PHI vs HGTY

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

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

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

PHI vs HGTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

PHI

$3.75B

HGTY

$3.74B

Max Drawdown

PHI

85.95%

Winner

HGTY

59.73%

Sharpe Ratio

PHI

-0.77

Winner

HGTY

0.43

5Y Beta

Winner

PHI

0.31

HGTY

0.48

Industry

PHI

Telecom Services

HGTY

Insurance - Property & Casualty

P/E Ratio

Winner

PHI

7.29

HGTY

26.78

Forward P/E

Winner

PHI

6.85

HGTY

21.98

PEG Ratio

PHI

2.41

Winner

HGTY

0.36

Dividend Yield

PHI

8.73%

HGTY

N/A

5Y Dividends CAGR

PHI

0.49%

HGTY

N/A

5Y EPS CAGR

PHI

0.73%

HGTY

N/A

Debt to Equity

PHI

283.75%

Winner

HGTY

104.54%

Free Cash Flow Yield

Winner

PHI

17.05%

HGTY

5.11%

P/S Ratio

Winner

PHI

0.02

HGTY

2.59

P/B Ratio

Winner

PHI

1.90

HGTY

4.94

PHI vs HGTY - Historical Returns

Returns include dividend reinvestment.

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

PHI

-11.50%

Winner

HGTY

+8.71%

PHI

-15.65%

Winner

HGTY

+10.93%

PHI

-16.50%

Winner

HGTY

-16.40%

PHI

-13.43%

Winner

HGTY

+14.20%

5Y(CAGR)

PHI

-1.86%

Winner

HGTY

+2.05%

10Y(CAGR)

PHI

-2.77%

HGTY

N/A

Max(CAGR)

Winner

PHI

+4.59%

HGTY

+2.17%

PHI vs HGTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PHI vs HGTY Drawdown Comparison

The maximum drawdown for PHI was -85.86%, occurring on Oct 22, 2002. Recovery took 1359 trading sessions.

The maximum drawdown for HGTY was -59.73%, occurring on May 11, 2022. This drawdown has not yet recovered.

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

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