BCSF vs. HTGC
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCSF or HTGC.
Key characteristics
| BCSF | HTGC | |
|---|---|---|
| YTD Return | 10.81% | 15.54% |
| 1Y Return | 54.17% | 63.03% |
| 3Y Return (Ann) | 12.06% | 15.88% |
| 5Y Return (Ann) | 6.33% | 20.71% |
| Sharpe Ratio | 3.07 | 3.03 |
| Daily Std Dev | 17.94% | 20.78% |
| Max Drawdown | -62.45% | -68.29% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| BCSF | HTGC | |
|---|---|---|
| Market Cap | $1.02B | $2.92B |
| EPS | $1.91 | $2.31 |
| PE Ratio | 8.25 | 7.99 |
| PEG Ratio | 1.07 | 0.52 |
| Revenue (TTM) | $297.79M | $460.67M |
| Gross Profit (TTM) | $219.55M | $321.69M |
Correlation
The correlation between BCSF and HTGC is 0.53, 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
BCSF vs. HTGC - Performance Comparison
In the year-to-date period, BCSF achieves a 10.81% return, which is significantly lower than HTGC's 15.54% 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
BCSF vs. HTGC - Risk-Adjusted Performance 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.
Dividends
BCSF vs. HTGC - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 10.28%, more than HTGC's 9.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 10.28% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 9.71% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
BCSF vs. HTGC - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.45%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for BCSF and HTGC. For additional features, visit the drawdowns tool.
Volatility
BCSF vs. HTGC - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 3.36%, while Hercules Capital, Inc. (HTGC) has a volatility of 3.72%. 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.
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