HTGC vs. BCSF
Compare and contrast key facts about Hercules Capital, Inc. (HTGC) and Bain Capital Specialty Finance, Inc. (BCSF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTGC or BCSF.
Correlation
The correlation between HTGC and BCSF is 0.40, 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
HTGC vs. BCSF - Performance Comparison
Key characteristics
HTGC:
0.16
BCSF:
0.33
HTGC:
0.37
BCSF:
0.58
HTGC:
1.06
BCSF:
1.08
HTGC:
0.16
BCSF:
0.27
HTGC:
0.47
BCSF:
1.13
HTGC:
8.61%
BCSF:
6.23%
HTGC:
26.03%
BCSF:
21.52%
HTGC:
-68.50%
BCSF:
-62.45%
HTGC:
-16.93%
BCSF:
-16.79%
Fundamentals
HTGC:
$3.05B
BCSF:
$975.62M
HTGC:
$1.63
BCSF:
$1.85
HTGC:
10.81
BCSF:
8.13
HTGC:
0.52
BCSF:
1.07
HTGC:
6.18
BCSF:
3.33
HTGC:
1.52
BCSF:
0.86
HTGC:
$286.20M
BCSF:
$119.16M
HTGC:
$234.55M
BCSF:
$98.65M
HTGC:
$192.67M
BCSF:
$99.85M
Returns By Period
The year-to-date returns for both stocks are quite close, with HTGC having a -9.04% return and BCSF slightly lower at -9.43%.
HTGC
-9.04%
-8.00%
-6.65%
2.60%
27.18%
13.75%
BCSF
-9.43%
-8.64%
-3.45%
5.27%
21.60%
N/A
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Risk-Adjusted Performance
HTGC vs. BCSF — Risk-Adjusted Performance Rank
HTGC
BCSF
HTGC vs. BCSF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and Bain Capital Specialty Finance, Inc. (BCSF). 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
HTGC vs. BCSF - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 8.92%, less than BCSF's 11.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 8.92% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
BCSF Bain Capital Specialty Finance, Inc. | 11.66% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HTGC vs. BCSF - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.50%, which is greater than BCSF's maximum drawdown of -62.45%. Use the drawdown chart below to compare losses from any high point for HTGC and BCSF. For additional features, visit the drawdowns tool.
Volatility
HTGC vs. BCSF - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HTGC) is 13.55%, while Bain Capital Specialty Finance, Inc. (BCSF) has a volatility of 15.35%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HTGC vs. BCSF - Financials Comparison
This section allows you to compare key financial metrics between Hercules Capital, Inc. and Bain Capital Specialty Finance, 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