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.
Performance
HTGC vs. BCSF - Performance Comparison
Returns By Period
In the year-to-date period, HTGC achieves a 23.12% return, which is significantly higher than BCSF's 21.27% return.
HTGC
23.12%
-4.56%
1.20%
31.14%
17.95%
13.03%
BCSF
21.27%
0.90%
8.30%
24.38%
8.76%
N/A
Fundamentals
| HTGC | BCSF | |
|---|---|---|
| Market Cap | $3.07B | $1.09B |
| EPS | $2.03 | $1.99 |
| PE Ratio | 9.30 | 8.46 |
| PEG Ratio | 0.52 | 1.07 |
| Total Revenue (TTM) | $507.35M | $297.41M |
| Gross Profit (TTM) | $452.75M | $230.49M |
| EBITDA (TTM) | -$6.19M | $205.01M |
Key characteristics
| HTGC | BCSF | |
|---|---|---|
| Sharpe Ratio | 1.46 | 1.70 |
| Sortino Ratio | 1.79 | 2.28 |
| Omega Ratio | 1.31 | 1.31 |
| Calmar Ratio | 1.73 | 2.70 |
| Martin Ratio | 5.74 | 10.97 |
| Ulcer Index | 5.51% | 2.25% |
| Daily Std Dev | 21.71% | 14.53% |
| Max Drawdown | -68.29% | -62.45% |
| Current Drawdown | -9.17% | -1.23% |
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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.
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 8.48%, less than BCSF's 10.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 8.48% | 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. | 10.52% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% | 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) has a higher volatility of 5.47% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 4.61%. 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.
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