BLX vs. HTGC
Compare and contrast key facts about Banco Latinoamericano de Comercio Exterior, S.A (BLX) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLX or HTGC.
Correlation
The correlation between BLX and HTGC is 0.49, 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
BLX vs. HTGC - Performance Comparison
Key characteristics
BLX:
1.34
HTGC:
-0.12
BLX:
1.96
HTGC:
0.02
BLX:
1.25
HTGC:
1.00
BLX:
1.77
HTGC:
-0.12
BLX:
5.67
HTGC:
-0.33
BLX:
6.55%
HTGC:
9.32%
BLX:
28.79%
HTGC:
26.12%
BLX:
-95.52%
HTGC:
-68.29%
BLX:
-2.95%
HTGC:
-18.51%
Fundamentals
BLX:
$1.45B
HTGC:
$3.10B
BLX:
$5.60
HTGC:
$1.61
BLX:
7.04
HTGC:
10.96
BLX:
1.58
HTGC:
0.52
BLX:
5.06
HTGC:
6.30
BLX:
1.08
HTGC:
1.56
BLX:
$359.64M
HTGC:
$388.30M
BLX:
$223.52M
HTGC:
$322.74M
BLX:
$52.65M
HTGC:
$249.43M
Returns By Period
In the year-to-date period, BLX achieves a 15.60% return, which is significantly higher than HTGC's -10.76% return. Over the past 10 years, BLX has underperformed HTGC with an annualized return of 9.18%, while HTGC has yielded a comparatively higher 14.13% annualized return.
BLX
15.60%
20.66%
22.02%
38.40%
38.32%
9.18%
HTGC
-10.76%
8.31%
-7.12%
-3.13%
22.41%
14.13%
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Risk-Adjusted Performance
BLX vs. HTGC — Risk-Adjusted Performance Rank
BLX
HTGC
BLX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Latinoamericano de Comercio Exterior, S.A (BLX) 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
BLX vs. HTGC - Dividend Comparison
BLX's dividend yield for the trailing twelve months is around 4.02%, less than HTGC's 9.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLX Banco Latinoamericano de Comercio Exterior, S.A | 4.02% | 5.62% | 4.04% | 6.17% | 6.02% | 7.17% | 7.20% | 8.90% | 5.72% | 5.23% | 4.45% | 5.93% |
HTGC Hercules Capital, Inc. | 9.10% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
BLX vs. HTGC - Drawdown Comparison
The maximum BLX drawdown since its inception was -95.52%, which is greater than HTGC's maximum drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for BLX and HTGC. For additional features, visit the drawdowns tool.
Volatility
BLX vs. HTGC - Volatility Comparison
Banco Latinoamericano de Comercio Exterior, S.A (BLX) and Hercules Capital, Inc. (HTGC) have volatilities of 10.33% and 10.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BLX vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Banco Latinoamericano de Comercio Exterior, S.A 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
BLX vs. HTGC - Profitability Comparison
BLX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Banco Latinoamericano de Comercio Exterior, S.A reported a gross profit of 74.39M and revenue of 74.39M. 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%.
BLX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Banco Latinoamericano de Comercio Exterior, S.A reported an operating income of 59.37M and revenue of 74.39M, resulting in an operating margin of 79.8%.
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%.
BLX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Banco Latinoamericano de Comercio Exterior, S.A reported a net income of 51.49M and revenue of 74.39M, resulting in a net margin of 69.2%.
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%.