HGTY vs LION

Comparison between Hagerty Inc - Class A (HGTY, Company) and Lionsgate Studios Corp - New (LION, Company).

Both HGTY and LION are from the Financial Services sector.

HGTY vs LION - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	LION(COMPANY)
Market Cap	$3.97B	$3.95B
Max Drawdown	59.73%	31.41%
Sharpe Ratio	0.43	1.58
5Y Beta	0.43	0.74
Industry	Insurance - Property & Casualty	Shell Companies
P/E Ratio	28.36	-19.63
Forward P/E	21.98	31.06
PEG Ratio	0.38	N/A
Debt to Equity	104.54%	-162.65%
Free Cash Flow Yield	4.83%	0.29%
P/S Ratio	2.73	1.47
P/B Ratio	5.46	1.35

Market Cap

Winner

HGTY

$3.97B

LION

$3.95B

Max Drawdown

HGTY

59.73%

Winner

LION

31.41%

Sharpe Ratio

HGTY

0.43

Winner

LION

1.58

5Y Beta

Winner

HGTY

0.43

LION

0.74

Industry

HGTY

Insurance - Property & Casualty

LION

Shell Companies

P/E Ratio

HGTY

28.36

Winner

LION

-19.63

Forward P/E

Winner

HGTY

21.98

LION

31.06

PEG Ratio

HGTY

0.38

LION

N/A

Debt to Equity

HGTY

104.54%

Winner

LION

-162.65%

Free Cash Flow Yield

Winner

HGTY

4.83%

LION

0.29%

P/S Ratio

HGTY

2.73

Winner

LION

1.47

P/B Ratio

HGTY

5.46

Winner

LION

1.35

HGTY vs LION - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	LION
1 month	+1.70%	-13.04%
3 months	+9.11%	+16.71%
6 months	-7.19%	+36.82%
1 year	+9.83%	+105.23%
5 years(CAGR)	+3.50%	N/A
Max(CAGR)	+3.56%	+73.23%

Winner

HGTY

+1.70%

LION

-13.04%

HGTY

+9.11%

Winner

LION

+16.71%

HGTY

-7.19%

Winner

LION

+36.82%

HGTY

+9.83%

Winner

LION

+105.23%

5Y(CAGR)

HGTY

+3.50%

LION

N/A

Max(CAGR)

HGTY

+3.56%

Winner

LION

+73.23%

HGTY vs LION - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HGTY	LION
2026	-11.22%	+43.44%
2025	+36.03%	+33.67%
2024	+22.62%	N/A
2023	-8.24%	N/A
2022	-41.80%	N/A
2021	+45.44%	N/A

HGTY vs LION 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 LION was -31.41%, occurring on Jul 7, 2025. Recovery took 151 trading sessions.

The current HGTY drawdown is -37.90%. The current LION drawdown is -18.66%.

Rank	HGTY	LION
#1	-59.73% Dec 13, 2021 - May 11, 2022	-31.41% May 7, 2025 - Dec 11, 2025
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-18.96% Jun 26, 2026 - Jul 13, 2026
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-18.26% Jan 23, 2026 - Mar 5, 2026
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-13.79% Mar 6, 2026 - Apr 10, 2026
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-10.64% May 22, 2026 - Jun 16, 2026
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-9.80% Apr 17, 2026 - May 1, 2026
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-8.91% Dec 29, 2025 - Jan 16, 2026
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-8.31% Jun 16, 2026 - Jun 26, 2026
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-5.33% May 6, 2026 - May 21, 2026
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-3.88% Apr 14, 2026 - Apr 17, 2026
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-2.82% Jan 20, 2026 - Jan 23, 2026
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-2.58% Dec 18, 2025 - Dec 23, 2025
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-0.89% Dec 23, 2025 - Dec 26, 2025
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-0.73% Dec 11, 2025 - Dec 16, 2025
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-0.59% May 5, 2025 - May 7, 2025