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CE vs. HTGC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CE vs. HTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Celanese Corporation (CE) and Hercules Capital, Inc. (HTGC). The values are adjusted to include any dividend payments, if applicable.

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CE vs. HTGC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CE
Celanese Corporation
50.39%-38.76%-54.57%55.69%-37.77%31.75%8.25%39.85%-14.31%38.52%
HTGC
Hercules Capital, Inc.
-20.14%3.54%33.33%42.91%-10.42%26.50%14.49%39.86%-6.86%1.86%

Fundamentals

Market Cap

CE:

$6.98B

HTGC:

$2.75B

EPS

CE:

-$10.57

HTGC:

$0.00

PS Ratio

CE:

0.73

HTGC:

6.16

PB Ratio

CE:

1.72

HTGC:

1.24

Total Revenue (TTM)

CE:

$9.54B

HTGC:

$451.96M

Gross Profit (TTM)

CE:

$1.92B

HTGC:

$388.62M

EBITDA (TTM)

CE:

$193.00M

HTGC:

$245.95M

Returns By Period

In the year-to-date period, CE achieves a 50.39% return, which is significantly higher than HTGC's -20.14% return. Over the past 10 years, CE has underperformed HTGC with an annualized return of 1.43%, while HTGC has yielded a comparatively higher 12.82% annualized return.


CE

1D
-3.38%
1M
27.79%
YTD
50.39%
6M
50.25%
1Y
14.42%
3Y*
-15.28%
5Y*
-14.59%
10Y*
1.43%

HTGC

1D
-1.42%
1M
-0.27%
YTD
-20.14%
6M
-17.08%
1Y
-14.96%
3Y*
16.16%
5Y*
8.90%
10Y*
12.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CE vs. HTGC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CE
CE Risk / Return Rank: 4848
Overall Rank
CE Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
CE Sortino Ratio Rank: 4949
Sortino Ratio Rank
CE Omega Ratio Rank: 4848
Omega Ratio Rank
CE Calmar Ratio Rank: 4747
Calmar Ratio Rank
CE Martin Ratio Rank: 4646
Martin Ratio Rank

HTGC
HTGC Risk / Return Rank: 1414
Overall Rank
HTGC Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
HTGC Sortino Ratio Rank: 1616
Sortino Ratio Rank
HTGC Omega Ratio Rank: 1616
Omega Ratio Rank
HTGC Calmar Ratio Rank: 1919
Calmar Ratio Rank
HTGC Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CE vs. HTGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Celanese Corporation (CE) 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.


CEHTGCDifference

Sharpe ratio

Return per unit of total volatility

0.23

-0.59

+0.81

Sortino ratio

Return per unit of downside risk

0.79

-0.66

+1.45

Omega ratio

Gain probability vs. loss probability

1.10

0.91

+0.19

Calmar ratio

Return relative to maximum drawdown

0.28

-0.62

+0.91

Martin ratio

Return relative to average drawdown

0.50

-1.65

+2.15

CE vs. HTGC - Sharpe Ratio Comparison

The current CE Sharpe Ratio is 0.23, which is higher than the HTGC Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of CE and HTGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CEHTGCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

-0.59

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.33

0.35

-0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.46

-0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.34

-0.15

Correlation

The correlation between CE and HTGC is 0.37, 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.


Dividends

CE vs. HTGC - Dividend Comparison

CE's dividend yield for the trailing twelve months is around 0.19%, less than HTGC's 12.91% yield.


TTM20252024202320222021202020192018201720162015
CE
Celanese Corporation
0.19%0.28%4.05%1.80%2.68%1.62%1.91%1.95%2.31%1.62%1.75%1.71%
HTGC
Hercules Capital, Inc.
12.91%9.99%9.56%11.40%13.77%9.76%9.02%9.49%11.40%9.45%8.79%10.17%

Drawdowns

CE vs. HTGC - Drawdown Comparison

The maximum CE drawdown since its inception was -84.87%, which is greater than HTGC's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for CE and HTGC.


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Drawdown Indicators


CEHTGCDifference

Max Drawdown

Largest peak-to-trough decline

-84.87%

-68.21%

-16.66%

Max Drawdown (1Y)

Largest decline over 1 year

-42.98%

-24.74%

-18.24%

Max Drawdown (5Y)

Largest decline over 5 years

-78.96%

-36.11%

-42.85%

Max Drawdown (10Y)

Largest decline over 10 years

-78.96%

-57.54%

-21.42%

Current Drawdown

Current decline from peak

-62.34%

-24.50%

-37.84%

Average Drawdown

Average peak-to-trough decline

-20.28%

-10.80%

-9.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.39%

9.39%

+15.00%

Volatility

CE vs. HTGC - Volatility Comparison

Celanese Corporation (CE) has a higher volatility of 21.75% compared to Hercules Capital, Inc. (HTGC) at 8.78%. This indicates that CE'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.


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Volatility by Period


CEHTGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.75%

8.78%

+12.97%

Volatility (6M)

Calculated over the trailing 6-month period

41.11%

19.72%

+21.39%

Volatility (1Y)

Calculated over the trailing 1-year period

63.82%

25.59%

+38.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.14%

25.65%

+18.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.61%

27.76%

+10.85%

Financials

CE vs. HTGC - Financials Comparison

This section allows you to compare key financial metrics between Celanese Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.20B
62.62M
(CE) Total Revenue
(HTGC) Total Revenue
Values in USD except per share items