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SMR vs HGTY

Comparison between NuScale Power Corporation - Class A (SMR, Company) and Hagerty Inc - Class A (HGTY, Company).

SMR is from the Industrials sector, while HGTY is from the Financial Services sector.

5-Year PerformanceSMR has outperformed HGTY, delivering a return of +3.2% compared to +2.1%

SMR vs HGTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SMR
$3.75B
Winner
HGTY
$3.76B
Max Drawdown
SMR
87.47%
Winner
HGTY
59.73%
Sharpe Ratio
SMR
-0.69
Winner
HGTY
0.43
5Y Beta
SMR
2.97
Winner
HGTY
0.47
Industry
SMR
Specialty Industrial Machinery
HGTY
Insurance - Property & Casualty
P/E Ratio
Winner
SMR
-5.26
HGTY
26.90
Forward P/E
SMR
N/A
HGTY
21.98
PEG Ratio
Winner
SMR
-0.04
HGTY
0.36
Debt to Equity
Winner
SMR
0.00%
HGTY
104.54%
Free Cash Flow Yield
SMR
-20.08%
Winner
HGTY
5.09%

SMR vs HGTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMR
+12.02%
HGTY
-1.09%
3M
SMR
-2.41%
Winner
HGTY
+5.02%
6M
SMR
-25.65%
Winner
HGTY
-16.58%
1Y
SMR
-70.02%
Winner
HGTY
+12.53%
5Y(CAGR)
Winner
SMR
+3.24%
HGTY
+2.14%
Max(CAGR)
Winner
SMR
+3.04%
HGTY
+2.18%

SMR vs HGTY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearSMRHGTY
2026-28.02%-17.34%
2025-19.99%+36.03%
2024+471.02%+22.62%
2023-67.87%-8.24%
2022+1.89%-41.80%
2021-0.59%+45.44%
2020+1.71%N/A

SMR vs HGTY Drawdown Comparison

The maximum drawdown for SMR was -87.47%, occurring on Jan 18, 2024. Recovery took 472 trading sessions.

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

The current SMR drawdown is -78.03%. The current HGTY drawdown is -42.18%.

RankSMRHGTY
#1-87.47%
Aug 24, 2022 - Jul 12, 2024
-59.73%
Dec 13, 2021 - May 11, 2022
#2-82.86%
Oct 15, 2025 - Apr 7, 2026
-2.69%
Dec 3, 2021 - Dec 7, 2021
#3-58.29%
Nov 22, 2024 - May 23, 2025
-2.54%
Nov 4, 2021 - Nov 29, 2021
#4-55.85%
Jul 15, 2024 - Oct 16, 2024
-2.12%
Aug 5, 2021 - Aug 18, 2021
#5-36.81%
Jul 25, 2025 - Oct 15, 2025
-1.93%
Jun 16, 2021 - Aug 4, 2021
#6-26.96%
Feb 8, 2021 - Jul 20, 2022
-0.97%
Nov 29, 2021 - Dec 2, 2021
#7-18.87%
Jun 24, 2025 - Jul 16, 2025
-0.89%
Sep 14, 2021 - Oct 26, 2021
#8-16.05%
Oct 28, 2024 - Nov 8, 2024
-0.80%
Aug 20, 2021 - Sep 1, 2021
#9-14.10%
Jun 16, 2025 - Jun 24, 2025
-0.59%
Oct 26, 2021 - Nov 3, 2021
#10-13.95%
Aug 1, 2022 - Aug 24, 2022
-0.20%
Jun 8, 2021 - Jun 11, 2021
#11-12.58%
May 27, 2025 - Jun 11, 2025
-0.20%
Aug 18, 2021 - Aug 20, 2021
#12-11.56%
Jul 18, 2025 - Jul 24, 2025
-0.20%
Sep 1, 2021 - Sep 8, 2021
#13-9.18%
Oct 16, 2024 - Oct 28, 2024
-0.10%
Jun 4, 2021 - Jun 8, 2021
#14-7.89%
Nov 13, 2024 - Nov 18, 2024
-0.10%
Jun 11, 2021 - Jun 16, 2021
#15-6.68%
Jun 11, 2025 - Jun 16, 2025
-0.10%
Sep 8, 2021 - Sep 13, 2021

Correlation

Correlation between SMR and HGTY is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29
-101

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