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

Correlation

The correlation between HRI and APOG 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.


Performance

HRI vs. APOG - Performance Comparison

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

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Key characteristics

Sharpe Ratio

HRI:

-0.32

APOG:

-0.85

Sortino Ratio

HRI:

-0.15

APOG:

-1.20

Omega Ratio

HRI:

0.98

APOG:

0.84

Calmar Ratio

HRI:

-0.32

APOG:

-0.72

Martin Ratio

HRI:

-0.72

APOG:

-1.38

Ulcer Index

HRI:

25.54%

APOG:

28.65%

Daily Std Dev

HRI:

54.93%

APOG:

46.52%

Max Drawdown

HRI:

-82.20%

APOG:

-84.96%

Current Drawdown

HRI:

-47.32%

APOG:

-54.45%

Fundamentals

Market Cap

HRI:

$3.87B

APOG:

$876.08M

EPS

HRI:

$4.48

APOG:

$3.89

PE Ratio

HRI:

30.29

APOG:

10.44

PEG Ratio

HRI:

1.08

APOG:

1.57

PS Ratio

HRI:

1.07

APOG:

0.64

PB Ratio

HRI:

2.85

APOG:

1.82

Total Revenue (TTM)

HRI:

$3.43B

APOG:

$1.36B

Gross Profit (TTM)

HRI:

$1.12B

APOG:

$359.89M

EBITDA (TTM)

HRI:

$1.29B

APOG:

$164.84M

Returns By Period

In the year-to-date period, HRI achieves a -33.64% return, which is significantly higher than APOG's -44.37% return.


HRI

YTD

-33.64%

1M

12.29%

6M

-40.95%

1Y

-17.55%

3Y*

7.45%

5Y*

40.27%

10Y*

N/A

APOG

YTD

-44.37%

1M

-11.14%

6M

-51.13%

1Y

-39.40%

3Y*

0.84%

5Y*

16.90%

10Y*

-1.32%

*Annualized

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Herc Holdings Inc.

Apogee Enterprises, Inc.

Risk-Adjusted Performance

HRI vs. APOG — Risk-Adjusted Performance Rank

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

HRI
The Risk-Adjusted Performance Rank of HRI is 3333
Overall Rank
The Sharpe Ratio Rank of HRI is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of HRI is 3232
Sortino Ratio Rank
The Omega Ratio Rank of HRI is 3232
Omega Ratio Rank
The Calmar Ratio Rank of HRI is 3030
Calmar Ratio Rank
The Martin Ratio Rank of HRI is 3535
Martin Ratio Rank

APOG
The Risk-Adjusted Performance Rank of APOG is 99
Overall Rank
The Sharpe Ratio Rank of APOG is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of APOG is 99
Sortino Ratio Rank
The Omega Ratio Rank of APOG is 99
Omega Ratio Rank
The Calmar Ratio Rank of APOG is 88
Calmar Ratio Rank
The Martin Ratio Rank of APOG is 1010
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.

HRI vs. APOG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Herc Holdings Inc. (HRI) and Apogee Enterprises, Inc. (APOG). 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 current HRI Sharpe Ratio is -0.32, which is higher than the APOG Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of HRI and APOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

HRI vs. APOG - Dividend Comparison

HRI's dividend yield for the trailing twelve months is around 2.15%, less than APOG's 2.60% yield.


TTM20242023202220212020201920182017201620152014
HRI
Herc Holdings Inc.
2.15%1.40%1.70%1.75%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
APOG
Apogee Enterprises, Inc.
2.60%1.40%1.80%1.98%1.66%2.37%2.15%2.11%1.22%0.93%1.01%0.94%

Drawdowns

HRI vs. APOG - Drawdown Comparison

The maximum HRI drawdown since its inception was -82.20%, roughly equal to the maximum APOG drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for HRI and APOG. For additional features, visit the drawdowns tool.


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Volatility

HRI vs. APOG - Volatility Comparison

Herc Holdings Inc. (HRI) has a higher volatility of 17.94% compared to Apogee Enterprises, Inc. (APOG) at 16.58%. This indicates that HRI's price experiences larger fluctuations and is considered to be riskier than APOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

HRI vs. APOG - Financials Comparison

This section allows you to compare key financial metrics between Herc Holdings Inc. and Apogee Enterprises, 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
861.00M
345.69M
(HRI) Total Revenue
(APOG) Total Revenue
Values in USD except per share items

HRI vs. APOG - Profitability Comparison

The chart below illustrates the profitability comparison between Herc Holdings Inc. and Apogee Enterprises, 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
32.3%
21.6%
(HRI) Gross Margin
(APOG) Gross Margin
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 - 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 - 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 - 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 - 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%.

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%.