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.
Key characteristics
| HTGC | BCSF | |
|---|---|---|
| YTD Return | 18.30% | 14.09% |
| 1Y Return | 67.96% | 64.32% |
| 3Y Return (Ann) | 15.61% | 12.48% |
| 5Y Return (Ann) | 19.64% | 6.92% |
| Sharpe Ratio | 3.19 | 3.73 |
| Daily Std Dev | 20.72% | 17.31% |
| Max Drawdown | -68.29% | -62.45% |
| Current Drawdown | 0.00% | -0.89% |
Fundamentals
| HTGC | BCSF | |
|---|---|---|
| Market Cap | $3.09B | $1.06B |
| EPS | $2.31 | $1.91 |
| PE Ratio | 8.26 | 8.62 |
| PEG Ratio | 0.52 | 1.07 |
| Revenue (TTM) | $460.67M | $297.79M |
| Gross Profit (TTM) | $321.69M | $219.55M |
Correlation
The correlation between HTGC and BCSF is 0.53, 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.
Performance
HTGC vs. BCSF - Performance Comparison
In the year-to-date period, HTGC achieves a 18.30% return, which is significantly higher than BCSF's 14.09% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 9.48%, less than BCSF's 9.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 9.48% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
BCSF Bain Capital Specialty Finance, Inc. | 9.98% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HTGC vs. BCSF - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.29%, 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
Hercules Capital, Inc. (HTGC) and Bain Capital Specialty Finance, Inc. (BCSF) have volatilities of 3.54% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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