SMG vs HGTY

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

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

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

SMG vs HGTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

SMG

$3.76B

HGTY

$3.76B

Max Drawdown

SMG

84.07%

Winner

HGTY

59.73%

Sharpe Ratio

SMG

0.38

Winner

HGTY

0.43

5Y Beta

SMG

0.91

Winner

HGTY

0.47

Industry

SMG

Agricultural Inputs

HGTY

Insurance - Property & Casualty

P/E Ratio

SMG

34.04

Winner

HGTY

26.90

Forward P/E

Winner

SMG

15.22

HGTY

21.98

PEG Ratio

Winner

SMG

0.16

HGTY

0.36

Dividend Yield

SMG

4.19%

HGTY

N/A

5Y Dividends CAGR

SMG

-15.01%

HGTY

N/A

5Y EPS CAGR

SMG

-27.83%

HGTY

N/A

Debt to Equity

Winner

SMG

-819.48%

HGTY

104.54%

Free Cash Flow Yield

Winner

SMG

10.09%

HGTY

5.09%

SMG vs HGTY - Historical Returns

Returns include dividend reinvestment.

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

Winner

SMG

+13.70%

HGTY

-1.09%

SMG

+1.46%

Winner

HGTY

+5.02%

Winner

SMG

+13.80%

HGTY

-16.58%

SMG

+10.99%

Winner

HGTY

+12.53%

5Y(CAGR)

SMG

-16.53%

Winner

HGTY

+2.14%

10Y(CAGR)

SMG

+2.91%

HGTY

N/A

Max(CAGR)

Winner

SMG

+7.45%

HGTY

+2.18%

SMG vs HGTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SMG vs HGTY Drawdown Comparison

The maximum drawdown for SMG was -83.55%, occurring on Oct 11, 2022. This drawdown has not yet recovered.

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

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

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