STGW vs. HBB
STGW (Stagwell Inc.) and HBB (Hamilton Beach Brands Holding Company) are both stocks. STGW operates in Advertising Agencies (Communication Services), while HBB operates in Furnishings, Fixtures & Appliances (Consumer Cyclical). Over the past 3 years, STGW returned 1.31%/yr vs 32.86%/yr for HBB. At a 0.21 correlation, their price movements are largely independent.
Performance
STGW vs. HBB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, STGW achieves a 59.71% return, which is significantly higher than HBB's 31.73% return.
STGW
- 1D
- 0.77%
- 1M
- 17.80%
- 6M
- 48.76%
- YTD
- 59.71%
- 1Y
- 67.96%
- 3Y*
- 1.31%
- 5Y*
- —
- 10Y*
- —
HBB
- 1D
- 3.28%
- 1M
- 5.37%
- 6M
- 12.68%
- YTD
- 31.73%
- 1Y
- 13.06%
- 3Y*
- 32.86%
- 5Y*
- 3.35%
- 10Y*
- —
STGW vs. HBB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
STGW Stagwell Inc. | 59.71% | -25.68% | -0.75% | 6.76% | -28.37% | 32.77% |
HBB Hamilton Beach Brands Holding Company | 31.73% | 0.52% | -1.60% | 46.40% | -10.86% | -25.76% |
Correlation
The correlation between STGW and HBB is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2021 | 0.21 |
Fundamentals
STGW:
$1.94B
HBB:
$288.95M
STGW:
$0.07
HBB:
$2.09
STGW:
105.16
HBB:
10.26
STGW:
0.19
HBB:
1.47
STGW:
0.68
HBB:
0.49
STGW:
2.71
HBB:
1.57
STGW:
$2.96B
HBB:
$595.44M
STGW:
$1.07B
HBB:
$159.57M
STGW:
$305.16M
HBB:
$43.51M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
STGW vs. HBB — Risk / Return Rank
STGW
HBB
STGW vs. HBB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stagwell Inc. (STGW) and Hamilton Beach Brands Holding Company (HBB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STGW | HBB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.08 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.31 | +1.53 |
| Martin ratioReturn relative to average drawdown | 5.31 | 0.60 | +4.71 |
Loading charts...
Drawdowns
STGW vs. HBB - Drawdown Comparison
The maximum STGW drawdown since its inception was -62.11%, smaller than the maximum HBB drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for STGW and HBB.
Loading charts...
Drawdown Indicators
| STGW | HBB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -81.89% | +19.78% |
Max Drawdown (1Y)Largest decline over 1 year | -36.78% | -33.03% | -3.75% |
Max Drawdown (3Y)Largest decline over 3 years | -50.92% | -57.65% | +6.73% |
Max Drawdown (5Y)Largest decline over 5 years | — | -57.65% | — |
Current DrawdownCurrent decline from peak | -26.39% | -33.48% | +7.09% |
Average DrawdownAverage peak-to-trough decline | -37.87% | -50.45% | +12.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.70% | 18.20% | -5.50% |
Volatility
STGW vs. HBB - Volatility Comparison
Stagwell Inc. (STGW) and Hamilton Beach Brands Holding Company (HBB) have volatilities of 12.01% and 12.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| STGW | HBB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.01% | 12.53% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 41.82% | 38.69% | +3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.06% | 53.87% | +3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.35% | 54.23% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.35% | 57.99% | -2.64% |
Dividends
STGW vs. HBB - Dividend Comparison
STGW has not paid dividends to shareholders, while HBB's dividend yield for the trailing twelve months is around 2.27%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
HBB Hamilton Beach Brands Holding Company | 2.27% | 2.89% | 2.70% | 2.49% | 3.35% | 2.75% | 2.11% | 1.86% | 1.45% | 0.33% |
STGW Stagwell Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
STGW vs. HBB - Financials Comparison
This section allows you to compare key financial metrics between Stagwell Inc. and Hamilton Beach Brands Holding Company. 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
STGW vs. HBB - Profitability Comparison
STGW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Stagwell Inc. reported a gross profit of 244.61M and revenue of 704.14M. Therefore, the gross margin over that period was 34.7%.
HBB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Hamilton Beach Brands Holding Company reported a gross profit of 36.19M and revenue of 121.96M. Therefore, the gross margin over that period was 29.7%.
STGW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Stagwell Inc. reported an operating income of 9.64M and revenue of 704.14M, resulting in an operating margin of 1.4%.
HBB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Hamilton Beach Brands Holding Company reported an operating income of 4.97M and revenue of 121.96M, resulting in an operating margin of 4.1%.
STGW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Stagwell Inc. reported a net income of -12.97M and revenue of 704.14M, resulting in a net margin of -1.8%.
HBB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Hamilton Beach Brands Holding Company reported a net income of 3.54M and revenue of 121.96M, resulting in a net margin of 2.9%.
Frequently Asked Questions
STGW and HBB have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HBB has higher volatility (12.53%) compared to STGW (12.01%). In terms of maximum drawdown, STGW dropped -62.11% vs HBB's -81.89%.
STGW currently has the higher Sharpe Ratio (1.18 vs 0.19), 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.
Find the right allocation for STGW and HBB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer