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

Performance

CWK vs. HTGC - Performance Comparison

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

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CWK vs. HTGC - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CWK
Cushman & Wakefield plc
-24.27%23.78%21.11%-13.32%-43.97%49.97%-27.45%41.26%-18.75%
HTGC
Hercules Capital, Inc.
-18.99%3.54%33.33%42.91%-10.42%26.50%14.49%39.86%-14.13%

Fundamentals

Market Cap

CWK:

$2.91B

HTGC:

$2.79B

EPS

CWK:

$0.38

HTGC:

$0.00

PS Ratio

CWK:

0.28

HTGC:

6.25

PB Ratio

CWK:

1.49

HTGC:

1.26

Total Revenue (TTM)

CWK:

$10.29B

HTGC:

$451.96M

Gross Profit (TTM)

CWK:

$1.25B

HTGC:

$388.62M

EBITDA (TTM)

CWK:

$312.40M

HTGC:

$245.95M

Returns By Period

In the year-to-date period, CWK achieves a -24.27% return, which is significantly lower than HTGC's -18.99% return.


CWK

1D
2.94%
1M
-8.58%
YTD
-24.27%
6M
-22.99%
1Y
19.96%
3Y*
5.17%
5Y*
-5.77%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CWK vs. HTGC — Risk / Return Rank

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

CWK
CWK Risk / Return Rank: 5656
Overall Rank
CWK Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
CWK Sortino Ratio Rank: 5454
Sortino Ratio Rank
CWK Omega Ratio Rank: 5353
Omega Ratio Rank
CWK Calmar Ratio Rank: 5757
Calmar Ratio Rank
CWK Martin Ratio Rank: 6060
Martin Ratio Rank

HTGC
HTGC Risk / Return Rank: 1717
Overall Rank
HTGC Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
HTGC Sortino Ratio Rank: 1818
Sortino Ratio Rank
HTGC Omega Ratio Rank: 1818
Omega Ratio Rank
HTGC Calmar Ratio Rank: 2323
Calmar Ratio Rank
HTGC Martin Ratio Rank: 99
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.

CWK vs. HTGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cushman & Wakefield plc (CWK) 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.


CWKHTGCDifference

Sharpe ratio

Return per unit of total volatility

0.44

-0.56

+1.00

Sortino ratio

Return per unit of downside risk

0.90

-0.62

+1.52

Omega ratio

Gain probability vs. loss probability

1.12

0.92

+0.20

Calmar ratio

Return relative to maximum drawdown

0.65

-0.58

+1.23

Martin ratio

Return relative to average drawdown

1.69

-1.54

+3.23

CWK vs. HTGC - Sharpe Ratio Comparison

The current CWK Sharpe Ratio is 0.44, which is higher than the HTGC Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of CWK 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


CWKHTGCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.44

-0.56

+1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.14

0.36

-0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.10

0.35

-0.45

Correlation

The correlation between CWK and HTGC is 0.42, 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

CWK vs. HTGC - Dividend Comparison

CWK has not paid dividends to shareholders, while HTGC's dividend yield for the trailing twelve months is around 12.73%.


TTM20252024202320222021202020192018201720162015
CWK
Cushman & Wakefield plc
0.00%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.
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

CWK vs. HTGC - Drawdown Comparison

The maximum CWK drawdown since its inception was -71.84%, which is greater than HTGC's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for CWK and HTGC.


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Drawdown Indicators


CWKHTGCDifference

Max Drawdown

Largest peak-to-trough decline

-71.84%

-68.21%

-3.63%

Max Drawdown (1Y)

Largest decline over 1 year

-31.40%

-24.74%

-6.66%

Max Drawdown (5Y)

Largest decline over 5 years

-71.84%

-36.11%

-35.73%

Max Drawdown (10Y)

Largest decline over 10 years

-57.54%

Current Drawdown

Current decline from peak

-46.97%

-23.41%

-23.56%

Average Drawdown

Average peak-to-trough decline

-32.67%

-10.79%

-21.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.03%

9.38%

+2.65%

Volatility

CWK vs. HTGC - Volatility Comparison

Cushman & Wakefield plc (CWK) has a higher volatility of 10.07% compared to Hercules Capital, Inc. (HTGC) at 8.67%. This indicates that CWK'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


CWKHTGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.07%

8.67%

+1.40%

Volatility (6M)

Calculated over the trailing 6-month period

33.49%

19.68%

+13.81%

Volatility (1Y)

Calculated over the trailing 1-year period

45.88%

25.56%

+20.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.29%

25.66%

+16.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.37%

27.76%

+19.61%

Financials

CWK vs. HTGC - Financials Comparison

This section allows you to compare key financial metrics between Cushman & Wakefield plc 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
2.91B
62.62M
(CWK) Total Revenue
(HTGC) Total Revenue
Values in USD except per share items