BAX vs. HTGC
Compare and contrast key facts about Baxter International Inc. (BAX) and Hercules Capital, Inc. (HTGC).
Performance
BAX vs. HTGC - Performance Comparison
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BAX vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAX Baxter International Inc. | -12.04% | -33.28% | -22.40% | -21.91% | -39.58% | 8.48% | -2.95% | 28.40% | 2.89% | 47.30% |
HTGC Hercules Capital, Inc. | -18.99% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -6.86% | 1.86% |
Fundamentals
BAX:
$8.64B
HTGC:
$2.79B
BAX:
-$1.68
HTGC:
$0.00
BAX:
0.77
HTGC:
6.25
BAX:
1.41
HTGC:
1.26
BAX:
$11.24B
HTGC:
$451.96M
BAX:
$3.71B
HTGC:
$388.62M
BAX:
$1.67B
HTGC:
$245.95M
Returns By Period
In the year-to-date period, BAX achieves a -12.04% return, which is significantly higher than HTGC's -18.99% return. Over the past 10 years, BAX has underperformed HTGC with an annualized return of -7.23%, while HTGC has yielded a comparatively higher 12.98% annualized return.
BAX
- 1D
- 6.33%
- 1M
- -17.53%
- YTD
- -12.04%
- 6M
- -26.14%
- 1Y
- -50.25%
- 3Y*
- -23.72%
- 5Y*
- -26.05%
- 10Y*
- -7.23%
HTGC
- 1D
- 4.01%
- 1M
- 3.94%
- YTD
- -18.99%
- 6M
- -17.22%
- 1Y
- -14.23%
- 3Y*
- 16.72%
- 5Y*
- 9.21%
- 10Y*
- 12.98%
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Return for Risk
BAX vs. HTGC — Risk / Return Rank
BAX
HTGC
BAX vs. HTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baxter International Inc. (BAX) and Hercules Capital, Inc. (HTGC). 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.
| BAX | HTGC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.05 | -0.56 | -0.49 |
Sortino ratioReturn per unit of downside risk | -1.43 | -0.62 | -0.81 |
Omega ratioGain probability vs. loss probability | 0.79 | 0.92 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.93 | -0.58 | -0.35 |
Martin ratioReturn relative to average drawdown | -1.50 | -1.54 | +0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAX | HTGC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.05 | -0.56 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.79 | 0.36 | -1.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.25 | 0.47 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.35 | -0.13 |
Correlation
The correlation between BAX and HTGC is 0.24, 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.
Dividends
BAX vs. HTGC - Dividend Comparison
BAX's dividend yield for the trailing twelve months is around 2.14%, less than HTGC's 12.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAX Baxter International Inc. | 2.14% | 2.72% | 3.57% | 3.00% | 2.26% | 1.26% | 1.19% | 1.02% | 1.11% | 0.94% | 1.14% | 87.05% |
HTGC Hercules Capital, Inc. | 12.73% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
Drawdowns
BAX vs. HTGC - Drawdown Comparison
The maximum BAX drawdown since its inception was -81.15%, which is greater than HTGC's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for BAX and HTGC.
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Drawdown Indicators
| BAX | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.15% | -68.21% | -12.94% |
Max Drawdown (1Y)Largest decline over 1 year | -52.92% | -24.74% | -28.18% |
Max Drawdown (5Y)Largest decline over 5 years | -80.61% | -36.11% | -44.50% |
Max Drawdown (10Y)Largest decline over 10 years | -81.15% | -57.54% | -23.61% |
Current DrawdownCurrent decline from peak | -79.96% | -23.41% | -56.55% |
Average DrawdownAverage peak-to-trough decline | -21.40% | -10.79% | -10.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.06% | 9.38% | +23.68% |
Volatility
BAX vs. HTGC - Volatility Comparison
Baxter International Inc. (BAX) has a higher volatility of 13.66% compared to Hercules Capital, Inc. (HTGC) at 8.67%. This indicates that BAX's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAX | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.66% | 8.67% | +4.99% |
Volatility (6M)Calculated over the trailing 6-month period | 34.50% | 19.68% | +14.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.14% | 25.56% | +22.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.11% | 25.66% | +7.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.95% | 27.76% | +1.19% |
Financials
BAX vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Baxter International Inc. and Hercules Capital, 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.
Total Revenue: Total amount of money received from sales and other business activities