to Equity

HGTY

100.23%

Winner

FULT

0.00%

Free Cash Flow Yield

HGTY

6.59%

Winner

FULT

8.97%

P/S Ratio

Winner

HGTY

3.28

FULT

3.55

P/B Ratio

HGTY

5.37

Winner

FULT

1.25

HGTY vs FULT - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	FULT
1 month	+12.02%	+0.04%
3 months	+32.14%	+13.88%
6 months	+8.02%	+8.37%
1 year	+45.72%	+42.69%
5 years(CAGR)	+6.70%	+13.26%
10 years(CAGR)	N/A	+9.76%
Max(CAGR)	+6.65%	+6.53%

Winner

HGTY

+12.02%

FULT

+0.04%

Winner

HGTY

+32.14%

FULT

+13.88%

HGTY

+8.02%

Winner

FULT

+8.37%

Winner

HGTY

+45.72%

FULT

+42.69%

5Y(CAGR)

HGTY

+6.70%

Winner

FULT

+13.26%

10Y(CAGR)

HGTY

N/A

FULT

+9.76%

Max(CAGR)

Winner

HGTY

+6.65%

FULT

+6.53%

HGTY vs FULT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGTY	FULT
2026	+3.50%	+26.62%
2025	+36.03%	+5.32%
2024	+22.62%	+21.44%
2023	-8.24%	+2.38%
2022	-41.80%	+1.75%
2021	+45.44%	+39.35%
2020	N/A	-23.71%
2019	N/A	+14.94%
2018	N/A	-10.78%
2017	N/A	-2.86%
2016	N/A	+52.39%
2015	N/A	+8.70%
2014	N/A	-1.54%
2013	N/A	+32.39%
2012	N/A	-0.79%
2011	N/A	-4.35%
2010	N/A	+18.66%
2009	N/A	-11.13%
2008	N/A	-6.65%
2007	N/A	-29.81%
2006	N/A	+3.77%
2005	N/A	-2.61%
2004	N/A	+10.94%
2003	N/A	+32.84%
2002	N/A	+7.27%
2001	N/A	+7.76%
2000	N/A	+38.98%
1999	N/A	-7.52%

HGTY vs FULT 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 FULT was -68.94%, occurring on Jul 21, 2009. Recovery took 2496 trading sessions.

The current HGTY drawdown is -27.61%. The current FULT drawdown is -3.77%.

Rank	HGTY	FULT
#1	-59.73% Dec 13, 2021 - May 11, 2022	-68.94% Jul 11, 2005 - Jun 10, 2015
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-49.38% Mar 9, 2018 - Mar 8, 2021
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-47.45% Nov 10, 2022 - Jul 11, 2024
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-29.85% Nov 25, 2024 - Jan 22, 2026
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-25.00% Jan 14, 2022 - Nov 7, 2022
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-21.81% Nov 29, 1999 - Mar 31, 2000
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-19.59% Jun 28, 2000 - Oct 31, 2000
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-19.10% Dec 1, 2015 - Aug 26, 2016
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-18.78% Dec 27, 2000 - Jul 30, 2001
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-18.45% May 17, 2021 - Jan 4, 2022
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-16.27% May 3, 2002 - Apr 14, 2003
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-15.79% Jul 23, 2024 - Nov 6, 2024
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-15.52% Feb 6, 2026 - Jun 10, 2026
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-14.73% Mar 1, 2017 - Mar 9, 2018
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-13.97% Jul 15, 2015 - Oct 23, 2015