HGTY vs LBTYA

Comparison between Hagerty Inc - Class A (HGTY, Company) and Liberty Global plc - Class A (LBTYA, Company).

HGTY is from the Financial Services sector, while LBTYA is from the Communication Services sector.

5-Year PerformanceHGTY has outperformed LBTYA, delivering a return of +2.1% compared to -4.2%

HGTY vs LBTYA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	LBTYA(COMPANY)
Market Cap	$3.76B	$3.75B
Max Drawdown	59.73%	82.00%
Sharpe Ratio	0.43	0.46
5Y Beta	0.47	0.55
Industry	Insurance - Property & Casualty	Telecom Services
P/E Ratio	26.90	-1.00
Forward P/E	21.98	54.95
PEG Ratio	0.36	-0.00
Debt to Equity	104.54%	88.40%
Free Cash Flow Yield	5.09%	31.70%

Market Cap

Winner

HGTY

$3.76B

LBTYA

$3.75B

Max Drawdown

Winner

HGTY

59.73%

LBTYA

82.00%

Sharpe Ratio

HGTY

0.43

Winner

LBTYA

0.46

5Y Beta

Winner

HGTY

0.47

LBTYA

0.55

Industry

HGTY

Insurance - Property & Casualty

LBTYA

Telecom Services

P/E Ratio

HGTY

26.90

Winner

LBTYA

-1.00

Forward P/E

Winner

HGTY

21.98

LBTYA

54.95

PEG Ratio

HGTY

0.36

Winner

LBTYA

-0.00

Debt to Equity

HGTY

104.54%

Winner

LBTYA

88.40%

Free Cash Flow Yield

HGTY

5.09%

Winner

LBTYA

31.70%

HGTY vs LBTYA - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	LBTYA
1 month	-1.09%	-7.05%
3 months	+5.02%	-5.64%
6 months	-16.58%	+2.85%
1 year	+12.53%	+15.46%
5 years(CAGR)	+2.14%	-4.18%
10 years(CAGR)	N/A	-3.22%
Max(CAGR)	+2.18%	+4.76%

Winner

HGTY

-1.09%

LBTYA

-7.05%

Winner

HGTY

+5.02%

LBTYA

-5.64%

HGTY

-16.58%

Winner

LBTYA

+2.85%

HGTY

+12.53%

Winner

LBTYA

+15.46%

5Y(CAGR)

Winner

HGTY

+2.14%

LBTYA

-4.18%

10Y(CAGR)

HGTY

N/A

LBTYA

-3.22%

Max(CAGR)

HGTY

+2.18%

Winner

LBTYA

+4.76%

HGTY vs LBTYA - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HGTY	LBTYA
2026	-17.34%	+2.75%
2025	+36.03%	-15.09%
2024	+22.62%	+37.83%
2023	-8.24%	-10.34%
2022	-41.80%	-32.13%
2021	+45.44%	+14.11%
2020	N/A	+7.74%
2019	N/A	+6.46%
2018	N/A	-41.12%
2017	N/A	+16.93%
2016	N/A	-16.03%
2015	N/A	-5.25%
2014	N/A	+10.83%
2013	N/A	+36.63%
2012	N/A	+48.42%
2011	N/A	+12.57%
2010	N/A	+60.82%
2009	N/A	+26.68%
2008	N/A	-59.20%
2007	N/A	+33.53%
2006	N/A	+31.25%
2005	N/A	-5.35%
2004	N/A	+21.45%

HGTY vs LBTYA 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 LBTYA was -79.08%, occurring on Mar 9, 2009. Recovery took 947 trading sessions.

The current HGTY drawdown is -42.18%. The current LBTYA drawdown is -54.09%.

Rank	HGTY	LBTYA
#1	-59.73% Dec 13, 2021 - May 11, 2022	-79.08% Jul 18, 2007 - Apr 19, 2011
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-68.09% Aug 5, 2015 - Oct 27, 2023
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-32.49% Sep 16, 2005 - Nov 10, 2006
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-29.01% Jul 5, 2011 - Feb 3, 2012
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-23.42% Jun 3, 2004 - Nov 12, 2004
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-16.20% Jan 6, 2014 - Nov 7, 2014
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-14.96% May 10, 2011 - Jul 5, 2011
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-13.99% Mar 10, 2005 - Jun 22, 2005
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-12.68% May 8, 2013 - Jul 11, 2013
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-12.37% Mar 13, 2012 - Jul 17, 2012
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-11.67% Oct 19, 2012 - Dec 18, 2012
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-10.75% Nov 28, 2014 - Feb 13, 2015
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-10.06% Feb 1, 2013 - Mar 5, 2013
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-9.71% Mar 3, 2015 - May 21, 2015
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-9.44% Dec 17, 2004 - Mar 9, 2005