KEN vs. HTGC
KEN (Kenon Holdings Ltd.) and HTGC (Hercules Capital, Inc.) are both stocks. KEN operates in Utilities - Regulated Electric (Utilities), while HTGC operates in Mortgage Finance (Financial Services). Over the past 10 years, KEN returned 43.50%/yr vs 13.30%/yr for HTGC. At a 0.16 correlation, their price movements are largely independent.
Performance
KEN vs. HTGC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KEN achieves a 28.36% return, which is significantly higher than HTGC's -14.37% return. Over the past 10 years, KEN has outperformed HTGC with an annualized return of 43.50%, while HTGC has yielded a comparatively lower 13.30% annualized return.
KEN
- 1D
- -5.81%
- 1M
- -9.66%
- YTD
- 28.36%
- 6M
- 35.84%
- 1Y
- 135.91%
- 3Y*
- 65.33%
- 5Y*
- 35.58%
- 10Y*
- 43.50%
HTGC
- 1D
- -1.93%
- 1M
- -5.03%
- YTD
- -14.37%
- 6M
- -14.09%
- 1Y
- -4.30%
- 3Y*
- 12.45%
- 5Y*
- 9.03%
- 10Y*
- 13.30%
KEN vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KEN Kenon Holdings Ltd. | 28.36% | 126.18% | 62.44% | -19.16% | -23.73% | 93.65% | 57.17% | 50.73% | 23.06% | 85.88% |
HTGC Hercules Capital, Inc. | -14.37% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -6.86% | 1.86% |
Correlation
The correlation between KEN and HTGC is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2015 | 0.16 |
Fundamentals
KEN:
$4.32B
HTGC:
$3.00B
KEN:
$1.54
HTGC:
$1.49
KEN:
52.77
HTGC:
10.21
KEN:
8.86
HTGC:
0.31
KEN:
4.26
HTGC:
5.11
KEN:
2.88
HTGC:
1.35
KEN:
$1.01B
HTGC:
$578.18M
KEN:
$166.82M
HTGC:
$510.74M
KEN:
$339.95M
HTGC:
$380.44M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KEN vs. HTGC — Risk / Return Rank
KEN
HTGC
KEN vs. HTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kenon Holdings Ltd. (KEN) and Hercules Capital, Inc. (HTGC). 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.
| KEN | HTGC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.74 | ||
| Sortino ratioReturn per unit of downside risk | +3.96 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 0.99 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 8.75 | -0.17 | +8.92 |
| Martin ratioReturn relative to average drawdown | 24.21 | -0.40 | +24.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| KEN | HTGC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.55 | -0.19 | +3.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.35 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.04 | 0.48 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.35 | +0.42 |
Drawdowns
KEN vs. HTGC - Drawdown Comparison
The maximum KEN drawdown since its inception was -69.20%, roughly equal to the maximum HTGC drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for KEN and HTGC.
Loading charts...
Drawdown Indicators
| KEN | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.20% | -68.21% | -0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -15.63% | -24.74% | +9.11% |
Max Drawdown (3Y)Largest decline over 3 years | -32.27% | -27.97% | -4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -69.20% | -36.11% | -33.09% |
Max Drawdown (10Y)Largest decline over 10 years | -69.20% | -57.54% | -11.66% |
Current DrawdownCurrent decline from peak | -14.80% | -19.03% | +4.23% |
Average DrawdownAverage peak-to-trough decline | -23.19% | -10.86% | -12.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.64% | 10.72% | -5.08% |
Volatility
KEN vs. HTGC - Volatility Comparison
Kenon Holdings Ltd. (KEN) has a higher volatility of 16.12% compared to Hercules Capital, Inc. (HTGC) at 5.23%. This indicates that KEN's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KEN | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.12% | 5.23% | +10.89% |
Volatility (6M)Calculated over the trailing 6-month period | 29.55% | 20.00% | +9.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.55% | 23.14% | +15.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.67% | 25.72% | +13.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.86% | 27.84% | +14.02% |
Dividends
KEN vs. HTGC - Dividend Comparison
KEN's dividend yield for the trailing twelve months is around 4.73%, less than HTGC's 11.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 11.89% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
KEN Kenon Holdings Ltd. | 4.73% | 7.24% | 11.18% | 11.46% | 25.00% | 7.35% | 7.41% | 5.75% | 96.34% | 0.00% | 0.00% | 45.52% |
Financials
KEN vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Kenon Holdings Ltd. and Hercules Capital, 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
KEN vs. HTGC - Profitability Comparison
KEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported a gross profit of 47.00M and revenue of 317.00M. Therefore, the gross margin over that period was 14.8%.
HTGC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hercules Capital, Inc. reported a gross profit of 106.20M and revenue of 123.49M. Therefore, the gross margin over that period was 86.0%.
KEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported an operating income of 4.00M and revenue of 317.00M, resulting in an operating margin of 1.3%.
HTGC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hercules Capital, Inc. reported an operating income of 65.43M and revenue of 123.49M, resulting in an operating margin of 53.0%.
KEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported a net income of 26.00M and revenue of 317.00M, resulting in a net margin of 8.2%.
HTGC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hercules Capital, Inc. reported a net income of 0.00 and revenue of 123.49M, resulting in a net margin of 0.0%.
Frequently Asked Questions
KEN and HTGC have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KEN has higher volatility (16.12%) compared to HTGC (5.23%). In terms of maximum drawdown, KEN dropped -69.20% vs HTGC's -68.21%.
KEN currently has the higher Sharpe Ratio (3.55 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for KEN and HTGC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer