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APOG vs. HRI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between APOG and HRI is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

APOG vs. HRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apogee Enterprises, Inc. (APOG) and Herc Holdings Inc. (HRI). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%NovemberDecember2025FebruaryMarchApril
0.59%
252.36%
APOG
HRI

Key characteristics

Sharpe Ratio

APOG:

-0.76

HRI:

-0.51

Sortino Ratio

APOG:

-1.00

HRI:

-0.49

Omega Ratio

APOG:

0.86

HRI:

0.94

Calmar Ratio

APOG:

-0.64

HRI:

-0.47

Martin Ratio

APOG:

-1.37

HRI:

-1.17

Ulcer Index

APOG:

25.56%

HRI:

23.13%

Daily Std Dev

APOG:

45.93%

HRI:

53.14%

Max Drawdown

APOG:

-84.96%

HRI:

-82.20%

Current Drawdown

APOG:

-54.29%

HRI:

-53.96%

Fundamentals

Market Cap

APOG:

$858.48M

HRI:

$3.17B

EPS

APOG:

$3.93

HRI:

$4.48

PE Ratio

APOG:

10.11

HRI:

24.80

PEG Ratio

APOG:

1.57

HRI:

1.08

PS Ratio

APOG:

0.62

HRI:

0.85

PB Ratio

APOG:

1.77

HRI:

2.26

Total Revenue (TTM)

APOG:

$1.36B

HRI:

$3.43B

Gross Profit (TTM)

APOG:

$359.89M

HRI:

$1.12B

EBITDA (TTM)

APOG:

$163.99M

HRI:

$1.29B

Returns By Period

The year-to-date returns for both investments are quite close, with APOG having a -44.17% return and HRI slightly higher at -41.99%.


APOG

YTD

-44.17%

1M

-14.38%

6M

-47.45%

1Y

-34.74%

5Y*

17.86%

10Y*

-1.38%

HRI

YTD

-41.99%

1M

-18.49%

6M

-47.62%

1Y

-22.23%

5Y*

34.95%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

APOG vs. HRI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APOG
The Risk-Adjusted Performance Rank of APOG is 1212
Overall Rank
The Sharpe Ratio Rank of APOG is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of APOG is 1313
Sortino Ratio Rank
The Omega Ratio Rank of APOG is 1212
Omega Ratio Rank
The Calmar Ratio Rank of APOG is 1212
Calmar Ratio Rank
The Martin Ratio Rank of APOG is 1212
Martin Ratio Rank

HRI
The Risk-Adjusted Performance Rank of HRI is 2323
Overall Rank
The Sharpe Ratio Rank of HRI is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of HRI is 2424
Sortino Ratio Rank
The Omega Ratio Rank of HRI is 2525
Omega Ratio Rank
The Calmar Ratio Rank of HRI is 2222
Calmar Ratio Rank
The Martin Ratio Rank of HRI is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

APOG vs. HRI - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for APOG, currently valued at -0.76, compared to the broader market-2.00-1.000.001.002.003.00
APOG: -0.76
HRI: -0.51
The chart of Sortino ratio for APOG, currently valued at -1.00, compared to the broader market-6.00-4.00-2.000.002.004.00
APOG: -1.00
HRI: -0.49
The chart of Omega ratio for APOG, currently valued at 0.86, compared to the broader market0.501.001.502.00
APOG: 0.86
HRI: 0.94
The chart of Calmar ratio for APOG, currently valued at -0.64, compared to the broader market0.001.002.003.004.005.00
APOG: -0.64
HRI: -0.47
The chart of Martin ratio for APOG, currently valued at -1.37, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
APOG: -1.37
HRI: -1.17

The current APOG Sharpe Ratio is -0.76, which is lower than the HRI Sharpe Ratio of -0.51. The chart below compares the historical Sharpe Ratios of APOG and HRI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.76
-0.51
APOG
HRI

Dividends

APOG vs. HRI - Dividend Comparison

APOG's dividend yield for the trailing twelve months is around 2.55%, more than HRI's 2.46% yield.


TTM20242023202220212020201920182017201620152014
APOG
Apogee Enterprises, Inc.
2.55%1.40%1.80%1.98%1.66%2.37%2.15%2.11%1.22%0.93%1.01%0.94%
HRI
Herc Holdings Inc.
2.46%1.40%1.70%1.75%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-54.29%
-53.96%
APOG
HRI

Volatility

APOG vs. HRI - Volatility Comparison

The current volatility for Apogee Enterprises, Inc. (APOG) is 17.73%, while Herc Holdings Inc. (HRI) has a volatility of 25.47%. This indicates that APOG experiences smaller price fluctuations and is considered to be less risky than HRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
17.73%
25.47%
APOG
HRI

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B20212022202320242025
345.69M
861.00M
(APOG) Total Revenue
(HRI) Total Revenue
Values in USD except per share items

APOG vs. HRI - Profitability Comparison

The chart below illustrates the profitability comparison between Apogee Enterprises, Inc. and Herc Holdings Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%35.0%40.0%20212022202320242025
21.6%
32.3%
(APOG) Gross Margin
(HRI) Gross Margin
APOG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apogee Enterprises, Inc. reported a gross profit of 74.57M and revenue of 345.69M. Therefore, the gross margin over that period was 21.6%.
HRI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Herc Holdings Inc. reported a gross profit of 278.00M and revenue of 861.00M. Therefore, the gross margin over that period was 32.3%.
APOG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apogee Enterprises, Inc. reported an operating income of 6.14M and revenue of 345.69M, resulting in an operating margin of 1.8%.
HRI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Herc Holdings Inc. reported an operating income of 127.00M and revenue of 861.00M, resulting in an operating margin of 14.8%.
APOG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apogee Enterprises, Inc. reported a net income of 2.49M and revenue of 345.69M, resulting in a net margin of 0.7%.
HRI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Herc Holdings Inc. reported a net income of -18.00M and revenue of 861.00M, resulting in a net margin of -2.1%.