HRI vs. DG
Compare and contrast key facts about Herc Holdings Inc. (HRI) and Dollar General Corporation (DG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRI or DG.
Key characteristics
| HRI | DG | |
|---|---|---|
| YTD Return | 2.73% | 5.35% |
| 1Y Return | 56.89% | -34.77% |
| 3Y Return (Ann) | 13.93% | -11.54% |
| 5Y Return (Ann) | 27.40% | 3.60% |
| Sharpe Ratio | 1.28 | -0.91 |
| Daily Std Dev | 42.23% | 37.35% |
| Max Drawdown | -82.20% | -60.35% |
| Current Drawdown | -19.04% | -44.23% |
Fundamentals
| HRI | DG | |
|---|---|---|
| Market Cap | $4.32B | $31.21B |
| EPS | $12.11 | $7.54 |
| PE Ratio | 12.57 | 18.84 |
| PEG Ratio | 1.68 | 2.52 |
| Revenue (TTM) | $3.35B | $38.69B |
| Gross Profit (TTM) | $1.06B | $11.82B |
| EBITDA (TTM) | $795.00M | $3.30B |
Correlation
The correlation between HRI and DG is 0.20, 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
HRI vs. DG - Performance Comparison
In the year-to-date period, HRI achieves a 2.73% return, which is significantly lower than DG's 5.35% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HRI vs. DG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Herc Holdings Inc. (HRI) and Dollar General Corporation (DG). 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
HRI vs. DG - Dividend Comparison
HRI's dividend yield for the trailing twelve months is around 1.68%, more than DG's 1.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRI Herc Holdings Inc. | 1.68% | 1.70% | 1.75% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DG Dollar General Corporation | 1.66% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% |
Drawdowns
HRI vs. DG - Drawdown Comparison
The maximum HRI drawdown since its inception was -82.20%, which is greater than DG's maximum drawdown of -60.35%. Use the drawdown chart below to compare losses from any high point for HRI and DG. For additional features, visit the drawdowns tool.
Volatility
HRI vs. DG - Volatility Comparison
Herc Holdings Inc. (HRI) has a higher volatility of 8.07% compared to Dollar General Corporation (DG) at 6.76%. This indicates that HRI's price experiences larger fluctuations and is considered to be riskier than DG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HRI vs. DG - Financials Comparison
This section allows you to compare key financial metrics between Herc Holdings Inc. and Dollar General Corporation. 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