HGTY vs PHI

Comparison between Hagerty Inc - Class A (HGTY, Company) and PLDT Inc (PHI, Company).

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

5-Year PerformanceHGTY has outperformed PHI, delivering a return of +2.1% compared to -1.9%

HGTY vs PHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	PHI(COMPANY)
Market Cap	$3.74B	$3.75B
Max Drawdown	59.73%	85.95%
Sharpe Ratio	0.43	-0.77
5Y Beta	0.48	0.31
Industry	Insurance - Property & Casualty	Telecom Services
P/E Ratio	26.78	7.29
Forward P/E	21.98	6.85
PEG Ratio	0.36	2.41
Dividend Yield	N/A	8.73%
5Y Dividends CAGR	N/A	0.49%
5Y EPS CAGR	N/A	0.73%
Debt to Equity	104.54%	283.75%
Free Cash Flow Yield	5.11%	17.05%
P/S Ratio	2.59	0.02
P/B Ratio	4.94	1.90

Market Cap

HGTY

$3.74B

Winner

PHI

$3.75B

Max Drawdown

Winner

HGTY

59.73%

PHI

85.95%

Sharpe Ratio

Winner

HGTY

0.43

PHI

-0.77

5Y Beta

HGTY

0.48

Winner

PHI

0.31

Industry

HGTY

Insurance - Property & Casualty

PHI

Telecom Services

P/E Ratio

HGTY

26.78

Winner

PHI

7.29

Forward P/E

HGTY

21.98

Winner

PHI

6.85

PEG Ratio

Winner

HGTY

0.36

PHI

2.41

Dividend Yield

HGTY

N/A

PHI

8.73%

5Y Dividends CAGR

HGTY

N/A

PHI

0.49%

5Y EPS CAGR

HGTY

N/A

PHI

0.73%

Debt to Equity

Winner

HGTY

104.54%

PHI

283.75%

Free Cash Flow Yield

HGTY

5.11%

Winner

PHI

17.05%

P/S Ratio

HGTY

2.59

Winner

PHI

0.02

P/B Ratio

HGTY

4.94

Winner

PHI

1.90

HGTY vs PHI - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	PHI
1 month	+8.71%	-11.50%
3 months	+10.93%	-15.65%
6 months	-16.40%	-16.50%
1 year	+14.20%	-13.43%
5 years(CAGR)	+2.05%	-1.86%
10 years(CAGR)	N/A	-2.77%
Max(CAGR)	+2.17%	+4.59%

Winner

HGTY

+8.71%

PHI

-11.50%

Winner

HGTY

+10.93%

PHI

-15.65%

Winner

HGTY

-16.40%

PHI

-16.50%

Winner

HGTY

+14.20%

PHI

-13.43%

5Y(CAGR)

Winner

HGTY

+2.05%

PHI

-1.86%

10Y(CAGR)

HGTY

N/A

PHI

-2.77%

Max(CAGR)

HGTY

+2.17%

Winner

PHI

+4.59%

HGTY vs PHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGTY	PHI
2026	-17.41%	-16.77%
2025	+36.03%	+5.10%
2024	+22.62%	+0.80%
2023	-8.24%	+7.55%
2022	-41.80%	-31.32%
2021	+45.44%	+32.22%
2020	N/A	+51.15%
2019	N/A	-1.35%
2018	N/A	-28.25%
2017	N/A	+12.73%
2016	N/A	-30.41%
2015	N/A	-29.14%
2014	N/A	+13.92%
2013	N/A	+1.57%
2012	N/A	+10.84%
2011	N/A	+9.71%
2010	N/A	+10.47%
2009	N/A	+29.35%
2008	N/A	-33.36%
2007	N/A	+53.61%
2006	N/A	+51.18%
2005	N/A	+39.11%
2004	N/A	+37.79%
2003	N/A	+259.18%
2002	N/A	-37.82%
2001	N/A	-50.92%
2000	N/A	-36.32%
1999	N/A	+27.93%

HGTY vs PHI 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 PHI was -85.86%, occurring on Oct 22, 2002. Recovery took 1359 trading sessions.

The current HGTY drawdown is -42.23%. The current PHI drawdown is -55.04%.

Rank	HGTY	PHI
#1	-59.73% Dec 13, 2021 - May 11, 2022	-85.86% Jan 3, 2000 - Jun 1, 2005
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-73.00% Sep 5, 2014 - Mar 18, 2020
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-47.13% Dec 31, 2007 - Oct 4, 2010
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-23.91% May 15, 2013 - Aug 14, 2014
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-23.88% Oct 7, 2010 - Dec 20, 2011
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-23.65% May 8, 2006 - Sep 15, 2006
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-18.33% Jan 20, 2012 - Jul 3, 2012
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-17.74% Jul 23, 2007 - Aug 31, 2007
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-17.11% Jan 24, 2007 - May 29, 2007
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-13.11% Sep 14, 2012 - Jan 30, 2013
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-12.02% Nov 5, 1999 - Dec 10, 1999
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-9.85% Dec 10, 1999 - Jan 3, 2000
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-9.29% Aug 11, 2005 - Sep 28, 2005
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-9.22% Jan 9, 2006 - Jan 27, 2006
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-8.25% Feb 6, 2006 - Mar 17, 2006