HTGC vs. BCSF
Compare and contrast key facts about Hercules Capital, Inc. (HTGC) and Bain Capital Specialty Finance, Inc. (BCSF).
Performance
HTGC vs. BCSF - Performance Comparison
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HTGC vs. BCSF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | -18.99% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -10.24% |
BCSF Bain Capital Specialty Finance, Inc. | -7.71% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
Fundamentals
HTGC:
$2.79B
BCSF:
$803.78M
HTGC:
$0.00
BCSF:
$1.87K
HTGC:
6.25
BCSF:
0.00
HTGC:
1.26
BCSF:
0.00
HTGC:
$451.96M
BCSF:
$217.36B
HTGC:
$388.62M
BCSF:
$0.00
HTGC:
$245.95M
BCSF:
$0.00
Returns By Period
In the year-to-date period, HTGC achieves a -18.99% return, which is significantly lower than BCSF's -7.71% return.
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%
BCSF
- 1D
- 1.31%
- 1M
- -0.56%
- YTD
- -7.71%
- 6M
- -5.98%
- 1Y
- -14.33%
- 3Y*
- 14.05%
- 5Y*
- 7.63%
- 10Y*
- —
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Return for Risk
HTGC vs. BCSF — Risk / Return Rank
HTGC
BCSF
HTGC vs. BCSF - Risk-Adjusted Trends 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.
| HTGC | BCSF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | -0.56 | 0.00 |
Sortino ratioReturn per unit of downside risk | -0.62 | -0.64 | +0.03 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.92 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.58 | -0.82 | +0.24 |
Martin ratioReturn relative to average drawdown | -1.54 | -1.53 | -0.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTGC | BCSF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | -0.56 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.38 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.21 | +0.14 |
Correlation
The correlation between HTGC and BCSF is 0.56, 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
HTGC vs. BCSF - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 12.73%, less than BCSF's 15.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BCSF Bain Capital Specialty Finance, Inc. | 15.48% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% |
Drawdowns
HTGC vs. BCSF - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.21%, which is greater than BCSF's maximum drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for HTGC and BCSF.
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Drawdown Indicators
| HTGC | BCSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.21% | -62.42% | -5.79% |
Max Drawdown (1Y)Largest decline over 1 year | -24.74% | -18.06% | -6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | -26.38% | -9.73% |
Max Drawdown (10Y)Largest decline over 10 years | -57.54% | — | — |
Current DrawdownCurrent decline from peak | -23.41% | -23.35% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -10.79% | -12.13% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.38% | 9.76% | -0.38% |
Volatility
HTGC vs. BCSF - Volatility Comparison
Hercules Capital, Inc. (HTGC) has a higher volatility of 8.67% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 7.25%. This indicates that HTGC's price experiences larger fluctuations and is considered to be riskier than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTGC | BCSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 7.25% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 19.68% | 17.11% | +2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.56% | 25.74% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.66% | 20.07% | +5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.76% | 31.20% | -3.44% |
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