SG vs HRTG

Comparison between Sweetgreen Inc - Class A (SG, Company) and Heritage Insurance Holdings Inc (HRTG, Company).

SG is from the Consumer Cyclical sector, while HRTG is from the Financial Services sector.

5-Year PerformanceHRTG has outperformed SG, delivering a return of +27.5% compared to -35.9%

SG vs HRTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SG(COMPANY)	HRTG(COMPANY)
Market Cap	$797M	$796M
Max Drawdown	91.13%	95.13%
Sharpe Ratio	-0.62	0.61
5Y Beta	1.61	0.48
Industry	Restaurants	Insurance - Property & Casualty
P/E Ratio	19.50	4.01
Forward P/E	14.18	N/A
PEG Ratio	N/A	0.03
5Y Dividends CAGR	N/A	0.00%
Debt to Equity	0.00%	14.91%
Free Cash Flow Yield	-14.91%	24.93%
P/S Ratio	1.18	0.98
P/B Ratio	1.72	1.65

Market Cap

Winner

$797M

HRTG

$796M

Max Drawdown

Winner

91.13%

HRTG

95.13%

Sharpe Ratio

-0.62

Winner

HRTG

0.61

5Y Beta

1.61

Winner

HRTG

0.48

Industry

Restaurants

HRTG

Insurance - Property & Casualty

P/E Ratio

19.50

Winner

HRTG

4.01

Forward P/E

14.18

HRTG

N/A

PEG Ratio

N/A

HRTG

0.03

5Y Dividends CAGR

N/A

HRTG

0.00%

Debt to Equity

Winner

0.00%

HRTG

14.91%

Free Cash Flow Yield

-14.91%

Winner

HRTG

24.93%

P/S Ratio

1.18

Winner

HRTG

0.98

P/B Ratio

1.72

Winner

HRTG

1.65

SG vs HRTG - Historical Returns

Returns include dividend reinvestment.

Period	SG	HRTG
1 month	-32.02%	+15.13%
3 months	-4.75%	-2.67%
6 months	-21.96%	+1.68%
1 year	-52.41%	+22.74%
5 years(CAGR)	-35.94%	+27.47%
10 years(CAGR)	N/A	+9.28%
Max(CAGR)	-35.94%	+8.43%

-32.02%

Winner

HRTG

+15.13%

-4.75%

Winner

HRTG

-2.67%

-21.96%

Winner

HRTG

+1.68%

-52.41%

Winner

HRTG

+22.74%

5Y(CAGR)

-35.94%

Winner

HRTG

+27.47%

10Y(CAGR)

N/A

HRTG

+9.28%

Max(CAGR)

-35.94%

Winner

HRTG

+8.43%

SG vs HRTG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	SG	HRTG
2026	-10.25%	-2.64%
2025	-78.93%	+139.44%
2024	+189.61%	+87.89%
2023	+30.64%	+252.43%
2022	-72.78%	-68.65%
2021	-35.35%	-41.81%
2020	N/A	-21.15%
2019	N/A	-9.90%
2018	N/A	-15.53%
2017	N/A	+14.64%
2016	N/A	-23.76%
2015	N/A	+11.63%
2014	N/A	+68.96%

SG vs HRTG Drawdown Comparison

The maximum drawdown for SG was -91.13%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for HRTG was -94.36%, occurring on Oct 20, 2022. Recovery took 2466 trading sessions.

The current SG drawdown is -88.26%. The current HRTG drawdown is -14.71%.

Rank	SG	HRTG
#1	-91.13% Nov 19, 2021 - Mar 27, 2026	-94.36% Jul 17, 2015 - May 7, 2025
#2	N/A	-32.95% Nov 14, 2025 - Jun 3, 2026
#3	N/A	-26.90% May 9, 2025 - Sep 19, 2025
#4	N/A	-19.47% Sep 19, 2025 - Nov 7, 2025
#5	N/A	-11.87% Mar 11, 2015 - Jun 30, 2015
#6	N/A	-11.09% Nov 5, 2014 - Dec 9, 2014
#7	N/A	-10.65% Jul 1, 2014 - Oct 21, 2014
#8	N/A	-5.07% Dec 23, 2014 - Feb 5, 2015
#9	N/A	-5.00% Dec 9, 2014 - Dec 22, 2014
#10	N/A	-4.26% Jun 20, 2014 - Jul 1, 2014
#11	N/A	-3.08% Jun 9, 2014 - Jun 11, 2014
#12	N/A	-2.63% Jul 6, 2015 - Jul 14, 2015
#13	N/A	-2.13% Nov 7, 2025 - Nov 12, 2025
#14	N/A	-1.90% Mar 6, 2015 - Mar 11, 2015
#15	N/A	-1.79% Oct 21, 2014 - Oct 24, 2014

Correlation

Correlation between SG and HRTG is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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