HGTY vs NVST

Comparison between Hagerty Inc - Class A (HGTY, Company) and Envista Holdings Corp (NVST, Company).

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

5-Year PerformanceHGTY has outperformed NVST, delivering a return of +4.6% compared to -9.9%

HGTY vs NVST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	NVST(COMPANY)
Market Cap	$4.19B	$4.19B
Max Drawdown	59.73%	71.00%
Sharpe Ratio	0.60	0.71
5Y Beta	0.45	1.27
Industry	Insurance - Property & Casualty	Medical Instruments & Supplies
P/E Ratio	30.00	62.32
Forward P/E	21.98	20.33
PEG Ratio	0.40	N/A
5Y EPS CAGR	N/A	-11.48%
Debt to Equity	104.54%	46.73%
Free Cash Flow Yield	4.56%	5.25%
P/S Ratio	2.90	1.57
P/B Ratio	5.77	1.46

Market Cap

Winner

HGTY

$4.19B

NVST

$4.19B

Max Drawdown

Winner

HGTY

59.73%

NVST

71.00%

Sharpe Ratio

HGTY

0.60

Winner

NVST

0.71

5Y Beta

Winner

HGTY

0.45

NVST

1.27

Industry

HGTY

Insurance - Property & Casualty

NVST

Medical Instruments & Supplies

P/E Ratio

Winner

HGTY

30.00

NVST

62.32

Forward P/E

HGTY

21.98

Winner

NVST

20.33

PEG Ratio

HGTY

0.40

NVST

N/A

5Y EPS CAGR

HGTY

N/A

NVST

-11.48%

Debt to Equity

HGTY

104.54%

Winner

NVST

46.73%

Free Cash Flow Yield

HGTY

4.56%

Winner

NVST

5.25%

P/S Ratio

HGTY

2.90

Winner

NVST

1.57

P/B Ratio

HGTY

5.77

Winner

NVST

1.46

HGTY vs NVST - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	NVST
1 month	+13.31%	+7.69%
3 months	+10.25%	-1.82%
6 months	-6.13%	+9.65%
1 year	+22.11%	+25.05%
5 years(CAGR)	+4.56%	-9.89%
Max(CAGR)	+4.59%	-1.11%

Winner

HGTY

+13.31%

NVST

+7.69%

Winner

HGTY

+10.25%

NVST

-1.82%

HGTY

-6.13%

Winner

NVST

+9.65%

HGTY

+22.11%

Winner

NVST

+25.05%

5Y(CAGR)

Winner

HGTY

+4.56%

NVST

-9.89%

Max(CAGR)

Winner

HGTY

+4.59%

NVST

-1.11%

HGTY vs NVST - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	HGTY	NVST
2026	-6.77%	+19.46%
2025	+36.03%	+13.61%
2024	+22.62%	-19.96%
2023	-8.24%	-29.15%
2022	-41.80%	-25.41%
2021	+45.44%	+36.75%
2020	N/A	+11.80%
2019	N/A	+6.05%

HGTY vs NVST 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 NVST was -71.00%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current HGTY drawdown is -34.79%. The current NVST drawdown is -49.10%.

Rank	HGTY	NVST
#1	-59.73% Dec 13, 2021 - May 11, 2022	-71.00% Mar 21, 2022 - Apr 8, 2025
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-64.13% Jan 22, 2020 - Dec 31, 2020
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-17.04% May 7, 2021 - Dec 23, 2021
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-11.54% Feb 16, 2022 - Mar 18, 2022
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-11.42% Dec 27, 2021 - Feb 10, 2022
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-11.15% Oct 29, 2019 - Jan 6, 2020
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-7.58% Sep 20, 2019 - Oct 10, 2019
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-6.67% Feb 12, 2021 - Mar 12, 2021
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-5.00% Mar 15, 2021 - Apr 5, 2021
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-4.39% Apr 7, 2021 - Apr 21, 2021
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-3.92% Oct 10, 2019 - Oct 15, 2019
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-3.59% Jan 13, 2020 - Jan 22, 2020
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-3.52% Jan 20, 2021 - Feb 3, 2021
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-3.33% Oct 23, 2019 - Oct 29, 2019
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-3.06% Oct 17, 2019 - Oct 23, 2019