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PLMR vs. HG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PLMR vs. HG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Palomar Holdings, Inc. (PLMR) and Hamilton Insurance Group Ltd. (HG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PLMR achieves a -24.74% return, which is significantly lower than HG's 10.46% return.


PLMR

1D
-3.11%
1M
-12.23%
YTD
-24.74%
6M
-14.04%
1Y
-42.08%
3Y*
23.25%
5Y*
6.92%
10Y*

HG

1D
0.59%
1M
-4.03%
YTD
10.46%
6M
17.40%
1Y
39.96%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLMR vs. HG - Yearly Performance Comparison


2026 (YTD)202520242023
PLMR
Palomar Holdings, Inc.
-24.74%27.63%90.25%-6.88%
HG
Hamilton Insurance Group Ltd.
10.46%46.61%27.29%-0.33%

Correlation

The correlation between PLMR and HG is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2023

0.37

The correlation between PLMR and HG shifts across timeframes, from 0.37 (all time) to 0.52 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS

PLMR:

$7.18

HG:

$8.27

PE Ratio

PLMR:

14.12

HG:

3.48

PEG Ratio

PLMR:

0.32

HG:

0.07

PS Ratio

PLMR:

2.85

HG:

0.75

Total Revenue (TTM)

PLMR:

$977.99M

HG:

$2.90B

Gross Profit (TTM)

PLMR:

$401.29M

HG:

$1.76B

EBITDA (TTM)

PLMR:

$210.26M

HG:

$1.36B

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Return for Risk

PLMR vs. HG — Risk / Return Rank

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

PLMR
PLMR Risk / Return Rank: 33
Overall Rank
PLMR Sharpe Ratio Rank: 22
Sharpe Ratio Rank
PLMR Sortino Ratio Rank: 44
Sortino Ratio Rank
PLMR Omega Ratio Rank: 55
Omega Ratio Rank
PLMR Calmar Ratio Rank: 00
Calmar Ratio Rank
PLMR Martin Ratio Rank: 55
Martin Ratio Rank

HG
HG Risk / Return Rank: 8080
Overall Rank
HG Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
HG Sortino Ratio Rank: 7777
Sortino Ratio Rank
HG Omega Ratio Rank: 7373
Omega Ratio Rank
HG Calmar Ratio Rank: 8383
Calmar Ratio Rank
HG Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLMR vs. HG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Palomar Holdings, Inc. (PLMR) and Hamilton Insurance Group Ltd. (HG). 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.


PLMRHGDifference
Sharpe ratioReturn per unit of total volatility

-2.61

Sortino ratioReturn per unit of downside risk

-3.82

Omega ratioGain probability vs. loss probability

0.79

1.25

-0.46

Calmar ratioReturn relative to maximum drawdown

-1.03

3.16

-4.19

Martin ratioReturn relative to average drawdown

-1.53

10.80

-12.33

PLMR vs. HG - Sharpe Ratio Comparison

The current PLMR Sharpe Ratio is -1.17, which is lower than the HG Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of PLMR and HG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PLMRHGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.17

1.44

-2.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

1.05

-0.49

Drawdowns

PLMR vs. HG - Drawdown Comparison

The maximum PLMR drawdown since its inception was -62.86%, which is greater than HG's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for PLMR and HG.


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Drawdown Indicators


PLMRHGDifference

Max Drawdown

Largest peak-to-trough decline

-62.86%

-21.07%

-41.79%

Max Drawdown (1Y)

Largest decline over 1 year

-40.96%

-12.69%

-28.27%

Max Drawdown (3Y)

Largest decline over 3 years

-42.27%

Max Drawdown (5Y)

Largest decline over 5 years

-53.81%

Current Drawdown

Current decline from peak

-42.27%

-12.17%

-30.10%

Average Drawdown

Average peak-to-trough decline

-28.80%

-5.42%

-23.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.84%

3.71%

+25.13%

Volatility

PLMR vs. HG - Volatility Comparison

Palomar Holdings, Inc. (PLMR) has a higher volatility of 9.65% compared to Hamilton Insurance Group Ltd. (HG) at 7.28%. This indicates that PLMR's price experiences larger fluctuations and is considered to be riskier than HG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLMRHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.65%

7.28%

+2.37%

Volatility (6M)

Calculated over the trailing 6-month period

23.20%

18.03%

+5.17%

Volatility (1Y)

Calculated over the trailing 1-year period

36.07%

27.97%

+8.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.60%

31.39%

+11.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.91%

31.39%

+16.52%

Dividends

PLMR vs. HG - Dividend Comparison

PLMR has not paid dividends to shareholders, while HG's dividend yield for the trailing twelve months is around 6.94%.


Financials

PLMR vs. HG - Financials Comparison

This section allows you to compare key financial metrics between Palomar Holdings, Inc. and Hamilton Insurance Group 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.


Quarterly
Annual

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


0.00200.00M400.00M600.00M800.00M20222023202420252026
278.94M
758.91M
(PLMR) Total Revenue
(HG) Total Revenue
Values in USD except per share items

PLMR vs. HG - Profitability Comparison

The chart below illustrates the profitability comparison between Palomar Holdings, Inc. and Hamilton Insurance Group Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%202220232024202520260
99.5%
Portfolio components
PLMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported a gross profit of 0.00 and revenue of 278.94M. Therefore, the gross margin over that period was 0.0%.

HG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hamilton Insurance Group Ltd. reported a gross profit of 754.89M and revenue of 758.91M. Therefore, the gross margin over that period was 99.5%.

PLMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported an operating income of 0.00 and revenue of 278.94M, resulting in an operating margin of 0.0%.

HG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hamilton Insurance Group Ltd. reported an operating income of 693.42M and revenue of 758.91M, resulting in an operating margin of 91.4%.

PLMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported a net income of 42.95M and revenue of 278.94M, resulting in a net margin of 15.4%.

HG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hamilton Insurance Group Ltd. reported a net income of 133.54M and revenue of 758.91M, resulting in a net margin of 17.6%.


Frequently Asked Questions


PLMR and HG have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PLMR has higher volatility (9.65%) compared to HG (7.28%). In terms of maximum drawdown, PLMR dropped -62.86% vs HG's -21.07%.

HG currently has the higher Sharpe Ratio (1.44 vs -1.17), 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.

Portfolio Optimizer

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