HGTY vs INDB

Comparison between Hagerty Inc - Class A (HGTY, Company) and Independent Bank Corp (INDB, Company).

Both HGTY and INDB are from the Financial Services sector.

5-Year PerformanceINDB has outperformed HGTY, delivering a return of +3.2% compared to +1.9%

HGTY vs INDB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	INDB(COMPANY)
Market Cap	$3.83B	$3.83B
Max Drawdown	59.73%	70.36%
Sharpe Ratio	0.48	1.06
5Y Beta	0.51	N/A
Industry	Insurance - Property & Casualty	Banks - Regional
P/E Ratio	27.40	15.59
Forward P/E	21.98	10.62
PEG Ratio	0.37	1.11
Dividend Yield	N/A	3.11%
5Y Dividends CAGR	N/A	10.03%
5Y EPS CAGR	N/A	4.16%
Debt to Equity	104.54%	0.00%
Free Cash Flow Yield	5.00%	8.85%
P/S Ratio	2.60	4.27
P/B Ratio	5.14	1.04

Market Cap

HGTY

$3.83B

Winner

INDB

$3.83B

Max Drawdown

Winner

HGTY

59.73%

INDB

70.36%

Sharpe Ratio

HGTY

0.48

Winner

INDB

1.06

5Y Beta

HGTY

0.51

INDB

N/A

Industry

HGTY

Insurance - Property & Casualty

INDB

Banks - Regional

P/E Ratio

HGTY

27.40

Winner

INDB

15.59

Forward P/E

HGTY

21.98

Winner

INDB

10.62

PEG Ratio

Winner

HGTY

0.37

INDB

1.11

Dividend Yield

HGTY

N/A

INDB

3.11%

5Y Dividends CAGR

HGTY

N/A

INDB

10.03%

5Y EPS CAGR

HGTY

N/A

INDB

4.16%

Debt to Equity

HGTY

104.54%

Winner

INDB

0.00%

Free Cash Flow Yield

HGTY

5.00%

Winner

INDB

8.85%

P/S Ratio

Winner

HGTY

2.60

INDB

4.27

P/B Ratio

HGTY

5.14

Winner

INDB

1.04

HGTY vs INDB - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	INDB
1 month	+1.81%	+0.69%
3 months	-7.60%	-0.61%
6 months	-19.73%	+14.71%
1 year	+16.43%	+33.33%
5 years(CAGR)	+1.89%	+3.21%
10 years(CAGR)	N/A	+8.24%
Max(CAGR)	+1.89%	+9.78%

Winner

HGTY

+1.81%

INDB

+0.69%

HGTY

-7.60%

Winner

INDB

-0.61%

HGTY

-19.73%

Winner

INDB

+14.71%

HGTY

+16.43%

Winner

INDB

+33.33%

5Y(CAGR)

HGTY

+1.89%

Winner

INDB

+3.21%

10Y(CAGR)

HGTY

N/A

INDB

+8.24%

Max(CAGR)

HGTY

+1.89%

Winner

INDB

+9.78%

HGTY vs INDB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGTY	INDB
2026	-18.63%	+8.63%
2025	+36.03%	+19.78%
2024	+22.62%	+2.44%
2023	-8.24%	-17.02%
2022	-41.80%	+3.94%
2021	+45.44%	+15.04%
2020	N/A	-9.78%
2019	N/A	+18.14%
2018	N/A	+3.24%
2017	N/A	+1.19%
2016	N/A	+58.20%
2015	N/A	+13.16%
2014	N/A	+14.22%
2013	N/A	+34.53%
2012	N/A	+6.28%
2011	N/A	-0.44%
2010	N/A	+31.22%
2009	N/A	-17.19%
2008	N/A	+3.50%
2007	N/A	-22.69%
2006	N/A	+25.42%
2005	N/A	-11.86%
2004	N/A	+21.49%
2003	N/A	+24.60%
2002	N/A	+6.74%
2001	N/A	+81.79%
2000	N/A	+2.42%
1999	N/A	-5.83%

HGTY vs INDB 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 INDB was -68.87%, occurring on Mar 9, 2009. Recovery took 1526 trading sessions.

The current HGTY drawdown is -43.09%. The current INDB drawdown is -7.56%.

Rank	HGTY	INDB
#1	-59.73% Dec 13, 2021 - May 11, 2022	-68.87% Dec 27, 2006 - Jan 22, 2013
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-52.59% Mar 12, 2021 - Feb 3, 2026
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-42.91% Sep 7, 2018 - Feb 24, 2021
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-33.80% Apr 16, 2002 - Aug 12, 2003
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-31.92% Nov 3, 1999 - Aug 11, 2000
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-30.44% Sep 20, 2000 - Feb 13, 2001
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-29.03% Dec 1, 2004 - Nov 15, 2006
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-27.91% Aug 21, 2001 - Nov 20, 2001
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-20.30% Nov 27, 2015 - Aug 5, 2016
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-17.28% Feb 10, 2004 - Sep 9, 2004
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-15.54% Jan 4, 2017 - Jul 21, 2017
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-14.30% Feb 6, 2026 - Mar 18, 2026
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-13.73% Jul 20, 2015 - Nov 6, 2015
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-13.47% Apr 1, 2014 - Oct 31, 2014
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-12.73% Dec 30, 2014 - Mar 16, 2015