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.
Key characteristics
| BAX | HTGC | |
|---|---|---|
| YTD Return | 5.24% | 14.56% |
| 1Y Return | -8.16% | 61.65% |
| 3Y Return (Ann) | -21.22% | 15.57% |
| 5Y Return (Ann) | -10.42% | 20.47% |
| 10Y Return (Ann) | 1.95% | 14.11% |
| Sharpe Ratio | -0.14 | 3.07 |
| Daily Std Dev | 27.11% | 20.81% |
| Max Drawdown | -68.27% | -68.29% |
| Current Drawdown | -53.69% | 0.00% |
Fundamentals
| BAX | HTGC | |
|---|---|---|
| Market Cap | $20.10B | $2.92B |
| EPS | -$0.15 | $2.31 |
| PE Ratio | 85.61 | 7.99 |
| PEG Ratio | 1.70 | 0.52 |
| Revenue (TTM) | $14.81B | $460.67M |
| Gross Profit (TTM) | $6.03B | $321.69M |
| EBITDA (TTM) | $2.78B | $381.69M |
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.
Performance
BAX vs. HTGC - Performance Comparison
In the year-to-date period, BAX achieves a 5.24% return, which is significantly lower than HTGC's 14.56% return. Over the past 10 years, BAX has underperformed HTGC with an annualized return of 1.95%, while HTGC has yielded a comparatively higher 14.11% annualized 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
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.
Dividends
BAX vs. HTGC - Dividend Comparison
BAX's dividend yield for the trailing twelve months is around 2.87%, less than HTGC's 9.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAX Baxter International Inc. | 2.87% | 3.00% | 2.26% | 1.26% | 1.19% | 1.02% | 1.11% | 0.94% | 1.14% | 2.08% | 2.80% | 2.76% |
HTGC Hercules Capital, Inc. | 9.79% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
BAX vs. HTGC - Drawdown Comparison
The maximum BAX drawdown since its inception was -68.27%, 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.
Volatility
BAX vs. HTGC - Volatility Comparison
Baxter International Inc. (BAX) has a higher volatility of 7.18% compared to Hercules Capital, Inc. (HTGC) at 3.91%. 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.
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