HRI vs SPY

Comparison between Herc Holdings Inc (HRI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HRI, delivering a return of +13.9% compared to +6.2%

HRI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRI(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.43B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	94.21%	56.47%
Sharpe Ratio	0.20	1.72
5Y Beta	1.60	1.00
Industry	Rental & Leasing Services	N/A
P/E Ratio	-894.00	28.68
Forward P/E	16.13	22.00
PEG Ratio	0.06	N/A
Dividend Yield	2.11%	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	0.00%	34.04%
Free Cash Flow Yield	23.15%	N/A
P/S Ratio	0.93	3.85
P/B Ratio	2.33	5.68

Market Cap / Net Assets

HRI

$4.43B

Winner

SPY

$735B

Expense Ratio

HRI

N/A

SPY

0.09%

Max Drawdown

HRI

94.21%

Winner

SPY

56.47%

Sharpe Ratio

HRI

0.20

Winner

SPY

1.72

5Y Beta

HRI

1.60

Winner

SPY

1.00

Industry

HRI

Rental & Leasing Services

SPY

N/A

P/E Ratio

Winner

HRI

-894.00

SPY

28.68

Forward P/E

Winner

HRI

16.13

SPY

22.00

PEG Ratio

HRI

0.06

SPY

N/A

Dividend Yield

HRI

2.11%

SPY

N/A

5Y Dividends CAGR

HRI

N/A

SPY

5.43%

5Y EPS CAGR

HRI

N/A

SPY

26.37%

Debt to Equity

Winner

HRI

0.00%

SPY

34.04%

Free Cash Flow Yield

HRI

23.15%

SPY

N/A

P/S Ratio

Winner

HRI

0.93

SPY

3.85

P/B Ratio

Winner

HRI

2.33

SPY

5.68

HRI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	HRI	SPY
1 month	+20.66%	+5.49%
3 months	-15.52%	+8.03%
6 months	-0.95%	+13.34%
1 year	+5.68%	+28.89%
5 years(CAGR)	+6.25%	+13.90%
10 years(CAGR)	+32.09%	+15.59%
Max(CAGR)	+11.89%	+8.51%

Winner

HRI

+20.66%

SPY

+5.49%

HRI

-15.52%

Winner

SPY

+8.03%

HRI

-0.95%

Winner

SPY

+13.34%

HRI

+5.68%

Winner

SPY

+28.89%

5Y(CAGR)

HRI

+6.25%

Winner

SPY

+13.90%

10Y(CAGR)

Winner

HRI

+32.09%

SPY

+15.59%

Max(CAGR)

Winner

HRI

+11.89%

SPY

+8.51%

HRI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRI	SPY
2026	-14.50%	+9.02%
2025	-18.68%	+18.00%
2024	+30.24%	+25.59%
2023	+15.22%	+26.72%
2022	-13.15%	-18.64%
2021	+147.76%	+30.52%
2020	+34.60%	+17.28%
2019	+77.51%	+31.09%
2018	-58.98%	-5.24%
2017	+55.90%	+20.78%
2016	+186.65%	+13.59%
2015	-43.13%	+1.31%
2014	-13.04%	+14.56%
2013	+70.36%	+29.00%
2012	+36.15%	+14.17%
2011	-20.27%	+0.85%
2010	+21.97%	+13.14%
2009	+124.48%	+22.67%
2008	-66.78%	-36.25%
2007	-8.04%	+5.32%
2006	+10.62%	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

HRI vs SPY Drawdown Comparison

The maximum drawdown for HRI was -94.21%, occurring on Nov 21, 2008. Recovery took 1519 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HRI drawdown is -44.31%. The current SPY drawdown is -0.73%.

Rank	HRI	SPY
#1	-94.21% Jun 28, 2007 - Jul 11, 2013	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-82.20% Mar 9, 2018 - Jan 12, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-77.50% Aug 19, 2014 - Jul 1, 2016	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-60.90% Nov 6, 2024 - Apr 2, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-55.56% Nov 9, 2021 - Oct 22, 2024	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-33.67% Feb 1, 2017 - Nov 8, 2017	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-22.99% Jul 18, 2013 - Dec 31, 2013	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-22.02% Aug 5, 2016 - Nov 10, 2016	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-18.69% Jan 24, 2018 - Mar 6, 2018	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-17.73% Apr 10, 2007 - Jun 13, 2007	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-15.21% Mar 17, 2021 - May 6, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-13.05% Jun 5, 2014 - Aug 18, 2014	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-12.69% Jan 2, 2014 - Feb 27, 2014	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-12.62% Jun 1, 2021 - Jul 21, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-12.12% Aug 12, 2021 - Sep 22, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HRI and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

HRI vs SPY dividend yield comparison.

Year	HRI	SPY
2026	0.54%	0.24%
2025	1.89%	1.07%
2024	1.40%	1.21%
2023	1.70%	1.40%
2022	1.75%	1.65%
2021	0.32%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%