BAX vs. HTGC
Compare and contrast key facts about Baxter International Inc. (BAX) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAX or HTGC.
Correlation
The correlation between BAX and HTGC is 0.50, 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
BAX vs. HTGC - Performance Comparison
Loading data...
Key characteristics
BAX:
-0.36
HTGC:
-0.01
BAX:
-0.37
HTGC:
0.11
BAX:
0.95
HTGC:
1.02
BAX:
-0.19
HTGC:
-0.05
BAX:
-0.82
HTGC:
-0.13
BAX:
15.63%
HTGC:
9.57%
BAX:
32.70%
HTGC:
26.18%
BAX:
-68.86%
HTGC:
-68.29%
BAX:
-64.31%
HTGC:
-16.06%
Fundamentals
BAX:
$15.99B
HTGC:
$3.11B
BAX:
-$0.52
HTGC:
$1.33
BAX:
2.00
HTGC:
0.52
BAX:
1.48
HTGC:
6.32
BAX:
2.26
HTGC:
1.56
BAX:
$11.89B
HTGC:
$388.30M
BAX:
$4.28B
HTGC:
$322.74M
BAX:
$647.00M
HTGC:
$249.43M
Returns By Period
In the year-to-date period, BAX achieves a 4.48% return, which is significantly higher than HTGC's -8.08% return. Over the past 10 years, BAX has underperformed HTGC with an annualized return of -0.63%, while HTGC has yielded a comparatively higher 14.55% annualized return.
BAX
4.48%
6.84%
-6.15%
-11.67%
-17.42%
-0.63%
HTGC
-8.08%
6.01%
-3.82%
-0.25%
23.76%
14.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BAX vs. HTGC — Risk-Adjusted Performance Rank
BAX
HTGC
BAX vs. HTGC - Risk-Adjusted Performance 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.
Loading data...
Dividends
BAX vs. HTGC - Dividend Comparison
BAX's dividend yield for the trailing twelve months is around 3.03%, less than HTGC's 9.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAX Baxter International Inc. | 3.03% | 3.57% | 3.00% | 2.26% | 1.27% | 1.21% | 1.02% | 1.11% | 0.94% | 1.14% | 0.60% | 0.00% |
HTGC Hercules Capital, Inc. | 9.47% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
BAX vs. HTGC - Drawdown Comparison
The maximum BAX drawdown since its inception was -68.86%, roughly equal to the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for BAX and HTGC. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BAX vs. HTGC - Volatility Comparison
Baxter International Inc. (BAX) has a higher volatility of 9.13% compared to Hercules Capital, Inc. (HTGC) at 6.58%. 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.
Loading data...
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
BAX vs. HTGC - Profitability Comparison
BAX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Baxter International Inc. reported a gross profit of 861.00M and revenue of 2.63B. Therefore, the gross margin over that period was 32.8%.
HTGC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a gross profit of 88.19M and revenue of 102.10M. Therefore, the gross margin over that period was 86.4%.
BAX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Baxter International Inc. reported an operating income of 58.00M and revenue of 2.63B, resulting in an operating margin of 2.2%.
HTGC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported an operating income of 56.76M and revenue of 102.10M, resulting in an operating margin of 55.6%.
BAX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Baxter International Inc. reported a net income of 126.00M and revenue of 2.63B, resulting in a net margin of 4.8%.
HTGC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a net income of 50.34M and revenue of 102.10M, resulting in a net margin of 49.3%.