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
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Key characteristics
HTGC:
0.01
BCSF:
0.21
HTGC:
0.18
BCSF:
0.44
HTGC:
1.03
BCSF:
1.06
HTGC:
0.01
BCSF:
0.19
HTGC:
0.03
BCSF:
0.64
HTGC:
9.63%
BCSF:
7.52%
HTGC:
26.13%
BCSF:
22.25%
HTGC:
-68.30%
BCSF:
-62.42%
HTGC:
-16.59%
BCSF:
-16.41%
Fundamentals
HTGC:
$3.09B
BCSF:
$1.00B
HTGC:
$1.33
BCSF:
$1.74
HTGC:
13.26
BCSF:
8.89
HTGC:
0.52
BCSF:
1.07
HTGC:
6.30
BCSF:
3.52
HTGC:
1.55
BCSF:
0.88
HTGC:
$388.30M
BCSF:
$172.00M
HTGC:
$322.74M
BCSF:
$151.49M
HTGC:
$249.43M
BCSF:
$99.85M
Returns By Period
The year-to-date returns for both stocks are quite close, with HTGC having a -8.66% return and BCSF slightly lower at -9.02%.
HTGC
-8.66%
2.65%
-3.68%
0.26%
23.59%
14.44%
BCSF
-9.02%
5.65%
-3.12%
4.59%
22.77%
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.
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Dividends
HTGC vs. BCSF - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 9.09%, less than BCSF's 11.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 9.09% | 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. | 11.61% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HTGC vs. BCSF - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.30%, 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. For additional features, visit the drawdowns tool.
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Volatility
HTGC vs. BCSF - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HTGC) is 6.00%, while Bain Capital Specialty Finance, Inc. (BCSF) has a volatility of 8.85%. 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.
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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
HTGC vs. BCSF - Profitability Comparison
HTGC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a gross profit of 88.19M and revenue of 102.10M. Therefore, the gross margin over that period was 86.4%.
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported a gross profit of 52.84M and revenue of 52.84M. Therefore, the gross margin over that period was 100.0%.
HTGC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported an operating income of 56.76M and revenue of 102.10M, resulting in an operating margin of 55.6%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported an operating income of 49.55M and revenue of 52.84M, resulting in an operating margin of 93.8%.
HTGC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a net income of 50.34M and revenue of 102.10M, resulting in a net margin of 49.3%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported a net income of 32.11M and revenue of 52.84M, resulting in a net margin of 60.8%.