APOG vs. HRI
APOG (Apogee Enterprises, Inc.) and HRI (Herc Holdings Inc.) are both stocks. Both are in the Industrials sector — APOG in Building Products & Equipment, HRI in Rental & Leasing Services. Over the past 10 years, APOG returned 0.03%/yr vs 17.03%/yr for HRI. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
APOG vs. HRI - Performance Comparison
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Returns By Period
In the year-to-date period, APOG achieves a 8.71% return, which is significantly higher than HRI's 0.53% return. Over the past 10 years, APOG has underperformed HRI with an annualized return of 0.03%, while HRI has yielded a comparatively higher 17.03% annualized return.
APOG
- 1D
- 0.46%
- 1M
- -2.84%
- 6M
- 13.32%
- YTD
- 8.71%
- 1Y
- -8.74%
- 3Y*
- -4.48%
- 5Y*
- 2.69%
- 10Y*
- 0.03%
HRI
- 1D
- -0.81%
- 1M
- 2.14%
- 6M
- -9.31%
- YTD
- 0.53%
- 1Y
- 5.48%
- 3Y*
- 3.10%
- 5Y*
- 7.36%
- 10Y*
- 17.03%
APOG vs. HRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APOG Apogee Enterprises, Inc. | 8.71% | -47.77% | 35.84% | 22.81% | -5.71% | 55.23% | 0.57% | 10.89% | -33.77% | -13.72% |
HRI Herc Holdings Inc. | 0.53% | -20.09% | 29.38% | 15.53% | -14.43% | 136.37% | 35.70% | 88.30% | -58.49% | 55.90% |
Correlation
The correlation between APOG and HRI is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2016 | 0.54 |
The correlation between APOG and HRI has been stable across timeframes, ranging from 0.45 to 0.54 - a consistent structural relationship.
Fundamentals
APOG:
$813.86M
HRI:
$4.93B
APOG:
$3.18
HRI:
-$0.15
APOG:
0.60
HRI:
1.06
APOG:
1.62
HRI:
2.59
APOG:
$1.40B
HRI:
$4.65B
APOG:
$326.98M
HRI:
$1.36B
APOG:
$143.16M
HRI:
$1.12B
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Return for Risk
APOG vs. HRI — Risk / Return Rank
APOG
HRI
APOG vs. HRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apogee Enterprises, Inc. (APOG) and Herc Holdings Inc. (HRI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APOG | HRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.07 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 0.11 | -0.41 |
| Martin ratioReturn relative to average drawdown | -0.55 | 0.25 | -0.80 |
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Drawdowns
APOG vs. HRI - Drawdown Comparison
The maximum APOG drawdown since its inception was -84.96%, roughly equal to the maximum HRI drawdown of -82.20%. Use the drawdown chart below to compare losses from any high point for APOG and HRI.
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Drawdown Indicators
| APOG | HRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.96% | -82.20% | -2.76% |
Max Drawdown (1Y)Largest decline over 1 year | -29.12% | -49.50% | +20.38% |
Max Drawdown (3Y)Largest decline over 3 years | -62.46% | -60.90% | -1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -62.46% | -60.90% | -1.56% |
Max Drawdown (10Y)Largest decline over 10 years | -74.60% | -82.20% | +7.60% |
Current DrawdownCurrent decline from peak | -53.51% | -36.24% | -17.27% |
Average DrawdownAverage peak-to-trough decline | -29.09% | -28.26% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.98% | 21.58% | -5.60% |
Volatility
APOG vs. HRI - Volatility Comparison
Apogee Enterprises, Inc. (APOG) has a higher volatility of 19.94% compared to Herc Holdings Inc. (HRI) at 16.74%. This indicates that APOG's price experiences larger fluctuations and is considered to be riskier than HRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APOG | HRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.94% | 16.74% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 30.75% | 44.83% | -14.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.43% | 60.77% | -19.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.39% | 52.26% | -14.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.73% | 55.84% | -13.11% |
Dividends
APOG vs. HRI - Dividend Comparison
APOG's dividend yield for the trailing twelve months is around 2.72%, more than HRI's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APOG Apogee Enterprises, Inc. | 2.72% | 2.86% | 1.40% | 1.80% | 1.98% | 1.66% | 2.37% | 2.15% | 2.11% | 1.22% | 0.93% | 1.01% |
HRI Herc Holdings Inc. | 1.90% | 1.89% | 1.40% | 1.70% | 1.75% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
APOG vs. HRI - Financials Comparison
This section allows you to compare key financial metrics between Apogee Enterprises, Inc. and Herc Holdings Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
APOG vs. HRI - Profitability Comparison
APOG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Apogee Enterprises, Inc. reported a gross profit of 75.03M and revenue of 342.68M. Therefore, the gross margin over that period was 21.9%.
HRI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Herc Holdings Inc. reported a gross profit of 326.00M and revenue of 1.14B. Therefore, the gross margin over that period was 28.6%.
APOG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Apogee Enterprises, Inc. reported an operating income of 18.84M and revenue of 342.68M, resulting in an operating margin of 5.5%.
HRI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Herc Holdings Inc. reported an operating income of 175.00M and revenue of 1.14B, resulting in an operating margin of 15.4%.
APOG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Apogee Enterprises, Inc. reported a net income of 11.54M and revenue of 342.68M, resulting in a net margin of 3.4%.
HRI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Herc Holdings Inc. reported a net income of -24.00M and revenue of 1.14B, resulting in a net margin of -2.1%.
Frequently Asked Questions
APOG and HRI have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APOG has higher volatility (19.94%) compared to HRI (16.74%). In terms of maximum drawdown, APOG dropped -84.96% vs HRI's -82.20%.
HRI currently has the higher Sharpe Ratio (0.09 vs -0.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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