LNC vs. HTGC
Compare and contrast key facts about Lincoln National Corporation (LNC) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LNC or HTGC.
Key characteristics
| LNC | HTGC | |
|---|---|---|
| YTD Return | 2.95% | 18.30% |
| 1Y Return | 40.67% | 67.96% |
| 3Y Return (Ann) | -21.53% | 15.61% |
| 5Y Return (Ann) | -13.01% | 19.64% |
| 10Y Return (Ann) | -2.93% | 14.27% |
| Sharpe Ratio | 1.04 | 3.19 |
| Daily Std Dev | 38.63% | 20.72% |
| Max Drawdown | -92.87% | -68.29% |
| Current Drawdown | -59.93% | 0.00% |
Fundamentals
| LNC | HTGC | |
|---|---|---|
| Market Cap | $4.73B | $3.09B |
| EPS | -$4.92 | $2.31 |
| PE Ratio | 34.90 | 8.26 |
| PEG Ratio | 1.24 | 0.52 |
| Revenue (TTM) | $11.64B | $460.67M |
| Gross Profit (TTM) | -$1.73B | $321.69M |
| EBITDA (TTM) | -$3.07B | $381.69M |
Correlation
The correlation between LNC and HTGC is 0.45, 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
LNC vs. HTGC - Performance Comparison
In the year-to-date period, LNC achieves a 2.95% return, which is significantly lower than HTGC's 18.30% return. Over the past 10 years, LNC has underperformed HTGC with an annualized return of -2.93%, while HTGC has yielded a comparatively higher 14.27% annualized 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
LNC vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lincoln National Corporation (LNC) 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.
Dividends
LNC vs. HTGC - Dividend Comparison
LNC's dividend yield for the trailing twelve months is around 6.68%, less than HTGC's 9.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNC Lincoln National Corporation | 6.68% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% | 1.11% | 0.93% |
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% |
Drawdowns
LNC vs. HTGC - Drawdown Comparison
The maximum LNC drawdown since its inception was -92.87%, which is greater than HTGC's maximum drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for LNC and HTGC. For additional features, visit the drawdowns tool.
Volatility
LNC vs. HTGC - Volatility Comparison
Lincoln National Corporation (LNC) has a higher volatility of 7.83% compared to Hercules Capital, Inc. (HTGC) at 3.54%. This indicates that LNC'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.
Financials
LNC vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Lincoln National Corporation 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