HGTY vs OS

Comparison between Hagerty Inc - Class A (HGTY, Company) and OneStream Inc - Class A (OS, Company).

HGTY is from the Financial Services sector, while OS is from the Technology sector.

HGTY vs OS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	OS(COMPANY)
Market Cap	$4.42B	$4.43B
Max Drawdown	59.73%	51.67%
Sharpe Ratio	0.51	-0.14
5Y Beta	0.43	1.08
Industry	Insurance - Property & Casualty	Software - Infrastructure
P/E Ratio	34.26	-84.86
Forward P/E	21.98	N/A
PEG Ratio	0.56	N/A
Debt to Equity	100.23%	2.93%
Free Cash Flow Yield	6.95%	2.16%

Market Cap

HGTY

$4.42B

Winner

$4.43B

Max Drawdown

HGTY

59.73%

Winner

51.67%

Sharpe Ratio

Winner

HGTY

0.51

-0.14

5Y Beta

Winner

HGTY

0.43

1.08

Industry

HGTY

Insurance - Property & Casualty

Software - Infrastructure

P/E Ratio

HGTY

34.26

Winner

-84.86

Forward P/E

HGTY

21.98

N/A

PEG Ratio

HGTY

0.56

N/A

Debt to Equity

HGTY

100.23%

Winner

2.93%

Free Cash Flow Yield

Winner

HGTY

6.95%

2.16%

HGTY vs OS - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	OS
1 month	+3.85%	+0.00%
3 months	+25.97%	+0.00%
6 months	+7.38%	+2.08%
1 year	+14.40%	+16.22%
5 years(CAGR)	+5.97%	N/A
Max(CAGR)	+5.61%	-5.32%

Winner

HGTY

+3.85%

+0.00%

Winner

HGTY

+25.97%

+0.00%

Winner

HGTY

+7.38%

+2.08%

HGTY

+14.40%

Winner

+16.22%

5Y(CAGR)

HGTY

+5.97%

N/A

Max(CAGR)

Winner

HGTY

+5.61%

-5.32%

HGTY vs OS - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HGTY	OS
2026	-1.52%	+35.44%
2025	+36.03%	-34.96%
2024	+22.62%	+6.22%
2023	-8.24%	N/A
2022	-41.80%	N/A
2021	+45.44%	N/A

HGTY vs OS 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 OS was -51.67%, occurring on Oct 16, 2025. This drawdown has not yet recovered.

The current HGTY drawdown is -31.12%. The current OS drawdown is -30.33%.

Rank	HGTY	OS
#1	-59.73% Dec 13, 2021 - May 11, 2022	-51.67% Nov 13, 2024 - Oct 16, 2025
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-16.37% Sep 23, 2024 - Nov 11, 2024
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-10.03% Aug 30, 2024 - Sep 20, 2024
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-4.31% Jul 30, 2024 - Aug 14, 2024
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-2.66% Aug 21, 2024 - Aug 26, 2024
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-2.42% Nov 11, 2024 - Nov 13, 2024
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-1.67% Aug 26, 2024 - Aug 29, 2024
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-1.07% Aug 15, 2024 - Aug 19, 2024
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-0.54% Jul 26, 2024 - Jul 30, 2024
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	N/A
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	N/A
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	N/A
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	N/A
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	N/A
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	N/A

Correlation

Correlation between HGTY and OS is -0.30 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.30

-101