REP.MC vs. HTGC
Compare and contrast key facts about Repsol (REP.MC) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REP.MC or HTGC.
Key characteristics
| REP.MC | HTGC | |
|---|---|---|
| YTD Return | 13.92% | 21.10% |
| 1Y Return | 17.62% | 59.10% |
| 3Y Return (Ann) | 15.71% | 16.78% |
| 5Y Return (Ann) | 6.57% | 20.24% |
| 10Y Return (Ann) | 3.66% | 14.35% |
| Sharpe Ratio | 0.86 | 3.13 |
| Daily Std Dev | 20.70% | 19.15% |
| Max Drawdown | -64.76% | -68.29% |
| Current Drawdown | -8.07% | -0.72% |
Fundamentals
| REP.MC | HTGC | |
|---|---|---|
| Market Cap | €17.91B | $3.23B |
| EPS | €2.40 | $2.20 |
| PE Ratio | 6.18 | 9.05 |
| PEG Ratio | 2.60 | 0.52 |
| Revenue (TTM) | €52.93B | $477.13M |
| Gross Profit (TTM) | €18.43B | $321.69M |
| EBITDA (TTM) | €6.20B | $396.56M |
Correlation
The correlation between REP.MC and HTGC is 0.26, 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
REP.MC vs. HTGC - Performance Comparison
In the year-to-date period, REP.MC achieves a 13.92% return, which is significantly lower than HTGC's 21.10% return. Over the past 10 years, REP.MC has underperformed HTGC with an annualized return of 3.66%, while HTGC has yielded a comparatively higher 14.35% 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
REP.MC vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Repsol (REP.MC) 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
REP.MC vs. HTGC - Dividend Comparison
REP.MC's dividend yield for the trailing twelve months is around 5.04%, less than HTGC's 9.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REP.MC Repsol | 5.04% | 5.20% | 4.24% | 2.87% | 9.45% | 6.67% | 6.36% | 5.52% | 4.67% | 9.39% | 12.59% | 5.03% |
HTGC Hercules Capital, Inc. | 9.09% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
REP.MC vs. HTGC - Drawdown Comparison
The maximum REP.MC drawdown since its inception was -64.76%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for REP.MC and HTGC. For additional features, visit the drawdowns tool.
Volatility
REP.MC vs. HTGC - Volatility Comparison
Repsol (REP.MC) has a higher volatility of 5.06% compared to Hercules Capital, Inc. (HTGC) at 4.04%. This indicates that REP.MC'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
REP.MC vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Repsol 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