HGTY vs SMG

Comparison between Hagerty Inc - Class A (HGTY, Company) and Scotts Miracle-Gro Company - Class A (SMG, Company).

HGTY is from the Financial Services sector, while SMG is from the Basic Materials sector.

5-Year PerformanceHGTY has outperformed SMG, delivering a return of +2.1% compared to -16.5%

HGTY vs SMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	SMG(COMPANY)
Market Cap	$3.76B	$3.76B
Max Drawdown	59.73%	84.07%
Sharpe Ratio	0.43	0.38
5Y Beta	0.47	0.91
Industry	Insurance - Property & Casualty	Agricultural Inputs
P/E Ratio	26.90	34.04
Forward P/E	21.98	15.22
PEG Ratio	0.36	0.16
Dividend Yield	N/A	4.19%
5Y Dividends CAGR	N/A	-15.01%
5Y EPS CAGR	N/A	-27.83%
Debt to Equity	104.54%	-819.48%
Free Cash Flow Yield	5.09%	10.09%

Market Cap

HGTY

$3.76B

Winner

SMG

$3.76B

Max Drawdown

Winner

HGTY

59.73%

SMG

84.07%

Sharpe Ratio

Winner

HGTY

0.43

SMG

0.38

5Y Beta

Winner

HGTY

0.47

SMG

0.91

Industry

HGTY

Insurance - Property & Casualty

SMG

Agricultural Inputs

P/E Ratio

Winner

HGTY

26.90

SMG

34.04

Forward P/E

HGTY

21.98

Winner

SMG

15.22

PEG Ratio

HGTY

0.36

Winner

SMG

0.16

Dividend Yield

HGTY

N/A

SMG

4.19%

5Y Dividends CAGR

HGTY

N/A

SMG

-15.01%

5Y EPS CAGR

HGTY

N/A

SMG

-27.83%

Debt to Equity

HGTY

104.54%

Winner

SMG

-819.48%

Free Cash Flow Yield

HGTY

5.09%

Winner

SMG

10.09%

HGTY vs SMG - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	SMG
1 month	-1.09%	+13.70%
3 months	+5.02%	+1.46%
6 months	-16.58%	+13.80%
1 year	+12.53%	+10.99%
5 years(CAGR)	+2.14%	-16.53%
10 years(CAGR)	N/A	+2.91%
Max(CAGR)	+2.18%	+7.45%

HGTY

-1.09%

Winner

SMG

+13.70%

Winner

HGTY

+5.02%

SMG

+1.46%

HGTY

-16.58%

Winner

SMG

+13.80%

Winner

HGTY

+12.53%

SMG

+10.99%

5Y(CAGR)

Winner

HGTY

+2.14%

SMG

-16.53%

10Y(CAGR)

HGTY

N/A

SMG

+2.91%

Max(CAGR)

HGTY

+2.18%

Winner

SMG

+7.45%

HGTY vs SMG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HGTY	SMG
2026	-17.34%	+11.10%
2025	+36.03%	-7.16%
2024	+22.62%	+7.12%
2023	-8.24%	+33.13%
2022	-41.80%	-69.50%
2021	+45.44%	-18.67%
2020	N/A	+97.51%
2019	N/A	+74.28%
2018	N/A	-41.80%
2017	N/A	+15.38%
2016	N/A	+53.44%
2015	N/A	+7.40%
2014	N/A	+8.57%
2013	N/A	+43.19%
2012	N/A	-4.15%
2011	N/A	-5.95%
2010	N/A	+32.39%
2009	N/A	+31.48%
2008	N/A	-17.80%
2007	N/A	-15.22%
2006	N/A	+11.99%
2005	N/A	+25.75%
2004	N/A	+23.44%
2003	N/A	+18.56%
2002	N/A	+4.74%
2001	N/A	+28.86%
2000	N/A	-3.42%
1999	N/A	+0.47%

HGTY vs SMG 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 SMG was -83.55%, occurring on Oct 11, 2022. This drawdown has not yet recovered.

The current HGTY drawdown is -42.18%. The current SMG drawdown is -69.03%.

Rank	HGTY	SMG
#1	-59.73% Dec 13, 2021 - May 11, 2022	-83.55% Apr 5, 2021 - Oct 11, 2022
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-64.94% Aug 9, 2007 - Apr 14, 2010
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-44.81% Jan 11, 2018 - Jul 31, 2019
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-38.04% Mar 4, 2020 - Apr 27, 2020
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-34.68% May 10, 2011 - Oct 17, 2013
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-31.24% Mar 31, 2000 - Jan 30, 2001
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-29.63% May 9, 2002 - Jan 8, 2003
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-29.26% May 17, 2001 - Dec 11, 2001
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-28.63% Nov 17, 1999 - Mar 31, 2000
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-24.82% Feb 1, 2006 - Oct 26, 2006
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-19.15% Apr 29, 2003 - Oct 28, 2003
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-19.01% Feb 12, 2021 - Mar 30, 2021
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-18.28% Apr 27, 2004 - Dec 1, 2004
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-16.32% Feb 21, 2007 - Aug 9, 2007
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-16.11% Jan 30, 2001 - Apr 27, 2001