BCAT vs HCSG

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Healthcare Services Group Inc (HCSG, Company).

BCAT is from the Financial Services sector, while HCSG is from the Healthcare sector.

5-Year PerformanceBCAT has outperformed HCSG, delivering a return of +7.2% compared to -1.9%

BCAT vs HCSG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	HCSG(COMPANY)
Market Cap	$1.64B	$1.62B
Max Drawdown	44.30%	83.99%
Sharpe Ratio	1.83	1.34
5Y Beta	0.57	0.81
Industry	Asset Management	Medical Care Facilities
P/E Ratio	7.49	23.85
Forward P/E	N/A	26.11
PEG Ratio	0.53	0.32
5Y Dividends CAGR	32.66%	7.14%
5Y EPS CAGR	12.69%	-6.53%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	20.08%	9.59%
P/S Ratio	7.32	0.87
P/B Ratio	1.03	3.31

Market Cap

Winner

BCAT

$1.64B

HCSG

$1.62B

Max Drawdown

Winner

BCAT

44.30%

HCSG

83.99%

Sharpe Ratio

Winner

BCAT

1.83

HCSG

1.34

5Y Beta

Winner

BCAT

0.57

HCSG

0.81

Industry

BCAT

Asset Management

HCSG

Medical Care Facilities

P/E Ratio

Winner

BCAT

7.49

HCSG

23.85

Forward P/E

BCAT

N/A

HCSG

26.11

PEG Ratio

BCAT

0.53

Winner

HCSG

0.32

5Y Dividends CAGR

Winner

BCAT

32.66%

HCSG

7.14%

5Y EPS CAGR

Winner

BCAT

12.69%

HCSG

-6.53%

Debt to Equity

BCAT

0.00%

HCSG

0.00%

Free Cash Flow Yield

Winner

BCAT

20.08%

HCSG

9.59%

P/S Ratio

BCAT

7.32

Winner

HCSG

0.87

P/B Ratio

Winner

BCAT

1.03

HCSG

3.31

BCAT vs HCSG - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	HCSG
1 month	+0.58%	-0.99%
3 months	+9.34%	+4.01%
6 months	+16.46%	+18.59%
1 year	+27.07%	+53.28%
5 years(CAGR)	+7.23%	-1.93%
10 years(CAGR)	N/A	-3.47%
Max(CAGR)	+8.84%	+12.71%

Winner

BCAT

+0.58%

HCSG

-0.99%

Winner

BCAT

+9.34%

HCSG

+4.01%

BCAT

+16.46%

Winner

HCSG

+18.59%

BCAT

+27.07%

Winner

HCSG

+53.28%

5Y(CAGR)

Winner

BCAT

+7.23%

HCSG

-1.93%

10Y(CAGR)

BCAT

N/A

HCSG

-3.47%

Max(CAGR)

BCAT

+8.84%

Winner

HCSG

+12.71%

BCAT vs HCSG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BCAT	HCSG
2026	+21.56%	+29.25%
2025	+16.32%	+66.84%
2024	+19.78%	+9.16%
2023	+17.82%	-17.04%
2022	-22.68%	-28.79%
2021	-4.09%	-35.17%
2020	+9.35%	+20.44%
2019	N/A	-36.64%
2018	N/A	-20.69%
2017	N/A	+38.72%
2016	N/A	+17.02%
2015	N/A	+15.53%
2014	N/A	+12.71%
2013	N/A	+23.61%
2012	N/A	+34.87%
2011	N/A	+11.80%
2010	N/A	+19.24%
2009	N/A	+40.70%
2008	N/A	-20.98%
2007	N/A	+9.28%
2006	N/A	+40.24%
2005	N/A	+58.10%
2004	N/A	+67.31%
2003	N/A	+44.63%
2002	N/A	+30.40%
2001	N/A	+61.45%
2000	N/A	-8.92%
1999	N/A	-12.50%

BCAT vs HCSG Drawdown Comparison

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The maximum drawdown for HCSG was -81.02%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current BCAT drawdown is -2.67%. The current HCSG drawdown is -52.56%.

Rank	BCAT	HCSG
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-81.02% Jan 26, 2018 - Oct 25, 2023
#2	-13.69% Feb 13, 2025 - May 12, 2025	-61.61% Jan 10, 2000 - Nov 28, 2001
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-46.69% Feb 1, 2008 - Apr 9, 2010
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-31.74% Jul 1, 2002 - Jul 24, 2003
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-30.07% Apr 6, 2011 - Oct 27, 2011
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-26.68% Jul 11, 2005 - Dec 7, 2005
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-21.49% Nov 11, 1999 - Jan 7, 2000
#8	-3.01% Jun 1, 2026 - Jun 11, 2026	-19.39% Apr 13, 2010 - Jul 26, 2010
#9	-2.85% May 13, 2025 - Jun 2, 2025	-17.93% Mar 27, 2012 - Jul 17, 2012
#10	-2.84% Aug 13, 2025 - Aug 29, 2025	-17.41% Aug 9, 2007 - Dec 24, 2007
#11	-2.67% Jul 10, 2026 - Jul 17, 2026	-16.44% Jul 12, 2016 - Feb 15, 2017
#12	-2.41% Dec 5, 2025 - Jan 2, 2026	-15.27% Jan 4, 2006 - Apr 20, 2006
#13	-2.01% May 13, 2026 - May 21, 2026	-15.19% May 27, 2014 - Nov 3, 2014
#14	-1.93% Jun 29, 2026 - Jul 10, 2026	-15.11% Apr 20, 2006 - Aug 29, 2006
#15	-1.78% Nov 18, 2020 - Nov 30, 2020	-14.83% Mar 28, 2013 - Jul 5, 2013

Correlation

Correlation between BCAT and HCSG is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (2003 - 2026)

BCAT vs HCSG dividend yield comparison.

Year	BCAT	HCSG
2026	11.72%	0.00%
2025	23.45%	0.00%
2024	17.48%	0.00%
2023	10.08%	0.00%
2022	9.01%	7.10%
2021	6.42%	4.68%
2020	0.48%	2.89%
2019	0.00%	3.26%
2018	0.00%	1.92%
2017	0.00%	1.43%
2016	0.00%	1.87%
2015	0.00%	2.04%
2014	0.00%	2.24%
2013	0.00%	2.37%
2012	0.00%	2.81%
2011	0.00%	3.58%
2010	0.00%	3.66%
2009	0.00%	3.45%
2008	0.00%	3.64%
2007	0.00%	1.98%
2006	0.00%	1.59%
2005	0.00%	1.34%
2004	0.00%	1.26%
2003	0.00%	0.68%