HGT.L vs. PSH.AS
Compare and contrast key facts about HgCapital Trust plc (HGT.L) and Pershing Square Holdings Ltd (PSH.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGT.L or PSH.AS.
Key characteristics
| HGT.L | PSH.AS | |
|---|---|---|
| YTD Return | 24.63% | 0.69% |
| 1Y Return | 41.57% | 26.02% |
| 3Y Return (Ann) | 9.77% | 5.68% |
| 5Y Return (Ann) | 18.40% | 21.65% |
| 10Y Return (Ann) | 34.84% | 7.27% |
| Sharpe Ratio | 1.56 | 0.95 |
| Sortino Ratio | 2.18 | 1.35 |
| Omega Ratio | 1.28 | 1.18 |
| Calmar Ratio | 2.98 | 1.09 |
| Martin Ratio | 8.47 | 2.46 |
| Ulcer Index | 4.34% | 8.69% |
| Daily Std Dev | 23.77% | 22.69% |
| Max Drawdown | -90.28% | -57.31% |
| Current Drawdown | -2.17% | -16.01% |
Fundamentals
| HGT.L | PSH.AS | |
|---|---|---|
| Market Cap | £2.44B | $8.52B |
| EPS | £0.50 | $13.17 |
| PE Ratio | 10.68 | 3.96 |
| Total Revenue (TTM) | £145.91M | $1.01B |
| Gross Profit (TTM) | £145.91M | $1.01B |
| EBITDA (TTM) | -£6.92M | -$25.06M |
Correlation
The correlation between HGT.L and PSH.AS is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HGT.L vs. PSH.AS - Performance Comparison
In the year-to-date period, HGT.L achieves a 24.63% return, which is significantly higher than PSH.AS's 0.69% return. Over the past 10 years, HGT.L has outperformed PSH.AS with an annualized return of 34.84%, while PSH.AS has yielded a comparatively lower 7.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HGT.L vs. PSH.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HgCapital Trust plc (HGT.L) and Pershing Square Holdings Ltd (PSH.AS). 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.
Dividends
HGT.L vs. PSH.AS - Dividend Comparison
HGT.L's dividend yield for the trailing twelve months is around 1.22%, which matches PSH.AS's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGT.L HgCapital Trust plc | 1.22% | 1.50% | 2.14% | 1.19% | 1.64% | 12.35% | 25.77% | 35.07% | 25.96% | 0.03% | 45.39% | 2.28% |
PSH.AS Pershing Square Holdings Ltd | 1.23% | 1.13% | 1.37% | 0.97% | 1.14% | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HGT.L vs. PSH.AS - Drawdown Comparison
The maximum HGT.L drawdown since its inception was -90.28%, which is greater than PSH.AS's maximum drawdown of -57.31%. Use the drawdown chart below to compare losses from any high point for HGT.L and PSH.AS. For additional features, visit the drawdowns tool.
Volatility
HGT.L vs. PSH.AS - Volatility Comparison
The current volatility for HgCapital Trust plc (HGT.L) is 6.32%, while Pershing Square Holdings Ltd (PSH.AS) has a volatility of 7.08%. This indicates that HGT.L experiences smaller price fluctuations and is considered to be less risky than PSH.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HGT.L vs. PSH.AS - Financials Comparison
This section allows you to compare key financial metrics between HgCapital Trust plc and Pershing Square Holdings Ltd. 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