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.
Correlation
The correlation between BCSF and HTGC is 0.20, 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
BCSF vs. HTGC - Performance Comparison
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Key characteristics
BCSF:
45.85%
HTGC:
26.12%
BCSF:
-3.85%
HTGC:
-68.29%
BCSF:
-1.30%
HTGC:
-19.02%
Fundamentals
BCSF:
$981.46M
HTGC:
$3.07B
BCSF:
$1.74
HTGC:
$1.33
BCSF:
8.70
HTGC:
13.14
BCSF:
1.07
HTGC:
0.52
BCSF:
3.35
HTGC:
6.24
BCSF:
0.84
HTGC:
1.53
BCSF:
$172.00M
HTGC:
$388.30M
BCSF:
$151.49M
HTGC:
$322.74M
BCSF:
$99.85M
HTGC:
$249.43M
Returns By Period
BCSF
N/A
N/A
N/A
N/A
N/A
N/A
HTGC
-11.32%
3.86%
-7.56%
-4.70%
21.97%
14.18%
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Risk-Adjusted Performance
BCSF vs. HTGC — Risk-Adjusted Performance Rank
BCSF
HTGC
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.
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Dividends
BCSF vs. HTGC - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 11.90%, more than HTGC's 9.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 11.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 9.15% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
BCSF vs. HTGC - Drawdown Comparison
The maximum BCSF drawdown since its inception was -3.85%, 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.
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Volatility
BCSF vs. HTGC - Volatility Comparison
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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
BCSF vs. HTGC - Profitability Comparison
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported a gross profit of 52.84M and revenue of 52.84M. Therefore, the gross margin over that period was 100.0%.
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%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported an operating income of 49.55M and revenue of 52.84M, resulting in an operating margin of 93.8%.
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%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported a net income of 32.11M and revenue of 52.84M, resulting in a net margin of 60.8%.
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%.