Correlation
The correlation between HRZN and ORC 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.
HRZN vs. ORC
Compare and contrast key facts about Horizon Technology Finance Corporation (HRZN) and Orchid Island Capital, Inc. (ORC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRZN or ORC.
Performance
HRZN vs. ORC - Performance Comparison
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Key characteristics
HRZN:
-0.84
ORC:
-0.10
HRZN:
-0.93
ORC:
0.02
HRZN:
0.84
ORC:
1.00
HRZN:
-0.57
ORC:
-0.04
HRZN:
-1.32
ORC:
-0.28
HRZN:
18.91%
ORC:
9.41%
HRZN:
30.04%
ORC:
24.48%
HRZN:
-60.44%
ORC:
-75.77%
HRZN:
-39.36%
ORC:
-56.64%
Fundamentals
HRZN:
$303.07M
ORC:
$745.97M
HRZN:
-$0.95
ORC:
$0.37
HRZN:
2.07
ORC:
0.00
HRZN:
3.08
ORC:
14.28
HRZN:
0.99
ORC:
0.90
HRZN:
$66.62M
ORC:
-$2.17M
HRZN:
$59.77M
ORC:
$147.37M
HRZN:
$14.03M
ORC:
$58.72M
Returns By Period
In the year-to-date period, HRZN achieves a -10.31% return, which is significantly lower than ORC's -5.05% return. Over the past 10 years, HRZN has outperformed ORC with an annualized return of 4.45%, while ORC has yielded a comparatively lower -6.23% annualized return.
HRZN
-10.31%
3.25%
-12.64%
-25.15%
-4.48%
3.01%
4.45%
ORC
-5.05%
-2.82%
-3.69%
-2.37%
-8.93%
-5.13%
-6.23%
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Risk-Adjusted Performance
HRZN vs. ORC — Risk-Adjusted Performance Rank
HRZN
ORC
HRZN vs. ORC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Technology Finance Corporation (HRZN) and Orchid Island Capital, Inc. (ORC). 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
HRZN vs. ORC - Dividend Comparison
HRZN's dividend yield for the trailing twelve months is around 17.44%, less than ORC's 22.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRZN Horizon Technology Finance Corporation | 17.44% | 14.68% | 10.02% | 10.43% | 7.54% | 9.44% | 9.28% | 10.67% | 10.70% | 12.96% | 11.76% | 9.86% |
ORC Orchid Island Capital, Inc. | 22.84% | 18.51% | 21.35% | 23.57% | 17.33% | 15.13% | 16.41% | 16.74% | 18.10% | 15.51% | 19.34% | 16.55% |
Drawdowns
HRZN vs. ORC - Drawdown Comparison
The maximum HRZN drawdown since its inception was -60.44%, smaller than the maximum ORC drawdown of -75.77%. Use the drawdown chart below to compare losses from any high point for HRZN and ORC.
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Volatility
HRZN vs. ORC - Volatility Comparison
Horizon Technology Finance Corporation (HRZN) has a higher volatility of 7.49% compared to Orchid Island Capital, Inc. (ORC) at 5.40%. This indicates that HRZN's price experiences larger fluctuations and is considered to be riskier than ORC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
HRZN vs. ORC - Financials Comparison
This section allows you to compare key financial metrics between Horizon Technology Finance Corporation and Orchid Island 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
HRZN vs. ORC - Profitability Comparison
HRZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Horizon Technology Finance Corporation reported a gross profit of 24.52M and revenue of 24.52M. Therefore, the gross margin over that period was 100.0%.
ORC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Orchid Island Capital, Inc. reported a gross profit of 21.35M and revenue of 21.35M. Therefore, the gross margin over that period was 100.0%.
HRZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Horizon Technology Finance Corporation reported an operating income of 22.96M and revenue of 24.52M, resulting in an operating margin of 93.6%.
ORC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Orchid Island Capital, Inc. reported an operating income of 20.96M and revenue of 21.35M, resulting in an operating margin of 98.2%.
HRZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Horizon Technology Finance Corporation reported a net income of 11.10M and revenue of 24.52M, resulting in a net margin of 45.3%.
ORC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Orchid Island Capital, Inc. reported a net income of 17.12M and revenue of 21.35M, resulting in a net margin of 80.2%.