HGTY vs TAC

Comparison between Hagerty Inc - Class A (HGTY, Company) and Transalta Corp (TAC, Company).

HGTY is from the Financial Services sector, while TAC is from the Utilities sector.

5-Year PerformanceTAC has outperformed HGTY, delivering a return of +8.1% compared to +4.1%

HGTY vs TAC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HGTY(COMPANY)	TAC(COMPANY)
Market Cap	$4.05B	$4.05B
Max Drawdown	59.73%	92.98%
Sharpe Ratio	0.55	0.45
5Y Beta	0.45	0.99
Industry	Insurance - Property & Casualty	Utilities - Independent Power Producers
P/E Ratio	28.98	-32.87
Forward P/E	21.98	123.46
PEG Ratio	0.39	6.98
Dividend Yield	N/A	1.91%
5Y Dividends CAGR	N/A	6.05%
5Y EPS CAGR	N/A	-16.12%
Debt to Equity	104.54%	317.20%
Free Cash Flow Yield	4.72%	9.22%
P/S Ratio	2.78	1.99
P/B Ratio	5.70	13.44

Market Cap

Winner

HGTY

$4.05B

TAC

$4.05B

Max Drawdown

Winner

HGTY

59.73%

TAC

92.98%

Sharpe Ratio

Winner

HGTY

0.55

TAC

0.45

5Y Beta

Winner

HGTY

0.45

TAC

0.99

Industry

HGTY

Insurance - Property & Casualty

TAC

Utilities - Independent Power Producers

P/E Ratio

HGTY

28.98

Winner

TAC

-32.87

Forward P/E

Winner

HGTY

21.98

TAC

123.46

PEG Ratio

Winner

HGTY

0.39

TAC

6.98

Dividend Yield

HGTY

N/A

TAC

1.91%

5Y Dividends CAGR

HGTY

N/A

TAC

6.05%

5Y EPS CAGR

HGTY

N/A

TAC

-16.12%

Debt to Equity

Winner

HGTY

104.54%

TAC

317.20%

Free Cash Flow Yield

HGTY

4.72%

Winner

TAC

9.22%

P/S Ratio

HGTY

2.78

Winner

TAC

1.99

P/B Ratio

Winner

HGTY

5.70

TAC

13.44

HGTY vs TAC - Historical Returns

Returns include dividend reinvestment.

Period	HGTY	TAC
1 month	+7.57%	-2.00%
3 months	+13.30%	-1.57%
6 months	-5.84%	+6.16%
1 year	+19.30%	+12.37%
5 years(CAGR)	+4.12%	+8.10%
10 years(CAGR)	N/A	+12.57%
Max(CAGR)	+4.02%	+3.93%

Winner

HGTY

+7.57%

TAC

-2.00%

Winner

HGTY

+13.30%

TAC

-1.57%

HGTY

-5.84%

Winner

TAC

+6.16%

Winner

HGTY

+19.30%

TAC

+12.37%

5Y(CAGR)

HGTY

+4.12%

Winner

TAC

+8.10%

10Y(CAGR)

HGTY

N/A

TAC

+12.57%

Max(CAGR)

Winner

HGTY

+4.02%

TAC

+3.93%

HGTY vs TAC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	HGTY	TAC
2026	-9.28%	+2.41%
2025	+36.03%	-8.79%
2024	+22.62%	+74.78%
2023	-8.24%	-4.75%
2022	-41.80%	-22.32%
2021	+45.44%	+47.54%
2020	N/A	+10.22%
2019	N/A	+74.50%
2018	N/A	-29.07%
2017	N/A	+11.22%
2016	N/A	+62.21%
2015	N/A	-56.43%
2014	N/A	-23.69%
2013	N/A	-11.31%
2012	N/A	-22.79%
2011	N/A	+1.55%
2010	N/A	-0.55%
2009	N/A	+14.60%
2008	N/A	-38.42%
2007	N/A	+50.81%
2006	N/A	+3.92%
2005	N/A	+52.78%
2004	N/A	+12.90%
2003	N/A	+37.37%
2002	N/A	-12.56%
2001	N/A	-11.63%

HGTY vs TAC 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 TAC was -88.14%, occurring on Jan 15, 2016. This drawdown has not yet recovered.

The current HGTY drawdown is -36.54%. The current TAC drawdown is -24.94%.

Rank	HGTY	TAC
#1	-59.73% Dec 13, 2021 - May 11, 2022	-88.14% Jul 21, 2008 - Jan 15, 2016
#2	-2.69% Dec 3, 2021 - Dec 7, 2021	-28.47% Aug 7, 2001 - Sep 4, 2003
#3	-2.54% Nov 4, 2021 - Nov 29, 2021	-18.20% Nov 6, 2007 - May 22, 2008
#4	-2.12% Aug 5, 2021 - Aug 18, 2021	-17.09% Jan 3, 2006 - Sep 18, 2006
#5	-1.93% Jun 16, 2021 - Aug 4, 2021	-16.89% Jul 1, 2008 - Jul 21, 2008
#6	-0.97% Nov 29, 2021 - Dec 2, 2021	-16.70% Jan 9, 2004 - Nov 4, 2004
#7	-0.89% Sep 14, 2021 - Oct 26, 2021	-14.33% Jul 18, 2007 - Sep 21, 2007
#8	-0.80% Aug 20, 2021 - Sep 1, 2021	-12.21% Jan 12, 2007 - Apr 20, 2007
#9	-0.59% Oct 26, 2021 - Nov 3, 2021	-9.85% Sep 18, 2006 - Nov 28, 2006
#10	-0.20% Jun 8, 2021 - Jun 11, 2021	-8.65% Oct 4, 2005 - Nov 25, 2005
#11	-0.20% Aug 18, 2021 - Aug 20, 2021	-8.10% Jun 1, 2007 - Jul 6, 2007
#12	-0.20% Sep 1, 2021 - Sep 8, 2021	-7.18% Jan 12, 2005 - May 10, 2005
#13	-0.10% Jun 4, 2021 - Jun 8, 2021	-6.13% Apr 24, 2007 - May 15, 2007
#14	-0.10% Jun 11, 2021 - Jun 16, 2021	-6.07% Dec 1, 2004 - Jan 7, 2005
#15	-0.10% Sep 8, 2021 - Sep 13, 2021	-5.46% Jun 17, 2008 - Jul 1, 2008