BCSF vs. HTGC
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) and Hercules Capital, Inc. (HTGC).
Performance
BCSF vs. HTGC - Performance Comparison
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BCSF vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | -7.71% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
HTGC Hercules Capital, Inc. | -18.99% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -10.24% |
Fundamentals
BCSF:
$803.78M
HTGC:
$2.79B
BCSF:
$1.87K
HTGC:
$0.00
BCSF:
0.00
HTGC:
6.25
BCSF:
0.00
HTGC:
1.26
BCSF:
$217.36B
HTGC:
$451.96M
BCSF:
$0.00
HTGC:
$388.62M
BCSF:
$0.00
HTGC:
$245.95M
Returns By Period
In the year-to-date period, BCSF achieves a -7.71% return, which is significantly higher than HTGC's -18.99% return.
BCSF
- 1D
- 1.31%
- 1M
- -0.56%
- YTD
- -7.71%
- 6M
- -5.98%
- 1Y
- -14.33%
- 3Y*
- 14.05%
- 5Y*
- 7.63%
- 10Y*
- —
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
BCSF vs. HTGC — Risk / Return Rank
BCSF
HTGC
BCSF vs. HTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) 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.
| BCSF | HTGC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | -0.56 | 0.00 |
Sortino ratioReturn per unit of downside risk | -0.64 | -0.62 | -0.03 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.92 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | -0.58 | -0.24 |
Martin ratioReturn relative to average drawdown | -1.53 | -1.54 | +0.01 |
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
| BCSF | HTGC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | -0.56 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.36 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.35 | -0.14 |
Correlation
The correlation between BCSF and HTGC is 0.56, 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.
Dividends
BCSF vs. HTGC - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 15.48%, more than HTGC's 12.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 15.48% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% |
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
BCSF vs. HTGC - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.42%, smaller than the maximum HTGC drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for BCSF and HTGC.
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Drawdown Indicators
| BCSF | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.42% | -68.21% | +5.79% |
Max Drawdown (1Y)Largest decline over 1 year | -18.06% | -24.74% | +6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -36.11% | +9.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.54% | — |
Current DrawdownCurrent decline from peak | -23.35% | -23.41% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -12.13% | -10.79% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 9.38% | +0.38% |
Volatility
BCSF vs. HTGC - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 7.25%, while Hercules Capital, Inc. (HTGC) has a volatility of 8.67%. This indicates that BCSF experiences smaller price fluctuations and is considered to be less risky 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
| BCSF | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 8.67% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 17.11% | 19.68% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.74% | 25.56% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.07% | 25.66% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.20% | 27.76% | +3.44% |
Financials
BCSF vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Bain Capital Specialty Finance, 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